Exploring Telemus Capital's Q4 2022 vs. Q1 2023 Holdings: A Detailed Comparison

Telemus Capital, LLC recently released its Q4 2022 vs. Q1 2023 13F Holdings Comparison report, and it has garnered quite a bit of attention from investors and financial analysts. In this report, we see some interesting changes and trends in the holdings of various companies, ETFs, and funds. In this blog post, we will take a deep dive into the report, exploring the significant changes in holdings, values, and percentages from Q4 2022 to Q1 2023.

Overview of the Report:

The report compiled data from different companies and categorizes them into various "Option Types." The data shows that the total shares held by Telemus Capital, LLC increased from 11,624,686 in Q4 2022 to 12,028,674 in Q1 2023. Furthermore, the total value of all shares moved from $527,341 in Q4 2022 to $604,309 in Q1 2023, which represents a surge of 14.6%.

Key-Findings from the Report:

Here are some of the most significant changes in holdings, values, and percentages from Q4 2022 to Q1 2023:

1. Apple Inc. (AAPL):

The shares for Apple Inc remained almost the same, only growing by 1,015 shares. However, the Q4 2022 value of $32,900,000 rose significantly to $42,022,000, a considerable increase of 27.7%.

2. Microsft Corp. (MSFT):

Microsoft's shares did not change significantly, with the number of shares only increasing from 127,729 in Q4 2022 to 127,774 in Q1 2023. However, the value of holdings for Microsoft increased significantly from $28,730,000 in Q4 2022 to $36,837,000 in Q1 2023, recording an increase of 28.2%.

3. BlackRock BD Index FDS (BSV):

The shares for BlackRock BD Index FDS increased from 164,043 in Q4 2022 to 168,002 in Q1 2023, showing a percentage increase of 3.3%. Additionally, the value of holdings for this fund increased remarkably, rising from $12,434,000 in Q4 2022 to $12,850,000 in Q1 2023.

4. NVIDIA Corporation (NVDA):

From Q4 2022 to Q1 2023, the shares of NVIDIA Corp increased from 19,997 to 21,000, reflecting an increase of 5%. Unlike BlackRock BD Index FDS, the value of holdings for NVIDIA Corp surged from $2,971,000 in Q4 2022 to $5,833,000 in Q1 2023.

5. Procter and Gamble Co (PG):

PG's number of shares increased from 31,528 in Q4 2022 to 32,017 in Q1 2023, a growth percentage of 1.6%. Its value, however, decreased from $4,852,000 in Q4 2022 to $4,760,000 in Q1 2023, posting a decrease percentage of 1.9%.

Conclusion:

In conclusion, the Q4 2022 vs. Q1 2023 13F Holdings Comparison report provides exciting insights into the world of investing, highlighting the gains and losses experienced by investors in the analyzed period. As expected, some stocks registered significant jumps in values, while others encountered dips. While this report may not be the rule, it's a great guide for investors in making critical investment decisions. Nonetheless, experienced investors know that past performance does not guarantee future gains or losses. Thus, we recommend investors to conduct thorough research on the indicated stocks before making any investments.