Strategic Financial Partners, Ltd. Portfolio Holdings by Sector
Strategic Financial Partners, Ltd.
- $181 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG VONG SPDW IWR IJR AGG SPYV VWO 60 stocks |
$173,129
95.69% of portfolio
|
  22  
|
  32  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$3,530
1.95% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,616
0.89% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EWI 1 stocks |
$1,372
0.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$852
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$218
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$207
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|