Strategic Equity Management Portfolio Holdings
Strategic Equity Management
- $207 Million
- Q1 2025
Strategic Equity Management has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $207 Million distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $34.6M, Spdr S&P 500 ETF Trust with a value of $29.4M, Vanguard Large Cap ETF with a value of $21.3M, Ishares Russell 3000 ETF with a value of $16.6M, and Ishares Core S&P Total U.S. St with a value of $11.5M.
Examining the 13F form we can see an decrease of $181K in the current position value, from $208M to 207M.
Below you can find more details about Strategic Equity Management portfolio as well as his latest detailed transactions.
Portfolio value
$207 Million
ETFs: $199 Million
Technology: $2.99 Million
Industrials: $1.57 Million
Financial Services: $896,000
Consumer Defensive: $860,000
Communication Services: $793,000
Healthcare: $535,000
Consumer Cyclical: $235,000
Other: $0