Windsor Capital Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

When it comes to managing investments, keeping track of the market and analyzing changes in holdings is crucial. One way investors can gain insight into the moves made by institutional investors is through the 13F filings. These filings provide a snapshot of the holdings of institutional investment managers, giving an indication of their investment strategies.

In this article, we will examine the Q3 2023 and Q4 2023 13F holdings comparison of Windsor Capital Management, LLC. We will analyze the changes in their holdings and explore the potential reasons behind these moves.

ISHARES TR (IVV):

- Q3 2023 (SHARES): 55,288

- Q4 2023 (SHARES): 54,857

- Q3 2023 VALUE ($000): 23,742

- Q4 2023 VALUE ($000): 26,201

- Chg %: 10.4

SPDR SER TR (SPYV):

- Q3 2023 (SHARES): 426,908

- Q4 2023 (SHARES): 424,564

- Q3 2023 VALUE ($000): 17,614

- Q4 2023 VALUE ($000): 19,797

- Chg %: 12.4

SPDR SER TR (SPLG):

- Q3 2023 (SHARES): 335,948

- Q4 2023 (SHARES): 326,617

- Q3 2023 VALUE ($000): 16,884

- Q4 2023 VALUE ($000): 18,257

- Chg %: 8.1

ISHARES TR (IJH):

- Q3 2023 (SHARES): 43,309

- Q4 2023 (SHARES): 43,544

- Q3 2023 VALUE ($000): 10,798

- Q4 2023 VALUE ($000): 12,068

- Chg %: 11.8

ISHARES TR (ESGD):

- Q3 2023 (SHARES): 156,368

- Q4 2023 (SHARES): 158,115

- Q3 2023 VALUE ($000): 10,809

- Q4 2023 VALUE ($000): 11,943

- Chg %: 10.5

ISHARES TR (IBDP):

- Q3 2023 (SHARES): 436,410

- Q4 2023 (SHARES): 433,374

- Q3 2023 VALUE ($000): 10,792

- Q4 2023 VALUE ($000): 10,795

- Chg %: 0

ISHARES TR (IBDQ):

- Q3 2023 (SHARES): 429,255

- Q4 2023 (SHARES): 433,078

- Q3 2023 VALUE ($000): 10,460

- Q4 2023 VALUE ($000): 10,723

- Chg %: 2.5

SPDR SER TR (SPSM):

- Q3 2023 (SHARES): 246,226

- Q4 2023 (SHARES): 247,981

- Q3 2023 VALUE ($000): 9,085

- Q4 2023 VALUE ($000): 10,459

- Chg %: 15.1

SPDR SER TR (SPMD):

- Q3 2023 (SHARES): 207,076

- Q4 2023 (SHARES): 203,346

- Q3 2023 VALUE ($000): 9,067

- Q4 2023 VALUE ($000): 9,907

- Chg %: 9.3

ISHARES TR (IBDR):

- Q3 2023 (SHARES): 338,292

- Q4 2023 (SHARES): 354,914

- Q3 2023 VALUE ($000): 7,894

- Q4 2023 VALUE ($000): 8,482

- Chg %: 7.5

Looking at the Q3 2023 and Q4 2023 13F holdings comparison of Windsor Capital Management, LLC, we can see some interesting trends. Let's delve into the changes in holdings and try to understand the potential motives behind these moves.

ISHARES TR (IVV) saw a slight decrease in shares, but the value of their holdings increased by 10.4%. This could indicate a strategic shift towards higher-value stocks within this issuer.

SPDR SER TR (SPYV) experienced a similar situation. While the number of shares declined, the value of their holdings rose significantly by 12.4%. This suggests that Windsor Capital Management, LLC may be favoring higher-value stocks within this issuer as part of their investment strategy.

On the other hand, SPDR SER TR (SPLG) witnessed a decrease in shares and a moderate increase in value. The difference in value is not as substantial as in the previous examples, suggesting a more cautious approach to holdings within this issuer.

ISHARES TR (IJH) saw a small increase in shares and a corresponding increase in value. This could indicate confidence in the performance of this issuer and a strategic decision to increase holdings within the given period.

The same positive trend can be observed in ISHARES TR (ESGD), where both the number of shares and the value of holdings increased. This suggests a positive outlook on this issuer and a belief in its future growth potential.

It's interesting to note that ISHARES TR (IBDP), ISHARES TR (IBDQ), SPDR SER TR (SPSM), and SPDR SER TR (SPMD) experienced relatively small changes in both shares and value. These stable holdings could indicate a desire to maintain a consistent investment strategy within these issuers.

Overall, the Q3 2023 and Q4 2023 13F holdings comparison of Windsor Capital Management, LLC reveals some intriguing insights into their investment decisions. It's important to remember that these changes in holdings represent the actions of one institutional investment manager and may not reflect the broader market sentiment. However, analyzing these moves can help investors gain a better understanding of the investment landscape and potentially inform their own investment strategies.