Financial Strategies Group, Inc. Purchases in Q3 2024

Financial Strategies Group, Inc.

  • $470 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
564K
+ 202.22%
$65.36 - $71.76 $36.9M - $40.5M
843K $60.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
708K
+ 76.84%
$24.86 - $26.33 $17.6M - $18.6M
1.63M $42.6M
CB
Chubb LTD

Financial Services
23.2K
New
$252.51 - $292.2 $5.85M - $6.77M
23.2K $6.68M
SCHV
Schwab Strategic Tr Us Large C

ETFs
42.2K
+ 185.73%
$73.43 - $80.37 $3.1M - $3.39M
64.9K $5.22M
PGR
Progressive Corp

Financial Services
8.22K
+ 27.19%
$209.46 - $259.24 $1.72M - $2.13M
38.5K $9.76M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.6K
+ 1.41%
$37.37 - $41.82 $507K - $568K
976K $40.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.61K
+ 1.01%
$36.02 - $41.68 $202K - $234K
563K $23.2M
HCA
Hca Healthcare, Inc.

Healthcare
1.41K
+ 7.5%
$315.12 - $406.43 $444K - $573K
20.2K $8.21M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.9K
+ 63.96%
$96.25 - $101.98 $1.34M - $1.42M
35.6K $3.61M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.14K
+ 0.72%
$77.23 - $87.97 $88.2K - $100K
160K $13.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23.8K
+ 120.96%
$49.93 - $51.15 $1.19M - $1.22M
43.5K $2.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
108
+ 0.55%
$405.19 - $478.57 $43.8K - $51.7K
19.7K $9.05M
VZ
Verizon Communications Inc

Communication Services
7.22K
+ 4.22%
$38.89 - $45.0 $281K - $325K
178K $8.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.7K
+ 64.45%
$71.45 - $75.64 $836K - $885K
29.9K $2.24M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
2.77K
+ 1.17%
$35.6 - $38.62 $98.4K - $107K
240K $9.21M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
2.24K
+ 1.13%
$31.39 - $35.47 $70.3K - $79.5K
201K $7.07M
MUB
Ishares National Muni Bond ETF

ETFs
5.75K
+ 47.1%
$106.13 - $108.7 $610K - $624K
17.9K $1.95M
WRB
Berkley W R Corp

Financial Services
40K
+ 53.37%
$51.54 - $79.62 $2.06M - $3.19M
115K $6.52M
COF
Capital One Financial Corp

Financial Services
857
+ 1.96%
$131.42 - $153.05 $113K - $131K
44.6K $6.68M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.82K
+ 1.75%
$76.94 - $79.54 $217K - $225K
164K $13.1M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
11.2K
+ 97.31%
$48.09 - $49.69 $536K - $554K
22.6K $1.12M
PG
Procter & Gamble CO

Consumer Defensive
1.6K
+ 5.24%
$160.76 - $177.82 $257K - $285K
32.2K $5.57M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
151
+ 0.22%
$85.03 - $94.56 $12.8K - $14.3K
69.7K $6.49M
LAD
Lithia Motors Inc

Consumer Cyclical
1.63K
New
$243.05 - $320.83 $396K - $523K
1.63K $518K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
3.56K
+ 0.86%
$27.17 - $28.74 $96.8K - $102K
416K $12M
GPI
Group 1 Automotive Inc

Consumer Cyclical
1.29K
New
$280.92 - $391.73 $362K - $504K
1.29K $493K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
2K
New
$212.93 - $269.22 $425K - $537K
2K $476K
XOM
Exxon Mobil Corp

Energy
2.84K
+ 5.95%
$109.72 - $119.0 $311K - $337K
50.5K $5.91M
PEP
Pepsico Inc

Consumer Defensive
1.6K
+ 5.53%
$161.9 - $179.3 $260K - $287K
30.6K $5.2M
AN
Autonation, Inc.

Consumer Cyclical
2.16K
New
$156.14 - $190.72 $337K - $412K
2.16K $386K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1.63K
+ 168.15%
$188.28 - $328.47 $306K - $534K
2.59K $612K
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 0.53%
$194.9 - $224.8 $34.1K - $39.3K
33.2K $6.99M
HCC
Warrior Met Coal, Inc.

Basic Materials
3.5K
+ 44.86%
$51.68 - $73.37 $181K - $257K
11.3K $722K
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.36K
+ 23.69%
$51.0 - $52.05 $171K - $175K
17.5K $911K
VTI
Vanguard Total Stock Market Et

ETFs
109
+ 1.15%
$255.18 - $283.2 $27.8K - $30.9K
9.57K $2.71M
SUB
Ishares Short Term National Mu

ETFs
1.39K
+ 15.01%
$104.3 - $106.3 $145K - $148K
10.6K $1.13M
DVA
Davita Inc.

Healthcare
504
+ 19.16%
$133.98 - $165.19 $67.5K - $83.3K
3.14K $513K
WMT
Walmart Inc.

Consumer Defensive
534
+ 10.11%
$66.91 - $81.4 $35.7K - $43.5K
5.82K $469K
KNSL
Kinsale Capital Group, Inc.

Financial Services
57
+ 6.05%
$370.41 - $491.09 $21.1K - $28K
999 $465K
ARCH
Arch Resources, Inc.

Energy
908
+ 49.73%
$120.29 - $168.65 $109K - $153K
2.73K $377K
THC
Tenet Healthcare Corp

Healthcare
144
+ 6.29%
$129.27 - $168.03 $18.6K - $24.2K
2.44K $404K
SIGI
Selective Insurance Group Inc

Financial Services
1.08K
+ 27.26%
$82.08 - $101.2 $88.2K - $109K
5.02K $468K
IBKR
Interactive Brokers Group, Inc.

Financial Services
355
+ 14.34%
$108.65 - $139.41 $38.6K - $49.5K
2.83K $394K
NMIH
Nmi Holdings, Inc.

Financial Services
195
+ 1.69%
$33.86 - $41.73 $6.6K - $8.14K
11.7K $482K
ACT
Enact Holdings, Inc.

Financial Services
919
+ 9.38%
$30.19 - $36.99 $27.7K - $34K
10.7K $389K
BWA
Borgwarner Inc

Consumer Cyclical
1.57K
+ 24.03%
$31.19 - $36.75 $49K - $57.7K
8.1K $294K
EXP
Eagle Materials Inc

Basic Materials
43
+ 4.39%
$212.39 - $292.18 $9.13K - $12.6K
1.02K $293K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
198
+ 6.73%
$74.21 - $96.5 $14.7K - $19.1K
3.14K $301K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.15K
+ 25.41%
$76.83 - $91.38 $88K - $105K
5.65K $466K
Activity Summary
Buys All Purchases 67 New Holdings 5 Increased Positions 62 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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