Advisory Alpha, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The second quarter of 2023 witnessed some interesting changes in the holdings of Advisory Alpha, LLC, as compared to the third quarter. In this article, we will explore these changes and analyze their significance. From large-cap funds to specialized sector ETFs, Advisory Alpha made strategic moves that are worth noting.

SPYG, the SPDR SER TR, saw a slight increase in shares held by Advisory Alpha, LLC, from 2,557,633 in Q2 2023 to 2,671,647 in Q3 2023, marking a 1.5% change. The value of these shares also rose from $156,046,000 to $158,380,000.

Another notable change was observed in SPYV, the SPDR SER TR. Its shares held by Advisory Alpha grew from 2,966,783 in Q2 2023 to 3,236,905 in Q3 2023, representing a significant increase of 4.2%. The value of these shares also experienced a positive surge, rising from $128,168,000 to $133,558,000.

SCHM, the SCHWAB STRATEGIC TR, was another fund that saw an increase in shares held by Advisory Alpha, LLC. The number of shares rose from 1,375,109 in Q2 2023 to 1,482,745 in Q3 2023, amounting to a change of 2.7%. The value of these shares also showed growth, reaching $97,679,000 in Q3, compared to $100,358,000 in Q2.

Advisory Alpha diversified its portfolio with the inclusion of VGSH, the VANGUARD SCOTTSDALE FDS. The number of shares held by the company increased from 1,577,355 in Q2 2023 to 1,637,619 in Q3 2023, reflecting a 3.6% change. The value of these shares also rose from $91,065,000 to $94,330,000.

SPDW, the SPDR INDEX SHS FDS, became a more significant part of Advisory Alpha's portfolio. The number of shares held rose from 2,615,246 in Q2 2023 to 2,872,625 in Q3 2023, marking a 4.7% increase. The value of these shares also increased from $85,102,000 to $89,082,000.

SCHA, another SCHWAB STRATEGIC TR fund, witnessed growth in its shares held by Advisory Alpha, LLC. The number of shares rose from 1,841,128 in Q2 2023 to 2,001,801 in Q3 2023, reflecting a 2.8% change. The value of these shares also increased from $80,644,000 to $82,917,000.

XLK, the SELECT SECTOR SPDR TR, experienced an intriguing change in its holdings. The number of shares held by Advisory Alpha decreased from 443,520 in Q2 2023 to 493,774 in Q3 2023, indicating a decrease of 5%. However, the value of these shares rose from $77,110,000 to $80,944,000, suggesting some interesting strategic decisions.

These are just a few of the many changes that occurred in Advisory Alpha, LLC's portfolio during the second and third quarters of 2023. The company made strategic moves to diversify its holdings and maximize returns for its clients.

With these changes, Advisory Alpha, LLC continues to demonstrate its expertise in navigating the ever-evolving financial market. As the investment landscape evolves, so does Advisory Alpha’s portfolio, ensuring that its clients' investments are well positioned for success.

Disclaimer: The information provided in this article is based on the publicly available data and does not constitute financial advice. Readers are advised to conduct thorough research and consult with a professional before making any investment decisions.