Strategic Financial Partners, Ltd. Reduced Holdings in Q3 2025

Strategic Financial Partners, Ltd.

  • $215 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-200K
- 73.56%
$28.38 - $29.05 $5.67M - $5.8M
71.8K $2.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-67.8K
- 43.19%
$49.43 - $54.52 $3.35M - $3.7M
89.2K $4.83M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.23K
- 6.51%
$45.72 - $47.27 $56.3K - $58.2K
17.7K $831K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.28K
- 5.86%
$24.11 - $24.94 $30.9K - $31.9K
20.6K $512K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.44K
- 1.24%
$97.75 - $100.75 $141K - $145K
114K $11.4M
IVE
Ishares S&P 500 Value ETF

ETFs
-152
- 11.52%
$194.44 - $206.51 $29.6K - $31.4K
1.17K $241K
VNQ
Vanguard Specialized Funds Van

ETFs
-200
- 5.79%
$88.47 - $93.24 $17.7K - $18.6K
3.26K $297K
FDD
First Trust Stoxx European Sel

ETFs
-990
- 6.64%
$15.26 - $16.67 $15.1K - $16.5K
13.9K $224K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-134
- 8.7%
$546.99 - $602.2 $73.3K - $80.7K
1.41K $844K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-150
- 6.61%
$132.9 - $142.03 $19.9K - $21.3K
2.12K $298K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-192
- 0.38%
$50.85 - $51.35 $9.76K - $9.86K
49.8K $2.55M
Spdr Index Shs Fds
-52
- 1.31%
N/A
3.91K $0
FSCO
Fs Cr Opportunities Corp Com
-2.39K
- 2.32%
N/A
101K $0
Pgim ETF Tr
-59.9K
- 50.69%
N/A
58.2K $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-87
- 2.89%
$282.75 - $294.19 $24.6K - $25.6K
2.92K $858K
VEA
Vanguard Ftse Developed Market

ETFs
-400
- 4.51%
$56.02 - $60.3 $22.4K - $24.1K
8.47K $507K
MSFT
Microsoft Corp

Technology
-170
- 3.81%
$491.09 - $535.64 $83.5K - $91.1K
4.29K $2.22M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-73
- 8.3%
$420.11 - $472.68 $30.7K - $34.5K
806 $377K
VEU
Vanguard Ftse All World Ex Us

ETFs
-197
- 3.85%
$66.38 - $71.68 $13.1K - $14.1K
4.92K $350K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-40
- 0.38%
$33.95 - $36.33 $1.36K - $1.45K
10.4K $372K
EMB
Ishares Tr

ETFs
-23
- 0.45%
$91.52 - $95.59 $2.1K - $2.2K
5.14K $489K
FVD
First Tr Value Line Divid Inde

ETFs
-61
- 0.61%
$44.73 - $46.86 $2.73K - $2.86K
9.92K $458K
IWD
Ishares Russell 1000 Val ETF

ETFs
-19
- 0.88%
$192.76 - $203.86 $3.66K - $3.87K
2.14K $436K
PFF
Ishares Trust Ishares Pfd And

ETFs
-102
- 0.47%
$30.67 - $32.13 $3.13K - $3.28K
21.8K $689K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-223
- 2.94%
$82.29 - $90.77 $18.4K - $20.2K
7.37K $666K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5
- 0.05%
$68.24 - $73.73 $341 - $369
9.72K $714K
VCIT
Vanguard Intermediate Term Cor

ETFs
-17
- 0.04%
$81.75 - $84.54 $1.39K - $1.44K
39.4K $3.32M
VB
Vanguard Small Cap ETF

ETFs
-105
- 2.1%
$237.58 - $259.17 $24.9K - $27.2K
4.89K $1.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.07K
- 6.82%
$108.46 - $120.63 $333K - $370K
42K $4.99M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-206
- 0.95%
$50.7 - $54.86 $10.4K - $11.3K
21.5K $1.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-33
- 1.21%
$567.77 - $614.76 $18.7K - $20.3K
2.69K $1.65M
EWJ
Ishares Msci Japan ETF

ETFs
-302
- 1.26%
$71.69 - $81.49 $21.7K - $24.6K
23.7K $1.9M
VTV
Vanguard Value ETF

ETFs
-268
- 1.36%
$175.51 - $186.57 $47K - $50K
19.4K $3.62M
VTI
Vanguard Total Stock Market Et

ETFs
-184
- 1.79%
$303.93 - $329.86 $55.9K - $60.7K
10.1K $3.31M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-145
- 1.18%
$362.31 - $405.74 $52.5K - $58.8K
12.1K $4.88M
VUG
Vanguard Growth ETF

ETFs
-316
- 2.4%
$433.97 - $484.08 $137K - $153K
12.8K $6.16M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.24K
- 1.92%
$39.8 - $42.86 $248K - $267K
319K $13.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.32K
- 0.95%
$52.12 - $55.33 $173K - $184K
346K $19.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.99K
- 2.21%
$108.08 - $121.73 $323K - $364K
132K $15.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-12.3K
- 2.07%
$72.65 - $78.68 $892K - $966K
581K $45.5M
Activity Summary
Buys All Purchases 31 New Holdings 7 Increased Positions 24 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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