Wealth Alliance Holdings Q4 2022 vs. Q1 2023: The Winners and Losers in Fund Changes

Investors always keep an eye on holdings of fund, not just to track their investment performance but also to keep up with market trends. Wealth Alliance Advisory Group, LLC recently released its Q4 2022 vs. Q1 2023 13F Holdings Comparison, which provides a glimpse of the latest changes in fund holdings. Here are the winners and losers for this period:

The Winners:

1. Nvidia Corporation (NVDA): This technology company recorded an impressive 84.4% increase in its Q1 2023 value compared to Q4 2022, which translates to a gain of $1487 million. This improvement can be attributed to the company's strong financial performance and growing demand for its products.

2. Apple Inc (AAPL): Another technology company that performed well in Q1 2023, Apple, recorded a 28.7% increase in its Q1 2023 value compared to Q4 2022, gaining $1719 million in value. Apple's impressive performance can be attributed to the strong demand for the iPhone 13 and other product lines.

3. Tesla Inc (TSLA): Tesla has been on a roll lately, and the Q1 2023 value reflects this. The company recorded a massive 179.8% increase in its Q1 2023 value compared to Q4 2022, translating to a gain of $419 million in value. The reason for this increase can be attributed to the high demand for electric vehicles and the growing market for energy storage solutions.

The Losers:

1. Vanguard Index Funds (VTV): This fund recorded a 25.2% decrease in its Q1 2023 value compared to Q4 2022, losing $4.3 billion in value. The underperformance can be attributed to the ongoing rotation away from growth stocks and toward value stocks.

2. Chevron Corporation (CVX): This energy company recorded a significant drop in its Q1 2023 value, decreasing by 22.8% compared to Q4 2022. This loss can be attributed to the decline in oil and gas prices, which has negatively impacted the energy sector.

3. ConocoPhillips (COP): Another energy company that underperformed in Q1 2023 was ConocoPhillips, whose Q1 2023 value decreased by 50.4% compared to Q4 2022. The decline can be attributed to the decrease in oil and gas prices, coupled with the company's divestment of assets.

Other notable changes in holdings of fund include Mastercard Inc. (MA), whose Q1 2023 value decreased by 14.7% compared to Q4 2022, and Procter and Gamble Co (PG), whose Q1 2023 value decreased by 6.1% compared to Q4 2022.

In conclusion, the latest Wealth Alliance Advisory Group, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison shows some interesting trends in holdings of fund. As always, investors should monitor these trends to make informed decisions on their investments.