Strategic Financial Partners, Ltd. Portfolio Holdings by Sector
Strategic Financial Partners, Ltd.
- $187 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG VONG AGG SPDW SPYV IWR IJR VUG 58 stocks |
$178,370
95.22% of portfolio
|
  24  
|
  28  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$3,415
1.82% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,682
0.9% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,275
0.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EWI 1 stocks |
$1,253
0.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$309
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$290
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$245
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$240
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$238
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|