Simon Quick Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investing in the stock market can be a thrilling and rewarding experience. However, it's important to stay updated on the latest changes in holdings of funds to make informed investment decisions. In this blog post, we will explore the Q2 2023 vs. Q3 2023 13F Holdings Comparison of Simon Quick Advisors, LLC.

1. SPDR S&P 500 ETF TR (SPY)

- Q2 2023 (SHARES): 268,621

- Q3 2023 (SHARES): 263,340

- Q2 2023 VALUE ($000): 119,074

- Q3 2023 VALUE ($000): 112,572

- Chg %: -5.5

2. SPDR SER TR (SPYV)

- Q2 2023 (SHARES): 2,029,821

- Q3 2023 (SHARES): 1,909,350

- Q2 2023 VALUE ($000): 87,688

- Q3 2023 VALUE ($000): 78,779

- Chg %: -10.2

3. ISHARES TR (IWF)

- Q2 2023 (SHARES): 253,957

- Q3 2023 (SHARES): 237,329

- Q2 2023 VALUE ($000): 69,883

- Q3 2023 VALUE ($000): 63,127

- Chg %: -9.7

4. VANGUARD INDEX FDS (VUG)

- Q2 2023 (SHARES): 230,718

- Q3 2023 (SHARES): 230,417

- Q2 2023 VALUE ($000): 65,283

- Q3 2023 VALUE ($000): 62,744

- Chg %: -3.9

5. ISHARES TR (ITOT)

- Q2 2023 (SHARES): 553,057

- Q3 2023 (SHARES): 557,259

- Q2 2023 VALUE ($000): 54,111

- Q3 2023 VALUE ($000): 52,488

- Chg %: -3

These are just a few examples of the changes in holdings of Simon Quick Advisors, LLC between Q2 2023 and Q3 2023. It's essential to analyze these changes and understand the potential impact on the performance of the fund. Investors can use this information to make informed decisions about their own investment portfolios.

Understanding the fluctuations in the number of shares and the corresponding value is crucial for investors. By keeping a close eye on the changes in holdings, investors can potentially identify trends or patterns that could help them make strategic investment choices.

It's important to note that 13F filings provide transparency into the holdings of institutional investment managers with assets under management (AUM) of $100 million or more. These filings are required by the Securities and Exchange Commission (SEC) and provide valuable insights into the investment strategies of various funds.

Analyzing the changes in holdings can give investors an idea of the fund's outlook on specific stocks or sectors. It can also help investors identify potential buying or selling opportunities based on the fund's actions.

In conclusion, staying updated on the changes in holdings of funds is essential for investors looking to make informed investment decisions. By analyzing the Q2 2023 vs. Q3 2023 13F Holdings Comparison of Simon Quick Advisors, LLC, investors can gain valuable insights into the fund's investment strategies and potentially identify opportunities for their own portfolios. Remember to always do thorough research and consult with a financial advisor before making any investment decisions.