Matthew Goff Investment Advisor, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Are you interested in understanding the fluctuations in holdings of a fund? Matthew Goff Investment Advisor, LLC has released its Q2 2023 vs. Q3 2023 13F Holdings Comparison. Let's dive into the details and explore the changes in various companies' shares and values during this period.

Microsoft Corporation (MSFT) experienced a slight decrease in shares, from 134,143 in Q2 2023 to 133,715 in Q3 2023, resulting in a value of $42,220, down by 7.6%. Berkshire Hathaway Inc Del (BRK-B) also saw a marginal decline in shares, from 96,071 to 95,789, with a value of $33,541, representing a 2.4% decrease.

SSGA Active ETF TR (SRLN) observed a decrease in shares, with 469,722 in Q2 2023 reduced to 460,728 in Q3 2023. The value also dropped from $19,665 to $19,316, marking a decline of 1.8%. However, iShares TR (SHYG) witnessed an increase in shares, rising from 349,182 to 384,242, resulting in a value of $15,763, indicating an 8.9% growth.

Visa Inc (V) experienced a slight decrease in shares, with 67,596 in Q2 2023 reduced to 67,442 in Q3 2023. The value also decreased from $16,052 to $15,512, representing a 3.4% decline. On the other hand, Invesco Exch Traded FD TR II (VRP) saw a decrease in both shares and value, from 694,738 to 683,813 and $15,457 to $15,296, respectively. The change percentage stood at -1%.

Invesco Exchange Traded FD T (RSP) reported a slight increase in shares, rising from 100,999 to 101,109, but a decrease in value from $15,105 to $14,318, indicating a 5.2% drop. iShares TR (IVE) witnessed a marginal stability in shares, with 84,503 in Q2 2023 and 84,483 in Q3 2023. However, the value slightly declined from $13,611 to $12,987, with a change percentage of -4.6%.

Several other companies also experienced fluctuations in their holdings. Bank America Corp (BAC) saw a slight decrease in shares and value, from 469,542 to 468,716 and $13,467 to $12,830, respectively, resulting in a 4.7% drop. Merck & Co Inc (MRK) reported a decline in both shares and value, with 120,928 reduced to 119,946 and $13,953 to $12,348, reflecting an 11.5% decrease.

Bank New York Mellon Corp (BK) observed a decrease in shares, from 279,706 to 277,545, resulting in a value of $11,834, down by 4.9%. Intel Corp (INTC) experienced a slight increase in shares, rising from 328,656 to 328,138, with a value of $11,662, representing a 6.1% growth.

The data reveals the dynamic nature of the market, with companies experiencing both positive and negative shifts in their holdings during Q2 2023 and Q3 2023.

Please note that the given figures represent a comparison between the two quarters and do not indicate the overall performance or prospects of the companies mentioned. The 13F Holdings Comparison provides insights into the changes in holdings but should not be considered as investment advice.

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Disclaimer: The information provided in this article is for informational purposes only and should not be considered as investment advice. Neither the author nor Matthew Goff Investment Advisor, LLC takes responsibility for any investment decisions made based on the information provided.