MCF Advisors LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 22 October, 2023
In the world of finance, tracking the changes in holdings of various funds is crucial for investors and analysts alike. The quarterly filing known as Form 13F provides valuable insights into the stocks and securities held by institutional investment managers with at least $100 million in assets under management. Today, we will dive into the Q2 2023 and Q3 2023 13F holdings comparison of MCF Advisors LLC.
MCF Advisors LLC is a well-known financial advisory firm that manages assets for a diverse range of clients. Their portfolio includes various stocks, exchange-traded funds (ETFs), and other investment vehicles. Understanding the changes in their holdings can give us valuable insights into their investment strategy and the broader market trends.
Let's take a closer look at some of the key changes in MCF Advisors LLC's Q2 2023 and Q3 2023 13F holdings comparison:
1. VANGUARD INDEX FDS (VOO):
- Q2 2023 (SHARES): 609,400
- Q3 2023 (SHARES): 606,747
- Q2 2023 VALUE ($000): 248,883
- Q3 2023 VALUE ($000): 238,927
- CHG %: -4%
2. ISHARES TR (IDEV):
- Q2 2023 (SHARES): 1,246,739
- Q3 2023 (SHARES): 1,301,369
- Q2 2023 VALUE ($000): 76,200
- Q3 2023 VALUE ($000): 75,843
- CHG %: -0.5%
3. SPDR S&P 500 ETF TR (SPY):
- Q2 2023 (SHARES): 177,788
- Q3 2023 (SHARES): 172,484
- Q2 2023 VALUE ($000): 78,959
- Q3 2023 VALUE ($000): 73,872
- CHG %: -6.4%
4. ISHARES INC (IEMG):
- Q2 2023 (SHARES): 1,083,857
- Q3 2023 (SHARES): 1,108,646
- Q2 2023 VALUE ($000): 53,423
- Q3 2023 VALUE ($000): 52,760
- CHG %: -1.2%
5. ISHARES TR (GOVT):
- Q2 2023 (SHARES): 2,190,429
- Q3 2023 (SHARES): 2,380,168
- Q2 2023 VALUE ($000): 50,160
- Q3 2023 VALUE ($000): 52,458
- CHG %: 4.6%
6. SCHWAB STRATEGIC TR (SCHO):
- Q2 2023 (SHARES): 983,709
- Q3 2023 (SHARES): 1,055,911
- Q2 2023 VALUE ($000): 47,277
- Q3 2023 VALUE ($000): 50,567
- CHG %: 7%
7. ISHARES TR (IJH):
- Q2 2023 (SHARES): 199,566
- Q3 2023 (SHARES): 199,831
- Q2 2023 VALUE ($000): 52,182
- Q3 2023 VALUE ($000): 49,985
- CHG %: -4.2%
8. SPDR SER TR (SPSB):
- Q2 2023 (SHARES): 1,479,942
- Q3 2023 (SHARES): 1,572,782
- Q2 2023 VALUE ($000): 43,569
- Q3 2023 VALUE ($000): 46,113
- CHG %: 5.8%
9. ISHARES TR (IVV):
- Q2 2023 (SHARES): 76,235
- Q3 2023 (SHARES): 74,064
- Q2 2023 VALUE ($000): 33,978
- Q3 2023 VALUE ($000): 31,867
- CHG %: -6.2%
10. ISHARES TR (IEFA):
- Q2 2023 (SHARES): 462,861
- Q3 2023 (SHARES): 468,703
- Q2 2023 VALUE ($000): 31,243
- Q3 2023 VALUE ($000): 30,161
- CHG %: -3.5%
These are just a few of the holdings in MCF Advisors LLC's portfolio that have seen significant changes. It is important to note that these numbers represent a snapshot of their holdings at different points in time and are subject to change as market conditions evolve.
The comparison between Q2 2023 and Q3 2023 13F holdings reveals some interesting trends. While some holdings have experienced slight decreases in shares and value, others have shown growth. It's evident that MCF Advisors LLC is actively managing their portfolio, making adjustments based on market conditions and investment strategies.
Analyzing these changes can provide valuable insights not only for MCF Advisors LLC's clients but also for other investors looking to understand the broader trends in the market. By observing the buys and sells of institutional investment managers, investors can make more informed decisions about their own portfolios.
In conclusion, the Q2 2023 vs. Q3 2023 13F holdings comparison of MCF Advisors LLC highlights the changes in their portfolio. It is crucial to stay updated on these changes to adapt to evolving market conditions and make well-informed investment decisions. As always, consulting with a financial advisor is recommended before making any investment choices.
Other Posts
- Westbourne Investment Advisors Q3 vs. Q4 2022 13F Holdings: Mixed Performances of Major Stocks in the Fund's Portfolio
- Smith & Howard Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- SignalPoint Asset Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Trinity Hunt Partners Unveils Agital: The New Force in Digital Marketing Set to Disrupt the Marketing Industry
- Shifting Strategies: A Deep Dive into ProShare Advisors LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison
- NorthCoast Asset Management, LLC's Q2 vs. Q3 2021 13F Holdings Comparison: Increases in IVV and AAPL, Decreases in IJH and UNH
- Vertex Pharmaceuticals Strengthens Board with Addition of Michel Lagarde
- Navigating the Digital Frontier: How Edmunds GovTech Is Revolutionizing Local Government Operations
- Curbstone Financial Management Corp Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Investment Analysis: Redwood Investment Management, LLC Q3 2022 vs. Q4 2022 Holdings Comparison