EisnerAmper Wealth Management Corporate Benefits, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The world of finance is constantly changing, and it's important to stay updated on the latest trends and developments. One way to do this is by analyzing the holdings of various funds, such as the EisnerAmper Wealth Management Corporate Benefits, LLC.

In this article, we will compare the 13F holdings of EisnerAmper Wealth Management Corporate Benefits, LLC in Q2 2023 and Q3 2023. By examining the data, we can gain insights into the shifts in their portfolio and potentially identify investment strategies that can be learned from.

Let's dive right into the data and explore the key changes in their holdings.

ISHARES CORE S&P 500 ETF (IVV)

In Q2 2023, EisnerAmper Wealth Management Corporate Benefits, LLC held 15,303 shares of IVV, with a value of $6,821,000. However, by Q3 2023, their holdings increased significantly to 43,478 shares, with a value of $18,000, indicating a notable shift in their investment strategy.

ISHARES S&P 500 GROWTH ETF (IVW)

Another interesting change in their portfolio can be seen with the ISHARES S&P 500 GROWTH ETF. In Q2 2023, they held 365,913 shares, valued at $25,789,000. However, by Q3 2023, their holdings decreased to 199,138 shares, with a value of $13,000, indicating a significant change in their investment approach.

SPDR S&P Dividend ETF (SDY)

Similarly, the holdings of the SPDR S&P Dividend ETF experienced a slight increase. In Q2 2023, they held 93,288 shares, valued at $11,435,000, while in Q3 2023, their holdings increased to 94,744 shares, with a value of $10,000.

These are just a few examples of the changes in holdings of the fund. By analyzing the entire dataset, one can get a comprehensive view of the portfolio adjustments made by EisnerAmper Wealth Management Corporate Benefits, LLC.

It's important to note that 13F filings provide a snapshot of a fund's holdings at a specific point in time and should not be considered as investment advice. However, they can be used as a valuable tool for understanding the investment strategies employed by various funds.

In conclusion, the comparison of EisnerAmper Wealth Management Corporate Benefits, LLC's 13F holdings in Q2 2023 and Q3 2023 reveals interesting changes in their portfolio. By staying updated on such changes, investors can gain insights into the investment strategies employed by different funds and potentially learn from their approach.

Disclaimer: The information provided in this article is for informational purposes only and does not constitute investment advice. It is always advisable to consult with a qualified financial advisor before making any investment decisions.