Divergent Wealth Advisors Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the ever-changing world of finance, it is crucial for investors to stay ahead of the curve and be aware of the shifts in market holdings. One way to do this is by analyzing the 13F holdings report, which provides valuable insights into the investment strategies of prominent fund managers. In this article, we will delve into the Q1 2023 and Q2 2023 holdings comparison of Divergent Wealth Advisors, highlighting the significant changes in their portfolio.

It is important to note that the 13F holdings report is filed by institutional investment managers with at least $100 million in assets under management. These reports provide a snapshot of the holdings of these managers and give investors an idea of the investment landscape.

Let's dive into the comparison of Divergent Wealth Advisors' holdings from Q1 2023 to Q2 2023:

1. ISHARES TR (Ticker: IVV)

- Q1 2023 Shares: 544,917

- Q2 2023 Shares: 547,585

- Q1 2023 Value: $224,004,000

- Q2 2023 Value: $244,063,000

- Change Percentage: 9%

2. ISHARES TR (Ticker: SHV)

- Q1 2023 Shares: 302,064

- Q2 2023 Shares: 305,422

- Q1 2023 Value: $33,378,000

- Q2 2023 Value: $33,733,000

- Change Percentage: 1.1%

3. FIDELITY COMWLTH TR (Ticker: ONEQ)

- Q1 2023 Shares: 493,627

- Q2 2023 Shares: 494,443

- Q1 2023 Value: $23,669,000

- Q2 2023 Value: $26,739,000

- Change Percentage: 13%

4. ISHARES TR (Ticker: AGG)

- Q1 2023 Shares: 237,438

- Q2 2023 Shares: 250,708

- Q1 2023 Value: $23,658,000

- Q2 2023 Value: $24,556,000

- Change Percentage: 3.8%

5. ISHARES TR (Ticker: IDEV)

- Q1 2023 Shares: 357,776

- Q2 2023 Shares: 360,461

- Q1 2023 Value: $21,634,000

- Q2 2023 Value: $22,031,000

- Change Percentage: 1.8%

6. ISHARES TR (Ticker: IJH)

- Q1 2023 Shares: 69,603

- Q2 2023 Shares: 70,849

- Q1 2023 Value: $17,411,000

- Q2 2023 Value: $18,525,000

- Change Percentage: 6.4%

7. ISHARES TR (Ticker: ISTB)

- Q1 2023 Shares: 302,498

- Q2 2023 Shares: 310,859

- Q1 2023 Value: $14,264,000

- Q2 2023 Value: $14,498,000

- Change Percentage: 1.6%

8. ISHARES TR (Ticker: IJR)

- Q1 2023 Shares: 134,862

- Q2 2023 Shares: 138,411

- Q1 2023 Value: $13,041,000

- Q2 2023 Value: $13,792,000

- Change Percentage: 5.8%

9. ISHARES TR (Ticker: ITOT)

- Q1 2023 Shares: 130,621

- Q2 2023 Shares: 131,825

- Q1 2023 Value: $11,827,000

- Q2 2023 Value: $12,897,000

- Change Percentage: 9%

10. ISHARES TR (Ticker: TIP)

- Q1 2023 Shares: 137,755

- Q2 2023 Shares: 96,097

- Q1 2023 Value: $15,187,000

- Q2 2023 Value: $10,341,000

- Change Percentage: -31.9%

The above data represents a small portion of Divergent Wealth Advisors' overall holdings. These changes in the portfolio indicate differing investment strategies and potential shifts in market sentiment. As investors, it is essential to keep track of these changes to make informed decisions.

It is worth noting that while reviewing these quarterly reports can provide valuable insights, it is essential to conduct thorough research and consider various factors before making any investment decisions. Market dynamics can change rapidly, and it is advisable to consult with a financial advisor or conduct additional analysis.

By staying informed and knowledgeable about the holdings of renowned investment firms like Divergent Wealth Advisors, investors can gain valuable insights into market trends and potentially make educated investment choices.

Remember, investing involves risks, and it is essential to consult professional advice and conduct careful research before making any financial decisions.

References:

- United States Securities and Exchange Commission (SEC)

- Divergent Wealth Advisors' 13F Holdings Reports

Disclaimer: The information provided in this article is for educational and informational purposes only and should not be considered as investment advice. The author is not a financial advisor, and the content should not be interpreted as a recommendation to buy, sell, or hold any securities mentioned. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.