Valicenti Advisory Services Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

Apple Inc, Amazon, and Microsoft Show Increase in Holdings While Visa Inc and Lowes Companies Inc Witness a Decline

Valicenti Advisory Services Inc, a renowned investment advisory firm, recently released its Q1 2023 and Q2 2023 13F holdings comparison report. The report provides insights into the changes in the holdings of various funds during this period. Let's take a closer look at some of the notable trends.

1. Apple Inc (AAPL):

- Q1 2023 (Shares): 121,191

- Q2 2023 (Shares): 120,965

- Q1 2023 Value ($000): 19,984

- Q2 2023 Value ($000): 23,464

- Change %: 17.4

Despite a marginal decrease in the number of shares held, the value of Apple Inc's holdings increased by 17.4%. This indicates a positive outlook for the company.

2. Amazon (AMZN):

- Q1 2023 (Shares): 147,906

- Q2 2023 (Shares): 146,031

- Q1 2023 Value ($000): 15,277

- Q2 2023 Value ($000): 19,037

- Change %: 24.6

Amazon also experienced a decrease in the number of shares held, but the value of their holdings saw a significant increase of 24.6%. This suggests continued confidence in the e-commerce giant.

3. Microsoft Corp (MSFT):

- Q1 2023 (Shares): 52,478

- Q2 2023 (Shares): 50,356

- Q1 2023 Value ($000): 15,129

- Q2 2023 Value ($000): 17,148

- Change %: 13.3

Despite a slight decrease in the number of shares held, Microsoft Corp's holdings witnessed a 13.3% increase in value. This demonstrates the company's ability to generate strong returns.

4. Visa Inc Cl A (V):

- Q1 2023 (Shares): 31,565

- Q2 2023 (Shares): 24,825

- Q1 2023 Value ($000): 7,117

- Q2 2023 Value ($000): 5,895

- Change %: -17.2

Visa Inc saw a notable decline in both the number of shares held and the value of its holdings. This indicates a bearish trend for the company, possibly influenced by the changing market dynamics.

5. Lowes Companies Inc (LOW):

- Q1 2023 (Shares): 20,385

- Q2 2023 (Shares): 20,400

- Q1 2023 Value ($000): 4,076

- Q2 2023 Value ($000): 4,604

- Change %: 13.0

Lowes Companies Inc experienced a marginal increase in the number of shares held and a 13.0% increase in the value of its holdings. This suggests positive sentiment towards the company.

These are just a few examples of the changes in holdings reported by Valicenti Advisory Services Inc. The 13F holdings comparison provides valuable insights into the investment strategies of various funds and can be useful for investors seeking to make informed decisions.

It's important to note that the data provided in this report represents a snapshot of the holdings at a specific period. The stock market is dynamic, and holdings may change in subsequent quarters. Therefore, investors should always conduct further research and consult with financial advisors before making any investment decisions.

In conclusion, Valicenti Advisory Services Inc's Q1 2023 vs. Q2 2023 13F holdings comparison report offers a comprehensive overview of the changes in holdings of various funds. This information can help investors stay up-to-date with market trends and potentially identify investment opportunities.