Financial Strategies Group, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $470 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $60.5M, Spdr Portfolio S&P 1500 Compos with a value of $53.1M, Spdr Portfolio Aggregate Bond with a value of $42.6M, Ishares Msci Intl Quality Fact with a value of $40.5M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $23.2M.
Examining the 13F form we can see an increase of $76.1M in the current position value, from $394M to 470M.
Below you can find more details about Financial Strategies Group, Inc. portfolio as well as his latest detailed transactions.