Janiczek Wealth Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investment firms are always on the lookout for the latest trends and shifts in the market. One way they keep track of these changes is through the filing of 13F reports, which disclose their holdings of publicly traded securities. These reports provide valuable insights into the investment strategies of these firms and can help investors make informed decisions about their own portfolios.

In this article, we will explore the Q1 2023 vs. Q2 2023 13F holdings comparison for Janiczek Wealth Management, LLC. We will dive into the data and analyze the changes in holdings of various funds, shedding light on the performance and strategy of this investment firm. Let's delve into the details.

One significant change in Janiczek Wealth Management's holdings is in ISHARES TR (IVV). In Q1 2023, the firm held 121,296 shares, but in Q2 2023, the number decreased slightly to 120,602 shares. Despite the decrease in shares, the value of these holdings increased from $50,246,000 to $53,753,000, indicating a positive change of 7%.

Another fund that experienced a change in holdings is SCHWAB STRATEGIC TR (SCHD). In Q1 2023, Janiczek Wealth Management held 564,745 shares of SCHD, but in Q2 2023, the number decreased to 527,737 shares. The value of these holdings also decreased from $41,553,000 to $38,324,000, representing a change of -7.8%.

On the other hand, there were funds that saw an increase in holdings. One such fund is ISHARES TR (AGG). The number of shares held by Janiczek Wealth Management increased from 265,066 in Q1 2023 to 299,315 in Q2 2023, indicating a growth of 11.3%. The value of these holdings also increased from $26,347,000 to $29,317,000.

While some funds experienced minor changes in holdings, there were others that saw more significant shifts. For example, ETF SER SOLUTIONS (DSTL) witnessed an increase in shares from 443,905 to 458,121, representing a change of 8%. The value of these holdings also grew from $19,203,000 to $20,736,000.

It's interesting to note that not all changes were positive. Some funds experienced a decrease in holdings, albeit slight. For instance, SCHWAB STRATEGIC TR (FNDA) had a decrease in shares from 326,898 to 321,796, reflecting a change of 3.5%. Despite the decrease in shares, the value of these holdings increased from $15,681,000 to $16,234,000.

Overall, these changes in holdings offer valuable insights into the investment strategy of Janiczek Wealth Management, LLC. While some funds experienced significant increases, others saw decreases. It's important to note that these changes reflect the firm's assessment of the market and its investment goals.

Investors can use this information as one of the many factors to consider when making their own investment decisions. Understanding the holdings and strategies of successful investment firms can provide valuable insights into market trends, helping investors stay ahead of the game.

In conclusion, the Q1 2023 vs. Q2 2023 13F holdings comparison for Janiczek Wealth Management, LLC reveals the changes in their holdings of various funds. This information sheds light on the investment strategies of this firm and can be used by investors to enhance their own investment decisions. Stay tuned to the latest trends and changes in the market to make informed choices for your portfolio.