Strategic Advisors LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-evolving world of finance and investment, staying informed about the latest trends and changes in fund holdings is crucial. Strategic Advisors LLC recently released their Q3 2023 vs. Q4 2023 13F Holdings Comparison, providing valuable insights into the movements of various stocks. In this article, we will delve into the significant changes in holdings and analyze the potential implications for investors.

1. Apple Inc (AAPL)

Let's start with tech giant Apple Inc, which saw a slight decrease in holdings from 247,174 shares in Q3 2023 to 241,570 shares in Q4 2023. Despite the dip, the value increased from $42,318,000 to $46,509,000, indicating a promising outlook for the company.

2. Microsoft Corp (MSFT)

Next up is Microsoft Corp, holding steady with 91,171 shares in Q3 2023 and 90,323 shares in Q4 2023. The value also saw a notable increase from $28,787,000 to $33,964,000, representing an eighteen percent change.

3. Amazon.com Inc (AMZN)

E-commerce giant Amazon.com Inc experienced a slight decline in holdings, dropping from 139,709 shares in Q3 2023 to 138,193 shares in Q4 2023. However, the value rose from $17,759,000 to $20,997,000, demonstrating the continued strength and potential growth opportunities for the company.

4. Schwab Strategic Tr (SCHB)

Schwab Strategic Tr, a provider of investment services, witnessed an increase in holdings from 369,454 shares to 372,507 shares. Furthermore, the value surged from $18,417,000 to $20,737,000, showcasing positive investor sentiment.

5. Alphabet Inc (GOOGL)

Alphabet Inc, the parent company of Google, experienced a marginal decline in holdings. The number of shares dropped from 123,196 to 122,244, with the value increasing slightly from $16,121,000 to $17,076,000.

6. SPDR S&P 500 ETF TR (SPY)

The SPDR S&P 500 ETF TR, which tracks the performance of the S&P 500 index, saw a minimal decrease in holdings from 35,101 shares to 34,924 shares. However, the value rose from $15,004,000 to $16,599,000, suggesting a positive outlook for the broader market.

7. SPDR SER TR (BIL)

SPDR SER TR, an investment fund, experienced a decline in holdings from 184,641 shares to 179,333 shares. The value also decreased from $16,953,000 to $16,389,000, indicating a potential reevaluation of its position.

8. NVIDIA Corporation (NVDA)

NVIDIA Corporation, a leading manufacturer of graphics processing units (GPUs), witnessed an increase in holdings from 31,375 shares to 32,690 shares. Additionally, the value surged from $13,648,000 to $16,188,000, confirming the market's high expectations for the company.

9. Home Depot Inc (HD)

Home Depot Inc, a home improvement retailer, maintained a stable position with 44,094 shares in both Q3 and Q4. However, the value increased from $13,323,000 to $15,258,000, reflecting increased investor confidence.

10. Invesco QQQ TR (QQQ)

Invesco QQQ TR, an exchange-traded fund (ETF) that tracks the Nasdaq 100 index, experienced a slight decrease in holdings from 37,523 shares to 37,208 shares. Despite this, the value rose from $13,443,000 to $15,237,000, showcasing the attractiveness of the tech-heavy index.

These are just a few of the notable changes in holdings revealed by Strategic Advisors LLC's Q3 2023 vs. Q4 2023 13F Holdings Comparison. Investors should interpret these changes based on their individual strategies and risk appetite. It's always recommended to conduct thorough research and consult with a financial advisor before making any investment decisions. Stay tuned for more updates and analysis on the ever-changing world of finance and investment.