Buckley Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 22 October, 2023
As technology companies continue to dominate the stock market, Buckley Wealth Management, LLC has released its Q2 2023 vs. Q3 2023 13F Holdings Comparison. The report highlights the changes in holdings of various funds during this period, shedding light on the winners and losers in the market. In this article, we will delve into the major changes and analyze the implications for investors.
Apple Inc (AAPL) and Microsoft Corp (MSFT) faced a decline in both shares and value during this period. AAPL saw a decrease of 17.1% in shares and a decline of 17.1% in value. Similarly, MSFT experienced a reduction of 11.1% in shares and a decrease of 11.1% in value. This could be attributed to the increasing competition in the technology sector and the uncertainty surrounding global markets.
On the other hand, Chevron Corp New (CVX) witnessed a slight increase of 3.6% in shares, accompanied by a rise of 3.6% in value. This indicates a positive outlook for the energy industry, as the world moves towards a greener future.
Berkshire Hathaway Inc Del (BRK-B) remained relatively stable, with a marginal decrease of 0.5% in shares and a negligible increase of 0.5% in value. The holding company, led by Warren Buffett, has maintained its position amidst market volatility, presenting a sense of stability in uncertain times.
Next, we have Alphabet Inc (GOOGL), the parent company of Google, which experienced a 5.3% decrease in shares accompanied by a 5.3% decline in value. Despite this setback, Alphabet Inc remains a formidable player in the technology sector, with various subsidiaries contributing to its success.
Amazon.com Inc (AMZN) witnessed a minor decrease of 3.1% in shares, accompanied by a 3.1% decline in value. This can be attributed to regulatory concerns and increased competition in the e-commerce industry.
Exxon Mobil Corp (XOM) saw a significant increase of 12.2% in shares, leading to a rise of 12.2% in value. This demonstrates the resilience of the oil and gas industry, despite ongoing environmental debates and the push for renewable energy sources.
JPMorgan Chase & Co (JPM) reported a decline of 3.3% in shares and a decrease of 3.3% in value during this period. This could be attributed to the increasing regulations in the banking sector and the potential impact of rising interest rates.
Moving on to Cisco Systems Inc (CSCO), the company faced a decline of 2.9% in shares and a decrease of 2.9% in value. This indicates a challenging period for the networking hardware giant, as it faces competition from emerging technologies.
Procter and Gamble Co (PG) witnessed a 4.6% decrease in shares and a decline of 4.6% in value, signaling potential challenges in the consumer goods sector. Johnson & Johnson (JNJ) also experienced a decline of 5.1% in shares and a decrease of 5.1% in value, indicating a similar trend.
Amgen Inc (AMGN) emerged as one of the winners with a significant increase of 21.1% in shares and a rise of 21.1% in value. This can be attributed to its strong position in the biotechnology industry and new developments in healthcare.
Merck & Co Inc (MRK) faced a decline of 10.6% in shares and a decrease of 10.6% in value, reflecting the challenges in the pharmaceutical industry during this period.
In the retail sector, Costco Wholesale Corp New (COST) witnessed a 7.2% increase in shares, accompanied by a rise of 7.2% in value. This signifies the strength of warehouse clubs in the changing retail landscape.
Pfizer Inc (PFE) reported a decrease of 9.6% in shares and a decline of 9.6% in value, highlighting the ongoing challenges for the pharmaceutical giant.
These are just a few examples from the extensive 13F Holdings Comparison report. The data provides valuable insights into the ever-changing landscape of the stock market and helps investors make informed decisions.
It is important to note that these changes may not necessarily reflect the current market trends and should be interpreted within the context of the specific time period. Investors are advised to conduct thorough research and seek professional advice before making any investment decisions.
In conclusion, the Q2 2023 vs. Q3 2023 13F Holdings Comparison by Buckley Wealth Management, LLC provides a comprehensive overview of the changes in fund holdings during this period. The report highlights both the winners and losers in the market, offering valuable insights for investors. It is crucial for investors to stay updated with such reports and adapt their investment strategies accordingly.
Other Posts
- Revolutionizing the Auto Glass Industry: PGW Auto Glass Integrates High-Tech Solutions with AutoglassCRM Acquisition
- The Changing Landscape of First Trust Capital Management L.P.: Q3 2022 vs Q4 2022
- IWM, QQQ, SPY and Apple | Q3 vs. Q4 2022 Holdings Comparison: What Changed?
- Castle Creek Capital Invests $30 Million in FirstSun Capital Bancorp: A Milestone in the Community Banking Industry
- How Granite Investment Advisors' 13F Holdings Shifted in Q3 2021
- Investment Analysis: A Look at Lau Associates LLC's Q3 to Q4 2019 13F Holdings Comparison
- The Changes in Fund Holdings: A Look at Stillwater Capital Advisors' Q4 2022 vs. Q1 2023
- Navigating the Winds of Change: How Major Funds Shifted Their Holdings Across Sectors in Early 2024
- 2020 Q2 Investment Report: Bernicke Wealth Management Sees Major Shifts in Holdings
- West Branch Capital LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison