Stokes Capital Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Stokes Capital Advisors, LLC, a reputable investment firm, recently released its Q2 2023 and Q3 2023 13F Holdings Comparison. This report highlights the changes in holdings of various funds during this period. Let's take a closer look at some of the significant changes in the holdings.

Vanguard Specialized Funds (VIG)

VIG, which refers to Vanguard Specialized Funds, experienced a minor decrease of 0.3% in its shares. In terms of value, there was a slight decline as well.

Microsoft Corp (MSFT)

Microsoft Corp, a tech giant, saw a 5.4% increase in shares during this period. However, the value of the shares decreased by 5.4% as well.

TJX Companies Inc New (TJX)

TJX Companies Inc New had a modest increase of 4.9% in shares. The value of the shares also showed a positive growth.

UnitedHealth Group Inc (UNH)

UnitedHealth Group Inc, a leading healthcare company, experienced a 6.8% increase in shares. The value of the shares also showed a significant growth during this period.

Apple Inc (AAPL)

Apple Inc, a renowned technology company, saw a decrease of 10.2% in shares. The value of the shares also experienced a decline.

PIMCO ETF TR (MINT)

PIMCO ETF TR witnessed a substantial increase of 10.9% in shares during this period. The value of the shares also showed a positive growth.

Costco Wholesale Corp New (COST)

Costco Wholesale Corp New, a popular retail company, had a modest increase of 3.8% in shares. The value of the shares demonstrated a positive growth as well.

Visa Inc (V)

Visa Inc, a global payment technology company, experienced a slight decrease of 3% in shares. The value of the shares also showed a minor decline.

McDonald's Corp (MCD)

McDonald's Corp, a renowned fast-food chain, saw a decrease of 9% in shares. The value of the shares also experienced a decline during this period.

Johnson & Johnson (JNJ)

Johnson & Johnson, a leading healthcare company, experienced a 9.1% decrease in shares. The value of the shares also showed a decline during this period.

JPMorgan Chase & Co (JPM)

JPMorgan Chase & Co witnessed a 0.9% increase in shares. The value of the shares remained relatively stable.

Procter and Gamble Co (PG)

Procter and Gamble Co had a decrease of 6.4% in shares. The value of the shares also experienced a decline during this period.

These are just a few examples of the changes in holdings of various funds listed in the Stokes Capital Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison. This report provides valuable insights into the shifting investment landscape during this period.

It's important to note that the 13F report is filed by institutional investment managers who manage more than $100 million in assets. These reports provide transparency and allow investors to make informed decisions based on the holdings of these funds.

In conclusion, the Q2 2023 vs. Q3 2023 13F Holdings Comparison by Stokes Capital Advisors, LLC sheds light on the changes in holdings of various funds during this period. Investors can use this information to gain insights into the evolving investment landscape and make well-informed decisions.