Financial Strategies Group, Inc. Portfolio Holdings

Financial Strategies Group, Inc.

  • $423 Million
  • Q4 2024

Financial Strategies Group, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $423 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $53.1M, Spdr Portfolio Aggregate Bond with a value of $40.5M, Ishares Msci Intl Quality Fact with a value of $37.5M, Spdr Ser Tr Fds Spdr Portfolio with a value of $21.5M, and Spdr Portfolio with a value of $19.9M.

Examining the 13F form we can see an decrease of $46.7M in the current position value, from $470M to 423M.

Below you can find more details about Financial Strategies Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $423 Million
ETFs: $296 Million
Financial Services: $50.4 Million
Communication Services: $18.2 Million
Technology: $14.6 Million
Consumer Cyclical: $14.2 Million
Consumer Defensive: $11.6 Million
Healthcare: $8.78 Million
Energy: $6.93 Million
Other: $2.71 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $423 Million
  • Prior Value $470 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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