Osher Van de Voorde Investment Management Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 27 October, 2023
GOOG, Alphabet Inc.
CMCSA, Comcast Corp
APD, Air Pros & Chems Inc
AMGN, Amgen Inc.
JPM, J P Morgan Chase & Co
BRK-B, Berkshire Hathaway Inc-Del Cl B
V, Visa Inc.
EMR, Emerson Electric
MSFT, Microsoft Corp
CVX, Chevron Corp
ACN, Accenture PLC A
BLK, BlackRock Inc.
SBUX, Starbucks Corp
PEP, Pepsico Inc
AAPL, Apple Computer Inc
UPS, United Parcel Service Inc.
TXN, Texas Instruments Inc.
CNR.TO, Canadian National Railway Co
MDT, Medtronic PLC
BMY, Bristol-Myers Squibb Co
A, Agilent Technologies Inc.
NEE, Nextera Energy Inc.
EL, The Estee Lauder Companies Inc Cl A
SCHW, Charles Schwab Corp.
PFF, Ishares TR U.S. Pfd Stk ETF
JNJ, Johnson & Johnson
NVDA, Nvidia Corp
AMZN, Amazon Com Inc.
GOOGL, Alphabet Inc.
AVGO, Broadcom Limited
COST, Costco Wholesale Corp
MRNA, Moderna Inc
QCOM, Qualcomm Inc
TJX Cos Inc.
AVY, Avery Dennison Corp.
SPY, Spdr S&P 500 ETF
GTBIF, Green Thumb Industries Inc.
LIND, Lindblad Expeditions Holdings Inc
AERG, Applied Energetics Inc
NKE, Nike Inc B
Osher Van de Voorde Investment Management, a reputable investment firm, recently released its 13F holdings comparison report for Q2 2023 versus Q3 2023. This report provides valuable insights into the changes in holdings made by the firm during this time period. Let's take a closer look at some of the notable changes.
One of the key changes in Osher Van de Voorde Investment Management's portfolio is the increase in their holdings of Alphabet Inc. (GOOG). They acquired an additional 1,155 shares, bringing their total holdings to 155,870 shares. This reflects a 10.1% change in their holdings. The value of their holdings also increased from $18,519,000 to $20,397,000.
Another significant change is the slight decrease in holdings of Comcast Corp (CMCSA). Osher Van de Voorde Investment Management sold off 655 shares, resulting in a total of 442,925 shares. However, the overall decrease is relatively small at 6.6%. The value of their holdings also increased from $18,430,000 to $19,639,000.
Air Pros & Chems Inc (APD) also experienced a decrease in holdings by Osher Van de Voorde Investment Management. They sold off 62 shares, reducing their total holdings to 67,177 shares. This reflects a 5.5% decrease in their holdings. Additionally, the value of their holdings decreased from $20,140,000 to $19,037,000.
On the flip side, Osher Van de Voorde Investment Management increased their holdings of Amgen Inc. (AMGN) by 25 shares, resulting in a total of 70,690 shares. This reflects a 21.1% increase in their holdings. The value of their holdings also increased significantly from $15,689,000 to $18,998,000.
Furthermore, Osher Van de Voorde Investment Management made minor adjustments to their holdings of various other companies. These changes can be seen in the list above.
It's important to note that the 13F filings provide insights into the holdings of investment firms and can be used as an indication of their investment strategies. However, it's crucial to conduct further analysis and consider other factors before making any investment decisions based solely on these filings.
In conclusion, Osher Van de Voorde Investment Management's 13F holdings comparison for Q2 2023 versus Q3 2023 reveals interesting changes in their portfolio. With the increase in holdings of Alphabet Inc. and Amgen Inc., and the slight decrease in holdings of Comcast Corp and Air Pros & Chems Inc, it's clear that the firm is actively managing their investments. These changes could potentially indicate a shift in their investment strategy.
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