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GenTrust, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 25 July, 2023

The first quarter of 2023 has come to an end, and with it, GenTrust, LLC has released its latest 13F holdings report. This report provides a valuable snapshot of the changes in the company's holdings from Q1 to Q2 2023. In this article, we will delve into the details of these holdings and explore the implications of the changes.

One notable change in GenTrust, LLC's holdings is the increase in shares of VANGUARD INDEX FDS (VOO). In Q1 2023, the company held 481,804 shares of VOO, which increased to 509,425 shares in Q2 2023. This represents a 14.9% increase in holdings. Similarly, the value of these shares also increased from $181,192,000 to $208,267,000, showing a positive trend for VOO.

Another significant change can be observed in the holdings of VANGUARD BD INDEX FDS (BND). The company held 2,050,797 shares of BND in Q1 2023, and this number rose to 2,259,894 shares in Q2 2023, reflecting an 8.5% increase. The value of these shares also increased from $151,410,000 to $164,271,000, indicating a favorable performance for BND.

On the other hand, some holdings experienced a decrease in both shares and value. For example, ISHARES TR (IEUR) saw a 12.9% decrease in shares from 1,687,998 in Q1 to 1,462,574 in Q2. The value of these shares also decreased from $88,417,000 to $76,975,000. This decline suggests a less favorable performance for IEUR during this period.

In addition to the aforementioned changes, there were several other noteworthy shifts in GenTrust, LLC's holdings. These include increases in holdings for VANGUARD MALVERN FDS (VTIP) with an 8% increase, VANGUARD INTL EQUITY INDEX F (VGK) with a 6.9% increase, and SPDR SER TR (XBI) with a 12.2% increase. There were also decreases in holdings for SPDR SER TR (SPIB) with a 42.9% decrease and VANGUARD SCOTTSDALE FDS (VGSH) with a staggering 78.5% decrease.

It is important to note that these changes in holdings can be influenced by various factors, such as market trends, company performance, and investment strategies. Therefore, it is crucial for investors to carefully analyze these changes to make informed decisions about their own portfolios.

In conclusion, GenTrust, LLC's Q1 2023 vs. Q2 2023 13F holdings comparison provides valuable insights into the changes in the company's holdings during this period. While some holdings experienced an increase in shares and value, others saw a decrease. By closely monitoring these changes, investors can gain a better understanding of the dynamics of the market and make informed investment decisions.

Note: The data mentioned in this article is purely fictional and not based on actual 13F holdings.

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