Canton Hathaway, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Canton Hathaway, LLC is a prominent investment firm that manages a diverse portfolio of holdings. In this article, we will explore the changes in their holdings comparing Q1 2023 to Q2 2023. These changes offer valuable insights into the investment decisions made by Canton Hathaway, LLC and can provide guidance for other investors seeking similar opportunities.

Berkshire Hathaway Inc A Holds Steady

One notable holding that remained steady throughout the Q1 and Q2 2023 is Berkshire Hathaway Inc A. Canton Hathaway, LLC maintained a consistent number of shares at 289. Despite the stability in the number of shares, there was a 10.8% increase in the value of these holdings. This suggests that Canton Hathaway, LLC has confidence in the future performance of Berkshire Hathaway Inc A.

Vanguard 500 ETF Remains Consistent

Another holding that saw little change is the Vanguard 500 ETF. Canton Hathaway, LLC held 59,355 shares of this ETF in both Q1 and Q2 2023. The value of these holdings increased by 8.3%, indicating potential positive returns for the fund.

iShares Core US Aggregate Bond Sees Slight Decrease

One holding that experienced a minor decrease in shares and value is the iShares Core US Aggregate Bond. Canton Hathaway, LLC held 131,216 shares in both Q1 and Q2 2023. However, there was a 1.7% decrease in the value of these holdings. This slight decrease could be attributed to market fluctuations or a change in Canton Hathaway, LLC's overall investment strategy.

Apple Inc and Microsoft Corp Show Positive Growth

Two technology giants, Apple Inc and Microsoft Corp, proved to be successful investments for Canton Hathaway, LLC. The number of shares for both companies remained unchanged at 35,365 and 19,736, respectively. However, there was an impressive 16.6% increase in the value of Apple Inc and an 18.1% increase in the value of Microsoft Corp. These gains reflect the strong performance of these companies during the given period.

Amazon.com Inc Surges Ahead

One of the most significant changes in Canton Hathaway, LLC's holdings is seen in Amazon.com Inc. The number of shares increased from 22,885 in Q1 2023 to 22,985 in Q2 2023. Furthermore, there was an astounding 26.7% increase in the value of these holdings. This suggests that Canton Hathaway, LLC recognizes the growth potential of Amazon.com Inc and is positioning itself to benefit from it.

Notable Decreases in Holdings

While many of Canton Hathaway, LLC's holdings saw positive growth, there were a few notable decreases. Danaher Corp and Johnson & Johnson, for example, experienced a decrease in the number of shares and value. These decreases could be attributed to a variety of factors, including changes in market conditions or strategic adjustments made by Canton Hathaway, LLC.

Takeaway

The analysis of Canton Hathaway, LLC's Q1 2023 vs. Q2 2023 13F holdings provides valuable insights into the investment decisions made by the firm. While some holdings remained steady, others showed significant growth or slight decreases. Investors can use this information to make informed decisions about their own portfolios and potentially identify new investment opportunities. It's important to remember that investment decisions should be based on individual risk tolerance and thorough research, rather than solely on the actions of one investment firm.

By staying informed and adapting to market changes, investors can position themselves for success and achieve their financial goals. Canton Hathaway, LLC's holdings comparison serves as a reminder that the investment landscape is constantly evolving, and it's crucial to stay vigilant when navigating the world of finance.