Wealth Alliance Advisory Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the fast-paced world of finance, there are always shifts and changes happening within investment portfolios. One way to stay updated on these changes is to look at the 13F filings, which provide insight into the holdings of various funds. In this article, we will take a closer look at the Q2 2023 vs. Q3 2023 13F holdings comparison for Wealth Alliance Advisory Group, LLC.

Wealth Alliance Advisory Group, LLC is a well-known investment advisory firm that manages portfolios for a variety of clients. Their 13F filings give us a glimpse into the changes in their holdings from one quarter to the next.

Let's dive into the data and explore the key changes that occurred in their portfolio.

1. ISHARES TR (IVV)

- Q2 2023 shares: 80,735

- Q3 2023 shares: 82,154

- Chg %: -2%

The holdings of ISHARES TR saw a slight increase from Q2 2023 to Q3 2023. Despite the small change, it indicates a continued interest in this particular investment.

2. VANGUARD INDEX FDS (VTV)

- Q2 2023 shares: 113,781

- Q3 2023 shares: 147,612

- Chg %: 25.9

VANGUARD INDEX FDS experienced a significant increase in holdings, with a change of 25.9%. This suggests that Wealth Alliance Advisory Group, LLC sees potential in this fund and has increased their investment accordingly.

3. FIDELITY MERRIMACK STR TR (FBND)

- Q2 2023 shares: 0

- Q3 2023 shares: 464,151

- Chg %: N/A

There is a notable change in the holdings of FIDELITY MERRIMACK STR TR, with an increase from zero shares in Q2 2023 to 464,151 shares in Q3 2023. This indicates a significant interest in this particular investment.

4. SPDR S&P MIDCAP 400 ETF TR (MDY)

- Q2 2023 shares: 35,949

- Q3 2023 shares: 36,825

- Chg %: -2.3

The holdings of SPDR S&P MIDCAP 400 ETF TR saw a slight decrease of 2.3%. While the change may seem insignificant, it is worth noting as it shows a minor adjustment in their portfolio.

5. PIMCO ETF TR (No Issuer Name Provided)

- Q2 2023 shares: 0

- Q3 2023 shares: 585,531

- Chg %: N/A

There is an interesting entry in the data with no issuer name provided. However, it is clear that there was a significant increase in holdings from zero shares in Q2 2023 to 585,531 shares in Q3 2023. This demonstrates a strong interest in this particular investment.

These are just a few of the notable changes that occurred in the Q2 2023 vs. Q3 2023 13F holdings comparison for Wealth Alliance Advisory Group, LLC. It is important to remember that 13F filings only provide a snapshot of a fund's holdings at a particular point in time and may not capture the full scope of their investment strategy.

Overall, monitoring these changes in holdings can provide valuable insights into the investment decisions made by Wealth Alliance Advisory Group, LLC. As with any investment strategy, it is essential to conduct thorough research and analysis before making any investment decisions.

Please note that this article is for informational purposes only and should not be considered as financial advice. Always consult with a qualified professional before making any investment decisions.