Strategic Financial Partners, Ltd. Portfolio Holdings

Strategic Financial Partners, Ltd. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $195 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $37.7M, Vanguard Russell 1000 Growth E with a value of $21.6M, Ishares Russell Mid Cap ETF with a value of $14.5M, Spdr Ser Tr Fds Spdr Portfolio with a value of $12M, and Spdr Portfolio S&P 500 Value E with a value of $11.6M.

Examining the 13F form we can see an increase of $14.3M in the current position value, from $181M to 195M.

Strategic Financial Partners, Ltd. is based out at Bend, OR

Below you can find more details about Strategic Financial Partners, Ltd. portfolio as well as his latest detailed transactions.