Financial Strategies Group, Inc. Purchases in Q4 2024

Financial Strategies Group, Inc.

  • $423 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
1.66K
+ 3.32%
$163.08 - $198.16 $270K - $329K
51.5K $9.81M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
14.1K
New
$76.72 - $82.83 $1.08M - $1.17M
14.1K $1.09M
AAPL
Apple Inc.

Technology
895
+ 2.77%
$221.69 - $259.02 $198K - $232K
33.2K $8.32M
WRB
Berkley W R Corp

Financial Services
4.36K
+ 3.8%
$56.48 - $64.94 $246K - $283K
119K $6.98M
DNL
Wiswisdomtree Tr

ETFs
12.2K
+ 33.01%
$35.98 - $39.39 $439K - $481K
49.2K $1.77M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.69K
+ 19.05%
$71.75 - $75.11 $408K - $427K
35.6K $2.56M
MSFT
Microsoft Corp

Technology
919
+ 7.09%
$406.35 - $454.46 $373K - $418K
13.9K $5.85M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.78K
+ 18.8%
$100.16 - $100.7 $279K - $280K
17.6K $1.76M
PG
Procter & Gamble CO

Consumer Defensive
2.57K
+ 8.0%
$161.05 - $179.7 $415K - $463K
34.7K $5.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.13K
+ 11.58%
$96.64 - $101.23 $399K - $418K
39.7K $3.85M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.09K
+ 19.22%
$83.95 - $99.75 $91.2K - $108K
6.74K $601K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.39K
+ 6.0%
$100.22 - $100.73 $139K - $140K
24.5K $2.46M
KNSL
Kinsale Capital Group, Inc.

Financial Services
275
+ 27.53%
$424.05 - $524.22 $117K - $144K
1.27K $592K
GPI
Group 1 Automotive Inc

Consumer Cyclical
175
+ 13.6%
$344.56 - $435.0 $60.3K - $76.1K
1.46K $616K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
448
+ 22.44%
$221.83 - $266.82 $99.4K - $120K
2.44K $593K
SIGI
Selective Insurance Group Inc

Financial Services
1.14K
+ 22.63%
$90.05 - $102.09 $102K - $116K
6.16K $575K
LAD
Lithia Motors Inc

Consumer Cyclical
73
+ 4.48%
$303.15 - $394.27 $22.1K - $28.8K
1.7K $609K
IEMG
Ishares Inc

ETFs
1.64K
+ 20.43%
N/A
9.69K $519K
AN
Autonation, Inc.

Consumer Cyclical
598
+ 27.7%
$155.47 - $182.16 $93K - $109K
2.76K $468K
NMIH
Nmi Holdings, Inc.

Financial Services
3.46K
+ 29.54%
$36.32 - $41.53 $126K - $144K
15.2K $557K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
287
+ 9.14%
$97.09 - $120.01 $27.9K - $34.4K
3.43K $370K
ARCH
Arch Resources, Inc.

Energy
411
+ 15.03%
$134.17 - $175.55 $55.1K - $72.2K
3.15K $444K
GOOGL
Alphabet Inc.

Communication Services
171
+ 12.96%
$161.86 - $196.66 $27.7K - $33.6K
1.49K $282K
DVA
Davita Inc.

Healthcare
722
+ 23.03%
$139.81 - $167.96 $101K - $121K
3.86K $576K
ACT
Enact Holdings, Inc.

Financial Services
3.23K
+ 30.19%
$32.36 - $36.93 $105K - $119K
13.9K $451K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.88K
+ 4.33%
$49.79 - $51.14 $93.7K - $96.2K
45.3K $2.27M
HCC
Warrior Met Coal, Inc.

Basic Materials
2.94K
+ 25.96%
$53.63 - $74.78 $157K - $219K
14.2K $772K
CEIX
Consol Energy Inc.

Energy
371
+ 9.22%
$101.36 - $133.33 $37.6K - $49.5K
4.4K $468K
MTG
Mgic Investment Corp

Financial Services
2.63K
+ 23.02%
$23.32 - $26.4 $61.4K - $69.5K
14.1K $333K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
664
+ 25.61%
$198.56 - $251.73 $132K - $167K
3.26K $651K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
975
+ 9.5%
$50.02 - $51.24 $48.8K - $50K
11.2K $563K
SUB
Ishares Short Term National Mu

ETFs
428
+ 4.02%
$104.94 - $106.2 $44.9K - $45.5K
11.1K $1.17M
MUB
Ishares National Muni Bond ETF

ETFs
653
+ 3.64%
$105.78 - $108.7 $69.1K - $71K
18.6K $1.98M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
268
+ 3.32%
$89.88 - $101.38 $24.1K - $27.2K
8.34K $778K
EXP
Eagle Materials Inc

Basic Materials
288
+ 28.18%
$246.48 - $315.29 $71K - $90.8K
1.31K $323K
BWA
Borgwarner Inc

Consumer Cyclical
2.04K
+ 25.17%
$31.48 - $35.49 $64.2K - $72.4K
10.1K $322K
CB
Chubb LTD

Financial Services
1.1K
+ 4.74%
$271.57 - $301.89 $298K - $332K
24.3K $6.71M
THC
Tenet Healthcare Corp

Healthcare
929
+ 38.15%
$125.42 - $168.52 $117K - $157K
3.36K $424K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
556
+ 2.95%
$47.26 - $48.18 $26.3K - $26.8K
19.4K $919K
IJS
Ishares S&P Smallcap 600 Value

ETFs
33
+ 0.66%
$104.59 - $118.05 $3.45K - $3.9K
5.04K $547K
Oaktree Specialty Lending CO
9.21K
+ 32.67%
N/A
37.4K $0
AOA
Ishares Tr Core Aggressive All

ETFs
39
+ 0.95%
$76.61 - $79.88 $2.99K - $3.12K
4.15K $317K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
668
+ 7.36%
$34.13 - $37.35 $22.8K - $24.9K
9.75K $332K
FMB
First Tr Exchange Traded Fd Ii

ETFs
49
+ 0.28%
$50.62 - $52.07 $2.48K - $2.55K
17.6K $897K
CMS
Cms Energy Corp

Utilities
21
+ 0.55%
$65.76 - $71.94 $1.38K - $1.51K
3.82K $254K
EBND
Spdr Bloomberg Emerging Market

ETFs
242
+ 1.05%
$19.53 - $21.1 $4.73K - $5.11K
23.3K $454K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.12K
+ 1.29%
$77.86 - $79.27 $165K - $168K
166K $13M
VEA
Vanguard Ftse Developed Market

ETFs
594
+ 2.64%
$47.57 - $52.44 $28.3K - $31.1K
23.1K $1.11M
SEM
Select Medical Holdings Corp

Healthcare
4.03K
+ 37.62%
$18.26 - $40.2 $73.6K - $162K
14.7K $277K
Activity Summary
Buys All Purchases 60 New Holdings 1 Increased Positions 59 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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