Matthew Goff Investment Advisor, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the fast-paced world of finance, it is crucial for investment advisors to keep a close eye on the ever-changing landscape of the market. One tool that helps them do this is the Form 13F, which requires institutional investment managers to disclose their holdings quarterly. Matthew Goff Investment Advisor, LLC recently released their Q3 2023 and Q4 2023 13F holdings comparison, providing insights into the changes in their investments during this period.

Microsoft Corporation (MSFT) held the top spot in Matthew Goff Investment Advisor, LLC's portfolio in both Q3 2023 and Q4 2023. Although there was a slight decrease in the number of shares held (from 133,715 to 132,749), the value of their holdings increased from $42,220,000 to $49,919,000, representing an 18.2% change. This suggests that Microsoft remains a strong and promising investment.

Berkshire Hathaway Inc. (BRK-B) also maintained its position in the portfolio, with a minimal decrease in shares held from 95,789 to 95,308. The value of the holdings slightly increased from $33,541,000 to $33,978,000, indicating a 1.3% change. This shows that Matthew Goff Investment Advisor, LLC continues to have confidence in Berkshire Hathaway despite the slight adjustment.

Some other notable changes include the decrease in holdings of SSGA Active ETF TR (SRLN) from 460,728 shares to 451,027 shares, reflecting a 2.1% decrease in value. Similarly, Bank America Corp (BAC) also experienced a decrease in shares held from 468,716 to 466,639, but with a significant 22.4% increase in value.

On the other hand, Intel Corp (INTC) saw a notable increase in value, with the number of shares held decreasing slightly from 328,138 to 325,752. The value of their holdings, however, increased by 40.3%. This suggests that Matthew Goff Investment Advisor, LLC is optimistic about the future prospects of Intel.

Another interesting change is the increase in shares held by Invesco Exchange Traded FD T (RSP), from 101,109 to 99,899. This was accompanied by a 10% increase in value, highlighting the potential value Matthew Goff Investment Advisor, LLC sees in this investment.

These are just a few examples of the changes in holdings that Matthew Goff Investment Advisor, LLC experienced during the Q3 2023 to Q4 2023 period. The complete 13F holdings comparison provides a comprehensive overview of their investment strategy and the adjustments they have made.

It is important to note that the 13F filing provides valuable information for both investors and analysts, allowing them to assess the performance and strategies of institutional investment managers. However, it is essential to conduct further research and analysis before making any investment decisions based solely on this data.

In conclusion, Matthew Goff Investment Advisor, LLC's Q3 2023 vs. Q4 2023 13F holdings comparison highlights the dynamic nature of the market and the importance of monitoring and adjusting investment portfolios. By analyzing the changes in holdings and their corresponding values, investors can gain insights into the strategies and outlook of investment advisors. As always, it is advisable for individual investors to consult with their own financial advisors before making any investment decisions.