Financial Strategies Group, Inc. Portfolio Holdings
Financial Strategies Group, Inc.
- $481 Million
- Q3 2025
Financial Strategies Group, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $481 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $60.4M, Spdr Portfolio Aggregate Bond with a value of $45.7M, Spdr Ser Tr Fds Spdr Portfolio with a value of $27.6M, Fidelity Merrimack Str Tr Tota with a value of $24.9M, and Schwab Fundamental U S Large C with a value of $23.1M.
Examining the 13F form we can see an increase of $6.17M in the current position value, from $475M to 481M.
Below you can find more details about Financial Strategies Group, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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