SevenBridge Financial Group, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Apple Inc, Microsoft Corp, and Amazon.com Inc See Significant Changes in Fund Holdings

In the fast-paced world of finance, it's not uncommon for investment firms to make adjustments to their holdings in order to stay ahead of the market. This holds true for SevenBridge Financial Group, LLC, as their recently released Q3 2023 vs. Q4 2023 13F Holdings Comparison demonstrates. In this comparison, we can see some interesting shifts in the holdings of various funds.

One of the notable changes is in the holdings of Apple Inc. While the number of shares held remained relatively stable, with a slight decrease from 147,214 in Q3 2023 to 147,009 in Q4 2023, there was a notable increase in the value of those shares. The Q3 2023 value stood at $25,204,000, while the Q4 2023 value rose to $28,303,000—an increase of 12.3%. This indicates that SevenBridge Financial Group, LLC has confidence in the future prospects of Apple Inc.

A similar trend can be observed in the holdings of Microsoft Corp. Although the change in the number of shares held is minimal, with an increase from 60,698 in Q3 2023 to 60,775 in Q4 2023, the value of those shares saw a substantial increase. The Q3 2023 value was $19,165,000, which rose to $22,853,000 in Q4 2023—a significant jump of 19.2%. This suggests that SevenBridge Financial Group, LLC sees potential growth in Microsoft Corp.

Another company that experienced noteworthy changes in fund holdings is Amazon.com Inc. While the number of shares held increased slightly from 71,635 in Q3 2023 to 72,075 in Q4 2023, the value of those shares saw a more significant increase. The Q3 2023 value was $9,106,000, which rose to $10,951,000 in Q4 2023—an impressive 20.3% increase. This indicates that SevenBridge Financial Group, LLC believes in the long-term success of Amazon.com Inc.

In addition to these notable changes, there were several other companies that saw considerable shifts in their fund holdings. For instance, Schwab Strategic TR, an ETF provided by Charles Schwab, witnessed a significant increase in both the number of shares held and the value of those shares. The number of shares held rose from 126,415 in Q3 2023 to 141,537 in Q4 2023, while the value of those shares increased from $8,945,000 to $10,775,000—an impressive 20.5% growth.

Similarly, iShares TR, the provider of various ETFs, saw changes in their holdings of certain companies. For example, the number of LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) shares held decreased from 87,941 in Q3 2023 to 86,451 in Q4 2023. However, the value of those shares remained relatively stable at $8,971,000 in Q3 2023 and $9,566,000 in Q4 2023.

It's important to note that these changes in fund holdings do not necessarily reflect the performance or potential of the individual companies themselves. Rather, they indicate the investment strategies and preferences of SevenBridge Financial Group, LLC. Investors should conduct thorough research and consider various factors before making any investment decisions.

In conclusion, the Q3 2023 vs. Q4 2023 13F Holdings Comparison offers a glimpse into the dynamic world of finance and the ever-evolving strategies of investment firms. From Apple Inc to Microsoft Corp to Amazon.com Inc, we see that SevenBridge Financial Group, LLC made adjustments to their holdings that align with their investment goals and market projections. As always, it is important for investors to stay informed and seek professional guidance when making investment decisions.