Private Harbour Investment Management & Counsel, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Private Harbour Investment Management & Counsel, LLC is a prominent investment management firm known for its strategic investment decisions. In this article, we will analyze the holdings of Private Harbour Investment Management & Counsel, LLC in the third quarter of 2023 and compare them with the fourth quarter of the same year. We will explore the changes in holdings, their value, and the percentage of change for each stock.

In the third quarter of 2023, Private Harbour Investment Management & Counsel, LLC held 222,962 shares of iShares Gold Trust (IAU). However, in the fourth quarter of 2023, their holdings decreased slightly to 219,012 shares. Despite the slight decrease in the number of shares, the value of their holdings experienced a positive growth, from $7,801,000 in the third quarter to $8,548,000 in the fourth quarter. This represents a significant increase of 9.6%.

Another notable change in holdings is seen in Invesco Actively Managed Exchange Traded Commodity Fund (PDBC). Private Harbour Investment Management & Counsel, LLC held 443,733 shares in the third quarter, but this number decreased to 425,744 shares in the fourth quarter. This decrease is accompanied by a decrease in the value of their holdings, from $6,633,000 to $5,662,000. The percentage change in holdings for PDBC is -14.6%, indicating a reduction in their interest in this security.

Moving on to Microsoft Corporation (MSFT), Private Harbour Investment Management & Counsel, LLC held 15,064 shares in the third quarter, which decreased slightly to 14,490 shares in the fourth quarter. Despite the decrease in the number of shares, the value of their holdings increased from $4,756,000 to $5,448,000, representing a 14.6% growth. This indicates Private Harbour's continued confidence in the future prospects of Microsoft Corporation.

Private Harbour Investment Management & Counsel, LLC also made changes to their holdings in other companies such as Exxon Mobil Corporation (XOM), NVIDIA Corporation (NVDA), Apple Inc (AAPL), Check Point Software Technologies Ltd (CHKP), ProShares Trust (PSQ), Zoetis Inc (ZTS), Alphabet Inc (GOOGL), Eaton Corporation plc (ETN), Amazon.com Inc (AMZN), and many more. While some of these changes resulted in increased holdings, others saw a decrease. Overall, the firm maintained a prudent approach to portfolio management, making necessary adjustments based on market trends and company performance.

It is interesting to note that Private Harbour Investment Management & Counsel, LLC completely sold off their holdings in some companies. For instance, in the fourth quarter, they no longer held any shares of Newmont Corporation (NEM), International Flavors & Fragrances Inc (IFF), and Albemarle Corporation (ALB). This decision might have been influenced by various factors such as changes in market conditions or a reassessment of their investment strategy.

Private Harbour Investment Management & Counsel, LLC's portfolio adjustments underline the dynamic nature of the investment landscape, which requires constant review and optimization. By analyzing The 13F holdings comparison of Q3 2023 and Q4 2023, we can gain insights into the investment decisions made by Private Harbour Investment Management & Counsel, LLC. It is crucial to remember that these decisions are based on a variety of factors, including market conditions, company performance, and the firm's investment strategy.