Windsor Capital Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In today's blog post, we will analyze the comparison between the Q1 2023 and Q2 2023 13F holdings of Windsor Capital Management, LLC. This comparison will provide insights into the changes in holdings made by the company during this time period. Let's dive into the details!

Windsor Capital Management, LLC is a renowned investment management firm known for its expertise in managing diverse portfolios. The 13F filings offer a glimpse into the company's investment decisions and provide valuable information for investors and analysts.

During Q1 2023, Windsor Capital Management, LLC held various stocks and ETFs in its portfolio. One of the notable holdings was in iShares TR, with 54,549 shares worth $22,423,000. Another significant holding was in SPDR SER TR, with a total of 448,078 shares valued at $18,245,000. These two holdings remained important for the company during Q2 2023, with slight changes in the number of shares held. iShares TR saw an increase to 55,615 shares, valued at $24,788,000, while SPDR SER TR slightly decreased to 446,522 shares worth $19,289,000.

Looking at the percentage change in holdings, we can observe that the company experienced a 10.5% increase in its iShares TR holdings, indicating its confidence in the performance of this investment. On the other hand, the holdings in SPDR SER TR witnessed a 5.7% increase, reaffirming the company's belief in the potential of this investment.

Moving on to other holdings, we see that Windsor Capital Management, LLC also had significant positions in other companies and ETFs during this period. Some of these include ISHARES TR, SPDR SER TR, and VANGUARD TAX-MANAGED FDS. These holdings saw both increases and decreases in the number of shares held, showcasing the company's focus on diversifying its portfolio and adapting to changing market trends.

Throughout Q1 and Q2 2023, the company strategically adjusted its holdings, further emphasizing its prudent investment approach. Companies like Apple Inc, Microsoft Corp, and JPMorgan Chase & Co also found their place in the company's portfolio, highlighting the potential profitability and stability of these investments.

Overall, the Q1 2023 vs. Q2 2023 13F holdings comparison of Windsor Capital Management, LLC reveals the company's proactive investment strategy, characterized by careful analysis and adjustments. By evaluating changes in holdings, investors can gain valuable insights into the investment decisions of this influential firm. These insights can serve as guideposts for their own investment strategies.

Please note that the above content is based on publicly available information and is for informational purposes only. It is recommended to conduct independent research or consult with a financial advisor before making any investment decisions.

Now that we have analyzed the data and provided a comprehensive overview of Windsor Capital Management, LLC's Q1 2023 vs. Q2 2023 13F holdings comparison, investors can utilize this information to gain insights and make informed decisions. The analysis showcases the importance of monitoring changes in holdings and adapting a diversified investment approach, thereby optimizing portfolio performance.

Remember, the world of investments is dynamic, and staying up-to-date with the latest trends and developments is crucial for successful investing. Stay tuned to our blog for more insightful analysis and updates from the financial world. Happy investing!