PFG Advisors Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 22 July, 2023
In the ever-changing landscape of investment holdings, it is crucial to keep tabs on the shifts and trends that occur within the market. PFG Advisors recently released their Q1 2023 vs. Q2 2023 13F Holdings Comparison, providing insights into the changes in shareholdings and values of various issuers. Let's take a closer look at the highlights and implications of these findings.
Microsoft Corporation (MSFT) saw a minor increase in shares held, with Q2 2023 showing 137,461 shares compared to Q1's 136,398. The value of these shares also saw a noticeable bump from $39,323,000 to $46,811,000.
Apple Inc (AAPL) followed a similar pattern, with Q2 2023 showing 228,441 shares compared to Q1's 226,101 shares. The value of these shares increased from $37,284,000 to $44,310,000.
One of the most significant changes occurred with Invesco QQQ Trust (QQQ), which saw a substantial increase in both shares and value. Q2 2023 reported 76,039 shares, a notable increase from Q1's 63,919 shares. The value of these shares also skyrocketed from $20,513,000 to $28,090,000.
Vanguard Index Funds (VUG) experienced a similar upward trend. Q2 2023 showed 94,192 shares, up from Q1's 88,713, with the value increasing from $22,128,000 to $26,652,000.
Vanguard Specialized Funds (VIG) had a more modest increase, with 132,897 shares in Q2 2023 compared to 130,396 in Q1. The value of these shares rose from $20,082,000 to $21,586,000.
The Schwab Strategic Trust (SCHD) witnessed a decrease in both shares and value, with Q2 2023 reporting 224,324 shares, down from Q1's 232,937. The value also dipped from $17,041,000 to $16,290,000.
Pacer FDS Trust (COWZ) displayed a contrasting trend with a significant increase in shares and value. Q2 2023 reported 324,450 shares, up from Q1's 300,730 shares. The value increased from $14,119,000 to $15,531,000.
These are just a few highlights of the notable changes in holdings between Q1 2023 and Q2 2023. The data provided by PFG Advisors' 13F Holdings Comparison gives investors valuable insights into the dynamics of the market and can help shape investment strategies moving forward.
It is worth mentioning that 13F filings are required by institutional investment managers who manage $100 million or more in assets. These filings provide transparency and allow investors to track the holdings and changes in major investment firms.
As always, it is essential to conduct thorough research and consider various factors before making any investment decisions. Market conditions can change rapidly, and it is crucial to stay informed and adapt strategies accordingly.
While this information provides valuable insights, it is advisable to consult with a qualified financial advisor or conduct further research based on personal financial goals and risk tolerance.
Overall, the PFG Advisors Q1 2023 vs. Q2 2023 13F Holdings Comparison sheds light on the ever-evolving nature of the market and the continuous adjustments made by investment firms to optimize their portfolios.
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