Financial Strategies Group, Inc. Incresed Positions in Q1 2025

Financial Strategies Group, Inc.

  • $436 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
12.8K
+ 1.27%
$36.91 - $41.03 $471K - $524K
1.02M $40.6M
HCA
Hca Healthcare, Inc.

Healthcare
3.18K
+ 13.44%
$296.7 - $345.55 $945K - $1.1M
26.9K $9.29M
PEP
Pepsico Inc

Consumer Defensive
12.2K
+ 42.02%
$142.64 - $156.42 $1.74M - $1.91M
41.2K $6.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
128
+ 0.63%
$442.66 - $534.52 $56.7K - $68.4K
20.6K $11M
XOM
Exxon Mobil Corp

Energy
6.12K
+ 11.46%
$105.44 - $118.93 $646K - $728K
59.6K $7.08M
CB
Chubb LTD

Financial Services
1.85K
+ 7.64%
$257.71 - $301.99 $478K - $560K
26.1K $7.89M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.96K
+ 0.55%
$24.73 - $25.62 $222K - $229K
1.63M $41.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.1K
+ 57.24%
$100.34 - $100.68 $1.01M - $1.01M
27.7K $2.78M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.96K
+ 0.88%
$37.07 - $40.63 $184K - $202K
567K $22.3M
VTI
Vanguard Total Stock Market Et

ETFs
2.64K
+ 27.72%
$271.18 - $303.12 $716K - $800K
12.2K $3.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.45K
+ 9.69%
$71.17 - $73.66 $245K - $254K
39K $2.86M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
4.45K
+ 53.32%
$82.81 - $96.53 $368K - $429K
12.8K $1.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.51K
+ 9.5%
$25.77 - $27.6 $168K - $180K
75K $1.99M
COF
Capital One Financial Corp

Financial Services
914
+ 2.32%
$163.87 - $209.82 $150K - $192K
40.3K $7.23M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.58K
+ 52.8%
$120.29 - $134.6 $190K - $212K
4.56K $556K
THC
Tenet Healthcare Corp

Healthcare
1.05K
+ 31.12%
$119.51 - $144.98 $125K - $152K
4.41K $593K
HCC
Warrior Met Coal, Inc.

Basic Materials
5.44K
+ 38.16%
$46.21 - $57.16 $251K - $311K
19.7K $938K
NMIH
Nmi Holdings, Inc.

Financial Services
4.87K
+ 32.07%
$34.46 - $39.13 $168K - $190K
20K $722K
SIGI
Selective Insurance Group Inc

Financial Services
1.83K
+ 29.78%
$78.49 - $95.48 $144K - $175K
7.99K $731K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.1K
+ 1.41%
$42.5 - $46.71 $46.8K - $51.5K
79.5K $3.6M
DVA
Davita Inc.

Healthcare
831
+ 21.55%
$140.0 - $177.35 $116K - $147K
4.69K $717K
KNSL
Kinsale Capital Group, Inc.

Financial Services
232
+ 18.21%
$416.48 - $494.72 $96.6K - $115K
1.51K $732K
ACT
Enact Holdings, Inc.

Financial Services
2.96K
+ 21.25%
$31.15 - $35.03 $92.3K - $104K
16.9K $587K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
3.02K
+ 92.75%
$125.01 - $201.52 $378K - $609K
6.28K $786K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.17K
+ 6.98%
$49.25 - $50.66 $156K - $160K
48.5K $2.41M
MTG
Mgic Investment Corp

Financial Services
3.86K
+ 27.43%
$22.56 - $25.71 $87.1K - $99.2K
17.9K $444K
VO
Vanguard Mid Cap ETF

ETFs
473
+ 20.96%
$251.87 - $277.95 $119K - $131K
2.73K $706K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.53K
+ 30.37%
$96.3 - $112.23 $147K - $172K
6.57K $640K
SUB
Ishares Short Term National Mu

ETFs
850
+ 7.68%
$105.3 - $106.24 $89.5K - $90.3K
11.9K $1.26M
MSFT
Microsoft Corp

Technology
1.95K
+ 14.03%
$375.39 - $447.2 $731K - $871K
15.8K $5.94M
BWA
Borgwarner Inc

Consumer Cyclical
3.91K
+ 38.58%
$27.78 - $32.9 $109K - $129K
14.1K $402K
EXP
Eagle Materials Inc

Basic Materials
490
+ 37.4%
$207.49 - $262.13 $102K - $128K
1.8K $399K
SEM
Select Medical Holdings Corp

Healthcare
6.29K
+ 42.67%
$16.56 - $20.38 $104K - $128K
21K $351K
AN
Autonation, Inc.

Consumer Cyclical
579
+ 21.0%
$156.67 - $195.15 $90.7K - $113K
3.34K $540K
IBKR
Interactive Brokers Group, Inc.

Financial Services
599
+ 23.27%
$161.03 - $235.53 $96.5K - $141K
3.17K $525K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.59K
+ 9.05%
$50.17 - $51.45 $79.9K - $82K
19.2K $967K
MUB
Ishares National Muni Bond ETF

ETFs
844
+ 4.54%
$104.71 - $107.69 $88.4K - $90.9K
19.4K $2.05M
AOA
Ishares Tr Core Aggressive All

ETFs
681
+ 16.43%
$75.7 - $80.01 $51.6K - $54.5K
4.83K $369K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.34K
+ 8.44%
$57.21 - $65.8 $248K - $286K
55.8K $3.25M
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.44%
$279.74 - $321.29 $2.52K - $2.89K
2.04K $637K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
449
+ 18.37%
$218.17 - $305.86 $98K - $137K
2.89K $638K
KO
Coca Cola CO

Consumer Defensive
10
+ 0.23%
$60.81 - $72.32 $608 - $723
4.36K $312K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
810
+ 23.64%
$93.57 - $120.35 $75.8K - $97.5K
4.24K $405K
CMS
Cms Energy Corp

Utilities
22
+ 0.58%
$64.99 - $75.11 $1.43K - $1.65K
3.84K $288K
LAD
Lithia Motors Inc

Consumer Cyclical
470
+ 27.58%
$285.59 - $385.71 $134K - $181K
2.17K $638K
GPI
Group 1 Automotive Inc

Consumer Cyclical
194
+ 13.27%
$375.96 - $484.08 $72.9K - $93.9K
1.66K $632K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
27
+ 0.11%
$100.32 - $100.76 $2.71K - $2.72K
24.5K $2.47M
IEMG
Ishares Inc

ETFs
23
+ 0.24%
N/A
9.71K $521K
Oaktree Specialty Lending CO
8.96K
+ 23.98%
N/A
46.4K $0
Activity Summary
Buys All Purchases 65 New Holdings 4 Increased Positions 61 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Strategies Group, Inc. Portfolio

Follow Financial Strategies Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Strategies Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Strategies Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email