Wealth Alliance Advisory Group, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

The world of investments is constantly changing, and keeping track of these changes is crucial for investors. In this article, we will analyze the Q3 2023 vs. Q4 2023 13F holdings comparison from Wealth Alliance Advisory Group, LLC. This comparison provides valuable insights into the movement of various funds and their holdings.

ISHARES TR - IVV

In Q3 2023, IVV held 82,154 shares, which increased to 84,132 shares in Q4 2023. The value of the holdings also saw an increase from $35,279,000 to $40,183,000, representing a change of 13.9%.

VANGUARD INDEX FDS - VTV

VTV saw positive growth in its holdings as well. In Q3 2023, it had 147,612 shares, which increased to 153,004 shares in Q4 2023, marking a 12.3% change. The value of the holdings also grew from $20,360,000 to $22,874,000.

FIDELITY MERRIMACK STR TR - FBND

FBND experienced a significant increase in its holdings during this period. Its shares rose from 464,151 to 492,679, demonstrating a 12.2% change. The value of these holdings also grew from $20,218,000 to $22,682,000.

SPDR S&P MIDCAP 400 ETF TR - MDY

MDY witnessed a moderate increase in its holdings. With 36,825 shares in Q3 2023 and 38,144 shares in Q4 2023, it represented a change of 15.1%. The value of the holdings also increased from $16,815,000 to $19,353,000.

PIMCO ETF TR - PYLD

PYLD experienced a notable increase in its holdings during this period. With 585,531 shares in Q3 2023 and 625,310 shares in Q4 2023, it marked a 12.2% change. The value of the holdings also grew from $14,304,000 to $16,048,000.

J P MORGAN EXCHANGE TRADED F - JIRE

JIRE showed a modest increase in its holdings. With 242,135 shares in Q3 2023 and 251,361 shares in Q4 2023, it saw an 11.6% change. The value of the holdings also increased from $13,164,000 to $14,689,000.

VANGUARD INDEX FDS - VUG

VUG witnessed a moderate increase in its holdings. With 44,888 shares in Q3 2023 and 45,445 shares in Q4 2023, it represented a change of 15.6%. The value of the holdings also increased from $12,223,000 to $14,127,000.

J P MORGAN EXCHANGE TRADED F - JAGG

JAGG saw a slight increase in its holdings. With 234,498 shares in Q3 2023 and 247,864 shares in Q4 2023, it represented an 11.2% change. The value of the holdings also increased from $10,371,000 to $11,533,000.

FIRST TR SML CP CORE ALPHA F - FYX

FYX experienced a significant increase in its holdings during this period. Its shares rose from 110,491 to 114,582, demonstrating a 17.7% change. The value of these holdings also grew from $8,912,000 to $10,491,000.

VANGUARD TAX-MANAGED FDS - VEA

VEA witnessed a moderate increase in its holdings. With 200,819 shares in Q3 2023 and 211,061 shares in Q4 2023, it represented a change of 15.1%. The value of the holdings also increased from $8,779,000 to $10,109,000.

APPLE INC - AAPL

AAPL saw positive growth in its holdings as well. In Q3 2023, it had 46,394 shares, which increased to 47,151 shares in Q4 2023, marking a 14.3% change. The value of the holdings also grew from $7,943,000 to $9,078,000.

These are just some of the notable changes in holdings from the Q3 2023 vs. Q4 2023 13F comparison by Wealth Alliance Advisory Group, LLC. The movements in holdings offer valuable insights for investors looking to stay updated on the market trends and potential investment opportunities.