Strategic Equity Management Incresed Positions in Q1 2025

Strategic Equity Management

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
28.6K
+ 777.21%
$251.87 - $277.95 $7.21M - $7.95M
32.3K $8.3M
VB
Vanguard Small Cap ETF

ETFs
11.1K
+ 773.72%
$217.89 - $252.64 $2.41M - $2.8M
12.5K $2.77M
VV
Vanguard Large Cap ETF

ETFs
10.7K
+ 14.79%
$253.32 - $282.66 $2.72M - $3.03M
83.2K $21.3M
TPHD
Timothy Plan High Divid Stk Et

ETFs
29.2K
+ 22.54%
$36.09 - $38.27 $1.05M - $1.12M
159K $5.91M
BIBL
Northern Lts Fd Tr Iv

ETFs
27.8K
+ 23.01%
$37.55 - $41.94 $1.04M - $1.16M
148K $5.67M
DGRO
Ishares Core Dividend Growth E

ETFs
4.09K
+ 3.89%
$60.46 - $64.42 $247K - $264K
109K $6.67M
IBM
International Business Machines Corp

Technology
362
+ 34.57%
$217.4 - $264.74 $78.7K - $95.8K
1.41K $350K
IFRA
Ishares Tr

ETFs
3.08K
+ 5.78%
$44.8 - $49.25 $138K - $152K
56.4K $2.54M
IVV
Ishares Core S&P 500 ETF

ETFs
279
+ 6.49%
$554.06 - $615.85 $155K - $172K
4.58K $2.56M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.26K
+ 9.33%
$21.23 - $23.75 $26.7K - $29.9K
14.7K $315K
HBAN
Huntington Bancshares Inc

Financial Services
7
+ 0.03%
$14.28 - $17.39 $100 - $122
25.4K $380K
VTI
Vanguard Total Stock Market Et

ETFs
58
+ 1.74%
$271.18 - $303.12 $15.7K - $17.6K
3.39K $928K
CAT
Caterpillar Inc

Industrials
6
+ 0.39%
$326.75 - $407.63 $1.96K - $2.45K
1.53K $503K
IWY
Ishares Tr Russell 200 Growth

ETFs
134
+ 3.59%
$210.19 - $243.33 $28.2K - $32.6K
3.87K $813K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
197
+ 0.42%
$25.58 - $29.24 $5.04K - $5.76K
47K $1.23M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.79K
+ 5.33%
$120.29 - $134.6 $576K - $645K
94.7K $11.5M
AAPL
Apple Inc.

Technology
1
+ 0.03%
$209.68 - $247.1 $210 - $247
3.83K $851K
IYW
Ishares Dj Us Tech ETF

ETFs
1.12K
+ 7.18%
$140.44 - $166.79 $158K - $187K
16.8K $2.36M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.4K
+ 2.12%
$53.6 - $58.97 $182K - $200K
164K $8.9M
IWV
Ishares Russell 3000 ETF

ETFs
2.3K
+ 4.57%
$313.1 - $349.83 $720K - $805K
52.6K $16.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.62K
+ 5.72%
$92.45 - $106.69 $612K - $706K
122K $11.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
898
+ 1.74%
$551.42 - $612.93 $495K - $550K
52.6K $29.4M
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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