DORCHESTER WEALTH MANAGEMENT Co Q3 2023 vs. Q4 2023 13F Holdings Comparison

Apple Inc and Royal Bank CDA among Top Holdings in Dorchester Wealth Management's Q4 2023 Portfolio

Dorchester Wealth Management recently released its 13F holdings comparison for the third and fourth quarters of 2023. The report reveals the changes in the firm's holdings over this period, highlighting the top holdings and the noticeable fluctuations in value and share numbers.

One of the key findings of the report is the steady performance of Apple Inc. Despite a slight decrease in the number of shares held (from 293,756 to 290,556), the value of Apple Inc holdings increased by 11.2%, from $50,294,000 to $55,940,000. This demonstrates the continued confidence in the tech giant's potential for growth.

Another significant holding for Dorchester Wealth Management is Royal Bank CDA. With a modest increase in the number of shares held (from 228,913 to 229,483), the value of the holdings rose by 15.7%, from $19,951,000 to $23,082,000. This financial institution seems to have earned the trust and belief of the firm.

Toronto Dominion Bank Ont (TD) is another notable entry in the list. Although the number of shares increased only slightly (from 323,173 to 324,738), there was a 7.5% increase in the value of the holdings, from $19,300,000 to $20,739,000. TD seems to be a reliable and steady performer in the financial sector.

Bank Montreal Que (BMO) recorded a significant increase of 19.2% in the value of its holdings, from $15,423,000 to $18,386,000. The number of shares held also experienced a slight increase from 183,261 to 186,750. This suggests that Dorchester Wealth Management sees potential in the banking sector.

Alphabet Inc (GOOG) experienced a slight decline in both the number of shares held and the value of its holdings, with a 5.7% decrease from $12,763,000 to $13,486,000. However, despite this decrease, GOOG remains one of the prominent holdings in Dorchester Wealth Management's portfolio.

Overall, the report suggests that Dorchester Wealth Management remains confident in its portfolio and continues to invest in well-established companies with strong growth potential. The firm's strategy seems to focus on long-term stability and steady growth, as seen through its holdings in banking, technology, and finance sectors.

It is important to note that while the information provided in the report gives insights into Dorchester Wealth Management's investment decisions, it should not be considered as financial advice or a recommendation to invest. The data is subject to market fluctuations and should be analyzed in conjunction with other relevant factors before making any investment decisions.

As with any investment, it is advisable to consult with a financial advisor or a professional who can provide personalized guidance based on individual circumstances and risk appetite.