Bel Air Investment Advisors LLC Q1 vs. Q2 2021: Comparing 13F Holdings

Bel Air Investment Advisors LLC, based in Los Angeles, California, is a financial services provider that offers portfolio management, financial planning, and investment advice services, among others. In this blog post, we will take a look at their Q1 2021 vs. Q2 2021 13F Holdings and compare the changes in shares, value, and percentage change.

In the first quarter, the top five holdings of Bel Air Investment Advisors LLC were MSFT, MCO, AAPL, JNJ, and GOOGL, with the largest share in MSFT, 751,723 shares, and the smallest in GOOGL, 67,604 shares. By the end of the second quarter, the top five holdings remained the same, but the share distribution had changed. The highest shares now belong to AAPL, with 702,136 shares, and the lowest to GOOGL, with 60,950 shares.

Looking at the Q1 2021 vs. Q2 2021 13F Holdings changes, we see that the majority of the holdings increased in share value, with the exception of LOW, AMWL, V, and TDOC, which decreased by -7.8%, -27.6%, -38.5%, and -5.7%, respectively. Some of the most significant increases in percentage change include KRE with 1205.5%, META with 9.7%, and CROX with 59.3%. Other notable changes in holdings include ORCL, which increased by 4.7%, and BABA, which grew by 44.1%.

In terms of value, the Q2 2021 13F Holdings saw an overall increase of 8.3%, from $1,889,399 in Q1 2021 to $2,046,606 in Q2 2021. The top five holdings remained the same, with MSFT at the top of the list, valued at $202,703, and GOOGL at the bottom, valued at $148,827. In contrast, the smallest increase in value was seen in MA, which only increased by 0.4%.

Bel Air Investment Advisors LLC's Q1 2021 vs. Q2 2021 13F Holdings showed relatively stable behavior, with slight changes in shares and value. While the top five holdings remained constant, the share distribution changed. However, the most significant changes were seen in holdings such as KRE, META, and CROX, which saw tremendous increases in percentage change. These changes could indicate a shift in investment strategy or market trends. As always, it is essential to keep a close eye on these changes to make informed investment decisions.