Financial Strategies Group, Inc. Portfolio Holdings

Financial Strategies Group, Inc.

  • $436 Million
  • Q1 2025

Financial Strategies Group, Inc. has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $436 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 $50.3M, Spdr Portfolio Aggregate Bond with a value of $41.7M, Ishares Msci Intl Quality Fact with a value of $40.6M, Spdr Ser Tr Fds Spdr Portfolio with a value of $22.3M, and Fidelity Merrimack Str Tr Tota with a value of $21.7M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $423M to 436M.

Below you can find more details about Financial Strategies Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $436 Million
ETFs: $296 Million
Financial Services: $56.2 Million
Consumer Cyclical: $19.2 Million
Communication Services: $15.3 Million
Technology: $14.1 Million
Consumer Defensive: $13.4 Million
Healthcare: $11.3 Million
Energy: $7.39 Million
Other: $3.06 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.88B
$351,000 0.08% of portfolio
21,026
Q1 2025 Added 42.67%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $436 Million
  • Prior Value $423 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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