Truewealth LLC Q1 2020 vs. Q2 2020 13F Holdings Comparison: Analyzing Top Stocks in the Portfolio
Ava Hoppe | 12 May, 2023
Truewealth LLC, a financial management firm, recently revealed their Q1 2020 vs. Q2 2020 13F holdings comparison, which highlighted significant changes in their stock portfolio. In this blog post, we will delve into the top stocks held by Truewealth LLC, their changing values and percentages, and what this means for the company and investors.
The Q1 2020 vs. Q2 2020 13F Holdings Comparison by Truewealth LLC showed some surging stocks including iShares Tr, Ishares Tr, and Vanguard Tax-Managed FDS. The quarter-over-quarter value of iShares Tr increased by 53.7%, occupying one of the top positions in the portfolio. Meanwhile, Ishares Tr grew by 36.5% in the second quarter, showing stable growth in the market. Vanguard Tax-Managed FDS also exhibited notable growth of 71.6%, indicating that the company is performing well and managing its portfolio proficiently.
However, some of the stocks demonstrated declining values with time including Schwab Strategic TR, International Flavors & Fragrances, and Exxon Mobil Corp. Among these, Exxon Mobil Corp experienced the maximum decline of 22.6% in Q2 2020, demonstrating a fall in demand for its products. Similarly, International Flavors & Fragrances also experienced declining growth prospects in Q2 and showed a decline of 46.8%.
Another key stock observed in the portfolio of Truewealth LLC is Apple Inc, that had a value of $6,400 in Q1 2020, and grew to $8,212 in Q2 2020, exhibiting an impressive 28.3% increase - a noteworthy percentage depicting the company's excellent performance in Q2 2020.
Moreover, the exploration of the company's Q1 2020 vs. Q2 2020 13F holdings comparison also sheds light on other significant stocks in the portfolio, such as Home Depot, Coca Cola, and Lockheed Martin Corporation. Home Depot and Coca Cola showed growth in Q2 of up to 29% and 0.8%, respectively, while Lockheed Martin Corporation recorded a 26.1% surge in value.
Understanding the portfolio of Truewealth LLC allows investors to develop a better perspective on the company's overall performance, including its potential future growth prospects. Therefore, a thorough analysis of the company's top-performing stocks is imperative to identify emerging industry trends and investment opportunities.
In conclusion, the Q1 2020 vs. Q2 2020 13F holdings comparison reveals that Truewealth LLC's portfolio exhibited a mix of both profitable and declining stocks in Q2 2020. Investments such as iShares Tr, Vanguard Tax-Managed FDS, and Ishares Tr demonstrated remarkable value growth and successful returns. On the other hand, stocks such as Exxon Mobil Corp and International Flavors & Fragrances showed a dip in growth and returns, highlighting the need for adjusted investment strategies. Nevertheless, Apple Inc, Home Depot, Coca Cola, and Lockheed Martin Corporation are emerging companies with potential opportunities for investors in the future.
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