Global Trust Asset Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

The third and fourth quarters of 2023 have brought significant changes to the holdings of Global Trust Asset Management, LLC. In this comparison, we will explore the shift in holdings across various securities during this period. From popular technology companies to well-known ETFs, Global Trust Asset Management, LLC's portfolio has experienced notable changes.

One of the most prominent changes in holdings is seen in the SPDR S&P 500 ETF TR (SPY). In Q3 2023, Global Trust Asset Management, LLC held 38,788 shares of SPY, which increased to 40,075 shares by Q4 2023. This increase of 3.3% reflects the growing popularity and confidence in this ETF within the investment firm.

Another notable position that saw an increase in shares is the Invesco QQQ TR (QQQ). Global Trust Asset Management, LLC held 40,408 shares of QQQ in Q3 2023, which rose to 41,040 shares in Q4 2023. This 1.6% increase suggests a continued bullish sentiment towards this tech-heavy ETF.

On the individual stock front, Apple Inc (AAPL) experienced a slight decrease in holdings. With 56,347 shares in Q3 2023, Global Trust Asset Management, LLC reduced its position to 56,049 shares in Q4 2023. Despite the decrease of 0.5%, Apple remains a prominent investment choice for the firm.

The Vanguard Index FDS (VTI) also experienced a decline in holdings from Q3 to Q4 2023. Global Trust Asset Management, LLC reduced its position from 26,735 shares to 25,069 shares, representing a decrease of 6.2%. This shift might be attributed to various factors, including changes in market conditions or the investment firm's portfolio strategy.

Microsoft Corp (MSFT) stands out as a significant gainer in Global Trust Asset Management, LLC's portfolio. The firm increased its position in MSFT from 15,036 shares in Q3 2023 to 15,171 shares in Q4 2023, reflecting a 0.9% increase. This suggests a high level of optimism in the technology giant's future performance.

The comparison between Q3 and Q4 2023 also reveals changes in holdings across various ETFs. The iShares TR (IJH) and iShares TR (IJR) experienced a decrease and increase in shares, respectively. Global Trust Asset Management, LLC reduced its position in IJH from 18,910 shares to 18,760 shares (-0.8%) and increased its position in IJR from 44,031 shares to 45,148 shares (+2.5%).

Berkshire Hathaway Inc Del (BRK-B) remained relatively stable in Global Trust Asset Management, LLC's holdings. With a slight decrease from 13,743 shares to 13,617 shares (-0.9%), the investment firm maintains confidence in this renowned conglomerate.

In the realm of international stocks, Novo-Nordisk A/S (NVO) exhibited positive growth in Global Trust Asset Management, LLC's portfolio. The firm increased its position from 26,069 shares to 26,369 shares (+1.2%), indicating a favorable outlook for this Danish pharmaceutical company.

The Q3 to Q4 2023 comparison also revealed changes in holdings of Vanguard Star FDS (VXUS) and Vanguard Star FDS (VTV). The investment firm reduced its position in VXUS from 81,202 shares to 81,045 shares (-0.2%) while increasing its position in VTV from 18,016 shares to 17,519 shares (-2.8%). These adjustments can be influenced by a range of factors, including market conditions and the firm's investment strategy.

Throughout the comparison, it is evident that Global Trust Asset Management, LLC has made significant adjustments to its portfolio. These changes reflect a proactive approach to managing investments and aligning with evolving market conditions. The firm's increased exposure to certain securities suggests a positive outlook, while decreases may be indicative of a reassessment of risk or broader market trends.

As always, it is essential to consider that these holdings represent a snapshot of Global Trust Asset Management, LLC's portfolio during Q3 and Q4 2023. Financial markets are dynamic and subject to change, highlighting the importance of regularly monitoring and adjusting investment strategies.

Disclaimer: The information presented in this article is for informational purposes only and should not be considered as financial advice. Investing in stocks and ETFs carries risks, and individuals should conduct thorough research and consult with financial professionals before making any investment decisions.