Regal Wealth Group, Inc.: A Comparison of Q1 2023 and Q2 2023 13F Holdings
Ava Hoppe | 24 July, 2023
Regal Wealth Group, Inc. recently released its 13F holdings for Q1 2023 and Q2 2023, providing investors with valuable insights into the company's investment strategies. In this blog post, we will examine the changes in holdings, the percentage of change, and the potential implications for investors.
IWF: Meeting the Demands of a Growing Market
One of the most significant changes in Regal Wealth Group's holdings is in ISHARES TR. In Q1 2023, Regal Wealth Group held 99,434 shares, and by Q2 2023, the number increased to 102,266 shares. This 14.2% increase in holdings reflects the growing market demand for ISHARES TR and suggests that Regal Wealth Group sees potential in this investment.
DFLV: Dimensional ETF Trust Takes a Leap
A standout performer in Regal Wealth Group's portfolio is DIMENSIONAL ETF TRUST (DFLV). The company's holdings in DFLV skyrocketed from 200,947 shares in Q1 2023 to an impressive 812,528 shares in Q2 2023. This significant increase of 306.3% indicates Regal Wealth Group's confidence in the future performance of DIMENSIONAL ETF TRUST.
IVV and LQD: Steady Investments
Regal Wealth Group's holdings in ISHARES TR also include IVV and LQD. While IVV saw a minimal change of 1.2% in holdings between Q1 2023 and Q2 2023, LQD experienced a slightly higher increase of 2.8%. These steady investments suggest that Regal Wealth Group considers IVV and LQD as reliable long-term holdings.
VCSH: Capitalizing on Vanguard Scottsdale FDS Growth
In Q1 2023, Regal Wealth Group held 31,684 shares of VANGUARD SCOTTSDALE FDS (VCSH). By Q2 2023, this number soared to 115,795 shares, representing a remarkable 261.4% increase in holdings. Regal Wealth Group seems keen on capitalizing on the growth potential of VANGUARD SCOTTSDALE FDS.
DFAS and DFAI: Embracing Dimensional ETF Trust
Apart from DFLV, Regal Wealth Group also showed increased interest in other funds managed by DIMENSIONAL ETF TRUST. Holdings in DFAS surged by 320.5%, while DFAI witnessed a staggering 292.6% rise in holdings. These substantial changes indicate a strong belief in the performance and potential of DIMENSIONAL ETF TRUST funds.
Analyzing Other Holdings
Regal Wealth Group's holdings include various other companies and funds. Notable changes include:
- VTI: Vanguard Index FDS holdings increased by 110.2%.
- VO: Vanguard Index FDS holdings grew by 96.1%.
- ROK: ROCKWELL AUTOMATION INC holdings escalated by 18.9%.
- BA: BOEING CO holdings rose by 1.9%.
- IWD: ISHARES TR witnessed a significant decrease of 76.6% in holdings.
While these changes provide insight into Regal Wealth Group's investment strategy, it is important to remember that they do not guarantee future performance.
The Potential Implications for Investors
Investors can draw valuable insights from Regal Wealth Group's 13F holdings. The significant increases in holdings, such as those in DFLV, VCSH, DFAS, and DFAI, may indicate positive market sentiment and growth potential in these companies and funds. Conversely, the decrease in holdings for IWD raises questions about its future performance.
Investors should approach these findings with caution, conducting further research and analysis before making any investment decisions. It is crucial to assess the financial health, market trends, and fundamental factors of each investment before allocating capital.
Conclusion
Regal Wealth Group's Q1 2023 and Q2 2023 13F holdings reveal intriguing shifts in their investment portfolio. The increases in holdings for companies such as ISHARES TR, VANGUARD SCOTTSDALE FDS, and DIMENSIONAL ETF TRUST suggest a positive outlook for their future performance. However, it's essential for investors to conduct their due diligence and seek advice from financial professionals to make informed investment decisions based on their individual goals and risk tolerance.
Other Posts
- WESPAC Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison
- Ativo Capital Management LLC Q2 2023 vs. Q3 2023: A Comprehensive Analysis of Holdings and Changes
- Nicholas Hoffman & Company's Q3 2022 vs Q4 2022 13F Holdings Comparison: Vanguard ETFs lead gains while Invesco QQQ Trust struggles
- Navigating the Waves of Investment: A Deep Dive into Arthur M. Cohen & Associates, LLC's Portfolio Adjustments
- Navigating the Winds of Change: How Wind Point's Latest $2.3 Billion Fund Sets New Sails
- Gateway Investment Advisers LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Lehman Financial Resources' Q3 2018 Holdings: Notable Changes in Top Stocks
- Chatham Capital Group, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Guardian Restoration Partners: A Beacon of Hope in the Restoration Industry's Stormy Seas
- Uncommon Cents Investing LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison