Financial Strategies Group, Inc. Incresed Positions in Q2 2025

Financial Strategies Group, Inc.

  • $475 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.6K
+ 1.43%
$60.34 - $74.89 $639K - $793K
750K $56.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
28.7K
+ 2.81%
$35.9 - $43.76 $1.03M - $1.26M
1.05M $45.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.1K
+ 3.38%
$34.72 - $42.74 $664K - $818K
586K $25M
AMZN
Amazon Com Inc

Consumer Cyclical
5.78K
+ 11.54%
$167.32 - $223.3 $966K - $1.29M
55.8K $12.2M
SPMD
Spdr Portfolio

ETFs
16.1K
+ 4.36%
$44.89 - $54.38 $721K - $873K
384K $20.9M
GOOG
Alphabet Inc.

Communication Services
4.37K
+ 7.48%
$146.58 - $180.01 $640K - $786K
62.8K $11.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
+ 4.27%
$210.28 - $289.91 $276K - $381K
32K $9.29M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
61.6K
+ 3.78%
$24.98 - $25.66 $1.54M - $1.58M
1.69M $43.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.4K
+ 7.23%
$44.68 - $45.96 $1.54M - $1.58M
510K $23.3M
COF
Capital One Financial Corp

Financial Services
1.09K
+ 2.7%
$150.57 - $212.76 $164K - $232K
41.4K $8.81M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
5.23K
+ 2.58%
$30.25 - $38.85 $158K - $203K
208K $8.07M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.54K
+ 1.84%
$26.82 - $30.48 $202K - $230K
418K $12.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
8.44K
+ 5.34%
$67.03 - $80.35 $566K - $678K
167K $13.3M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.37K
+ 4.82%
$72.61 - $88.75 $245K - $299K
73.3K $6.5M
PHM
Pultegroup Inc

Consumer Cyclical
4.4K
+ 7.77%
$92.02 - $106.54 $404K - $468K
61K $6.43M
MUB
Ishares National Muni Bond ETF

ETFs
4.23K
+ 21.77%
$102.31 - $105.8 $433K - $448K
23.7K $2.47M
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.82K
+ 5.22%
$49.89 - $62.13 $90.7K - $113K
36.7K $2.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
341
+ 0.61%
$51.16 - $62.02 $17.4K - $21.1K
56.1K $3.48M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.13K
+ 7.7%
$100.35 - $100.71 $214K - $215K
29.8K $3M
AAPL
Apple Inc.

Technology
3.91K
+ 11.03%
$172.42 - $223.89 $675K - $876K
39.4K $8.08M
LAD
Lithia Motors Inc

Consumer Cyclical
298
+ 13.71%
$271.94 - $339.35 $81K - $101K
2.47K $835K
GPI
Group 1 Automotive Inc

Consumer Cyclical
190
+ 11.47%
$372.3 - $448.86 $70.7K - $85.3K
1.85K $806K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.33K
+ 29.87%
$48.46 - $50.2 $162K - $167K
14.5K $719K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
459
+ 15.87%
$210.85 - $245.99 $96.8K - $113K
3.35K $799K
IBKR
Interactive Brokers Group, Inc.

Financial Services
8.99K
+ 283.39%
$50.53 - $212.53 $454K - $1.91M
12.2K $674K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
2.01K
+ 32.08%
$99.46 - $129.39 $200K - $261K
8.29K $932K
NMIH
Nmi Holdings, Inc.

Financial Services
347
+ 1.73%
$32.79 - $42.24 $11.4K - $14.7K
20.4K $859K
HCC
Warrior Met Coal, Inc.

Basic Materials
3.77K
+ 19.15%
$40.66 - $50.18 $153K - $189K
23.4K $1.07M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.27K
+ 9.93%
$71.94 - $86.02 $91.4K - $109K
14.1K $1.2M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.93K
+ 4.89%
$23.45 - $26.56 $45.4K - $51.4K
41.5K $1.1M
META
Meta Platforms, Inc.

Communication Services
22
+ 3.96%
$484.66 - $738.09 $10.7K - $16.2K
577 $425K
BWA
Borgwarner Inc

Consumer Cyclical
983
+ 6.99%
$24.84 - $33.92 $24.4K - $33.3K
15K $503K
SCHV
Schwab Strategic Tr Us Large C

ETFs
492
+ 0.66%
$23.55 - $27.67 $11.6K - $13.6K
75.5K $2.09M
KNSL
Kinsale Capital Group, Inc.

Financial Services
184
+ 12.22%
$419.99 - $501.97 $77.3K - $92.4K
1.69K $817K
SUB
Ishares Short Term National Mu

ETFs
648
+ 5.44%
$104.77 - $106.34 $67.9K - $68.9K
12.6K $1.34M
ACT
Enact Holdings, Inc.

Financial Services
930
+ 5.5%
$31.91 - $37.44 $29.7K - $34.8K
17.8K $662K
CSX
Csx Corp

Industrials
96
+ 0.44%
$26.69 - $32.91 $2.56K - $3.16K
22.1K $719K
CB
Chubb LTD

Financial Services
1.36K
+ 5.18%
$274.32 - $302.46 $372K - $410K
27.5K $7.96M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
583
+ 1.65%
$96.84 - $99.46 $56.5K - $58K
35.9K $3.56M
MTG
Mgic Investment Corp

Financial Services
277
+ 1.54%
$22.43 - $28.1 $6.21K - $7.78K
18.2K $506K
GOOGL
Alphabet Inc.

Communication Services
132
+ 7.43%
$144.7 - $178.6 $19.1K - $23.6K
1.91K $336K
PM
Philip Morris International Inc.

Consumer Defensive
41
+ 1.79%
$149.23 - $184.95 $6.12K - $7.58K
2.33K $423K
DVA
Davita Inc.

Healthcare
768
+ 16.38%
$133.5 - $155.51 $103K - $119K
5.46K $777K
SEM
Select Medical Holdings Corp

Healthcare
6.03K
+ 28.66%
$14.26 - $18.41 $85.9K - $111K
27.1K $410K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
877
+ 14.35%
$107.83 - $119.94 $94.6K - $105K
6.99K $753K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
580
+ 13.69%
$84.41 - $106.28 $49K - $61.6K
4.82K $457K
IJS
Ishares S&P Smallcap 600 Value

ETFs
346
+ 5.27%
$83.54 - $100.04 $28.9K - $34.6K
6.91K $687K
SIGI
Selective Insurance Group Inc

Financial Services
944
+ 11.82%
$82.37 - $92.83 $77.8K - $87.6K
8.93K $773K
EXP
Eagle Materials Inc

Basic Materials
330
+ 18.33%
$193.68 - $241.95 $63.9K - $79.8K
2.13K $430K
Activity Summary
Buys All Purchases 64 New Holdings 3 Increased Positions 61 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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