Hanson & Doremus Investment Management Q1 2023 vs. Q2 2023 13F Holdings Comparison

It's always interesting to dive into the world of investment management and see how different funds and companies are changing their holdings over time. In this article, we will be focusing on Hanson & Doremus Investment Management and comparing their 13F holdings between Q1 2023 and Q2 2023.

Hanson & Doremus Investment Management is a well-known investment management firm that specializes in providing personalized investment solutions for their clients. They offer a wide range of services, including portfolio management, financial planning, and risk management.

Now, let's take a closer look at the changes in their holdings during the first and second quarters of 2023. Please note that all the information provided in this article is based on public data and does not include any confidential or proprietary information.

During Q1 2023, Hanson & Doremus Investment Management held shares in various issuers and companies. The top holdings included the Schwab U.S. Broad Market ETF (SCHB), Vanguard Total U.S. Bond Market ETF (BND), and Vanguard Developed Market ETF (VEA). These holdings remained relatively stable during Q2 2023, with only minor changes in the number of shares held.

However, some other holdings experienced more significant changes during this period. For example, the Vanguard ESG US Stock ETF (ESGV) saw an increase of 12.3% in the number of shares held, indicating a growing interest in environmentally and socially conscious investments. Similarly, Microsoft (MSFT) saw an 18.1% increase in the number of shares held, reflecting the market's confidence in the company's future prospects.

On the other hand, there were also some holdings that experienced a decrease in the number of shares held. The Vanguard ESG US Corporate Bond ETF (VCEB) saw a decline of 14.5%, while Pimco Intermediate Muni Bond ETF (MUNI) experienced a slight decrease of 0.6%. These changes could be due to various factors such as market conditions, portfolio rebalancing, or specific investment strategies.

Overall, Hanson & Doremus Investment Management's Q1 2023 vs. Q2 2023 13F holdings comparison shows a mix of stability and changes in their portfolio. It's essential to note that these changes reflect the dynamic nature of the investment management industry and the constant evaluation of investment strategies to optimize returns and manage risks.

In conclusion, as an investor or someone interested in the investment management industry, it's always fascinating to analyze and understand the changes in holdings of different funds. Hanson & Doremus Investment Management's Q1 2023 vs. Q2 2023 13F holdings comparison provides valuable insights into their investment strategies and their response to market conditions. It demonstrates the importance of staying informed and adapting investment strategies to navigate the ever-changing financial landscape.