Allied Investment Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

VHT, MSFT, AAPL, and More: A Look at Allied Investment Advisors' Q2 2023 vs. Q3 2023 13F Holdings

Allied Investment Advisors, LLC recently released its 13F holdings comparison report, showcasing the changes in their portfolio between Q2 2023 and Q3 2023. In this article, we will delve into the data and analyze the significant shifts in holdings.

1. VHT - Vanguard World FDS

In Q3 2023, Allied Investment Advisors increased its stake in Vanguard World FDS by 2,359 shares, amounting to a total of 124,596 shares. Despite the increase in shares, there was a slight decrease in the overall value of the holdings, with Q3 2023 reflecting $29,292,000, a 1.3% decrease compared to Q2 2023.

2. MSFT - Microsoft Corp

Allied Investment Advisors' holdings in Microsoft Corp remained relatively stable, with only a minor decrease of 321 shares in Q3 2023. The value of the shares, however, experienced a more significant decline, dropping by 7.8% to $19,520,000.

3. AAPL - Apple Inc

Apple Inc also saw a slight decrease in Allied Investment Advisors' holdings, amounting to 721 shares in Q3 2023. The value of the shares took a more significant hit, dropping by 12.5% to $13,867,000.

4. VPU - Vanguard World FDS

In a significant change, Allied Investment Advisors acquired a substantial number of shares in Vanguard World FDS, reaching 104,318 shares in Q3 2023. This new addition accounted for $13,304,000 in total value.

5. CAT - Caterpillar Inc

Allied Investment Advisors held onto its stake in Caterpillar Inc, with a minimal decrease of 263 shares in Q3 2023. However, the value of the shares increased by 10.3% to $11,945,000.

6. XOM - Exxon Mobil Corp

Exxon Mobil Corp remained relatively stable in Allied Investment Advisors' portfolio, with an increase of only 533 shares in Q3 2023. The value of the shares also had a moderate increase of 10.2%, amounting to $11,921,000.

7. CVX - Chevron Corp New

Chevron Corp New experienced minimal changes in Allied Investment Advisors' holdings, with a minor increase of 286 shares in Q3 2023. The value of the shares increased by 7.6% to $11,393,000.

8. SHEL - Shell PLC

Allied Investment Advisors' holdings in Shell PLC saw a slight decrease of 409 shares in Q3 2023. The value of the shares, however, only decreased by 6.4% to $10,841,000.

9. JPM - JPMorgan Chase & Co

JPMorgan Chase & Co remained stable in Allied Investment Advisors' portfolio, with a marginal increase of 607 shares in Q3 2023. The value of the shares experienced a minimal change, increasing by 0.5% to $10,653,000.

10. FDX - FedEx Corp

FedEx Corp also underwent minimal changes in Allied Investment Advisors' holdings, with a decrease of only 395 shares in Q3 2023. The value of the shares, however, increased by 5.8% to $10,259,000.

These changes in holdings reflect the dynamic nature of the market and the strategies employed by Allied Investment Advisors, LLC. While some stocks experienced minor shifts, others underwent significant changes. Investors and market enthusiasts can monitor these trends to gain insights into Allied Investment Advisors' investment decisions.

It's important to note that the data presented above is solely for informational purposes and does not constitute financial advice. As an investor, it is crucial to conduct thorough research and consult with financial professionals before making any investment decisions.

In conclusion, Allied Investment Advisors, LLC's Q2 2023 vs. Q3 2023 13F holdings comparison indicates a mix of stability and change in its portfolio. Understanding these shifts provides valuable insights into the investment strategies employed by Allied Investment Advisors, allowing investors to make informed decisions in the ever-evolving market.