Sunesis Advisors, LLC Q1 2023 vs. Q3 2023 13F Holdings Comparison

Investing in the stock market requires careful analysis and understanding of the ever-changing landscape. For investment firms like Sunesis Advisors, LLC, tracking and comparing holdings is crucial to making informed decisions. In this blog post, we'll delve into the Q1 2023 versus Q3 2023 13F holdings comparison for Sunesis Advisors, LLC and explore the significant changes in their portfolio.

Sunesis Advisors, LLC is a reputable investment firm that manages a diverse portfolio across various sectors and industries. They closely monitor the market conditions and continuously adjust their holdings to optimize returns for their clients. The 13F form is filed by institutional investment managers with at least $100 million in assets under management and is required by the Securities and Exchange Commission (SEC). This form offers valuable insights into the holdings of these firms.

Let's dive into the comparison and examine the changes in Sunesis Advisors, LLC's holdings from Q1 2023 to Q3 2023.

Vanguard Index Funds (VTI):

In Q1 2023, Sunesis Advisors, LLC held 278,919 shares of Vanguard Index Funds (VTI). However, this number decreased slightly to 276,953 shares by Q3 2023, representing a 3.3% decrease. The value of their holdings also experienced a minor increase from $56,927 to $58,827. Despite the reduction in shares, the value of their position grew, potentially indicating a positive outlook for Vanguard Index Funds.

iShares TR (AGG):

Sunesis Advisors, LLC also had holdings in iShares TR (AGG) during this period. Their holdings in AGG increased from 145,882 shares in Q1 2023 to 158,884 shares in Q3 2023, marking a significant 2.8% increase. The value of their AGG holdings also saw a positive change, rising from $14,535 to $14,941. This suggests that Sunesis Advisors, LLC sees potential value and growth in iShares TR.

Vanguard Tax-Managed Funds (VEA):

In contrast to the slight changes in VTI and AGG, Sunesis Advisors, LLC experienced a minor decrease in their holdings of Vanguard Tax-Managed Funds (VEA). Their VEA holdings went from 141,258 shares in Q1 2023 to 142,645 shares in Q3 2023, representing a 2.3% decrease. The value of their holdings also decreased slightly from $6,380 to $6,236. While the dip may not be significant, it's important for investors to monitor such changes closely.

Vanguard Star Funds (VXUS):

Similar to their VEA holdings, Sunesis Advisors, LLC saw a marginal decrease in their Vanguard Star Funds (VXUS) position. Their holdings went from 109,360 shares in Q1 2023 to 109,540 shares in Q3 2023, reflecting a 2.9% decrease. The value of their holdings also experienced a slight dip from $6,037 to $5,862. Although the changes are minimal, they indicate the dynamic nature of Sunesis Advisors, LLC's investment strategy.

SPDR Series Trust (SPYV):

Sunesis Advisors, LLC held 108,791 shares of SPDR Series Trust (SPYV) consistently throughout both quarters. The value of their SPYV holdings remained relatively stable, with a slight increase from $4,429 to $4,488 or a 1.3% change. Holding steady on their position in SPYV suggests that Sunesis Advisors, LLC is confident in the performance of this investment.

These are just a few examples of the shifts in Sunesis Advisors, LLC's 13F holdings. The changes from Q1 2023 to Q3 2023 illustrate the dynamic nature of investment management. It's crucial for investment firms and individual investors alike to continually evaluate and adjust their holdings based on market trends and their assessment of potential risks and rewards. Sunesis Advisors, LLC's portfolio adjustments demonstrate their commitment to making informed investment decisions and striving for optimal returns for their clients.