Salem Investment Counselors Inc Q2 2023 vs. Q3 2023 13F Holdings Comparison

Have you ever wondered what changes occur in the holdings of prominent investment funds over time? If so, then you're in luck! In this article, we will delve into the Q2 2023 vs. Q3 2023 13F Holdings Comparison of Salem Investment Counselors Inc. We will explore the changes in the holdings of various companies, analyzing the shift in shares and values. So let's dive in and explore the fascinating world of investment holdings!

LOWES COS INC - The holdings of LOWES COS INC remained relatively stable between Q2 and Q3 of 2023. The fund held 3,450,745 shares in Q2, which decreased marginally to 3,454,404 shares in Q3. The value of their holdings also experienced a slight decrease, going from $778,833,000 in Q2 to $717,963,000 in Q3.

APPLE INC - Salem Investment Counselors Inc held 1,030,263 shares of APPLE INC in both Q2 and Q3 of 2023. However, the value of their holdings decreased from $199,840,000 in Q2 to $176,962,000 in Q3, indicating a decline of 11.4%.

MICROSOFT CORP - The fund's holdings in MICROSOFT CORP saw a minor increase from 403,267 shares in Q2 to 405,422 shares in Q3. Despite this increase in shares, the value of their holdings declined from $137,328,000 to $128,012,000, representing a 6.8% decrease.

NVIDIA CORPORATION - In the case of NVIDIA CORPORATION, Salem Investment Counselors Inc experienced a decrease in both shares and value of their holdings. The number of shares held decreased from 182,375 in Q2 to 163,771 in Q3, while the value decreased from $77,148,000 to $71,238,000, marking a 7.7% decrease in both cases.

ALPHABET INC - The fund's holdings in ALPHABET INC remained relatively stable between Q2 and Q3, with a minor increase in shares. In Q2, they held 490,844 shares, which increased marginally to 492,621 shares in Q3. However, the value of their holdings saw a slight increase from $59,377,000 in Q2 to $64,952,000 in Q3, indicating a 9.4% rise.

AMAZON COM INC - Salem Investment Counselors Inc experienced a minor increase in their holdings of AMAZON COM INC between Q2 and Q3. The number of shares held increased from 460,880 in Q2 to 468,900 in Q3. However, the value of their holdings decreased slightly from $60,080,000 to $59,606,000, suggesting a decline of 0.8%.

BERKSHIRE HATHAWAY INC DEL - The fund's holdings in BERKSHIRE HATHAWAY INC DEL saw a slight increase in both shares and value. They held 164,887 shares in Q2, which increased to 167,843 shares in Q3. The value of their holdings also experienced a modest increase from $56,226,000 to $58,795,000, representing a 4.6% rise.

META PLATFORMS INC - Salem Investment Counselors Inc witnessed a slight increase in their holdings of META PLATFORMS INC. The number of shares held in Q2 was 161,813, which increased to 165,645 in Q3. The value of their holdings also saw a modest increase from $46,437,000 to $49,728,000, indicating a 7.1% rise.

PEPSICO INC - The fund's holdings in PEPSICO INC remained relatively stable, with a minor increase in shares between Q2 and Q3. They held 280,300 shares in Q2, which increased to 281,782 shares in Q3. However, the value of their holdings decreased from $51,917,000 to $47,745,000, resulting in an 8% decline.

These are just a few examples of the changes in holdings that occurred between Q2 and Q3 of 2023 for Salem Investment Counselors Inc. As we can see, the fund experienced a mix of increases and decreases in both shares and values across various companies. These changes provide valuable insights into their investment strategy and market trends.

It's important to note that the 13F form is filed by institutional investment managers who have met certain thresholds for managing assets on behalf of clients. The form provides a snapshot of a fund's equity holdings, showing the changes that have occurred from the previous quarter.

In conclusion, monitoring the changes in holdings of prominent investment funds can provide valuable insights into market trends and investment strategies. Salem Investment Counselors Inc's Q2 2023 vs. Q3 2023 13F Holdings Comparison gives us a glimpse into their portfolio adjustments, highlighting both increases and decreases in shares and values. This analysis serves as a testament to the ever-evolving nature of the investment landscape and the importance of staying up to date with the latest trends.

Remember to always consult a financial advisor or conduct thorough research before making any investment decisions. Happy investing!