Patriot Financial Group Insurance Agency, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Patriot Financial Group Insurance Agency, LLC, a prominent financial institution, recently released its Q3 2023 and Q4 2023 13F Holdings Comparison report. This report offers insightful data regarding the changes in holdings of various funds during this period. Let's take a closer look at the highlights revealed in this report.

1. ISHARES TR (IVV)

- Q3 2023 (SHARES): 49,666

- Q4 2023 (SHARES): 49,164

- Q3 2023 VALUE ($000): 21,328

- Q4 2023 VALUE ($000): 23,482

- Chg %: 10.1

2. BARNES GROUP INC (B)

- Q3 2023 (SHARES): 487,469

- Q4 2023 (SHARES): 494,517

- Q3 2023 VALUE ($000): 16,559

- Q4 2023 VALUE ($000): 16,136

- Chg %: -2.6

3. APPLE INC (AAPL)

- Q3 2023 (SHARES): 78,519

- Q4 2023 (SHARES): 77,114

- Q3 2023 VALUE ($000): 13,443

- Q4 2023 VALUE ($000): 14,846

- Chg %: 10.4

4. SCHWAB STRATEGIC TR (SCHG)

- Q3 2023 (SHARES): 180,419

- Q4 2023 (SHARES): 178,053

- Q3 2023 VALUE ($000): 13,120

- Q4 2023 VALUE ($000): 14,771

- Chg %: 12.6

5. MICROSOFT CORP (MSFT)

- Q3 2023 (SHARES): 28,380

- Q4 2023 (SHARES): 29,272

- Q3 2023 VALUE ($000): 8,960

- Q4 2023 VALUE ($000): 11,007

- Chg %: 22.8

6. SPDR SER TR (SPLG)

- Q3 2023 (SHARES): 155,814

- Q4 2023 (SHARES): 170,597

- Q3 2023 VALUE ($000): 7,831

- Q4 2023 VALUE ($000): 9,536

- Chg %: 21.8

7. ISHARES TR (DGRO)

- Q3 2023 (SHARES): 166,326

- Q4 2023 (SHARES): 170,150

- Q3 2023 VALUE ($000): 8,238

- Q4 2023 VALUE ($000): 9,157

- Chg %: 11.2

8. VANGUARD INDEX FDS (VTI)

- Q3 2023 (SHARES): 33,473

- Q4 2023 (SHARES): 34,037

- Q3 2023 VALUE ($000): 7,110

- Q4 2023 VALUE ($000): 8,074

- Chg %: 13.6

9. JOHN HANCOCK EXCHANGE TRADED (JHMM)

- Q3 2023 (SHARES): 137,356

- Q4 2023 (SHARES): 140,994

- Q3 2023 VALUE ($000): 6,499

- Q4 2023 VALUE ($000): 7,424

- Chg %: 14.2

10. PACER FDS TR (COWZ)

- Q3 2023 (SHARES): 84,800

- Q4 2023 (SHARES): 140,092

- Q3 2023 VALUE ($000): 4,191

- Q4 2023 VALUE ($000): 7,283

- Chg %: 73.8

These are just a few examples from the extensive list of holdings in the report. The data shows both increases and decreases in shareholdings and their corresponding values. It's interesting to observe the dynamics within the portfolio.

Analyzing these changes can provide valuable insights to investors, allowing them to understand market trends and make informed decisions. Investment professionals and individuals interested in monitoring the performance of various funds find these reports particularly useful.

The Q3 to Q4 comparison demonstrates how holdings can fluctuate in a given period. It's crucial for investors to stay updated with this information and adapt their investment strategies accordingly. Understanding the potential reasons behind these changes can provide a deeper understanding of the market dynamics.

At Patriot Financial Group Insurance Agency, LLC, experts analyze and track these fluctuations to ensure that their clients receive accurate and up-to-date information. By staying on top of market trends, they can help clients make sound investment decisions suited to their financial goals.

This 13F Holdings Comparison report showcases the dedication and transparency of Patriot Financial Group Insurance Agency, LLC in providing valuable insights to clients. With this information, investors can navigate the complex world of finance more effectively and maximize their returns.

Note: The above content is a fictional article generated by an AI language model and does not represent actual financial data or advice.