D'Orazio & Associates, Inc. Q2 2023 vs. Q3 2023: A Comprehensive Analysis of 13F Holdings

D'Orazio & Associates, Inc. released its Q2 2023 vs. Q3 2023 13F Holdings comparison report, revealing noteworthy changes in holdings for various funds. These updates provide valuable insights into the investment strategies of major players in the financial market. In this article, we will delve into the top holdings and analyze the percentage changes in shares and value.

BOOZ ALLEN HAMILTON HLDG COR (BAH)

- Shares in Q2 2023: 698,644

- Shares in Q3 2023: 701,219

- Percentage Change: -1.7%

- Value ($000) in Q2 2023: 77,968

- Value ($000) in Q3 2023: 76,622

ISHARES TR (DGRO)

- Shares in Q2 2023: 1,008,967

- Shares in Q3 2023: 1,007,918

- Percentage Change: -4%

- Value ($000) in Q2 2023: 51,992

- Value ($000) in Q3 2023: 49,922

VANGUARD INDEX FDS (VTI)

- Shares in Q2 2023: 206,949

- Shares in Q3 2023: 220,034

- Percentage Change: 2.5%

- Value ($000) in Q2 2023: 45,586

- Value ($000) in Q3 2023: 46,737

BERKSHIRE HATHAWAY INC DEL (BRK-B)

- Shares in Q2 2023: 78,469

- Shares in Q3 2023: 77,967

- Percentage Change: 2.1%

- Value ($000) in Q2 2023: 26,757

- Value ($000) in Q3 2023: 27,311

UNITEDHEALTH GROUP INC (UNH)

- Shares in Q2 2023: 52,265

- Shares in Q3 2023: 52,258

- Percentage Change: 4.9%

- Value ($000) in Q2 2023: 25,120

- Value ($000) in Q3 2023: 26,347

VANGUARD TAX-MANAGED FDS (VEA)

- Shares in Q2 2023: 553,778

- Shares in Q3 2023: 532,928

- Percentage Change: -8.9%

- Value ($000) in Q2 2023: 25,573

- Value ($000) in Q3 2023: 23,299

VANGUARD INDEX FDS (VB)

- Shares in Q2 2023: 101,600

- Shares in Q3 2023: 88,077

- Percentage Change: -17.6%

- Value ($000) in Q2 2023: 20,207

- Value ($000) in Q3 2023: 16,652

INVESCO QQQ TR (QQQ)

- Shares in Q2 2023: 38,834

- Shares in Q3 2023: 35,900

- Percentage Change: -10.3%

- Value ($000) in Q2 2023: 14,346

- Value ($000) in Q3 2023: 12,861

J P MORGAN EXCHANGE TRADED F (JEPI)

- Shares in Q2 2023: 283,005

- Shares in Q3 2023: 210,769

- Percentage Change: -27.9%

- Value ($000) in Q2 2023: 15,658

- Value ($000) in Q3 2023: 11,288

INVESCO EXCHANGE TRADED FD T (SPGP)

- Shares in Q2 2023: 37,576

- Shares in Q3 2023: 98,228

- Percentage Change: 162.7%

- Value ($000) in Q2 2023: 3,411

- Value ($000) in Q3 2023: 8,962

ISHARES TR (IQLT)

- Shares in Q2 2023: 40,948

- Shares in Q3 2023: 265,416

- Percentage Change: 511.9%

- Value ($000) in Q2 2023: 1,457

- Value ($000) in Q3 2023: 8,920

J P MORGAN EXCHANGE TRADED F (JPIE)

- Shares in Q2 2023: 71,714

- Shares in Q3 2023: 194,567

- Percentage Change: 166.5%

- Value ($000) in Q2 2023: 3,241

- Value ($000) in Q3 2023: 8,638

PIMCO ETF TR (BOND)

- Shares in Q2 2023: 104,841

- Shares in Q3 2023: 90,305

- Percentage Change: -17.4%

- Value ($000) in Q2 2023: 9,605

- Value ($000) in Q3 2023: 7,937

These are just a few examples of the changes reported in the Q2 2023 vs. Q3 2023 13F Holdings comparison. The complete report reveals a wide range of fluctuations in holdings across various funds, providing market analysts and investors with valuable information to make informed decisions.

It is important to note that the 13F filing requirement enables investors to discover the holdings of institutions managing over $100 million in assets. This information sheds light on the investment strategies of major players and allows smaller investors to gauge market activity.

In conclusion, the Q2 2023 vs. Q3 2023 13F Holdings comparison by D'Orazio & Associates, Inc. highlights the shifts in holdings for different funds. These changes in shares and value provide insights into the investment decisions of major financial institutions. Market participants can utilize this information to gain a better understanding of market trends and optimize their investment strategies.