Telemus Capital, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Telemus Capital, LLC is a well-known investment firm that manages various funds and portfolios for its clients. As a professional blog writer, it is important to dig into the latest trends and changes in the investment world. In this article, we will be focusing on the Q1 2023 vs. Q2 2023 13F holdings comparison of Telemus Capital, LLC.

During the first quarter of 2023, Telemus Capital, LLC made some significant changes in its holdings. One of the notable changes was the decrease in its holdings of Apple Inc. (AAPL). In Q1 2023, Telemus Capital, LLC held 254,836 shares of Apple Inc., but this decreased to 245,827 shares in Q2 2023. Despite the decrease in shares, the value of its holdings in Apple Inc. increased from $42,022,000 in Q1 2023 to $47,682,000 in Q2 2023, representing a 13.5% change.

Another interesting change in Telemus Capital, LLC's holdings was the increase in shares of Copart Inc. (CPRT). In Q1 2023, the firm held 403,297 shares of Copart Inc., and this remained the same in Q2 2023. However, the value of its holdings increased significantly from $30,331,000 in Q1 2023 to $36,784,000 in Q2 2023, reflecting a 21.3% change. This suggests that Telemus Capital, LLC has confidence in the future prospects of Copart Inc.

Furthermore, there was a substantial increase in the holdings of Adobe Systems Incorporated (ADBE) by Telemus Capital, LLC. In Q1 2023, the firm held 30,093 shares of Adobe Systems Incorporated, and this increased to 28,979 shares in Q2 2023. The value of its holdings also saw a significant increase from $11,596,000 in Q1 2023 to $14,170,000 in Q2 2023, representing a 22.2% change. This indicates that Telemus Capital, LLC sees potential in the growth of Adobe Systems Incorporated.

On the other hand, there were some notable decreases in the holdings of certain companies by Telemus Capital, LLC. One such example is SGOV (ISHARES TR), where the firm held 183,896 shares in Q1 2023, but this decreased to 169,415 shares in Q2 2023. The value of its holdings also decreased from $18,496,000 in Q1 2023 to $17,048,000 in Q2 2023, representing a -7.8% change. This decrease could be due to various factors such as changes in market conditions or strategic reallocation of resources.

Overall, Telemus Capital, LLC made several interesting changes in its holdings during the Q1 2023 vs. Q2 2023 period. While some companies saw an increase in holdings and value, others experienced decreases. These changes reflect the dynamic nature of the investment market and highlight the strategies employed by Telemus Capital, LLC to maximize returns for its clients.

It is important to note that this article is based on the holdings comparison data of Telemus Capital, LLC during the specified period and does not constitute financial advice. Investment decisions should be made based on thorough research and individual risk appetite.