Financial Strategies Group, Inc. Sells in Q2 2025

Financial Strategies Group, Inc.

  • $475 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-1.32K
- 64.9%
$285.55 - $321.23 $378K - $425K
716 $209K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.58K
- 9.45%
$48.13 - $49.85 $221K - $229K
43.9K $2.15M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.56K
- 8.1%
$49.12 - $50.93 $76.4K - $79.2K
17.6K $878K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.11K
- 2.85%
$72.02 - $73.82 $80K - $82K
37.9K $2.79M
IVV
Ishares Core S&P 500 ETF

ETFs
-180
- 20.07%
$498.8 - $620.9 $89.8K - $112K
717 $445K
AOA
Ishares Tr Core Aggressive All

ETFs
-979
- 20.29%
$69.46 - $83.4 $68K - $81.6K
3.85K $320K
MRK
Merck & Co., Inc.

Healthcare
-42
- 1.07%
$73.47 - $87.12 $3.09K - $3.66K
3.87K $306K
WMT
Walmart Inc.

Consumer Defensive
-1K
- 17.89%
$81.79 - $99.98 $82K - $100K
4.6K $450K
CMS
Cms Energy Corp

Utilities
-263
- 6.84%
$68.57 - $75.51 $18K - $19.9K
3.58K $248K
DNL
Wiswisdomtree Tr

ETFs
-6.1K
- 13.0%
$32.16 - $40.27 $196K - $245K
40.8K $1.64M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-182
- 2.23%
$39.34 - $40.41 $7.16K - $7.35K
7.97K $319K
IEMG
Ishares Inc

ETFs
-114
- 1.17%
N/A
9.6K $514K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-56
- 0.29%
$47.02 - $47.83 $2.63K - $2.68K
19.2K $917K
VO
Vanguard Mid Cap ETF

ETFs
-83
- 3.04%
$228.54 - $279.83 $19K - $23.2K
2.65K $740K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-43
- 0.94%
$108.12 - $135.04 $4.65K - $5.81K
4.52K $610K
THC
Tenet Healthcare Corp

Healthcare
-458
- 10.38%
$110.41 - $176.0 $50.6K - $80.6K
3.95K $695K
AN
Autonation, Inc.

Consumer Cyclical
-23
- 0.69%
$155.71 - $201.03 $3.58K - $4.62K
3.31K $658K
WRB
Berkley W R Corp

Financial Services
-1.67K
- 1.47%
$64.28 - $75.17 $107K - $126K
112K $8.2M
VEA
Vanguard Ftse Developed Market

ETFs
-27
- 0.12%
$45.65 - $57.01 $1.23K - $1.54K
23.1K $1.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-370
- 0.47%
$39.89 - $49.46 $14.8K - $18.3K
79.1K $3.91M
VTI
Vanguard Total Stock Market Et

ETFs
-39
- 0.32%
$243.75 - $303.93 $9.51K - $11.9K
12.1K $3.68M
HCA
Hca Healthcare, Inc.

Healthcare
-204
- 0.76%
$317.61 - $387.52 $64.8K - $79.1K
26.7K $10.2M
MSFT
Microsoft Corp

Technology
-8
- 0.05%
$354.56 - $497.45 $2.84K - $3.98K
15.8K $7.87M
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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