Good Life Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 20 July, 2023
According to the latest 13F filings, Good Life Advisors, LLC has made significant changes to its holdings in several companies during the first quarter of 2023 compared to the second quarter of 2023. Let's take a closer look at the data and analyze the implications of these changes.
SPDR SER TR (SPAB):
- Q1 2023 (SHARES): 1,782,518
- Q2 2023 (SHARES): 2,354,857
- Q1 2023 VALUE ($000): 45,971
- Q2 2023 VALUE ($000): 59,742
- Chg %: 30
VANGUARD INDEX FDS (VOO):
- Q1 2023 (SHARES): 94,706
- Q2 2023 (SHARES): 96,667
- Q1 2023 VALUE ($000): 35,616
- Q2 2023 VALUE ($000): 39,370
- Chg %: 10.5
SPDR SER TR (SPLG):
- Q1 2023 (SHARES): 623,965
- Q2 2023 (SHARES): 640,076
- Q1 2023 VALUE ($000): 30,043
- Q2 2023 VALUE ($000): 33,354
- Chg %: 11
APPLE INC (AAPL):
- Q1 2023 (SHARES): 163,088
- Q2 2023 (SHARES): 161,161
- Q1 2023 VALUE ($000): 26,893
- Q2 2023 VALUE ($000): 31,260
- Chg %: 16.2
From the data above, it can be observed that Good Life Advisors, LLC has increased its holdings in SPDR SER TR (SPAB) by 30%. This indicates a growing confidence in the company's performance and potential future growth. The increase in the number of shares and the overall value of the investment showcase the firm's positive outlook on SPDR SER TR.
Similarly, Good Life Advisors, LLC has also slightly increased its holdings in VANGUARD INDEX FDS (VOO). With a 10.5% change in shares and a 10.3% change in value, the firm seems to have maintained a steady position in this particular investment.
Further analysis reveals that Good Life Advisors, LLC has made modest changes in its holdings of other companies as well. These changes indicate a strategic approach based on the firm's assessment of the potential risks and rewards associated with each investment.
It is important to note that the 13F filings provide valuable insights into the investment strategies of institutional investors like Good Life Advisors, LLC. These filings are submitted quarterly to the U.S. Securities and Exchange Commission (SEC) and provide the public with information about the holdings of institutional investors.
It is worth mentioning that the changes in holdings can be influenced by factors such as market trends, economic conditions, and individual company performance. Investors and individuals interested in these filings use the data to gain insights into the investment strategies of institutional investors and potentially make their own investment decisions.
In conclusion, Good Life Advisors, LLC has made significant changes to its holdings during the first quarter of 2023 compared to the second quarter of 2023. These changes indicate the firm's proactive approach to managing its investments and adjusting its portfolio based on market conditions and individual company performance. As always, it is crucial for investors to conduct their own research and seek professional advice before making any investment decisions.
Please remember that the information provided in this article is for informational purposes only and should not be considered as financial advice.
Other Posts
- Beryl Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison
- Insights into Investment Strategies: Hussman Strategic Advisors, Inc.'s Q3-Q4 2022 Holdings Comparison
- Creative Planning Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Deane Retirement Strategies, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Summit Financial Group, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison
- The Changing Landscape of Fund Holdings: An In-Depth Comparison of Q3 and Q4 2022
- Are You Up to Date with TMD & Associates' Q1 to Q2 13F Holdings Changes?
- How a Small Bakery Rose to Become a Cracker Empire: The Firehook Fairy Tale Continues
- Ami Asset Management Corp Q2 2023 vs. Q3 2023 13F Holdings Comparison
- The Evolution of DT Investment Partners' Portfolio: Q3 2022 to Q4 2022