Parisi Gray Wealth Management Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investing in the stock market can be a complex endeavor, and many individuals turn to wealth management firms for guidance. One such firm, Parisi Gray Wealth Management, recently released its 13F holdings comparison for Q3 2023 and Q4 2023. This report provides valuable insights into the changes in holdings for various funds.

Vanguard Index Funds, represented by the ticker symbol VOO, saw an increase in shares from 78,255 in Q3 2023 to 80,152 in Q4 2023. The value of these shares also rose, with Q3 2023 at $30,730,000 and Q4 2023 at $35,010,000, reflecting a 13.9% change.

Invesco QQQ Trust, which tracks the performance of the Nasdaq-100 Index, experienced a slight increase in shares from 47,332 to 47,640. The value of these shares also rose from $16,957,000 to $19,509,000, representing a 15% change.

WisdomTree TR, represented by the ticker symbol USFR, had a decrease in shares from 334,868 in Q3 2023 to 319,034 in Q4 2023. The value of these shares also dropped from $16,850,000 to $16,028,000, reflecting a 4.9% change.

Other funds, such as Vanguard Index Funds (VTI), iShares TR (IVV), and Apple Inc (AAPL), also experienced changes in their holdings. VTI saw a slight increase in shares, IVV saw an increase of 17.3% in shares, and AAPL saw a 12.5% increase in shares.

Microsoft Corp (MSFT) saw a modest increase in shares from 24,443 to 24,627, along with a rise in value from $7,717,000 to $9,260,000, representing a 20% change.

These changes in holdings reflect the ever-evolving nature of the stock market and provide valuable information for investors. It's important to stay informed about the shifts in holdings to make informed investment decisions.

Other companies that experienced changes include Mastercard Incorporated (MA), NVIDIA Corporation (NVDA), Alphabet Inc (GOOGL), and more. Each of these companies saw changes in the number of shares held and the value of those shares, indicating fluctuations in investor sentiment and market trends.

Investors and wealth management firms alike can use these 13F holdings comparisons as a tool to monitor changes and assess the performance of their portfolios. It's essential to regularly review and adjust investment strategies based on these reports to maximize returns and minimize risks.

In conclusion, Parisi Gray Wealth Management's 13F holdings comparison for Q3 2023 and Q4 2023 provides a comprehensive overview of the changes in holdings for various funds. This data is crucial for investors and wealth management firms looking to make informed decisions in the ever-changing stock market. By staying informed and adjusting investment strategies based on these reports, investors can navigate the market and potentially achieve their financial goals.