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FDx Advisors, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 19 July, 2023

Introduction:

In the ever-evolving financial markets, it is crucial for investors and fund managers to stay updated on the latest changes in holdings and positions. The Form 13F is a quarterly report filed by institutional investment managers to provide valuable insights into their investment strategies and holdings. In this article, we will analyze the Q1 2023 vs. Q2 2023 13F holdings comparison for FDx Advisors, Inc. and examine the significant changes in their portfolio.

FDx Advisors, Inc. Holdings Analysis:

Below is a breakdown of the notable changes in holdings for FDx Advisors, Inc. between Q1 2023 and Q2 2023:

1. VANGUARD INDEX FDS S&P 500 ETF SHS (Ticker: VOO):

- Q1 2023 Shares: 133,566

- Q2 2023 Shares: 151,288

- Q1 2023 Value: $46,927,000

- Q2 2023 Value: $61,617,000

- Change: +31.3%

FDx Advisors, Inc. increased its holdings of Vanguard Index Funds S&P 500 ETF during the second quarter of 2023. This indicates their continued confidence in the performance and potential of the S&P 500 index.

2. MICROSOFT CORP COM (Ticker: MSFT):

- Q1 2023 Shares: 295,962

- Q2 2023 Shares: 142,622

- Q1 2023 Value: $70,978,000

- Q2 2023 Value: $48,569,000

- Change: -31.6%

FDx Advisors, Inc. significantly reduced their holdings of Microsoft Corp during the second quarter of 2023. This may suggest a change in their outlook towards the technology giant or a reallocation of funds to other investment opportunities.

3. AMAZON COM INC COM (Ticker: AMZN):

- Q1 2023 Shares: 860,349

- Q2 2023 Shares: 309,691

- Q1 2023 Value: $72,269,000

- Q2 2023 Value: $40,371,000

- Change: -44.1%

FDx Advisors, Inc. made a significant reduction in their holdings of Amazon.com during the second quarter of 2023. This could be a result of profit-taking or a shift in their investment strategy.

4. ISHARES TR RUS 1000 GRW ETF (Ticker: IWF):

- Q1 2023 Shares: 96,984

- Q2 2023 Shares: 103,691

- Q1 2023 Value: $20,778,000

- Q2 2023 Value: $28,534,000

- Change: +37.3%

FDx Advisors, Inc. increased their holdings of iShares TR Rus 1000 Grw ETF in the second quarter of 2023. This suggests a positive outlook on growth stocks and a focus on diversification within their portfolio.

5. APPLE INC COM (Ticker: AAPL):

- Q1 2023 Shares: 109,785

- Q2 2023 Shares: 133,435

- Q1 2023 Value: $14,264,000

- Q2 2023 Value: $25,882,000

- Change: +81.4%

FDx Advisors, Inc. significantly increased their holdings of Apple Inc during the second quarter of 2023. This reflects their confidence in the tech giant's growth prospects and its position as a market leader.

Conclusion:

The Q1 2023 vs. Q2 2023 13F holdings comparison for FDx Advisors, Inc. reveals some interesting changes in their portfolio. While they increased holdings in some stocks, such as Vanguard Index Funds S&P 500 ETF and iShares TR Rus 1000 Grw ETF, they reduced their positions in stocks like Microsoft Corp and Amazon.com. These shifts indicate a dynamic investment strategy focused on capitalizing on market opportunities and managing risk. It will be intriguing to monitor future 13F filings to track FDx Advisors, Inc.'s evolving investment approach.

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