Allied Investment Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Allied Investment Advisors, LLC, a prominent investment firm, recently released its Q1 2023 and Q2 2023 13F holdings comparison. These reports provide valuable insights into the changes in holdings and investments made by the company during this period. Let's take a closer look at some of the notable changes in holdings.

Vanguard World FDS (VHT):

- Q1 2023 (SHARES): 117,886

- Q2 2023 (SHARES): 121,237

- Q1 2023 VALUE ($000): 28,111

- Q2 2023 VALUE ($000): 29,681

- Chg %: 5.6%

Microsoft Corp (MSFT):

- Q1 2023 (SHARES): 61,776

- Q2 2023 (SHARES): 62,143

- Q1 2023 VALUE ($000): 17,810

- Q2 2023 VALUE ($000): 21,162

- Chg %: 18.8%

Apple Inc (AAPL):

- Q1 2023 (SHARES): 81,296

- Q2 2023 (SHARES): 81,715

- Q1 2023 VALUE ($000): 13,405

- Q2 2023 VALUE ($000): 15,850

- Chg %: 18.2%

These are just a few examples of the companies listed in the 13F holdings comparison report. Allied Investment Advisors, LLC has made strategic adjustments to its portfolio, increasing its investments in certain companies while decreasing holdings in others.

It's important to note that the 13F form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. This filing helps provide transparency and insight into the investment activities of these entities.

Investors and financial analysts closely analyze these reports to identify trends, potential investment opportunities, and assess the overall market sentiment. By reviewing the changes in holdings, investors can gain insights into the strategies employed by large investment firms like Allied Investment Advisors, LLC.

The data from the Q1 2023 and Q2 2023 13F holdings comparison highlights the dynamic nature of the investment landscape. As market conditions change and new opportunities arise, investment firms need to adapt their portfolios to ensure optimal returns for their clients.

Allied Investment Advisors, LLC's ability to navigate these changes and make informed investment decisions demonstrates their expertise in the field. By analyzing the holdings comparison, investors can gain valuable insights and potentially adjust their own investment strategies accordingly.

In conclusion, the Q1 2023 vs. Q2 2023 13F holdings comparison by Allied Investment Advisors, LLC showcases the firm's proactive approach to managing investments. As the market evolves, it is crucial for investment firms to stay informed and adjust their portfolios accordingly. By reviewing these reports, investors can gain valuable insights and make more informed investment decisions moving forward.