Cambridge Investment Research Advisors, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

In today's fast-paced and ever-changing investment landscape, it is essential for investors to stay updated on the latest changes in holdings of funds. This information not only gives them insights into market trends but also helps them make informed decisions about their own investments. In this article, we will analyze the Q1 2023 and Q2 2023 13F holdings comparison of Cambridge Investment Research Advisors, Inc. and discuss the noteworthy changes.

1. Apple (AAPL)

- Q1 2023 Shares: 4,916,274

- Q2 2023 Shares: 4,890,447

- Q1 2023 Value: $810,694,000

- Q2 2023 Value: $948,600,000

- Change Percentage: 17%

Apple, one of the most prominent companies in the tech industry, experienced a slight decrease in shares between Q1 and Q2 2023. However, the value of Apple's holdings increased by 17%, demonstrating continued investor confidence in the company.

2. Vanguard Index FDS (VOO)

- Q1 2023 Shares: 1,698,471

- Q2 2023 Shares: 1,777,835

- Q1 2023 Value: $638,744,000

- Q2 2023 Value: $724,077,000

- Change Percentage: 13.4%

Vanguard Index FDS, a popular investment option, saw an increase in both shares and value during Q2 2023. This growth suggests a positive outlook on the fund and its underlying assets.

3. iShares (IVV)

- Q1 2023 Shares: 918,149

- Q2 2023 Shares: 1,002,247

- Q1 2023 Value: $377,433,000

- Q2 2023 Value: $446,712,000

- Change Percentage: 18.4%

iShares, known for its diverse range of exchange-traded funds (ETFs), experienced significant growth in both shares and value. This indicates a favorable market performance for the fund during Q2 2023.

4. Invesco QQQ TR Unit Ser (QQQ)

- Q1 2023 Shares: 1,045,666

- Q2 2023 Shares: 1,175,313

- Q1 2023 Value: $335,585,000

- Q2 2023 Value: $434,184,000

- Change Percentage: 29.4%

Invesco QQQ TR Unit Ser, which tracks the performance of the Nasdaq 100 Index, experienced a substantial increase in shares and value during Q2 2023. This growth aligns with the overall positive performance of the technology sector.

5. Microsoft (MSFT)

- Q1 2023 Shares: 1,117,470

- Q2 2023 Shares: 1,133,660

- Q1 2023 Value: $322,166,000

- Q2 2023 Value: $386,057,000

- Change Percentage: 19.8%

Microsoft, a technology giant, witnessed a modest increase in both shares and value during Q2 2023. This growth reflects the company's consistent performance and market demand for its products and services.

These are just a few examples of the noteworthy changes in holdings of Cambridge Investment Research Advisors, Inc. between Q1 2023 and Q2 2023. It is important to remember that these figures represent a single snapshot in time and may not necessarily indicate long-term trends. Investors should conduct thorough research and seek professional advice before making any investment decisions.

Understanding the changes in holdings of funds can provide valuable insights into the market and help investors make educated choices. By keeping a close eye on 13F filings and studying the performance of various holdings, investors can enhance their decision-making process and potentially maximize their returns.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice. Investing in the stock market carries risks, and individuals should consult with a financial professional before making any investment decisions.