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Verity & Verity, LLC: A Detailed Analysis of Q2 2023 vs. Q3 2023 13F Holdings

Ava Hoppe | 21 October, 2023


In the world of investments, staying informed about changes in holdings is crucial for both individual investors and fund managers. It helps them make well-informed decisions and adapt their investment strategies accordingly. One such regulatory requirement that ensures transparency in the financial markets is the filing of Form 13F. This form requires institutional investment managers with over $100 million in assets under management to disclose their holdings on a quarterly basis.

Verity & Verity, LLC is one such institutional investment manager that recently filed their Q2 2023 and Q3 2023 13F reports. In this article, we will analyze the changes in their holdings during this period and provide insights into the trends and potential implications.

Key Findings:

1. Broadcom Inc (AVGO):

Verity & Verity, LLC reduced their holdings in Broadcom Inc by 6.2% from Q2 2023 to Q3 2023. This reduction in shares may indicate a shift in their strategy or a reallocation of funds to other investments.

2. Gilead Sciences Inc (GILD):

There was a marginal increase of 4.2% in Verity & Verity, LLC's holdings of Gilead Sciences Inc. This suggests their confidence in the company's performance and potential growth.

3. Microsoft Corp (MSFT):

Verity & Verity, LLC maintained their holdings in Microsoft Corp almost unchanged, with a negligible decrease of 3%. This indicates their continued faith in the tech giant's future prospects.

4. Apple Inc (AAPL):

Verity & Verity, LLC experienced a decrease of 9.1% in their holdings of Apple Inc. This reduction could be due to various factors, such as profit-taking or a cautious approach amid market uncertainties.

5. Amgen Inc (AMGN):

Verity & Verity, LLC significantly increased their holdings in Amgen Inc by 29%. This indicates their optimism about the company's growth potential in the pharmaceutical industry.

6. AbbVie Inc (ABBV):

Verity & Verity, LLC added 12.4% to their holdings in AbbVie Inc. This move suggests they have confidence in the company's ability to deliver positive returns in the foreseeable future.

7. International Business Machines (IBM):

There was a minor increase of 4.8% in Verity & Verity, LLC's holdings of International Business Machines. This suggests that they still see value in IBM despite the changing dynamics of the tech sector.

8. Chevron Corp New (CVX):

Verity & Verity, LLC increased their holdings in Chevron Corp by 8.7%. This indicates their bullish outlook on the energy sector and the long-term potential of the company.

9. JPMorgan Chase & Co (JPM):

Verity & Verity, LLC significantly reduced their holdings in JPMorgan Chase & Co by 20.5%. This decrease could be attributed to a reassessment of their financial sector exposure or a strategic decision to reallocate funds elsewhere.

10. RTX Corporation (RTX):

There was a noticeable decrease of 18.3% in Verity & Verity, LLC's holdings of RTX Corporation. This suggests a shift in their investment strategy or a change in their outlook on the aerospace and defense industry.


Verity & Verity, LLC's Q2 2023 vs. Q3 2023 13F holdings analysis indicates a mixture of confident additions, cautious reductions, and strategic reallocations of their portfolio. While they have increased their stake in companies like Amgen Inc and AbbVie Inc, they have also decreased their holdings in JPMorgan Chase & Co and RTX Corporation. These changes may reflect their assessment of the companies' growth prospects, industry trends, and potential risk factors.

Disclaimer: The information provided in this article is based on publicly available data and should not be considered as financial advice. It is for informational purposes only. Investors are advised to conduct their own research and consult with a professional advisor before making any investment decisions.


- Data sourced from Verity & Verity, LLC's Q2 2023 and Q3 2023 13F filings

- Form 13F, U.S. Securities and Exchange Commission

Please note that the above content is for demonstration purposes only and should not be considered as financial advice.

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