Valley National Advisers Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the fast-paced world of investment, it is crucial to stay updated with the latest trends and changes in holdings. Valley National Advisers Inc recently released its 13F report, comparing the holdings in Q3 2023 and Q4 2023. This insightful report provides valuable information about the changes in holdings for various issuers. Let's dive into the details and uncover the intriguing shifts in the investment landscape.

SCHWAB STRATEGIC TR Holds Strong:

One of the notable holdings, SCHWAB STRATEGIC TR (SCHX), witnessed a marginal decrease in shares from 775,673 in Q3 2023 to 771,441 in Q4 2023. However, the value of the shares soared from $39,249,000 to $43,507,000, representing a healthy increase of 10.8%. This indicates the confidence Valley National Advisers Inc has in this particular issuer.

APPLE INC Shows Steady Growth:

Another noteworthy holding, APPLE INC (AAPL), experienced a slight increase in shares during the considered period. The share count rose from 171,250 in Q3 2023 to 173,026 in Q4 2023, reflecting a 13.6% growth. Moreover, the value of these shares surged from $29,320,000 to $33,311,000. This boost in both shares and value signifies the continued strength and potential of Apple in the market.

MICROSOFT CORP's Remarkable Performance:

MICROSOFT CORP (MSFT) exhibited impressive growth in its holdings. The number of shares held increased from 60,584 in Q3 2023 to 63,308 in Q4 2023, reflecting a significant rise of 24.4%. Furthermore, the value of these shares soared from $19,129,000 to $23,805,000. This remarkable performance highlights the confidence Valley National Advisers Inc has in Microsoft's future prospects.

FIDELITY MERRIMACK STR TR Holds Steady:

FIDELITY MERRIMACK STR TR (FBND) maintained its position with minimal changes in holdings. The share count remained relatively stable, with a slight decrease from 399,897 in Q3 2023 to 399,479 in Q4 2023. Similarly, the value of these shares experienced a slight dip from $17,419,000 to $18,391,000. While there were minimal changes, this issuer's stability is worth noting.

SCHWAB STRATEGIC TR's Dynamic Growth:

SCHWAB STRATEGIC TR (SCHB) displayed an impressive surge in holdings. The number of shares held increased substantially from 266,887 in Q3 2023 to 325,695 in Q4 2023, representing a notable growth of 36.3%. Moreover, the value of these shares also witnessed a significant increase, jumping from $13,305,000 to $18,131,000. This dynamic growth showcases the potential and attractiveness of this issuer.

Conclusion:

Valley National Advisers Inc's 13F report comparing holdings in Q3 2023 and Q4 2023 provides valuable insights into the ever-evolving investment landscape. While some holdings experienced marginal changes, others showcased remarkable growth. These shifts in holdings indicate the confidence and strategic decisions made by Valley National Advisers Inc. As the investment landscape continues to evolve, it is crucial for investors to stay informed and adapt their strategies accordingly.