Wolf Group Capital Advisors Q3 2023 vs. Q4 2023 13F Holdings Comparison

Wolf Group Capital Advisors, a prominent investment firm, recently released the Q3 2023 and Q4 2023 13F holdings comparison. This comparison reveals the changes in holdings of various funds during this period. Let's dive into the details.

The holdings comparison includes a list of companies and their associated data. Let's take a closer look at some of the notable changes:

1. XLG - INVESCO EXCHANGE TRADED FD T:

- Q3 2023 (SHARES): 346,330

- Q4 2023 (SHARES): 35,642

- Q3 2023 VALUE ($000): 11,761

- Q4 2023 VALUE ($000): 12,465

- Chg %: 6%

Wolf Group Capital Advisors increased their holdings of INVESCO EXCHANGE TRADED FD T by 6% between Q3 2023 and Q4 2023. This suggests a positive outlook on the company.

2. HAWX - ISHARES TR:

- Q3 2023 (SHARES): 358,053

- Q4 2023 (SHARES): 351,099

- Q3 2023 VALUE ($000): 9,896

- Q4 2023 VALUE ($000): 9,992

- Chg %: 1%

ISHARES TR witnessed a slight decrease of 1% in holdings by Wolf Group Capital Advisors during this period.

3. AAPL - APPLE INC:

- Q3 2023 (SHARES): 39,022

- Q4 2023 (SHARES): 40,306

- Q3 2023 VALUE ($000): 6,680

- Q4 2023 VALUE ($000): 7,818

- Chg %: 17%

Wolf Group Capital Advisors significantly increased their holdings in APPLE INC by 17% between Q3 2023 and Q4 2023. This suggests a strong belief in the company's future growth.

These are just a few examples of the changes in holdings witnessed by Wolf Group Capital Advisors during this period. The comparison includes several more companies, each with its own unique changes in holdings.

Understanding 13F holdings and the changes in these holdings is crucial for investors. It provides insights into the investment strategies adopted by prominent firms like Wolf Group Capital Advisors. By analyzing these holdings, investors can potentially make informed decisions regarding their own investment portfolios.

It's important to note that the information provided here is for informational purposes only and should not be considered as financial advice. Investors should conduct their own research and seek professional guidance before making any investment decisions.

In conclusion, the Q3 2023 vs. Q4 2023 13F holdings comparison by Wolf Group Capital Advisors showcases the changes in holdings of various funds during this period. This data is valuable for investors who want to stay updated on the investment landscape and potentially make informed decisions.