Avondale Wealth Management: A Comparison of Q2 2023 and Q3 2023 13F Holdings

Avondale Wealth Management, a renowned investment firm, recently released its Q2 2023 and Q3 2023 13F holdings. These holdings reflect the changes in the company's investment positions over the given period. In this article, we will delve into the key findings of the Avondale Wealth Management's holdings and analyze the changes in their investment strategy.

1. ISHARES S&P 500 INDEX (IVV):

Avondale Wealth Management's holdings in IVV remained relatively stable between Q2 and Q3 2023. The number of shares held only increased by 156, while the value decreased by 3.4%.

2. INVESCO QQQ TRUST SERIES I (QQQ):

Avondale Wealth Management decreased its holdings in QQQ during Q3 2023. The company sold off 1,538 shares, resulting in a 7.3% decrease in value.

3. ISHARES CORE S&P MID CAP ETF (IJH):

Avondale Wealth Management increased its holdings in IJH by 3% during Q3 2023. The number of shares held rose by 3,295, leading to a slight increase in value.

4. PACER US SMALL CAP CASH COWS 100 ETF (CALF):

Avondale Wealth Management significantly increased its holdings in CALF during Q3 2023. The company added 11,095 shares, resulting in an 8.1% increase in value.

5. DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE):

Avondale Wealth Management experienced a slight decrease in its holdings in DFAE during Q3 2023. The number of shares held decreased by 35, resulting in a 3.8% decrease in value.

6. ISHARES CORE U.S. AGGREGATE BOND ETF (AGG):

Avondale Wealth Management substantially reduced its holdings in AGG during Q3 2023. The company sold off 26,231 shares, reflecting a significant 29.6% decrease in value.

7. DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP):

Avondale Wealth Management acquired a substantial number of shares in DUHP during Q3 2023. The company added 174,765 shares, resulting in a substantial increase in value.

8. ENERGY SELECT SECTOR SPDR (XLE):

Avondale Wealth Management decreased its holdings in XLE during Q3 2023. The company sold off 9,467 shares, resulting in a 10.6% decrease in value.

9. BERKSHIRE HATHAWAY INC DEL CL A (BRK-A):

Avondale Wealth Management's holdings in BRK-A remained stable between Q2 and Q3 2023. The number of shares held remained constant, with a minute increase of 2.6% in value.

10. PACER LUNT LARGE CAP ALTERNATOR ETF (ALTL):

Avondale Wealth Management reduced its holdings in ALTL during Q3 2023. The number of shares held decreased by 6,543, reflecting a 14.5% decrease in value.

This is just a summary of Avondale Wealth Management's holdings changes. The company made significant adjustments in its portfolios by buying, selling, or maintaining positions in various funds and stocks.

Please note that the data in this article is based on the latest 13F holdings report. These reports provide valuable insights into the investment strategies of hedge funds and large institutional investors. It is essential to understand that 13F filings are snapshots of a fund's investments at a specific point and may not capture the most up-to-date information.

Investors and market enthusiasts can analyze these holdings to gain a better understanding of Avondale Wealth Management's investment strategy and potentially align their own portfolios accordingly. Remember to do thorough research and consult with a financial advisor before making any investment decisions.

In conclusion, Avondale Wealth Management's Q2 2023 and Q3 2023 13F holdings provide valuable insights into the company's investment strategy. By analyzing the changes in their holdings, investors can gain valuable information to make more informed investment decisions.