Circle Wealth Management, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

As a professional blog writer, I know the importance of staying updated on the latest market trends and shifts in investments. Circle Wealth Management, LLC recently published their Q4 2022 vs. Q1 2023 13F holdings comparison, which provides valuable insights into how investment firms are adjusting their portfolios in response to market changes.

One of the most significant changes in holdings was seen in the SPDR S&P 500 ETF TR, with 708,217 shares in Q4 2022 and 712,903 shares in Q1 2023, representing a 7.8% increase. Vanguard Index FDS also saw a slight increase of 6.9% in the same period.

Another interesting observation from the comparison is the technology sector's strong performance, with Microsoft Corp, Apple Inc, and Amazon Com Inc all experiencing double-digit growth in value from Q4 2022 to Q1 2023. This growth is reflective of the increased demand for technology in response to the pandemic's ongoing effects.

However, not all holdings experienced growth. Some companies saw their shares decline, such as JPMorgan Chase & Co, which saw a 17.2% reduction in shares from Q4 2022 to Q1 2023. Other companies that saw a fall in shares include Wells Fargo Co New (-15.3%), Bank America Corp (-18%), and Palantir Technologies Inc (-18.4%).

The comparison also highlights the change in holdings for healthcare companies. While Moderna Inc saw a decline in value, there were positive increases in Merck & CO Inc's shares and UnitedHealth Group Inc's shares from Q4 2022 to Q1 2023.

Overall, the Circle Wealth Management, LLC Q4 2022 vs. Q1 2023 13F holdings comparison offers valuable insights into how investment firms are responding to the ongoing changes in the market. As investors and businesses alike navigate these unique and challenging times, staying informed on the latest trends and shifts in holdings is essential.