Parkside Advisors LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investment firm Parkside Advisors LLC recently released its Q2 2023 and Q3 2023 13F Holdings Report, detailing the changes in their fund holdings during this period. The report provides insightful information on the shifts in the company's portfolio, revealing trends and potential investment strategies.

One significant change in Parkside Advisors LLC's holdings was observed in "ISHARES TR" (SYMBOL: IWB). In Q2 2023, the firm held 223,905 shares of this security, with a value of $54,574,000. However, in Q3 2023, the number of shares decreased to 223,114, reflecting a 3.6% decrease in their holdings. The value of their investment also dropped to $52,635,000, indicating a slight decline in overall value.

Another notable shift occurred in the holdings of "ISHARES TR" (SYMBOL: IWM). In Q2 2023, Parkside Advisors LLC held 138,482 shares of this security, worth $25,933,000. However, in Q3 2023, the number of shares increased to 141,251, representing a 3.3% increase in their holdings. The value of their investment dropped slightly to $25,081,000.

The report also highlights changes in other securities, such as "VANGUARD SCOTTSDALE FDS" (SYMBOL: VMBS), "ISHARES TR" (SYMBOL: EFA), and "ISHARES TR" (SYMBOL: AGG). These holdings experienced small fluctuations in both the number of shares held and the overall value of the investment during the surveyed period.

It is worth mentioning the significant increase in holdings of "APPLE INC" (SYMBOL: AAPL). Parkside Advisors LLC held 30,481 shares of Apple Inc. in Q2 2023, with a value of $5,912,000. However, in Q3 2023, the number of shares surged to 45,053, representing a substantial 30.5% increase in their holdings. The value of their investment also saw a significant rise, reaching $7,713,000.

On the other hand, Parkside Advisors LLC decreased its holdings in "VANGUARD TAX-MANAGED FDS" (SYMBOL: VEA). In Q2 2023, the firm held 351,834 shares of this security, worth $16,247,000. However, in Q3 2023, the number of shares decreased to 348,318, reflecting a 6.3% decrease in their holdings. The value of their investment also dropped to $15,228,000.

These insights into Parkside Advisors LLC's fund holdings during Q2 and Q3 2023 shed light on the investment strategies employed by the firm. The report showcases a mix of increases and decreases in the number of shares held, as well as fluctuations in the overall value of the investments. These shifts indicate the company's active management and its response to changing market conditions.

As with any investment analysis, it's essential to remember that past performance is not indicative of future results. However, the Q2 2023 and Q3 2023 13F Holdings Comparison can provide valuable insights for investors and industry professionals, helping them make informed decisions and identify potential investment opportunities.

Overall, Parkside Advisors LLC's holdings during this period reflect a mix of adjustments in their portfolio. Through their strategic buying and selling decisions, the firm aims to maximize returns for its clients and adapt to the changing market dynamics. As the financial landscape continues to evolve, it will be interesting to see how Parkside Advisors LLC further modifies its holdings to navigate these challenges and capitalize on new opportunities.