Financial Strategies Group, Inc. Portfolio Holdings
Financial Strategies Group, Inc.
- $374 Million
- Q1 2024
Financial Strategies Group, Inc. has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $374 Million distributed in 80 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 $50M, Ishares Msci Intl Quality Fact with a value of $38.1M, Spdr Portfolio Aggregate Bond with a value of $23.3M, Ishares Tr Ibonds Dec 2024 Ter with a value of $21.9M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $20.5M.
Examining the 13F form we can see an increase of $24.9M in the current position value, from $349M to 374M.
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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