Raymond James & Associates Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-evolving world of investing, staying up to date with the latest trends and changes in holdings is crucial. One of the ways investors and fund managers keep track of these changes is through the mandatory filing of a Form 13F. This report provides a snapshot of the holdings of institutional investment managers that manage more than $100 million in qualifying assets. Today, we will be taking a closer look at the Q3 2023 vs. Q4 2023 13F holdings comparison of Raymond James & Associates.

VANGUARD INDEX FDS (VOO) - The most notable change in holdings for Raymond James & Associates was their increased stake in VANGUARD INDEX FDS. In Q3 2023, the fund held 22,820,508 shares, while in Q4 2023, the number of shares increased to 23,203,848. This represents a 13.1% increase in holdings. The value of the holdings also saw a significant jump, from $8,961,613,000 in Q3 2023 to $10,135,440,000 in Q4 2023, an increase of 13.1%.

ISHARES TR (AGG) - Another notable change is the increase in holdings of ISHARES TR. In Q3 2023, the fund held 61,988,428 shares, and by Q4 2023, the number of shares increased to 63,061,225, a 7.4% increase. The value of the holdings also increased from $5,829,391,000 in Q3 2023 to $6,258,826,000 in Q4 2023, representing a 7.4% increase.

MICROSOFT CORP (MSFT) - Raymond James & Associates also increased their holdings in MICROSOFT CORP. In Q3 2023, they held 10,671,615 shares, which increased to 10,846,520 shares in Q4 2023, representing a 21% increase. The value of the holdings also rose from $3,369,562,000 in Q3 2023 to $4,078,725,000 in Q4 2023, a substantial 21% increase.

These are just a few examples of the changes in holdings for Raymond James & Associates in Q3 2023 vs. Q4 2023. A closer look at the data reveals a pattern of strategic investment decisions aimed at capitalizing on the changing market trends. By constantly evaluating their portfolio and making adjustments, these fund managers aim to optimize their returns for their clients.

It is important to note that these changes in holdings are driven by a variety of factors, including market conditions, investor sentiment, and the performance of individual stocks. As an investor, it is crucial to stay informed about these changes and understand the underlying reasons behind them.

In conclusion, the Q3 2023 vs. Q4 2023 13F holdings comparison of Raymond James & Associates highlights their increased stake in VANGUARD INDEX FDS, ISHARES TR, and MICROSOFT CORP. These changes in holdings showcase the fund manager's ability to adapt to market conditions and make strategic investment decisions. Investors should take note of these changes and consider them when making their own investment decisions.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. It is always recommended to consult with a professional financial advisor before making any investment decisions.