StrategIQ Financial Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investment firms play an important role in the financial world, managing assets and providing valuable insights to clients. One such firm, StrategIQ Financial Group, LLC, recently released its Q2 2023 and Q3 2023 13F Holdings Comparison report. This report outlines the changes in holdings for various funds during this period. In this article, we will analyze the report and highlight the key findings.

VANGUARD INDEX FDS: VTI

One of the notable changes in holdings is in VANGUARD INDEX FDS, with the fund's shares increasing from 162,185 in Q2 2023 to 194,376 in Q3 2023. This represents a significant increase of 15.6%. The value of the shares also saw growth, reaching $41,287,000 in Q3 2023.

SPDR S&P 500 ETF TR: SPY

The holdings of SPDR S&P 500 ETF TR, commonly known as SPY, showed a slight decrease in shares from 66,141 in Q2 2023 to 67,877 in Q3 2023. However, the value of these shares remained relatively stable, with a minor decrease of 1%.

SPDR SER TR: SPTM

Another fund that experienced a decrease in holdings is SPDR SER TR, with the ticker symbol SPTM. The fund's shares declined from 536,462 in Q2 2023 to 533,947 in Q3 2023. The value of these shares also decreased by 4%, amounting to $28,026,000 in Q3 2023.

VANGUARD SPECIALIZED FUNDS: VIG

VANGUARD SPECIALIZED FUNDS, represented by the ticker symbol VIG, saw a marginal decrease in shares from 180,355 in Q2 2023 to 179,952 in Q3 2023. The value of these shares also experienced a slight decline of 4.6%.

VANGUARD SCOTTSDALE FDS: VCSH

On the other hand, VANGUARD SCOTTSDALE FDS, symbolized by VCSH, witnessed an increase in shares from 319,365 in Q2 2023 to 326,744 in Q3 2023. This corresponds to a rise of 1.6%. The value of these shares also increased during this period.

ISHARES TR: IWV

ISHARES TR, specifically IWV, experienced a minor decrease in shares from 97,247 in Q2 2023 to 97,015 in Q3 2023. The value of these shares also declined by 3.9%.

VANGUARD BD INDEX FDS: VUSB

The holdings of VANGUARD BD INDEX FDS, known as VUSB, saw a significant increase in shares from 385,755 in Q2 2023 to 437,061 in Q3 2023. This represents a substantial rise of 13.4%. The value of these shares also displayed growth during this period.

ISHARES TR: IJH

ISHARES TR, represented by IJH, experienced a minor growth in shares from 83,748 in Q2 2023 to 85,926 in Q3 2023. However, the value of these shares slightly decreased by 2.2%.

ECOLAB INC: ECL

ECOLAB INC, a non-fund entity, showed stability in holdings, with shares remaining relatively unchanged from 118,148 in Q2 2023 to 118,107 in Q3 2023. The value of these shares did experience a decrease of 9.3%.

SPDR SER TR: SPSB

SPDR SER TR, symbolized as SPSB, witnessed a decrease in shares from 686,210 in Q2 2023 to 638,306 in Q3 2023. The value of these shares also declined by 7.4%.

These are just a few examples of the changes observed in the 13F Holdings Comparison report by StrategIQ Financial Group, LLC. The report provides valuable information for investors and market analysts, allowing them to track the movements of various funds during this period. It is essential to note that these findings are based on the holdings data alone and do not indicate the overall performance of the funds. Investors are encouraged to conduct further research and seek professional advice before making any investment decisions.

In conclusion, the Q2 2023 vs. Q3 2023 13F Holdings Comparison report provides insights into the changing landscape of holdings for various funds. By analyzing the data presented in this report, investors can gain a better understanding of the market and make informed investment choices. StrategIQ Financial Group, LLC continues to play a crucial role in guiding investors in their financial endeavors.

This article is for informational purposes only and should not be taken as financial advice. Always consult with a professional financial advisor before making any investment decisions.