Total Investment Management Inc's Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 28 July, 2023
In the world of finance, tracking investment holdings is crucial for investors and fund managers alike. It allows them to analyze trends, identify opportunities, and make informed decisions about their portfolios. One important document that helps provide this information is the 13F form.
The 13F form is required to be filed quarterly by institutional investment managers who manage over $100 million in assets. It provides a snapshot of the manager's holdings at the end of the reporting period. By analyzing this data, market observers can get insights into the investment strategies and preferences of some of the largest players in the financial industry.
Today, we will be discussing the Q1 2023 and Q2 2023 13F holdings comparison of Total Investment Management Inc. Let's dive into the numbers to see how their portfolio has changed and what investment decisions they have made.
One of the key holdings for Total Investment Management Inc is the Schwab Strategic TR (SCHG). In Q1 2023, they held 593,201 shares, with a value of $38,658,000. However, in Q2 2023, they increased their holdings to 812,919 shares, with a value of $60,928,000. This represents a significant increase of 57.6% in the number of shares held.
Another interesting holding is First Tr NAS100 EQ Weighted (QQEW). In Q1 2023, they held 559,312 shares, with a value of $56,294,000. In Q2 2023, their holdings increased slightly to 569,391 shares, with a value of $60,867,000. This represents a modest increase of 8.1%.
One of the top holdings for Total Investment Management Inc is Invesco Exchange Traded FD T (RSP). In Q1 2023, they held 359,110 shares, with a value of $51,934,000. In Q2 2023, their holdings increased to 373,379 shares, with a value of $55,872,000. This represents a 7.6% increase in the number of shares held.
SPDR Dow Jones Indl Average (DIA) is another significant holding for Total Investment Management Inc. In Q1 2023, they held 156,345 shares, with a value of $52,003,000. In Q2 2023, their holdings increased to 160,013 shares, with a value of $55,020,000. This represents a 5.8% increase in the number of shares held.
First Tr Exchange-Traded ALP (FNK) is also on the list of Total Investment Management Inc's holdings. In Q1 2023, they held 1,149,494 shares, with a value of $50,221,000. In Q2 2023, their holdings increased to 1,196,711 shares, with a value of $54,689,000. This represents a significant increase of 8.9% in the number of shares held.
These are just a few examples of the holdings of Total Investment Management Inc and how they have changed from Q1 2023 to Q2 2023. It's fascinating to see the investment decisions made by such a prominent investment management firm. However, it's important to note that these numbers are subject to change as investment strategies evolve and market conditions fluctuate.
In conclusion, the Q1 2023 vs. Q2 2023 13F holdings comparison for Total Investment Management Inc provides valuable insights into their investment decisions and portfolio changes. By analyzing these holdings, investors and market observers can gain a better understanding of the investment strategies employed by this institution.
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