Financial Strategies Group, Inc. Reduced Holdings in Q1 2025

Financial Strategies Group, Inc.

  • $436 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-237K
- 97.73%
$35.88 - $37.91 $8.51M - $8.99M
5.5K $206K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.1K
- 0.55%
$67.03 - $74.61 $274K - $306K
740K $50.3M
VZ
Verizon Communications Inc

Communication Services
-70.5K
- 36.39%
$37.81 - $46.49 $2.67M - $3.28M
123K $5.59M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-101
- 0.06%
$77.33 - $90.16 $7.81K - $9.11K
158K $12.4M
PG
Procter & Gamble CO

Consumer Defensive
-3.14K
- 9.02%
$158.56 - $176.26 $497K - $553K
31.6K $5.39M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-2.68K
- 0.65%
$28.22 - $30.06 $75.7K - $80.6K
410K $11.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.42K
- 11.12%
$95.85 - $99.25 $424K - $439K
35.3K $3.49M
FNDX
Schwab Fundamental U S Large C

ETFs
-10K
- 1.2%
$23.03 - $25.01 $231K - $251K
827K $19.5M
DNL
Wiswisdomtree Tr

ETFs
-2.34K
- 4.76%
$35.56 - $38.21 $83.2K - $89.4K
46.9K $1.67M
NVDA
Nvidia Corp

Technology
-2
- 0.07%
$106.98 - $149.43 $214 - $299
2.88K $312K
JPM
Jpmorgan Chase & CO

Financial Services
-978
- 3.08%
$225.19 - $279.95 $220K - $274K
30.7K $7.54M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.42K
- 14.55%
$33.84 - $37.77 $48K - $53.6K
8.33K $303K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.72%
$576.36 - $736.67 $2.31K - $2.95K
555 $319K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-399
- 4.67%
$38.99 - $40.37 $15.6K - $16.1K
8.15K $328K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-73
- 0.65%
$49.69 - $50.76 $3.63K - $3.71K
11.2K $558K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-154
- 0.79%
$47.33 - $47.92 $7.29K - $7.38K
19.2K $915K
BAR
Granite Shares Gold Trust

ETFs
-1.58K
- 17.7%
$26.01 - $30.84 $41K - $48.7K
7.34K $226K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-29
- 0.27%
$25.21 - $26.38 $731 - $765
10.8K $284K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-627
- 9.31%
$88.0 - $115.5 $55.2K - $72.4K
6.11K $697K
PGR
Progressive Corp

Financial Services
-2.51K
- 6.33%
$235.61 - $291.22 $592K - $732K
37.2K $10.5M
WRB
Berkley W R Corp

Financial Services
-6.06K
- 5.08%
$56.7 - $71.27 $344K - $432K
113K $8.06M
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
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