Alpha Omega Wealth Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 23 October, 2023
Old Dominion Freight Line Inc.: Holding Steady Amidst Market Fluctuations
Old Dominion Freight Line Inc. (ODFL) has been able to maintain its holdings despite the ups and downs of the market. With a slight decrease of just 0.09% from Q2 2023 to Q3 2023, ODFL's holdings remained relatively stable. This is good news for investors who have been closely following the company and its performance.
JP Morgan Exchange Traded Fund: A Small Gain in Holdings
It's always encouraging to see gains in a company's holdings, no matter how small. JP Morgan Exchange Traded Fund (JPST) experienced a 1.7% increase in holdings from Q2 2023 to Q3 2023. This growth may indicate positive market trends for the company and its investors.
Microsoft Corp: A Dip in Holdings
In contrast to the slight gains made by JPST, Microsoft Corp (MSFT) experienced a 9.9% decrease in holdings during Q3 2023. This decline may be attributed to a variety of factors, including market volatility or strategic portfolio adjustments. However, it's important to note that Microsoft remains a significant player in the tech industry and continues to generate substantial value.
Apple Inc: Weathering the Storm
Apple Inc (AAPL) faced a 14.6% decrease in holdings during Q3 2023. This decline could be attributed to various factors, such as industry competition or investor sentiment. However, it's worth mentioning that Apple has a strong track record and has managed to navigate challenging situations in the past. This temporary setback may present a buying opportunity for investors who believe in the company's long-term prospects.
Chevron Corp New: Seeing Moderate Growth
Chevron Corp New (CVX) experienced a modest 6.6% increase in holdings during Q3 2023. This growth could be the result of favorable market conditions or the company's successful strategic initiatives. Chevron remains a significant presence in the energy sector, and investors may find the potential for further growth appealing.
CVS Health Corp: A Steady Rise
CVS Health Corp (CVS) recorded a 3.3% increase in holdings during Q3 2023. This upward trajectory may be the result of the company's strong performance and strategic value. As CVS continues to expand its market presence and provide essential healthcare services, investors may find confidence in its steady growth.
Marathon Pete Corp: A Surprising Increase
Marathon Pete Corp (MPC) saw a surprising 26.5% increase in holdings during Q3 2023. This significant growth could be attributed to favorable market conditions or successful company initiatives. Investors who have been tracking MPC closely may find this unexpected rise in holdings to be encouraging.
Cisco Sys Inc: A Slight Downturn
Cisco Sys Inc (CSCO) experienced a 2.3% decrease in holdings during Q3 2023. While this may be seen as a minor setback, it's essential to note that Cisco remains a significant player in the technology industry. Investors should consider diverse factors that contribute to this fluctuation before making any investment decisions.
AbbVie Inc: A Positive 9.5% Increase
AbbVie Inc (ABBV) recorded a positive 9.5% increase in holdings during Q3 2023. This growth could be attributed to the company's strong performance and strategic value. AbbVie's focus on developing innovative healthcare solutions has positioned it as a key player in the pharmaceutical industry.
Goldman Sachs ETF Trust: A Minimal Increase
Goldman Sachs ETF Trust (GSST) experienced a minimal 1.5% increase in holdings during Q3 2023. The company's ability to maintain steady growth reflects its position as a reliable investment choice.
Johnson & Johnson: A Slight Decline
Johnson & Johnson (JNJ) faced a slight decline of 7.5% in holdings during Q3 2023. This decrease could be attributed to a variety of factors, including market volatility or strategic portfolio adjustments. However, it's worth noting that Johnson & Johnson remains a leading healthcare company with a strong track record.
Verizon Communications Inc: A Decline in Holdings
Verizon Communications Inc (VZ) experienced a 6.2% decrease in holdings during Q3 2023. This decline may be attributed to various factors, including industry competition or investor sentiment. However, Verizon continues to provide essential telecommunications services and remains a prominent player in the market.
International Business Machs: A Minor Increase
International Business Machs (IBM) saw a minor 4.5% increase in holdings during Q3 2023. This growth could be attributed to strategic initiatives or positive market conditions. IBM continues to innovate and adapt to changing market dynamics, making it an attractive choice for investors seeking stability and growth.
AT&T Inc: A Modest Rise
AT&T Inc (T) recorded a 5.4% increase in holdings during Q3 2023. This moderate rise may be attributed to the company's robust performance and strategic initiatives. AT&T remains a significant player in the telecommunications industry and continues to generate value for its investors.
Intel Corp: A Slight Increase
Intel Corp (INTC) experienced a slight 5.5% increase in holdings during Q3 2023. This growth may indicate positive market trends or investor confidence in the company's long-term prospects. Intel's innovation and technological advancements make it a compelling choice for investors seeking growth opportunities in the tech industry.
In conclusion, while some companies experienced slight declines in holdings, others saw moderate increases during Q3 2023. These fluctuations are common in the market and can be influenced by various factors. Investors should conduct thorough research and consider diverse variables before making any investment decisions. Additionally, it's crucial to consult with a financial advisor for personalized guidance based on individual investment goals and risk tolerance.
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