Gradient Capital Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

The stock market is a dynamic and ever-changing environment, with investment firms constantly adjusting their portfolios to adapt to market conditions. As an investor, it's important to keep track of these changes to stay informed and make well-informed investment decisions. In this article, we will explore the Q1 2023 vs. Q2 2023 13F holdings comparison for Gradient Capital Advisors, LLC.

Gradient Capital Advisors, LLC is a well-known investment firm that provides financial advisory services to a wide range of clients. Their 13F filings offer insights into their holdings, providing valuable information for investors. Let's dive into the data and see how Gradient Capital Advisors, LLC adjusted their holdings during this period.

ISHARES CORE S&P 500 ETF (IVV)

Gradient Capital Advisors, LLC maintained their holdings in the ISHARES CORE S&P 500 ETF (IVV) between Q1 2023 and Q2 2023. This suggests that they had confidence in the performance of this ETF and chose to hold onto their shares.

APPLE INC COM (AAPL)

There was a slight decrease in Gradient Capital Advisors, LLC's holdings of APPLE INC COM (AAPL) during this period. The decrease is relatively small and could be a result of various factors, such as profit-taking or portfolio rebalancing.

SCHWAB INTERNATIONAL EQUITY ETF (SCHF)

Gradient Capital Advisors, LLC also saw a decrease in their holdings of SCHWAB INTERNATIONAL EQUITY ETF (SCHF). Again, this decrease could be due to various reasons, and it's important to consider the broader market context when analyzing these changes.

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW)

There was a modest increase in Gradient Capital Advisors, LLC's holdings of SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) between Q1 2023 and Q2 2023. This suggests that they had a positive outlook on the performance of this ETF and decided to increase their exposure to it.

TESLA INC COM (TSLA)

Gradient Capital Advisors, LLC experienced a significant increase in their holdings of TESLA INC COM (TSLA) during this period. This indicates that they had a bullish view on Tesla's prospects and chose to significantly increase their position in the company.

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF (VTIP)

There was a notable decrease in Gradient Capital Advisors, LLC's holdings of VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF (VTIP) between Q1 2023 and Q2 2023. This decrease could be attributed to various factors, including changing market conditions or investment strategies.

JPMORGAN ULTRA-SHORT INCOME ETF (JPST)

Gradient Capital Advisors, LLC's holdings of JPMORGAN ULTRA-SHORT INCOME ETF (JPST) also saw a decrease during this period. Again, it's essential to consider the broader market context and specific investment strategies when interpreting these changes.

These are just a few examples of the changes in holdings for Gradient Capital Advisors, LLC between Q1 2023 and Q2 2023. It's important to note that these changes are based on the 13F filings and should not be viewed as the sole indicator of an investment firm's strategy or performance. Additionally, it's crucial to conduct thorough research and analysis before making any investment decisions.

In conclusion, keeping an eye on changes in holdings can provide valuable insights into the strategies and outlook of investment firms like Gradient Capital Advisors, LLC. However, it's important to remember that the stock market is complex, and various factors can influence these changes. As an investor, it's essential to conduct thorough research and consider multiple data points before making any investment decisions.