Strategic Financial Partners, Ltd. Portfolio Holdings by Sector
Strategic Financial Partners, Ltd.
- $209 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG SPYV VONG SPDW AGG IWR SPTI VWO 62 stocks |
$198,950
95.02% of portfolio
|
  25  
|
  30  
|
  8  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$3,653
1.74% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2,449
1.17% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EWI 1 stocks |
$1,783
0.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,094
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$350
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$330
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$292
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$274
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$209
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|