Strategic Financial Services, Inc, Purchases in Q4 2024

Strategic Financial Services, Inc,

  • $1.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
1.91M
+ 6077.9%
$57.78 - $60.4 $110M - $115M
1.94M $113M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
415K
New
$94.66 - $102.14 $39.3M - $42.4M
415K $39.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
709K
New
$48.33 - $49.08 $34.3M - $34.8M
709K $34.3M
SPTL
Spdr Portfolio Long Term Treas

ETFs
186K
+ 1896.78%
$26.05 - $29.17 $4.85M - $5.43M
196K $5.13M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.76K
+ 1.73%
$201.32 - $217.44 $756K - $816K
221K $45.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
38.6K
+ 4.02%
$77.86 - $79.27 $3.01M - $3.06M
998K $77.9M
AAPL
Apple Inc.

Technology
290
+ 0.39%
$221.69 - $259.02 $64.3K - $75.1K
74.7K $18.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.9K
+ 60.03%
$51.54 - $52.55 $1.13M - $1.15M
58.4K $3.02M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.03%
$213.65 - $479.86 $427 - $960
7.08K $2.86M
GOOG
Alphabet Inc.

Communication Services
106
+ 0.29%
$163.08 - $198.16 $17.3K - $21K
36.5K $6.95M
AMZN
Amazon Com Inc

Consumer Cyclical
204
+ 2.02%
$180.88 - $232.93 $36.9K - $47.5K
10.3K $2.27M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.08K
+ 55.23%
$49.79 - $51.14 $353K - $362K
19.9K $997K
MCD
Mcdonalds Corp

Consumer Cyclical
975
+ 119.63%
$288.47 - $316.54 $281K - $309K
1.79K $518K
NVDA
Nvidia Corp

Technology
836
+ 7.03%
$117.0 - $148.88 $97.8K - $124K
12.7K $1.71M
GOOGL
Alphabet Inc.

Communication Services
204
+ 2.17%
$161.86 - $196.66 $33K - $40.1K
9.6K $1.82M
WFC
Wells Fargo & Company

Financial Services
3.06K
New
$54.98 - $77.35 $168K - $237K
3.06K $215K
DIS
Walt Disney CO

Communication Services
546
+ 21.53%
$92.39 - $117.6 $50.4K - $64.2K
3.08K $343K
WMT
Walmart Inc.

Consumer Defensive
370
+ 6.08%
$79.1 - $95.7 $29.3K - $35.4K
6.45K $583K
TJX
Tjx Companies Inc

Consumer Cyclical
388
+ 2.94%
$112.15 - $127.2 $43.5K - $49.4K
13.6K $1.64M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.1%
$486.1 - $608.57 $486 - $609
1.04K $593K
HIG
Hartford Financial Services Group, Inc.

Financial Services
648
+ 36.04%
$107.06 - $123.74 $69.4K - $80.2K
2.45K $267K
KO
Coca Cola CO

Consumer Defensive
1.61K
+ 30.61%
$61.74 - $71.71 $99.1K - $115K
6.85K $426K
ABT
Abbott Laboratories

Healthcare
285
+ 8.41%
$111.93 - $119.39 $31.9K - $34K
3.67K $415K
ITW
Illinois Tool Works Inc

Industrials
150
+ 11.57%
$253.56 - $278.5 $38K - $41.8K
1.45K $366K
CB
Chubb LTD

Financial Services
150
+ 7.89%
$271.57 - $301.89 $40.7K - $45.3K
2.05K $566K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
23
+ 0.46%
$55.73 - $66.16 $1.28K - $1.52K
5.02K $302K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.93K
+ 100.0%
$25.33 - $51.16 $99.6K - $201K
7.86K $203K
Ge Vernova Inc
40
+ 3.74%
N/A
1.11K $0
Lam Research Corp
42.9K
New
N/A
42.9K $0
Blackrock Inc
3.6K
New
N/A
3.6K $0
DHR
Danaher Corp

Healthcare
144
+ 19.38%
$226.16 - $274.52 $32.6K - $39.5K
887 $203K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 0.74%
$442.29 - $483.08 $14.2K - $15.5K
4.37K $1.98M
PG
Procter & Gamble CO

Consumer Defensive
114
+ 1.52%
$161.05 - $179.7 $18.4K - $20.5K
7.6K $1.27M
VZ
Verizon Communications Inc

Communication Services
272
+ 3.98%
$39.6 - $45.21 $10.8K - $12.3K
7.11K $284K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.88K
+ 7.73%
$58.88 - $64.8 $110K - $122K
26.1K $1.54M
ABBV
Abb Vie Inc.

Healthcare
222
+ 5.48%
$164.99 - $203.87 $36.6K - $45.3K
4.27K $759K
GE
General Electric CO

Industrials
1
+ 0.02%
$159.95 - $194.23 $160 - $194
4.29K $714K
DFIV
Dimensional ETF Tr

ETFs
27.1K
+ 3.3%
$34.86 - $37.97 $943K - $1.03M
847K $30M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.08K
+ 2.09%
$89.81 - $104.0 $456K - $528K
249K $22.4M
INTF
Ishares Tr

ETFs
629K
+ 7.99%
$28.54 - $31.26 $18M - $19.7M
8.51M $244M
EMGF
Ishares Msci Emerging Markets

ETFs
58.9K
+ 3.36%
$45.23 - $51.49 $2.66M - $3.03M
1.81M $82M
Activity Summary
Buys All Purchases 42 New Holdings 5 Increased Positions 37 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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