Total Investment Management Inc: A Comparative Analysis of Q2 2023 and Q3 2023 13F Holdings

The world of investment is ever-evolving, and keeping track of the changes in holdings of funds is essential for investors. In this blog post, we will delve into a comparative analysis of Total Investment Management Inc's 13F holdings between Q2 2023 and Q3 2023. This analysis will provide valuable insights into the shifts in the company's portfolio, allowing investors to make informed decisions.

SCHWAB STRATEGIC TR - Embracing Growth

Total Investment Management Inc significantly increased its holdings in SCHWAB STRATEGIC TR, from 876,567 shares in Q2 2023 to 2,429,213 shares in Q3 2023. The value of these holdings rose from $31,810,000 to $76,957,000, representing a remarkable growth of 141.9%. This shows the company's confidence in the upward potential of this investment option.

FIRST TR NAS100 EQ WEIGHTED - Steady Growth

While there were only marginal changes in the number of shares held in FIRST TR NAS100 EQ WEIGHTED, Total Investment Management Inc showed a positive trend. The number of shares increased from 569,391 in Q2 to 616,276 in Q3 2023, with the value rising from $60,867,000 to $64,086,000. This indicates a steady growth of 5.3% and reflects the company's belief in the future performance of this equity-weighted product.

SPDR DOW JONES INDL AVERAGE - Capitalizing on the Market

Total Investment Management Inc recognized the potential in the SPDR DOW JONES INDL AVERAGE as it increased its holdings from 160,013 shares in Q2 to 175,971 shares in Q3 2023. The value of these holdings surged from $55,020,000 to $58,941,000, demonstrating a growth of 7.1%. This move suggests the company's strategic decision to capitalize on the performance of the industrial average.

BNY MELLON ETF TRUST - Captivating Growth

Total Investment Management Inc experienced captivating growth in its holdings of BNY MELLON ETF TRUST. The number of shares held skyrocketed from 961,224 in Q2 to 1,457,019 in Q3 2023, representing a remarkable increase of 45.4%. The value of this investment rose from $40,371,000 to $58,710,000, solidifying its confidence in the trust's potential for high returns.

FIRST TR EXCHANGE-TRADED ALP - Steady Expansion

Total Investment Management Inc exhibited steady expansion in its holdings of FIRST TR EXCHANGE-TRADED ALP. The number of shares increased from 1,196,711 in Q2 to 1,306,027 in Q3 2023, with the value rising from $54,689,000 to $58,274,000. This indicates a growth rate of 6.6% and reflects the company's optimistic outlook for this exchange-traded fund.

INVESCO EXCHANGE TRADED FD T - Riding the Momentum

Total Investment Management Inc rode the momentum of INVESCO EXCHANGE TRADED FD T as its holdings in this fund increased from 373,379 shares in Q2 to 408,992 shares in Q3 2023. The value of these holdings grew from $55,872,000 to $57,950,000, representing a growth rate of 3.7%. This demonstrates the company's willingness to seize opportunities within the exchange-traded fund market.

ISHARES TR - Expanding Horizons

Total Investment Management Inc expanded its holdings in ISHARES TR, with a significant increase in the number of shares held. These holdings rose from 1,334,314 shares in Q2 to 1,461,188 shares in Q3 2023. The value of this investment increased from $52,785,000 to $55,452,000, showcasing a growth rate of 5.1%. This indicates the company's confidence in the overall performance of ISHARES TR.

SPDR GOLD TR - Capitalizing on Stability

Total Investment Management Inc recognized the stability and potential of SPDR GOLD TR, with its holdings experiencing a minor increment. The number of shares held increased from 228,660 in Q2 to 247,199 in Q3 2023. The value rose from $40,763,000 to $42,382,000, indicating a growth rate of 4%. This demonstrates the company's commitment to diversify its portfolio with stable investments.

A Diverse Portfolio

In addition to the mentioned holdings, Total Investment Management Inc also made significant moves in various other funds and companies. These include but are not limited to:

- Apple Inc: The company increased its holdings in Apple Inc from 25,612 shares in Q2 to 31,506 shares in Q3 2023, with a growth rate of 8.6%. The value of these holdings rose from $4,967,000 to $5,394,000.

- NVIDIA Corporation: Total Investment Management Inc experienced a substantial increment in its holdings of NVIDIA Corporation, with the number of shares rising from 1,117 in Q2 to 1,568 in Q3 2023. The value of this investment increased from $472,000 to $682,000, reflecting a growth rate of 44.4%.

- Amazon.com Inc: The company increased its holdings in Amazon.com Inc from 6,788 shares in Q2 to 7,071 shares in Q3 2023, with a growth rate of 1.6%. The value of these holdings rose from $884,000 to $898,000.

Concluding Thoughts

Total Investment Management Inc's Q2 2023 vs. Q3 2023 13F holdings reveal the company's strategic moves to diversify and capitalize on various investment options. The significant increases in holdings provide an insight into the company's confidence in these funds and companies. Investors can use this information to gain an understanding of Total Investment Management Inc's investment strategy and make informed decisions for their own portfolios.

Disclaimer: The information provided in this article is for informational purposes only. It should not be construed as financial advice or an endorsement of any specific investment options. Investors are advised to conduct thorough research and analysis before making any investment decisions.