Kwmg, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the world of finance, staying up to date with the latest trends and changes in holdings is crucial. Kwmg, LLC has recently released its Q1 2023 and Q2 2023 13F holdings comparison, providing valuable insights into the shifts that have taken place in their portfolio. In this article, we will explore the noteworthy changes in holdings and their potential impact on the market.

Vanguard Tax-Managed FDS (VEA) experienced a 9.7% increase in shares held, from 816,322 to 875,997, and an increase in value from $36,873,000 to $40,453,000. This growth indicates a positive investor sentiment towards this fund, likely driven by its strong performance in the market.

Vanguard Index FDS (VOT) also witnessed a significant increase in shares held, with a gain of 13.5% from 120,395 to 129,456. The value of the holdings rose from $23,463,000 to $26,638,000. The continued popularity of this fund suggests that investors have confidence in its ability to generate favorable returns.

Another notable change occurred in iShares TR (TIP), where shares held increased by 4.3%, from 215,849 to 230,534. The value of the holdings rose from $23,797,000 to $24,810,000. This indicates that investors see potential in this particular fund and anticipate positive performance in the near future.

Vanguard Index FDS (VNQ) saw an increase in shares held as well, with a gain of 8.9% from 271,811 to 294,127. The value of the holdings also experienced growth, from $22,571,000 to $24,577,000. This fund focuses on real estate investment trusts, and the upward trend suggests that investors have confidence in the performance of the real estate sector.

Vanguard Index FDS (VOE) witnessed a gain of 11.8% in shares held, from 158,410 to 171,571. Along with this increase, the value of the holdings rose from $21,238,000 to $23,741,000. These figures indicate positive sentiment and confidence in the performance of the companies comprising this fund.

Vanguard BD Index FDS (BND) experienced a notable change in holdings, with an increase of 10.7% in shares held, from 268,876 to 302,227. The value of the holdings also rose from $19,851,000 to $21,968,000. This fund focuses on bonds, and the increase in holdings suggests that investors are seeking stability and security in their investment portfolios.

Invesco QQQ TR (QQQ) saw a significant gain of 20.7% in shares held, from 52,514 to 55,049. The value of the holdings also rose from $16,853,000 to $20,336,000. This fund tracks the performance of the NASDAQ-100 Index and the increase in shares held indicates growing investor confidence in the technology sector.

iShares TR (IVW) witnessed a gain of 15.5% in shares held, from 268,901 to 281,603. The value of the holdings also increased from $17,180,000 to $19,847,000. This fund focuses on large-cap growth companies, and the increase in holdings suggests that investors have optimism about the future prospects of these companies.

These are just a few examples of the changes that have taken place in Kwmg, LLC's holdings. The data highlights the dynamic nature of the investment landscape and the constant adjustments made by fund managers to optimize their portfolios. By tracking and analyzing these changes, investors can gain valuable insights and make informed decisions about their own investment strategies.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice.