Freedom Day Solutions, LLC Q1 2023 vs. Q2 2023: A Detailed Analysis of 13F Holdings Changes

In the world of investing, staying updated on the changing landscape of holdings is crucial for both investors and financial professionals. 13F filings provide valuable insights into the positions held by institutional investors, allowing individuals to make informed decisions about their own investment strategies. In this article, we will explore the Q1 2023 versus Q2 2023 13F holdings comparison for Freedom Day Solutions, LLC and analyze the changes in their holdings.

EA SERIES TRUST: Increased Holdings by 12.2%

One of the notable changes in Freedom Day Solutions, LLC's holdings is the increase in their holdings in EA SERIES TRUST. In Q1 2023, they held 2,110,474 shares, which increased to 2,298,592 shares in Q2 2023. This represents a 12.2% increase in holdings. The value of the shares also increased from $52,876,000 to $59,342,000.

APPLE INC: Slight Decrease in Holdings

While the majority of holdings saw an increase, there was a slight decrease in Freedom Day Solutions, LLC's holdings in APPLE INC. In Q1 2023, they held 45,194 shares, which decreased to 44,678 shares in Q2 2023. This represents a 1.1% decrease in holdings. However, the value of the shares increased from $7,435,000 to $8,666,000.

MICROSOFT CORP: Marginal Decrease in Holdings

Similarly, Freedom Day Solutions, LLC experienced a marginal decrease in their holdings in MICROSOFT CORP. In Q1 2023, they held 17,772 shares, which decreased to 17,612 shares in Q2 2023. This represents a 0.9% decrease in holdings. The value of the shares increased from $5,123,000 to $5,997,000.

NVIDIA CORPORATION: Significant Decrease in Holdings

One of the more significant changes in holdings for Freedom Day Solutions, LLC is the decrease in their holdings in NVIDIA CORPORATION. In Q1 2023, they held 13,598 shares, which decreased to 11,918 shares in Q2 2023. This represents a 12.4% decrease in holdings. However, the value of the shares increased from $3,776,000 to $5,041,000.

Analyzing the Changes

Overall, Freedom Day Solutions, LLC's Q1 2023 versus Q2 2023 13F holdings comparison reveals a mix of increases and decreases in their holdings. While some positions saw a decrease, others experienced significant increases. It is important to note that these changes in holdings can be influenced by various factors, including market conditions, the performance of the companies, and the investment strategies of Freedom Day Solutions, LLC.

These changes in holdings reflect the dynamic nature of the investment landscape. It is crucial for investors to stay informed and regularly review their own portfolios based on the changing market conditions and the actions of institutional investors.

Final Thoughts

Staying updated on the changes in holdings of institutional investors like Freedom Day Solutions, LLC can provide valuable insights for individual investors. Analyzing these changes can help individuals understand market trends, assess investor sentiment, and make informed decisions about their own investment strategies. While past performance does not guarantee future results, studying 13F filings and monitoring changes in holdings can be a valuable tool for investors seeking to make well-informed investment decisions.

Remember, investing involves risks, and it’s always advisable to consult with a financial advisor before making any investment decisions.

Sources:

- SEC EDGAR Database (https://www.sec.gov/edgar/searchedgar/companysearch.html)

- CNBC Stock Screener (https://www.cnbc.com/stock-screener/)