SignalPoint Asset Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The investment landscape is constantly changing, and it's crucial for asset managers to stay up to date with the latest trends and shifts in the market. SignalPoint Asset Management, LLC is one such firm that diligently keeps track of its holdings and adjusts its portfolio accordingly. In this article, we will explore the Q2 2023 vs. Q3 2023 13F holdings comparison for SignalPoint Asset Management, LLC and analyze the changes in their investments.

OREILLY AUTOMOTIVE INC (ORLY)

SignalPoint Asset Management, LLC held 49,282 shares of O'Reilly Automotive Inc in Q2 2023, which increased slightly to 49,478 shares in Q3 2023. However, the value of their holdings decreased from $47,078,000 to $44,968,000, representing a 4.5% decrease.

APPLE INC (AAPL)

The asset management firm had 186,752 shares of Apple Inc in Q2 2023, which slightly rose to 188,536 shares in Q3 2023. Unfortunately, the value of their holdings dropped significantly from $36,224,000 to $32,279,000, indicating a 10.9% decrease.

FIRST TR EXCHNG TRADED FD VI (FIXD)

SignalPoint Asset Management, LLC held 205,525 shares of First Tr Exchng Traded FD VI in Q2 2023. These figures increased to 220,448 in Q3 2023. The value of their holdings also experienced a minor increase from $9,078,000 to $9,270,000, representing a 2.1% change.

INVESCO EXCHANGE TRADED FD T (RYT)

In Q2 2023, SignalPoint Asset Management, LLC held 25,500 shares of Invesco Exchange Traded FD T. However, their holdings jumped significantly to 256,555 shares in Q3 2023. Despite the increase in shares, the value of their holdings decreased from $7,499,000 to $7,222,000, indicating a 3.7% decrease.

FIRST TR EXCHANGE-TRADED FD (FTCS)

SignalPoint Asset Management, LLC had 91,799 shares of First Tr Exchange-Traded FD in Q2 2023, which slightly decreased to 90,448 shares in Q3 2023. The value of their holdings also experienced a minor decrease from $6,892,000 to $6,659,000, representing a 3.4% change.

MICROSOFT CORP (MSFT)

The asset management firm held 19,777 shares of Microsoft Corp in Q2 2023, which increased to 20,146 shares in Q3 2023. However, the value of their holdings decreased from $6,734,000 to $6,360,000, indicating a 5.6% decrease.

VANGUARD INDEX FDS (VTI)

In Q2 2023, SignalPoint Asset Management, LLC held 29,388 shares of Vanguard Index FDS. These figures increased slightly to 29,683 shares in Q3 2023. The value of their holdings also experienced a minor decrease from $6,473,000 to $6,304,000, representing a 2.6% change.

NVIDIA CORPORATION (NVDA)

SignalPoint Asset Management, LLC held 13,951 shares of NVIDIA Corporation in Q2 2023, which increased to 14,163 shares in Q3 2023. Moreover, the value of their holdings also experienced a slight increase from $5,901,000 to $6,160,000, indicating a 4.4% change.

WALMART INC (WMT)

The asset management firm had 28,029 shares of Walmart Inc in Q2 2023, which slightly decreased to 27,911 shares in Q3 2023. However, the value of their holdings increased slightly from $4,405,000 to $4,463,000, representing a 1.3% change.

AMAZON COM INC (AMZN)

SignalPoint Asset Management, LLC held 30,437 shares of Amazon Com Inc in Q2 2023, which significantly increased to 33,866 shares in Q3 2023. Moreover, the value of their holdings also experienced a substantial increase from $3,967,000 to $4,305,000, indicating an 8.5% change.

The mentioned comparison showcases the ever-changing nature of the market and the need for asset managers to adapt accordingly. SignalPoint Asset Management, LLC appears to have made several adjustments to its portfolio throughout Q2 2023 and Q3 2023. These adjustments reflect the firm's insights and strategic decisions aimed at maximizing returns and minimizing risks for its clients.

Please note that the aforementioned figures are subject to change, and this analysis is based on the available data. The 13F filings provide valuable insights into the holdings of various funds, enabling investors and market participants to make informed decisions. As the market continues to evolve, it will be interesting to track the future changes in SignalPoint Asset Management, LLC's holdings and their potential impact on their overall portfolio performance.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as investment advice.