New England Professional Planning Group Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the world of finance, tracking changes in holdings is crucial for investors and fund managers alike. It provides valuable insights into market trends, investment strategies, and the overall health of a portfolio. One such report that offers this information is the 13F Holdings Comparison, which highlights the changes in holdings of various funds.

Let's take a closer look at the Q1 2023 vs. Q2 2023 13F Holdings Comparison for New England Professional Planning Group Inc. and analyze the notable changes that occurred during this period.

One of the significant holdings in Q1 2023 was IVV, with a total of 133,419 shares. However, in Q2 2023, the number of shares decreased slightly to 130,088, representing a 6% change. Despite the decrease in shares, the value of IVV holdings increased from $54,694,000 to $57,983,000, indicating a positive performance during the period.

Another noteworthy holding was IXUS, which experienced a minor decrease of 1% in the number of shares, going from 714,149 in Q1 2023 to 706,561 in Q2 2023. The value of these holdings also decreased slightly from $44,713,000 to $44,245,000. While this may seem like a small change, it is essential to closely monitor such fluctuations to ensure optimal decision-making.

In contrast, IJH, IJR, and RJF demonstrated positive growth during the period. IJH saw a 3.6% increase in the number of shares, rising from 124,865 to 122,453. Similarly, IJR experienced a 3.7% increase, with the number of shares going from 154,425 to 152,982. RJF, on the other hand, had a significant increase of 13.2% in the number of shares, from 38,970 to 39,145. This remarkable growth reflects the confidence New England Professional Planning Group Inc. had in these particular investments.

Not all holdings experienced growth during this period, though. Some notable decreases include TOTL, which saw a significant decline of 33.7% in the number of shares, going from 61,756 to 41,491. The value of TOTL holdings also decreased from $2,539,000 to $1,682,000. Similarly, XOM, VT, and PFE had decreases in both the number of shares and values, indicating a challenging period for these investments.

While it is essential to analyze individual holdings, it is equally important to consider the overall performance of a portfolio. With a diversified range of holdings, it becomes easier to manage risk and maximize returns. New England Professional Planning Group Inc. seemed to understand this concept, as demonstrated by their investments in AAPL, VYM, and VTI, all of which experienced growth during Q1 2023 vs. Q2 2023.

AAPL, for example, saw a substantial increase of 21.2% in the value of holdings, going from $644,000 to $780,000. VYM and VTI also demonstrated positive growth, with both the number of shares and values increasing during the period. These successful investments contribute to the overall strength of New England Professional Planning Group Inc.'s portfolio.

In conclusion, the Q1 2023 vs. Q2 2023 13F Holdings Comparison for New England Professional Planning Group Inc. highlights the ups and downs experienced by various holdings during this period. While some investments showed promising growth, others faced challenges. By carefully tracking these changes and analyzing the performance of individual holdings as well as the overall portfolio, investors and fund managers can make informed decisions that lead to optimal outcomes.