Strategic Equity Management Portfolio Holdings
Strategic Equity Management
- $184 Million
- Q3 2024
Strategic Equity Management has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $35.6M, Spdr S&P 500 ETF Trust with a value of $28M, Ishares Russell 3000 ETF with a value of $15.5M, Vanguard Large Cap ETF with a value of $15.2M, and Ishares S&P 500 Growth ETF with a value of $10.5M.
Examining the 13F form we can see an increase of $53.7M in the current position value, from $130M to 184M.
Below you can find more details about Strategic Equity Management portfolio as well as his latest detailed transactions.
Portfolio value
$184 Million
ETFs: $178 Million
Technology: $2.84 Million
Consumer Defensive: $881,000
Communication Services: $848,000
Industrials: $815,000
Financial Services: $615,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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