Are You Up to Date with TMD & Associates' Q1 to Q2 13F Holdings Changes?

TMD & Associates Inc recently made some significant changes to their 13F holdings between Q1 and Q2 of 2019. As a professional investor or enthusiast, it's essential to keep up with changes like these to make informed decisions.

The Q2 2019 data showed significant increases and decreases in shares and values for different equity funds that the company is holding. Here's a closer look at some of the changes in TMD & Associates' Q1 to Q2 13F holdings.

JP Morgan Exchange Traded Fund - Increased Holding by 8.3%

The JP Morgan Exchange Traded Fund, with option type JPST, showed a significant increase in shares, from 320,907 in Q1 to 347,054 in Q2, representing an 8.3% increase. The dollar value also went up from $16,142,000 in Q1 to $17,488,000 in Q2.

Invesco Actively Managed ETF - Decreased Holding by 0.4%

TMD & Associates decreased their holding in Invenco Actively Managed ETF with option type PHDG, by 0.4%. The shares decreased from 624,299 in Q1 to 617,074 in Q2. However, the value is still in the positives, with $17,405,000 in Q1 and $17,336,000 in Q2.

SSGA Active ETF TR - Increased Holding by 2.3%

The SSGA Active ETF TR equities fund's Q2 report showed an increase in shares from 288,633 in Q1 to 290,845. This increase represents 2.3% growth between Q1 and Q2. Additionally, the dollar value increased from $13,955,000 in Q1 to $14,272,000 in Q2.

Microsoft Corp - Increased Holding by 10.4%

TMD & Associates increased their holding in the American multinational tech company, Microsoft Corp, by 10.4%. The total shares held remained at 10,828 shares, but the value increased from $1,277,000 in Q1 to $1,410,000 in Q2.

Apple Inc - No Changes in Holding Shares

The company maintained its 3,003 shares of Apple Inc with the same value of $570,000 in both Q1 and Q2.

Berkshire Hathaway Inc Del - No Changes in Holding Shares

The holding of Berkshire Hathaway Inc Del remained unchanged at 2,660 shares with a total value of $534,000.

Starbucks Corp - Increased Holding by 18%

TMD & Associates increased their holding in Starbucks Corp by 18%, with shares rising from 4,118 in Q1 to 4,303 in Q2. The dollar value followed suit, moving from $306,000 in Q1 to $361,000 in Q2.

Wells Fargo Co New - New Holding in Q2

Wells Fargo Co New is a new addition to TMD & Associates' holding in Q2, with 4,503 shares worth $213,000.

Final Words

TMD & Associates, Inc reported several increases and decreases in different securities from Q1 to Q2 of 2019. As the data shows, it's essential to keep track of these changes to make informed decisions as an investor. While some holdings like INVESCO ACTIVELY MANAGD ETF and QUS SPDR SERIES TRUST have shown a decline, others like JP MORGAN EXCHANGE TRADED FD and STARBUCKS CORP have experienced considerable growth.

Disclaimer: All information contained in this article is for informational purposes only and should not be taken as investment advice.