Bfsg, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In this article, we will analyze the changes in holdings of Bfsg, LLC between the second and third quarters of 2023. The 13F filings provide valuable insights into the investment strategies of institutional investors, and understanding these changes can help investors make informed decisions. Let's dive into the data.

Microsoft Corporation (MSFT):

- In Q2 2023, Bfsg, LLC held 68,622 shares of Microsoft Corporation, worth $23,369,000.

- In Q3 2023, their holdings increased to 70,414 shares, but the value decreased to $22,233,000.

- This represents a decrease of 4.9% in the value of their holdings.

SPDR S&P 500 ETF TR (SPY):

- Bfsg, LLC had 5,966 shares of SPDR S&P 500 ETF TR in Q2 2023, valued at $2,645,000.

- In Q3 2023, their holdings significantly increased to 41,728 shares, with a value of $17,838,000.

- This marks a substantial increase of 574.4% in the value of their holdings.

Apple Inc (AAPL):

- In Q2 2023, Bfsg, LLC held 108,233 shares of Apple Inc, valued at $20,976,000.

- Their holdings decreased to 100,707 shares in Q3 2023, resulting in a value of $17,242,000.

- This shows a decline of 17.8% in the value of their holdings.

Vanguard Index FDS (VTI):

- Bfsg, LLC had 72,342 shares of Vanguard Index FDS in Q2 2023, valued at $15,936,000.

- Their holdings increased to 80,346 shares in Q3 2023, with a value of $17,066,000.

- This indicates a growth of 7.1% in the value of their holdings.

Vanguard World FDS (VDE):

- In Q2 2023, Bfsg, LLC held 88,717 shares of Vanguard World FDS, worth $10,015,000.

- In Q3 2023, their holdings rose to 92,799 shares, resulting in a value of $11,761,000.

- This represents an increase of 17.4% in the value of their holdings.

These are just a few examples of the changes in holdings for Bfsg, LLC between Q2 2023 and Q3 2023. It is important to note that these changes do not provide any specific insight into their investment strategy or the reasoning behind these changes. The 13F filings only show the snapshot of the holdings at a particular point in time.

Investors who closely follow institutional holdings may find this information helpful in tracking trends and making investment decisions. However, it is crucial to conduct further analysis and consider other relevant factors before making any investment choices. Keep in mind that past performance is not indicative of future results.

Overall, understanding the changes in 13F holdings can be a valuable tool for investors to stay informed about institutional investment strategies and trends in the market. However, it is essential to gather additional information and consult with financial advisors before making any investment decisions based on this data.

DISCLAIMER: The information provided in this article is for informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any securities. Always do your own research and consult with a qualified financial advisor before making any investment decisions.