Brand Asset Management Group, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investors are always on the lookout for the latest trends and changes in the market. One way to keep track of these changes is by analyzing the 13F filings, which show the holdings of institutional investors. In this article, we will compare the Q2 2023 and Q3 2023 holdings of Brand Asset Management Group, Inc. and discuss the notable changes in their portfolio.

During Q2 2023, Brand Asset Management Group, Inc. held a total of 53 different securities in their portfolio. However, in Q3 2023, they reduced their holdings to 48 securities. This indicates that there have been significant changes in their investment strategy during this period.

One of the significant changes in Brand Asset Management Group, Inc.'s portfolio is their decrease in holdings of the iShares TR (IJH) ETF. In Q2 2023, they held 85,307 shares of IJH, but in Q3 2023, they reduced their holdings to 80,346 shares, representing a 10.2% decrease. This reduction in holdings could be due to various factors, such as changes in market conditions or a shift in their investment priorities.

Another notable change in Brand Asset Management Group, Inc.'s portfolio is their slight decrease in holdings of the iShares Inc (IEMG) ETF. In Q2 2023, they held 419,316 shares of IEMG, and in Q3 2023, their holdings decreased to 418,412 shares, representing a 3.7% decrease. This change could indicate that they are adjusting their exposure to this particular ETF based on their market analysis.

Additionally, Brand Asset Management Group, Inc. reduced their holdings in the iShares TR (IWF) ETF. In Q2 2023, they held 38,193 shares of IWF, but in Q3 2023, their holdings decreased to 37,912 shares, representing a 4% decrease. This reduction in holdings suggests that they may have reevaluated the potential returns and risks associated with this ETF.

Furthermore, one of the most significant changes in Brand Asset Management Group, Inc.'s portfolio is their decrease in holdings of the Schwab Strategic TR (SCHF) ETF. In Q2 2023, they held 273,232 shares of SCHF, but in Q3 2023, their holdings decreased to 252,196 shares, representing a substantial 12.1% decrease. This reduction in holdings could indicate a change in their investment strategy or a shift in their focus to different sectors or asset classes.

On the other hand, it's worth noting that Brand Asset Management Group, Inc. increased their holdings in certain securities. For example, they slightly increased their holdings of the iShares TR (IWD) ETF, going from 29,597 shares in Q2 2023 to 29,791 shares in Q3 2023, representing a 0.7% increase. This increase suggests that they may have identified potential opportunities in this particular ETF.

In conclusion, Brand Asset Management Group, Inc. made significant changes to their portfolio between Q2 2023 and Q3 2023, with a decrease in the number of securities held. They reduced their holdings in various ETFs, such as IJH, IEMG, IWF, and SCHF, while slightly increasing their holdings in IWD. These changes in holdings indicate a shift in their investment strategy and reflect their analysis of market conditions and potential opportunities. It will be interesting to see how these changes impact their performance in the future.