Northwest Investment Counselors, LLC - Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

In the ever-evolving world of investments, it is crucial to stay updated with the changes in holdings of various funds. Northwest Investment Counselors, LLC recently released their Q2 2023 and Q3 2023 13F Holdings Comparison report, which highlights the fluctuations in their holdings during this period. This article will provide an insightful analysis of the report and shed light on the significant changes that occurred.

Microsoft Corporation (MSFT):

One of the notable changes in Northwest Investment Counselors, LLC's holdings is the consistent holding of Microsoft Corporation (MSFT) shares. With 81,489 shares in Q2 2023 and 81,682 shares in Q3 2023, the fund has retained its position in this tech giant. Although the value of these shares decreased by 7.1% from Q2 to Q3, it remains a valuable asset in their portfolio.

Schwab Strategic TR (SCHF):

Schwab Strategic TR (SCHF) is another company that Northwest Investment Counselors, LLC continued to invest in during the observed period. Despite a slight decrease in the number of shares from 645,299 to 627,636, the fund still holds a significant position in this strategic company. The value of these shares also decreased by 7.3% from Q2 to Q3.

iShares TR (WOOD):

While there were fluctuations in holdings, some companies remained relatively stable with minimal changes. iShares TR (WOOD) is one such example. Northwest Investment Counselors, LLC owned 195,109 shares in Q2 2023, and the number decreased slightly to 190,735 shares in Q3 2023. The value of these shares, however, remained virtually unchanged, showing a minimal increase of 0.9%.

Apple Inc (AAPL):

Apple Inc (AAPL) is a company that experienced a slight increase in holdings during the observed period. Northwest Investment Counselors, LLC held 63,518 shares in Q2 2023, and this number rose to 63,937 shares in Q3 2023. Despite this increase, the value of these shares decreased by 11.2%.

Schwab Strategic TR (SCHA):

Northwest Investment Counselors, LLC also maintained its investment in Schwab Strategic TR (SCHA). Although there was a minimal decrease in the number of shares, going from 230,026 to 227,817, the value of these shares decreased by 6.3% during the observed period.

Conclusion:

The Q2 2023 vs. Q3 2023 13F Holdings Comparison report by Northwest Investment Counselors, LLC provides valuable insights into the changes in their holdings during this period. While some companies witnessed fluctuations in their holdings, others remained relatively stable. It is important to note that these changes in holdings can be attributed to various factors, including market trends and investment strategies. By analyzing such reports, investors can gain a deeper understanding of the dynamics in the investment world and make informed decisions based on these insights.

Disclaimer: The information provided in this article is based on data from the Q2 2023 vs. Q3 2023 13F Holdings Comparison report by Northwest Investment Counselors, LLC. It is for informational purposes only and should not be considered as financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.