Doliver Advisors, LP Q3 2023 vs. Q4 2023 13F Holdings Comparison

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Doliver Advisors, LP Q3 2023 vs. Q4 2023 13F Holdings Comparison

If you're an avid investor or simply curious about the financial world, you may have come across the term "13F filings." These filings are disclosures required by the Securities and Exchange Commission (SEC) of institutional investment managers who manage assets of $100 million or more. Doliver Advisors, LP recently filed their Q3 2023 and Q4 2023 13F holdings, providing us with insights into their investment decisions during this period. Let's explore the changes in their holdings and see what it tells us about their investment strategy.

1. Exxon Mobil Corp (XOM):

- Q3 2023 (Shares): 1,143,434

- Q4 2023 (Shares): 1,142,918

- Change (%): -0.04%

- In terms of value, Doliver Advisors' holdings in Exxon Mobil Corp decreased from $134 million in Q3 to $114 million in Q4 2023, reflecting a 15% decrease.

2. iShares Trust (IUSG):

- Q3 2023 (Shares): 335,858

- Q4 2023 (Shares): 337,074

- Change (%): +0.36%

- Doliver Advisors increased their holdings in iShares Trust from $31.8 million in Q3 to $35.1 million in Q4 2023, indicating a positive change of 10.2%.

3. Tidal TR II:

- Q3 2023 (Shares): 762,165

- Q4 2023 (Shares): 773,667

- Change (%): +1.51%

- Doliver Advisors experienced an 8.1% increase in their holdings in Tidal TR II, with the value rising from $14.8 million in Q3 to $16 million in Q4 2023.

4. Alphabet Inc (GOOG):

- Q3 2023 (Shares): 56,298

- Q4 2023 (Shares): 53,165

- Change (%): -5.57%

- The holdings of Doliver Advisors in Alphabet Inc decreased by 0.9%, with the value dropping from $7.4 million in Q3 to $7.5 million in Q4 2023.

5. iShares Trust (IVV):

- Q3 2023 (Shares): 14,288

- Q4 2023 (Shares): 14,218

- Change (%): -0.49%

- Doliver Advisors saw a slight decrease of 0.49% in their holdings in iShares Trust, with the value decreasing from $6.1 million in Q3 to $6.8 million in Q4 2023.

These are just a few examples of the changes in Doliver Advisors' holdings during the Q3 and Q4 of 2023. As we can see, they made both positive and negative adjustments to their portfolio during this period. It is essential to note that these 13F filings provide a snapshot of a specific point in time and may not reflect Doliver Advisors' current holdings.

In conclusion, analyzing 13F filings can offer valuable insights into the investment decisions of institutional investment managers. Doliver Advisors' Q3 and Q4 2023 holdings provide us with a glimpse into their investment strategy and the changes they made during this time. Whether you're an investor or a financial enthusiast, keeping an eye on these filings can help you understand the latest trends and developments in the financial world.