Windsor Capital Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investment firm Windsor Capital Management, LLC has recently released its Q2 2023 and Q3 2023 13F Holdings Comparison report. The report provides valuable insights into the changes in the firm's holdings during this period, highlighting the trends and shifts in their investment portfolio. Let's take a closer look at some of the key findings from the report.

1. iShares TR (IVV):

Windsor Capital Management reduced its holdings in iShares TR (IVV) by 4.2% during the Q2 to Q3 2023 period. The firm now holds 55,288 shares of IVV, valued at $23,742,000.

2. SPDR SER TR (SPYV):

The firm also saw a decrease in its holdings of SPDR SER TR (SPYV) by 8.7%. Windsor Capital Management now holds 426,908 shares of SPYV, valued at $17,614,000.

3. SPDR SER TR (SPLG):

Windsor Capital Management reduced its holdings in SPDR SER TR (SPLG) by 7% during the Q2 to Q3 2023 period. The firm now holds 335,948 shares of SPLG, valued at $16,884,000.

4. iShares TR (IBDO):

The firm experienced a decline of 7.9% in its holdings of iShares TR (IBDO). Windsor Capital Management currently holds 488,053 shares of IBDO, valued at $12,377,000.

5. iShares TR (ESGD):

During the Q2 to Q3 2023 period, the firm saw a slight increase of 2.7% in its holdings of iShares TR (ESGD). Windsor Capital Management now holds 156,368 shares of ESGD, valued at $10,809,000.

6. iShares TR (IJH):

Windsor Capital Management maintained a relatively stable position in its holdings of iShares TR (IJH). The firm currently holds 43,309 shares of IJH, valued at $10,798,000.

7. iShares TR (IBDP):

The firm experienced a minimal decrease of 1.1% in its holdings of iShares TR (IBDP). Windsor Capital Management now holds 436,410 shares of IBDP, valued at $10,792,000.

8. iShares TR (IBDQ):

During the Q2 to Q3 2023 period, the firm saw a slight increase of 0.6% in its holdings of iShares TR (IBDQ). Windsor Capital Management now holds 429,255 shares of IBDQ, valued at $10,460,000.

9. SPDR SER TR (SPSM):

Windsor Capital Management reduced its holdings in SPDR SER TR (SPSM) by 4.8% during the Q2 to Q3 2023 period. The firm now holds 246,226 shares of SPSM, valued at $9,085,000.

10. SPDR SER TR (SPMD):

The firm also experienced a decrease in its holdings of SPDR SER TR (SPMD) by 7.5%. Windsor Capital Management now holds 207,076 shares of SPMD, valued at $9,067,000.

These are just a few highlights from the Windsor Capital Management Q2 2023 vs. Q3 2023 13F Holdings Comparison report. The full report provides comprehensive details of the changes in the firm's holdings during this period. Investors and market enthusiasts can analyze the data to gain valuable insights into Windsor Capital Management's investment strategy and portfolio adjustments.

Disclaimer: The information presented in this article is based on publicly available data and should not be taken as financial advice. Investors should conduct their own research and analysis before making any investment decisions.