13F Filings for Financial Strategies Group, Inc. (CIK: 1774343)
View the most recent portfolio holdings disclosed by Financial Strategies Group, Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| SPTM - SPDR SERIES TRUST(Class: PORTFOLI SP1500) | 750.28K | $56.78M | 11.84% | Increased | 10.59K (1.0%, $8.49M) |
| IQLT - ISHARES TR(Class: MSCI INTL QUALTY) | 1.05M | $45.19M | 9.43% | Increased | 28.75K (2.0%, $4.78M) |
| SPAB - SPDR SERIES TRUST(Class: PORTFOLIO AGRGTE) | 1.69M | $42.84M | 8.94% | Increased | 61.60K (3.0%, $1.67M) |
| SPEM - SPDR INDEX SHS FDS(Class: PORTFOLIO EMG MK) | 585.72K | $25.07M | 5.23% | Increased | 19.13K (3.0%, $3.66M) |
| FBND - FIDELITY MERRIMACK STR TR(Class: TOTAL BD ETF) | 509.99K | $23.16M | 4.83% | Increased | 34.40K (7.0%, $1.75M) |
| FNDX - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL US L) | 858.36K | $21.38M | 4.46% | Increased | 30.98K (3.0%, $3M) |
| SPMD - SPDR SERIES TRUST(Class: PORTFOLIO SP400) | 384.15K | $21.36M | 4.46% | Increased | 16.06K (4.0%, $3.62M) |
| SLYV - SPDR SERIES TRUST(Class: SP 600 SMCP VAL) | 166.63K | $13.87M | 2.89% | Increased | 8.44K (5.0%, $2.73M) |
| N/A - PACER FDS TR(Class: SWAN SOS FD OF) | 417.98K | $12.79M | 2.67% | Increased | 7.54K (1.0%, $1.31M) |
| AMZN - AMAZON COM INC(Class: COM) | 55.82K | $12.56M | 2.62% | Increased | 5.78K (11.0%, $3.57M) |
| GOOG - ALPHABET INC(Class: CAP STK CL C) | 62.78K | $11.38M | 2.37% | Increased | 4.37K (7.0%, $2.11M) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 21.56K | $10.26M | 2.14% | Increased | 984 (4.0%, $608.15K) |
| HCA - HCA HEALTHCARE INC(Class: COM) | 26.67K | $10.03M | 2.09% | Decreased | 204 (0.0%, $1.01M) |
| PGR - PROGRESSIVE CORP(Class: COM) | 39.36K | $9.64M | 2.01% | Increased | 2.18K (5.0%, $623.56K) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 32.04K | $9.19M | 1.92% | Increased | 1.31K (4.0%, $2.03M) |
| COF - CAPITAL ONE FINL CORP(Class: COM) | 41.41K | $9.10M | 1.90% | Increased | 1.09K (2.0%, $2.51M) |
| AAPL - APPLE INC(Class: COM) | 39.38K | $8.31M | 1.73% | Increased | 3.91K (11.0%, $1.15M) |
| ISCF - ISHARES TR(Class: INTERNATIONAL SL) | 208.18K | $8.12M | 1.69% | Increased | 5.23K (2.0%, $1.28M) |
| MSFT - MICROSOFT CORP(Class: COM) | 15.82K | $7.96M | 1.66% | Decreased | 8 (0.0%, $1.86M) |
| WRB - BERKLEY W R CORP(Class: COM) | 111.59K | $7.69M | 1.60% | Decreased | 1.67K (1.0%, $56.13K) |
| CB - CHUBB LIMITED(Class: COM) | 27.49K | $7.64M | 1.59% | Increased | 1.35K (5.0%, $200.26K) |
| XOM - EXXON MOBIL CORP(Class: COM) | 63.58K | $7.34M | 1.53% | Increased | 4.03K (6.0%, $1.20M) |
| PHM - PULTE GROUP INC(Class: COM) | 60.96K | $6.97M | 1.45% | Increased | 4.39K (7.0%, $1.60M) |
| SLYG - SPDR SERIES TRUST(Class: SP 600 SMCP GRW) | 73.28K | $6.64M | 1.39% | Increased | 3.37K (4.0%, $1.19M) |
| PEP - PEPSICO INC(Class: COM) | 46.82K | $6.33M | 1.32% | Increased | 5.58K (13.0%, $442.58K) |