Financial Strategies Group, Inc. Incresed Positions in Q3 2025

Financial Strategies Group, Inc.

  • $481 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
14.7K
+ 37.33%
$238.61 - $264.3 $3.51M - $3.88M
54.1K $13.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.48K
+ 0.76%
$42.67 - $46.91 $191K - $210K
590K $27.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
75.1K
+ 4.44%
$25.21 - $25.99 $1.89M - $1.95M
1.77M $45.7M
FNDX
Schwab Fundamental U S Large C

ETFs
19.3K
+ 2.25%
$24.38 - $26.34 $470K - $508K
878K $23.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.92K
+ 2.95%
$79.39 - $90.39 $391K - $445K
172K $15.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.86K
+ 13.27%
$459.11 - $506.91 $1.31M - $1.45M
24.4K $12.3M
SPMD
Spdr Portfolio

ETFs
10.9K
+ 2.84%
$54.43 - $58.29 $594K - $636K
395K $22.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.8K
+ 5.64%
$45.26 - $46.63 $1.3M - $1.34M
539K $24.9M
WRB
Berkley W R Corp

Financial Services
12.1K
+ 10.81%
$67.78 - $76.62 $817K - $924K
124K $9.47M
CB
Chubb LTD

Financial Services
4.81K
+ 17.51%
$265.99 - $289.59 $1.28M - $1.39M
32.3K $9.12M
JPM
Jpmorgan Chase & CO

Financial Services
658
+ 2.05%
$282.78 - $316.06 $186K - $208K
32.7K $10.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.93K
+ 33.32%
$100.37 - $100.74 $996K - $1M
39.7K $4M
PG
Procter & Gamble CO

Consumer Defensive
7.12K
+ 21.44%
$150.47 - $161.22 $1.07M - $1.15M
40.3K $6.19M
VZ
Verizon Communications Inc

Communication Services
14.8K
+ 11.53%
$40.84 - $45.06 $606K - $669K
144K $6.31M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
6.73K
+ 1.61%
$30.43 - $31.63 $205K - $213K
425K $13.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.31K
+ 3.15%
$87.69 - $96.0 $202K - $222K
75.6K $7.13M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.42K
+ 0.68%
$38.52 - $41.26 $54.6K - $58.5K
210K $8.62M
COF
Capital One Financial Corp

Financial Services
2.07K
+ 4.99%
$207.29 - $229.74 $428K - $475K
43.5K $9.24M
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 2.08%
$211.65 - $238.24 $246K - $277K
57K $12.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.16K
+ 8.35%
$72.57 - $74.72 $230K - $236K
41.1K $3.05M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.58K
+ 10.52%
$100.16 - $100.7 $259K - $260K
27.1K $2.73M
EWX
Spdr S&P Emerging Markets Smal

ETFs
682
+ 1.86%
$61.93 - $68.12 $42.2K - $46.5K
37.3K $2.51M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.08K
+ 44.11%
$93.1 - $110.49 $287K - $341K
10.1K $938K
NVDA
Nvidia Corp

Technology
541
+ 18.76%
$153.3 - $186.58 $82.9K - $101K
3.43K $639K
DVA
Davita Inc.

Healthcare
1.59K
+ 29.14%
$127.69 - $151.32 $203K - $241K
7.05K $936K
SIGI
Selective Insurance Group Inc

Financial Services
2.35K
+ 26.33%
$75.0 - $90.91 $176K - $214K
11.3K $914K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.56K
+ 3.56%
$48.5 - $50.19 $75.9K - $78.5K
45.5K $2.28M
EXP
Eagle Materials Inc

Basic Materials
202
+ 9.48%
$209.12 - $242.26 $42.2K - $48.9K
2.33K $543K
GPI
Group 1 Automotive Inc

Consumer Cyclical
250
+ 13.54%
$406.1 - $488.25 $102K - $122K
2.1K $917K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
354
+ 10.56%
$220.33 - $265.97 $78K - $94.2K
3.71K $905K
ACT
Enact Holdings, Inc.

Financial Services
2.07K
+ 11.6%
$34.39 - $39.23 $71.2K - $81.2K
19.9K $763K
AN
Autonation, Inc.

Consumer Cyclical
157
+ 4.74%
$189.27 - $227.18 $29.7K - $35.7K
3.47K $759K
NMIH
Nmi Holdings, Inc.

Financial Services
4.5K
+ 22.06%
$37.19 - $43.15 $167K - $194K
24.9K $953K
MUB
Ishares National Muni Bond ETF

ETFs
355
+ 1.5%
$103.24 - $106.68 $36.7K - $37.9K
24K $2.56M
LAD
Lithia Motors Inc

Consumer Cyclical
433
+ 17.52%
$284.47 - $356.6 $123K - $154K
2.91K $917K
VO
Vanguard Mid Cap ETF

ETFs
128
+ 4.84%
$279.83 - $293.74 $35.8K - $37.6K
2.78K $815K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
655
+ 1.58%
$26.52 - $27.64 $17.4K - $18.1K
42.2K $1.17M
MTG
Mgic Investment Corp

Financial Services
1.71K
+ 9.37%
$25.06 - $28.92 $42.8K - $49.3K
19.9K $565K
KNSL
Kinsale Capital Group, Inc.

Financial Services
361
+ 21.36%
$415.15 - $489.89 $150K - $177K
2.05K $872K
SEM
Select Medical Holdings Corp

Healthcare
8.4K
+ 31.06%
$11.77 - $15.25 $98.9K - $128K
35.5K $455K
SUB
Ishares Short Term National Mu

ETFs
261
+ 2.08%
$106.17 - $107.3 $27.7K - $28K
12.8K $1.37M
FMB
First Tr Exchange Traded Fd Ii

ETFs
220
+ 1.25%
$49.32 - $50.93 $10.9K - $11.2K
17.9K $905K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1
+ 0.06%
$113.22 - $123.86 $113 - $124
1.75K $213K
META
Meta Platforms, Inc.

Communication Services
19
+ 3.29%
$695.21 - $791.73 $13.2K - $15K
596 $437K
DNP
Dnp Select Income Fund Inc

Financial Services
161
+ 0.52%
$9.65 - $10.02 $1.55K - $1.61K
31K $310K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
77
+ 0.71%
$25.83 - $26.47 $1.99K - $2.04K
10.9K $287K
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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