Wheatland Advisors' Q1-Q2 2020 13F Holdings Comparison: Microsoft Tops the List Once Again
Ava Hoppe | 7 May, 2023
Wheatland Advisors Inc has recently released their Q1-Q2 2020 13F holdings comparison report showcasing the changes made in their portfolio over the first two quarters of the year. The report provides a valuable insight into the investment strategies of the company as well as how the COVID-19 pandemic has impacted their holdings.
In Q2 2020, Wheatland Advisors held a total of 31 stocks, with a total value of $39,366,000. This is a slight increase from the 30 stocks held in Q1 2020, which had a total value of $35,309,000. While there were some significant changes in their portfolio, Microsoft continues to top the list, with the highest number of shares held by Wheatland Advisors in both quarters.
The report shows that Wheatland Advisors made some interesting moves in their portfolio. They added to some of their long-term holdings while also making some new additions to the mix. Here are some of the key highlights from the report:
Microsoft Corporation (MSFT)
Microsoft remains the top holding for Wheatland Advisors in both Q1 and Q2 2020. The company increased their holdings slightly from 14,445 shares in Q1 to 14,458 shares in Q2. The value of these shares, however, saw a significant increase from $2,278,000 to $2,942,000, representing a change of 29.1%.
Vanguard Whitehall Funds (VYM)
Wheatland Advisors increased their holdings in Vanguard Whitehall Funds from 14,350 shares in Q1 to 14,450 shares in Q2. This ETF contains a diversified portfolio of dividend-paying companies and is designed to provide investors with a high level of dividend income. The value of this holding increased from $1,015,000 in Q1 to $1,138,000 in Q2, representing a change of 12.1%.
Verizon Communications Inc (VZ)
Verizon Communications Inc continues to be one of the top holdings for Wheatland Advisors. The company held 19,403 shares in Q1 and 19,404 shares in Q2, with the total value of these holdings increasing from $1,043,000 in Q1 to $1,070,000 in Q2, representing a change of 2.6%.
Cisco Systems Inc (CSCO)
Wheatland Advisors reduced their holdings in Cisco Systems Inc from 20,908 shares in Q1 to 20,409 shares in Q2. However, the value of these holdings increased from $822,000 in Q1 to $952,000 in Q2, representing a change of 15.8%.
Lowes Cos Inc (LOW)
One of the major moves made by Wheatland Advisors was the addition of Lowes Cos Inc to their portfolio. The company purchased 5,000 shares in Q2, which had a total value of $676,000. This represents a significant increase in value, as the company's shares were not held in Q1.
Overall, the report shows that Wheatland Advisors made some strategic moves in their portfolio despite the COVID-19 pandemic. While some holdings were reduced, others were added, with Lowes Cos Inc being a notable new addition. Microsoft continues to be the top holding for the company, and it will be interesting to see how their holdings change in the coming months as the pandemic continues to impact the markets.
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