Menlo Advisors LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 21 October, 2023
Menlo Advisors LLC, a renowned investment management firm, recently released its 13F report comparing its holdings in the second and third quarters of 2023. The report provides insightful information about the changes in shares and values of various companies. Let's delve into the details and analyze the highlights of Menlo Advisors' Q2 2023 vs. Q3 2023 13F holdings comparison.
1. BERKSHIRE HATHAWAY CLASS B (BRK-B):
- Q2 2023 Shares: 76,953
- Q3 2023 Shares: 68,947
- Q2 2023 Value: $26,240,000
- Q3 2023 Value: $24,152,000
- Change %: -8%
2. ALPHABET INC. CLASS C (GOOG):
- Q2 2023 Shares: 82,263
- Q3 2023 Shares: 80,763
- Q2 2023 Value: $9,951,000
- Q3 2023 Value: $10,648,000
- Change %: 7%
3. APPLE INC (AAPL):
- Q2 2023 Shares: 58,571
- Q3 2023 Shares: 55,011
- Q2 2023 Value: $11,361,000
- Q3 2023 Value: $9,418,000
- Change %: -17.1%
4. SPDR GOLD SHARES ETF (GLD):
- Q2 2023 Shares: 54,047
- Q3 2023 Shares: 53,967
- Q2 2023 Value: $9,634,000
- Q3 2023 Value: $9,252,000
- Change %: -4%
5. ALPHA ARCHTCT US QUNTV VAL ETF (QVAL):
- Q2 2023 Shares: 245,523
- Q3 2023 Shares: 247,423
- Q2 2023 Value: $8,495,000
- Q3 2023 Value: $9,181,000
- Change %: 8.1%
6. MICROSOFT CORP (MSFT):
- Q2 2023 Shares: 28,610
- Q3 2023 Shares: 28,595
- Q2 2023 Value: $9,743,000
- Q3 2023 Value: $9,029,000
- Change %: -7.3%
7. ALPHABET INC. CLASS A (GOOGL):
- Q2 2023 Shares: 69,100
- Q3 2023 Shares: 68,740
- Q2 2023 Value: $8,271,000
- Q3 2023 Value: $8,995,000
- Change %: 8.8%
8. ABBOTT LABORATORIES (ABT):
- Q2 2023 Shares: 53,597
- Q3 2023 Shares: 69,952
- Q2 2023 Value: $5,843,000
- Q3 2023 Value: $6,774,000
- Change %: 15.9%
9. VANECK GOLD MINERS ETF (GDX):
- Q2 2023 Shares: 223,105
- Q3 2023 Shares: 222,680
- Q2 2023 Value: $6,717,000
- Q3 2023 Value: $5,992,000
- Change %: -10.8%
10. CVS HEALTH CORP (CVS):
- Q2 2023 Shares: 88,314
- Q3 2023 Shares: 85,324
- Q2 2023 Value: $6,105,000
- Q3 2023 Value: $5,957,000
- Change %: -2.4%
These are just a few examples of the changes in Menlo Advisors LLC's holdings during Q2 2023 and Q3 2023. The comparison reveals various interesting trends in the market, reflecting the investment decisions made by Menlo Advisors.
It's evident that Menlo Advisors made significant adjustments to its portfolio during this period. Some companies saw an increase in the number of shares and value, such as Alpha Archtct US QunTV Val ETF (QVAL) with an 8.1% increase, while others, like Tesla Inc (TSLA), experienced a slight decrease.
The investment decisions made by Menlo Advisors highlight their strategy of diversifying their portfolio, capitalizing on opportunities, and mitigating risks. These moves indicate a thorough analysis of the market conditions and future prospects of the companies in their investment portfolio.
It's important to note that the data provided here brings valuable insights for individuals interested in understanding the dynamics of the stock market and the strategies employed by professional investment firms like Menlo Advisors LLC.
Please remember that financial markets are subject to volatility, and the decisions made by investment firms are influenced by numerous factors. Furthermore, this article only reflects a limited snapshot of Menlo Advisors LLC's holdings and may not capture the entire scope of their investment strategy.
In conclusion, Menlo Advisors LLC's Q2 2023 vs. Q3 2023 13F Holdings Comparison provides us with a glimpse of their investment decisions and portfolio adjustments during this period. It serves as a valuable resource for investors and market enthusiasts seeking insights into the ever-evolving world of finance.
Other Posts
- The State of D'Orazio & Associates, Inc.'s Q4 2022 vs. Q1 2023 Holdings
- Are You Ready to See the Changes? A Comparison of MV Capital Management's Q4 2022 and Q1 2023 Holdings
- Pictet North America Advisors SA: A Look at Q4 2022 vs. Q1 2023 13F Holdings Comparison
- Comparing Zweig-DiMenna Associates LLC Q4 2022 vs. Q1 2023 13F Holdings
- M&R Capital Management Inc Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Insights into Fiera Capital's Q3-Q4 2022 13F holdings report: Changes in positions, growth focus, and investment strategy.
- SeaCrest Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- A Look at American National Registered Investment Advisor's Q4 2021 vs. Q1 2022 Holdings
- Steinberg Asset Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison
- Courant Investment Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison