Ausdal Financial Partners, Inc. Q3 2023 vs. Q4 2023: A Look at the Changing Investment Landscape

Investing in the stock market can be a rollercoaster ride, with market trends constantly shifting and investment strategies evolving. One way to gain insight into these changes is by looking at the 13F filings, which provide details about the holdings of institutional investors. In this article, we will compare the Q3 2023 and Q4 2023 13F holdings of Ausdal Financial Partners, Inc. and explore the significant changes that have taken place.

Among the top holdings, one noticeable change is in the company SHV, an iShares TR security. In Q3 2023, Ausdal Financial Partners held 29,767 shares of SHV, but this number increased significantly to 684,376 shares in Q4 2023. The value of these shares also witnessed a substantial rise, from $3,288,000 in Q3 to $75,370,000 in Q4. This represents an impressive change of 2,192%.

Another significant change occurred in the holdings of ACWI, also an iShares TR security. Ausdal Financial Partners held 316,464 shares of ACWI in Q3 2023, but this number decreased to 298,528 shares in Q4 2023. Despite the decrease in the number of shares, the value of ACWI holdings remained relatively stable, with a slight increase from $29,231,000 in Q3 to $30,381,000 in Q4.

Moving on to the SCHD holdings, Ausdal Financial Partners saw a small increase from 302,985 shares in Q3 to 304,711 shares in Q4. The value of these holdings also experienced a slight increase from $21,439,000 to $23,197,000, representing a change of 8.2%.

In terms of individual stocks, CATERPILLAR INC (CAT) saw a minor increase in holdings from 68,765 shares in Q3 to 69,935 shares in Q4. The value of these holdings also increased from $18,772,000 to $20,677,000, indicating a change of 10.1%.

One of the significant changes can be seen in the holdings of SPDR SER TR (SPLG). Ausdal Financial Partners held 330,536 shares of SPLG in Q3, but this number significantly increased to 355,774 shares in Q4 2023. The value of these shares also witnessed a notable rise, from $16,612,000 in Q3 to $19,887,000 in Q4, marking a change of 19.7%.

APPLE INC (AAPL) also experienced a minor change in holdings. Ausdal Financial Partners held 87,545 shares of AAPL in Q3, which decreased slightly to 86,993 shares in Q4. However, the value of these holdings increased from $14,988,000 to $16,748,000, indicating a change of 11.7%.

Moving on to ISHARES TR (IWP), Ausdal Financial Partners held 149,658 shares in Q3, and this number decreased slightly to 142,782 shares in Q4. The value of these holdings also experienced a slight decrease from $13,671,000 to $14,914,000, signifying a change of 9.1%.

SPDR INDEX SHS FDS (SPDW) witnessed a significant increase in holdings from 398,790 shares in Q3 to 437,993 shares in Q4. The value of these holdings also saw a remarkable jump from $12,366,000 to $14,896,000, representing a change of 20.5%.

BIL, an SPDR SER TR security, saw a substantial change in holdings. Ausdal Financial Partners held 8,703 shares of BIL in Q3, which increased significantly to 132,956 shares in Q4. This accompanied a significant rise in value from $799,000 to $12,150,000, illustrating a change of 1,420.5%.

SCHWAB STRATEGIC TR security SCHG experienced a notable increase in holdings. Ausdal Financial Partners held 137,146 shares of SCHG in Q3, but this number rose to 145,670 shares in Q4. The value of these holdings also saw a considerable increase from $9,973,000 to $12,084,000, signifying a change of 21.2%.

PIMCO ETF TR (MINT) saw a substantial increase in holdings. Ausdal Financial Partners held 64,596 shares of MINT in Q3, but this number rose to 103,037 shares in Q4. The value of these holdings also experienced a significant jump from $6,468,000 to $10,282,000, representing a change of 59%.

FIRST TR EXCHANGE-TRADED FD (FTCS) holdings remained relatively stable, with a slight decrease from 129,256 shares in Q3 to 128,427 shares in Q4. The value of these holdings also experienced a slight decrease from $9,517,000 to $10,279,000, indicating a change of 8%.

These are just a few of the notable changes observed in Ausdal Financial Partners, Inc.'s Q3 2023 vs. Q4 2023 13F holdings. It is important to note that 13F filings provide a snapshot of institutional investors' holdings at a specific point in time and do not represent ongoing investment strategies. Nevertheless, analyzing these changes can offer valuable insights into the evolving investment landscape.