SignalPoint Asset Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

SignalPoint Asset Management, LLC has recently released its 13F holdings report for Q3 2023 and Q4 2023, providing valuable insights into the changes in their portfolio. This report presents a comparison between the holdings of various companies, highlighting the shifts in shares and values over this period. Let's delve deeper into these findings and explore the implications for investors.

OREILLY AUTOMOTIVE INC (ORLY):

O'Reilly Automotive Inc's shares slightly increased from 49,478 in Q3 2023 to 51,120 in Q4 2023, reflecting a growth rate of 8%. The value of these shares also rose from $44,968,000 to $48,567,000, indicating a positive trend for the company.

APPLE INC (AAPL):

Apple Inc witnessed a small decrease in shares from 188,536 in Q3 2023 to 182,649 in Q4 2023. However, the value of these shares increased from $32,279,000 to $35,165,000, showcasing a growth rate of 8.9%.

FIRST TR EXCHNG TRADED FD VI (FIXD):

First Tr Exchng Traded FD VI experienced a minimal decline in shares from 220,448 in Q3 2023 to 219,367 in Q4 2023. Despite this, the value of these shares slightly grew from $9,270,000 to $9,784,000, displaying a 5.5% increase.

INVESCO EXCHANGE TRADED FD T (RYT):

Invesco Exchange Traded FD T encountered a notable decline in shares from 256,555 in Q3 2023 to 242,183 in Q4 2023, reflecting a decrease of 5.6%. However, the value of these shares increased from $7,222,000 to $7,904,000, indicating a growth rate of 9.4%.

VANGUARD INDEX FDS (VTI):

Vanguard Index FDS experienced a slight increase in shares from 29,683 in Q3 2023 to 30,618 in Q4 2023, showcasing a growth rate of 3.2%. Furthermore, the value of these shares rose from $6,304,000 to $7,263,000, indicating a positive trend for the company.

NVIDIA CORPORATION (NVDA):

NVIDIA Corporation witnessed a marginal decrease in shares from 14,163 in Q3 2023 to 14,116 in Q4 2023. However, the value of these shares increased from $6,160,000 to $6,990,000, showcasing a growth rate of 13.5%.

FIRST TR EXCHANGE-TRADED FD (FTCS):

First Tr Exchange-Traded FD experienced a slight decrease in shares from 90,448 in Q3 2023 to 85,529 in Q4 2023, reflecting a decrease of 5.5%. However, the value of these shares remained relatively stable, only decreasing from $6,659,000 to $6,845,000, indicating moderate fluctuations.

MICROSOFT CORP (MSFT):

Microsoft Corp observed a significant decrease in shares from 20,146 in Q3 2023 to 16,364 in Q4 2023, showcasing a decline of 18.8%. The value of these shares also slightly decreased from $6,360,000 to $6,153,000, indicating a negative trend for the company.

AMAZON COM INC (AMZN):

Amazon Com Inc's shares remained relatively stable, with a minor decrease from 33,866 in Q3 2023 to 33,791 in Q4 2023. However, the value of these shares increased significantly from $4,305,000 to $5,134,000, showcasing a growth rate of 19.3%.

WALMART INC (WMT):

Walmart Inc witnessed a substantial increase in shares from 27,911 in Q3 2023 to 31,145 in Q4 2023, reflecting a growth rate of 11.6%. The value of these shares also grew from $4,463,000 to $4,910,000, indicating a positive trend for the company.

These are just a few examples of the changes in holdings reported in SignalPoint Asset Management, LLC's 13F. The report provides valuable information for investors, helping them analyze the performance of different companies within the portfolio. Understanding these trends can assist investors in making informed decisions about their own portfolios.

It's important to note that the data presented in this article is based on the 13F holdings report and should not be considered as financial advice. Investors should conduct thorough research and consult with a professional before making any investment decisions.

Overall, SignalPoint Asset Management, LLC's Q3 2023 vs. Q4 2023 13F Holdings Comparison reveals interesting shifts in holdings, offering insights into the performance of various companies. Investors can leverage this information to gain a deeper understanding of the market and make well-informed investment decisions.