Alaska Wealth Advisors Q3 2022 vs. Q4 2022 13F Holdings: A Comprehensive Overview

The third quarter of every financial year is a crucial period for the financial community, as it sets the pace for the rest of the year. The investments and adjustments made during this period determine the success of the company's portfolio for the rest of the year. The Alaska Wealth Advisors 13F filing has recently been released for Q3 2022 and Q4 2022. In this blog post, we will delve into the holdings of Alaska Wealth Advisors and analyze the changes that have taken place between these two financial quarters.

Issuer Name: SPDR S&P 500 ETF TR

SPDR S&P 500 ETF TR is the most traded ETF in the US stock market, holding around $326 billion in assets. It is a renowned ETF that tracks the performance of the S&P 500 Index, which comprises 500 of the largest publicly traded companies in the US.

Alaska Wealth Advisors increased its holdings of SPDR S&P 500 ETF TR by 17.2%, from 282,115 shares to 317,151 shares, indicating that the company saw the growth potential in this ETF. The value of the holding also increased by 20.4%, from $100,766,000 to $121,288,000.

Issuer Name: VANGUARD BD INDEX FDS

VANGUARD BD INDEX FDS is a bond fund that seeks to track the Bloomberg Barclays U.S. Aggregate Float Adjusted Index, which is one of the most accepted measures of the US bond market's performance.

Alaska Wealth Advisors increased its holdings of VANGUARD BD INDEX FDS by 7.9%, from 743,966 shares to 801,812 shares. Despite this increase in shares, the value of the holding increased only slightly, from $53,067,000 to $57,602,000, indicating that the stock prices remained constant during this quarter.

Issuer Name: ISHARES TR

ISHARES TR is an exchange-traded fund that tracks the performance of the US stock market. It seeks to replicate the investment results of the MSCI USA Investable Market Index (IMI).

Alaska Wealth Advisors increased its holdings of ISHARES TR by 11.3%, from 402,862 shares to 412,611 shares, indicating that the company saw significant growth potential in this ETF. The value of these shares also increased by 11.3%, from $17,315,000 to $19,268,000.

Issuer Name: J P MORGAN EXCHANGE TRADED F

J P MORGAN EXCHANGE TRADED F is an exchange-traded fund that tracks the performance of real estate investment trusts (REITs).

Alaska Wealth Advisors increased its holdings of J P MORGAN EXCHANGE TRADED F by 3.0%, from 174,405 shares to 179,685 shares. Despite the increased number of shares, the value of the holding increased only slightly, from $13,666,000 to $14,662,000, indicating that the stock prices remained constant during this quarter.

Issuer Name: APPLE INC

APPLE INC is one of the largest companies in the world, producing hardware and software products worldwide.

Alaska Wealth Advisors increased its holdings of APPLE INC by 4.7%, from 13,739 shares to 14,388 shares, indicating that the company saw potential growth in Apple. The value of the holding decreased slightly, from $1,899,000 to $1,869,000.

Issuer Name: AMAZON COM INC

AMAZON COM INC is a multinational technology company that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence.

Alaska Wealth Advisors increased its holdings of AMAZON COM INC by 9.9%, from 2,640 shares to 2,887 shares, indicating that the company saw potential growth in Amazon. The value of these shares decreased by 18.6%, from $298,000 to $242,000.

Issuer Name: BERKSHIRE HATHAWAY INC DEL

BERKSHIRE HATHAWAY INC DEL is a conglomerate that engages in various business operations such as insurance, retail, manufacturing, and energy production.

Alaska Wealth Advisors liquidated its holdings of BERKSHIRE HATHAWAY INC DEL.

Conclusion

The 13F report for Q3 2022 and Q4 2022 of Alaska Wealth Advisors represents the state of the portfolio during two significant quarters of the financial year. The company increased its holdings in some of the most promising stocks, such as SPDR S&P 500 ETF TR, ISHARES TR, and J P MORGAN EXCHANGE TRADED F. However, it is important to note that some holdings like AMAZON COM INC did not perform well in Q4 2022. Alaska Wealth Advisors' decision to liquidate holdings in BERKSHIRE HATHAWAY INC DEL also indicates the company's strategy to minimize loss and maximize profits. Overall, the shift in holdings of Alaska Wealth Advisors reflects a well-informed strategy to capitalize on the best investment opportunities in the market.