Zwj Investment Counsel Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the world of investment, staying on top of the latest trends and changes is crucial. It's what sets successful investors apart from the rest. One tool that provides valuable insights into the holdings of institutional investors is the 13F filing. These filings, required by the Securities and Exchange Commission (SEC), give us a glimpse into the stocks held by institutions.

In this article, we will be examining the Q1 2023 vs. Q2 2023 13F holdings comparison of Zwj Investment Counsel Inc. By analyzing the changes in their holdings, we can gain insights into their investment strategy and identify potential opportunities or trends in the market.

Let's dive into the data:

1. Coca Cola Co (KO)

Zwj Investment Counsel Inc held 1,323,120 shares of Coca Cola Co in Q1 2023. However, their holdings decreased slightly to 1,322,260 shares in Q2 2023. The value of their holdings also saw a slight decline from $82,073,000 to $79,626,000.

2. Microsoft Corp (MSFT)

In Q1 2023, Zwj Investment Counsel Inc held 204,073 shares of Microsoft Corp. Their holdings decreased to 200,932 shares in Q2 2023. Despite the decrease in shares, the value of their holdings increased from $58,834,000 to $68,425,000, representing a 16.3% change.

3. Oracle Corp (ORCL)

Zwj Investment Counsel Inc held 569,943 shares of Oracle Corp in Q1 2023. However, their holdings decreased to 552,835 shares in Q2 2023. The value of their holdings also saw a decrease from $52,959,000 to $65,837,000.

4. Broadcom Inc (AVGO)

In Q1 2023, Zwj Investment Counsel Inc held 92,332 shares of Broadcom Inc. Their holdings decreased to 71,590 shares in Q2 2023. The value of their holdings saw a slight increase from $59,234,000 to $62,099,000, representing a 4.8% change.

5. Alphabet Inc (GOOG)

Zwj Investment Counsel Inc held 476,776 shares of Alphabet Inc in Q1 2023. However, their holdings increased to 487,229 shares in Q2 2023. The value of their holdings also saw a significant increase from $49,584,000 to $58,940,000, representing an 18.9% change.

6. Nvidia Corporation (NVDA)

In Q1 2023, Zwj Investment Counsel Inc held 154,270 shares of Nvidia Corporation. Their holdings decreased to 138,609 shares in Q2 2023. The value of their holdings, on the other hand, saw a significant increase from $42,851,000 to $58,634,000, representing a 36.8% change.

These are just a few examples of the changes in holdings for Zwj Investment Counsel Inc. By analyzing the rest of the data, we can glean additional insights into their investment strategy and the overall market trends. However, it's important to note that these filings are snapshots in time and do not necessarily reflect the current or future investment decisions of these institutional investors.

In conclusion, the Q1 2023 vs. Q2 2023 13F holdings comparison of Zwj Investment Counsel Inc provides valuable insights into their investment strategy. By examining the changes in their holdings, we can identify potential opportunities and trends in the market. However, it's crucial to conduct further research and analysis before making any investment decisions based on this data.