Financial Sense Advisors, Inc. Q3 2023 vs. Q4 2023: A Detailed Comparison of 13F Holdings

In the fast-paced world of finance, staying up to date with the latest trends and changes in investment strategies is crucial. One way to gain valuable insights into the holdings of top funds is by examining their 13F filings. These filings, required by the Securities and Exchange Commission (SEC), provide a snapshot of a fund's portfolio holdings at the end of each quarter.

In this article, we will dive deep into the Q3 2023 and Q4 2023 13F holdings of Financial Sense Advisors, Inc., a renowned investment firm. We will analyze the changes in their holdings, identify the top movers, and explore the potential reasons behind these decisions.

Let's get started!

1. VANGUARD INDEX FDS (Ticker: VOO)

- Option Type: N/A

- Q3 2023 (SHARES): 86,997

- Q4 2023 (SHARES): 84,313

- Q3 2023 VALUE ($000): 34,163

- Q4 2023 VALUE ($000): 36,828

- Chg %: 7.8

The first stock on our radar is VANGUARD INDEX FDS (VOO). Financial Sense Advisors, Inc. reduced its holdings in VOO by 3,684 shares, representing a 7.8% decrease. Despite the reduction in shares, the value of their holdings increased from $34,163,000 in Q3 2023 to $36,828,000 in Q4 2023.

2. MICROSTRATEGY INC (Ticker: MSTR)

- Option Type: N/A

- Q3 2023 (SHARES): 23,604

- Q4 2023 (SHARES): 23,393

- Q3 2023 VALUE ($000): 7,748

- Q4 2023 VALUE ($000): 14,775

- Chg %: 90.7

The second stock that caught our attention is MICROSTRATEGY INC (MSTR). Financial Sense Advisors, Inc. slightly decreased their holdings in MSTR by 211 shares, which accounts for a 0.9% decline. However, the value of their MSTR holdings skyrocketed by a whopping 90.7%, from $7,748,000 in Q3 2023 to $14,775,000 in Q4 2023.

3. WESTERN DIGITAL CORP. (Ticker: N/A)

- Option Type: N/A

- Q3 2023 (SHARES): 14,864,000

- Q4 2023 (SHARES): 14,319,000

- Q3 2023 VALUE ($000): 14,648

- Q4 2023 VALUE ($000): 14,351

- Chg %: -2

The third significant change in holdings comes from WESTERN DIGITAL CORP. Financial Sense Advisors, Inc. decreased its holdings in this company by 545,000 shares, representing a 3.7% reduction. The value of their holdings experienced a minor decline from $14,648,000 in Q3 2023 to $14,351,000 in Q4 2023.

4. PAN AMERN SILVER CORP (Ticker: PAAS.TO)

- Option Type: N/A

- Q3 2023 (SHARES): 477,734

- Q4 2023 (SHARES): 608,595

- Q3 2023 VALUE ($000): 6,917

- Q4 2023 VALUE ($000): 9,938

- Chg %: 43.7

Moving on to the next stock, PAN AMERN SILVER CORP (PAAS.TO), we witnessed a significant increase in holdings by Financial Sense Advisors, Inc. The fund added 130,861 shares, resulting in a substantial 27.4% increase in their holdings. The corresponding value rose from $6,917,000 in Q3 2023 to $9,938,000 in Q4 2023, reflecting a robust 43.7% growth.

5. SPDR DOW JONES INDL AVERAGE (Ticker: DIA)

- Option Type: N/A

- Q3 2023 (SHARES): 33,329

- Q4 2023 (SHARES): 25,312

- Q3 2023 VALUE ($000): 11,163

- Q4 2023 VALUE ($000): 9,539

- Chg %: -14.5

Financial Sense Advisors, Inc. reduced its holdings in SPDR DOW JONES INDL AVERAGE (DIA) by 8,017 shares, representing a significant 24.1% decrease. The value of their holdings also decreased from $11,163,000 in Q3 2023 to $9,539,000 in Q4 2023.

These were just a few examples of the changes in holdings made by Financial Sense Advisors, Inc. in Q3 2023 and Q4 2023. Their portfolio adjustments reflect the ever-evolving nature of the market and the fund's efforts to maximize returns for its investors.

It is important to note that these holdings are subject to market fluctuations and could have changed further since the latest available filing. Additionally, it's crucial to conduct thorough research and consult with a financial advisor before making any investment decisions.

In conclusion, understanding the changes in 13F holdings can provide valuable insights into the investment strategies of top funds like Financial Sense Advisors, Inc. By keeping a close eye on such data and analyzing the trends, investors can stay ahead of the curve and make informed decisions to achieve their financial goals.

Disclaimer: The information provided in this article is for informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any securities. Always do your own research and consult with a qualified investment professional before making any investment decisions.

Sources:

- Securities and Exchange Commission (SEC) 13F Filings data

- Financial Sense Advisors, Inc. 13F Holdings data