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Global Trust Asset Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 26 July, 2023

Global Trust Asset Management, LLC recently released its Q1 2023 and Q2 2023 13F Holdings comparison report, showcasing the changes in its holdings during this period. The report provides valuable insights into the company's investment strategies and the performance of various securities in its portfolio. Let's dive into the details and understand the significant shifts in holdings.

SPDR S&P 500 ETF TR (SPY)

In both Q1 and Q2, Global Trust Asset Management, LLC maintained its position in the SPDR S&P 500 ETF TR. Although there was a minor decrease in the number of shares held, the value increased by 8.2%. This suggests that the company continues to have faith in the performance of this widely recognized ETF.

INVESCO QQQ TR (QQQ)

Similar to SPY, Global Trust Asset Management, LLC retained its investment in the INVESCO QQQ TR. Although there was a slight reduction in the number of shares held, the value increased by 14.7%. This indicates the company's confidence in the growth potential of this technology-focused ETF.

APPLE INC (AAPL)

Global Trust Asset Management, LLC remained bullish on APPLE INC, holding a substantial number of shares in both quarters. Despite a slight decrease in the number of shares held, the value increased by 16.9%. This reflects the company's belief in Apple's continued innovation and market dominance.

VANGUARD INDEX FDS (VTI)

VTI was another holding that Global Trust Asset Management, LLC maintained with a comparable number of shares in both quarters. Although the increase in value was modest at 8.7%, it indicates the company's confidence in the long-term growth prospects of the Vanguard Index Funds.

MICROSOFT CORP (MSFT)

Global Trust Asset Management, LLC demonstrated a positive outlook on Microsoft Corp by retaining its position in the company. Both the number of shares and the value increased, signaling the company's belief in Microsoft's strength in the technology sector. The value grew by an impressive 18.7%.

ISHARES TR (IJH)

Despite a minor decrease in the number of shares held, Global Trust Asset Management, LLC maintained its investment in ISHARES TR. The value increased by 4.7%, indicating the company's confidence in the performance of this ETF.

BERKSHIRE HATHAWAY INC DEL (BRK-B)

BRK-B was another substantial holding for Global Trust Asset Management, LLC in both quarters. Although there was a minor decrease in the number of shares, the value rose by 10.7%. This demonstrates the company's continued confidence in Warren Buffett's conglomerate.

VANGUARD STAR FDS (VXUS)

Global Trust Asset Management, LLC maintained its position in the Vanguard Star Funds with virtually no change in the number of shares held. While there was a slight increase in value by 1.7%, it indicates the company's expectation for stable performance.

These are just a few highlights from the Global Trust Asset Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison. The report showcases the company's diverse portfolio and highlights its investment decisions during this period. It's important to note that this is just a snapshot of the company's holdings and doesn't reflect its complete investment strategy.

Please note that the information provided is solely for informational purposes and should not be considered as financial advice. Investors should conduct thorough research and/or seek professional advice before making any investment decisions.

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