Xponance, Inc. Q1 2023 vs. Q2 2023: A Look at the Changes in 13F Holdings

In the ever-changing landscape of the stock market, tracking the movements of institutional investors can provide valuable insights for both seasoned traders and novice investors. One way to gauge these movements is through the quarterly filing of 13F reports. These reports, required by the Securities and Exchange Commission (SEC), reveal the holdings of institutional investment managers with at least $100 million in assets under management.

In this blog post, we will analyze the changes in Xponance, Inc.'s 13F holdings from Q1 2023 to Q2 2023. This period saw several interesting developments, providing a glimpse into the investment strategy of Xponance, Inc.

1. Apple Inc. (AAPL)

Xponance, Inc. increased its holdings in Apple Inc. by 18.9%, with the number of shares rising from 3,402,100 in Q1 to 3,437,498 in Q2. The value of the holdings also saw a significant jump, going from $561,006 in Q1 to $666,771 in Q2.

2. Microsoft Corp. (MSFT)

Similar to its Apple Inc. holdings, Xponance, Inc. also increased its position in Microsoft Corp. The number of shares rose from 1,705,826 in Q1 to 1,725,307 in Q2, representing a 19.5% increase. The value of the holdings also spiked, from $491,789 in Q1 to $587,536 in Q2.

3. Amazon.com Inc. (AMZN)

Xponance, Inc. boosted its holdings in Amazon.com Inc., with the number of shares rising from 2,012,004 in Q1 to 2,069,279 in Q2, reflecting a 29.8% increase. The value of the holdings saw a substantial jump, from $207,819 in Q1 to $269,751 in Q2.

4. NVIDIA Corporation (NVDA)

Xponance, Inc. increased its position in NVIDIA Corporation, with the number of shares rising from 546,344 in Q1 to 560,887 in Q2, representing a significant 56.3% increase. The value of the holdings also saw a notable spike, from $151,757 in Q1 to $237,266 in Q2.

5. Alphabet Inc. (GOOGL)

Xponance, Inc. added to its holdings in Alphabet Inc., with the number of shares rising from 1,317,666 in Q1 to 1,405,917 in Q2, reflecting a 23.1% increase. The value of the holdings also increased, from $136,681 in Q1 to $168,288 in Q2.

While these are just a few of the notable changes in Xponance, Inc.'s 13F holdings, the data provides valuable insights into their investment strategy during the first two quarters of 2023. It is important to note that these holdings and the subsequent changes in value may not directly align with market performance or represent a recommendation to buy or sell.

Understanding the movements of institutional investors can provide valuable guidance when making investment decisions. However, it is crucial to conduct thorough research, consider one's risk tolerance, and consult with a financial advisor before making any investment choices.