Signet Financial Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the ever-evolving world of finance, it is crucial for investors and financial institutions to keep track of the changes in the holdings of various funds. One such report that provides valuable insights is the 13F Holdings Report. This report, filed by institutional investment managers, shows the holdings of their portfolios at the end of each calendar quarter. In this article, we will analyze and summarize the changes in holdings of Signet Financial Management, LLC from Q1 2023 to Q2 2023.

1. AAPL (APPLE INC)

- In Q1 2023, Signet Financial Management, LLC held 161,975 shares of Apple Inc.

- In Q2 2023, their holdings slightly decreased to 161,389 shares.

- The value of their holdings increased from $26,709,000 to $31,304,000, indicating a change of 17.2%.

2. SPYV (SPDR SER TR)

- Signet Financial Management, LLC held 583,315 shares of SPDR SER TR in Q1 2023.

- In Q2 2023, their holdings increased to 589,172 shares.

- The value of their holdings also increased from $23,752,000 to $25,452,000, showing a change of 7.2%.

3. SPYG (SPDR SER TR)

- In Q1 2023, Signet Financial Management, LLC held 373,471 shares of SPDR SER TR.

- In Q2 2023, their holdings increased to 382,846 shares.

- The value of their holdings rose from $20,675,000 to $23,357,000, indicating a change of 13%.

4. VUG (VANGUARD INDEX FDS)

- Signet Financial Management, LLC had 55,196 shares of Vanguard Index FDS in Q1 2023.

- In Q2 2023, their holdings decreased to 53,789 shares.

- The value of their holdings increased from $13,768,000 to $15,219,000, showing a change of 10.5%.

5. MDYV (SPDR SER TR)

- In Q1 2023, Signet Financial Management, LLC held 190,780 shares of SPDR SER TR.

- In Q2 2023, their holdings increased to 192,509 shares.

- The value of their holdings increased from $12,606,000 to $13,240,000, indicating a change of 5%.

6. MDYG (SPDR SER TR)

- Signet Financial Management, LLC had 167,172 shares of SPDR SER TR in Q1 2023.

- In Q2 2023, their holdings increased to 169,643 shares.

- The value of their holdings rose from $11,441,000 to $12,154,000, showing a change of 6.2%.

7. MSFT (MICROSOFT CORP)

- In Q1 2023, Signet Financial Management, LLC held 28,975 shares of Microsoft Corp.

- In Q2 2023, their holdings slightly decreased to 28,937 shares.

- The value of their holdings increased from $8,353,000 to $9,854,000, indicating a change of 18%.

8. AGZ (ISHARES TR)

- Signet Financial Management, LLC had 99,464 shares of iShares TR in Q1 2023.

- In Q2 2023, their holdings decreased to 91,012 shares.

- The value of their holdings decreased from $10,764,000 to $9,735,000, showing a change of -9.6%.

9. TIPX (SPDR SER TR)

- In Q1 2023, Signet Financial Management, LLC held 417,079 shares of SPDR SER TR.

- In Q2 2023, their holdings increased to 434,908 shares.

- The value of their holdings increased from $7,937,000 to $8,028,000, indicating a change of 1.2%.

10. VIG (VANGUARD SPECIALIZED FUNDS)

- Signet Financial Management, LLC had 49,987 shares of Vanguard Specialized Funds in Q1 2023.

- In Q2 2023, their holdings slightly decreased to 49,336 shares.

- The value of their holdings increased from $7,698,000 to $8,013,000, showing a change of 4.1%.

These are just a few examples of the changes in holdings of Signet Financial Management, LLC during the specified period. These changes provide valuable insights into their investment strategies and portfolio management. It is essential for investors to stay informed about such changes to make informed decisions about their own investments.

Please note that this article only provides a summary of the changes in holdings and does not constitute investment advice. It is always recommended to conduct thorough research and consult with a financial advisor before making any investment decisions.