SNS Financial Group, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Understanding the changes in a fund's holdings is essential for investors. It provides valuable insights into the investment strategy of the fund and can help investors make informed decisions. In this article, we will analyze the Q3 2023 and Q4 2023 13F holdings of SNS Financial Group, LLC.

Quality Investments Take the Lead

One of the standout holdings for SNS Financial Group, LLC in Q3 2023 was ISHARES TR, with 695,955 shares. However, their holdings in this company increased to 710,790 shares in Q4 2023, marking a 13.7% change. This increase shows their confidence in the company's performance.

Another significant holding was SCHWAB STRATEGIC TR, with 1,565,271 shares in Q3 2023. In Q4 2023, SNS Financial Group, LLC increased their holdings to 1,591,424 shares, representing a 10.7% change. The consistent growth in this holding reflects their belief in the long-term prospects of SCHWAB STRATEGIC TR.

Minor Adjustments and Strategic Moves

While most of the holdings saw positive changes, there were a few exceptions. ISHARES TR experienced a slight decrease in holdings from 497,777 shares in Q3 2023 to 471,115 shares in Q4 2023. This change reflects a 2% decrease in holdings, which could be attributed to a strategic shift or profit-taking.

WISDOMTREE TR saw a minimal increase in holdings from 584,386 shares in Q3 2023 to 585,436 shares in Q4 2023. This marginal change of 10.9% suggests that SNS Financial Group, LLC believes in the stability of this investment.

Steady Performance and Potential Opportunities

Other holdings that saw positive changes include SPDR S&P 500 ETF TR, which saw a 9.6% increase in holdings from 75,111 shares to 73,987 shares. This change signifies the fund's inclination towards broad market exposure.

Further, SNS Financial Group, LLC increased their holdings in APPLE INC, from 153,574 shares in Q3 2023 to 151,305 shares in Q4 2023—a 10.8% change. This move indicates their confidence in the future prospects of the tech giant.

VANGUARD INTL EQUITY INDEX F also caught their attention. Their holdings in this company increased from 522,806 shares in Q3 2023 to 533,754 shares in Q4 2023—a 7% change. This adjustment suggests their interest in international equities.

Conclusion

In summary, SNS Financial Group, LLC made several adjustments to their holdings in the Q3 2023 vs. Q4 2023 13F comparison. They increased their holdings in QUALITY companies like ISHARES TR and SCHWAB STRATEGIC TR, indicating their strong belief in the potential of these investments. While there were minor adjustments in other holdings, the overall trend shows stable performance and a strategic approach. This analysis provides valuable insights for investors looking to understand SNS Financial Group, LLC's investment decisions and potentially capitalize on future opportunities.