Investment Insights: Delphi Private Advisors' Q1 vs. Q2 2019 13F Holdings

The latest report from Delphi Private Advisors LLC details the company's holdings for the first and second quarters of 2019. The report shows a-mixed picture of change, with some increases and decreases in shares and values. In this article, we'll explore the notable changes in Delphi Private Advisors' portfolio and look at how these changes might reflect broader market trends.

Starting with the decliners, INVESCO EXCHANGE TRADED FD T (PRFZ) experienced a slight decrease of 1.2% in shares, dropping from 66,116 to 65,282. The value of PRFZ shares for Delphi decreased from $8,346,000 to $8,335,000. The Schwab Strategic TR (SCHX) also saw a share decrease of 4%, with shares going from 69,658 in Q1 to 66,697 in Q2.

Schwab Strategic TR (FNDA) is another noticeable decliner, showing a 0.1% drop from 97,287 shares to 96,003 shares between the first and second quarters of 2019. The change in value over the same period was relatively marginal, with a $5,000 difference. Phillips 66 (PSX) experienced a share decline of 3.7%, and their stock value went from $27,000 to $26,000.

The report also shows some significant gainers. The biggest percentage increase comes from the Select Sector SPDR TR (XLK), which had shares going from 400 to 1,628, a whopping 323.3% increase. Value-wise, the increase was from $30,000 to $127,000. SELECT SECTOR SPDR TR (XLV) also experienced a similarly large increase, with shares of 200 in Q1 rising to 1,023 in Q2. The value went from $18,000 to $95,000, a 427.8% increase.

UNION PACIFIC CORP (UNP) saw an overall share gain of 2.2% between the first and second quarters of 2019. The number of shares increased from 544 to 550, while the value rose from $91,000 to $93,000. QUALCOMM INC (QCOM) shows an increase of 33.3% in value, rising from $54,000 to $72,000 over the same period.

Despite being a tech giant, APPLE INC (AAPL) experienced a 42.4% drop in shares and a value reduction from $85,000 to $49,000. NVIDIA CORP (NVDA) has no shares in Q1 but has 300 shares in Q2. ISSHARES INC (IEMG) had no shares in Q1 but has 229 shares in Q2.

In conclusion, Delphi Private Advisors LLC's Q1 vs. Q2 2019 13F holdings report shows mixed results with some notable increases and declines. The drop in shares and value for PRFZ and SCHX may reflect a more cautious outlook after a bullish Q1. Meanwhile, the substantial increase in XLK and XLV, in stark contrast, could indicate an aggressive move into technology stocks. These results should be analyzed in the context of broader market trends to understand future direction.