Strategic Financial Partners, Ltd. Reduced Holdings in Q2 2025

Strategic Financial Partners, Ltd.

  • $209 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-63.5K
- 35.44%
$96.84 - $99.46 $6.15M - $6.31M
116K $11.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-156K
- 32.35%
$32.66 - $40.75 $5.08M - $6.34M
325K $13.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
-63.5K
- 31.99%
$82.51 - $109.2 $5.24M - $6.94M
135K $14.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19.2K
- 29.89%
$90.56 - $109.49 $1.74M - $2.1M
45K $4.92M
IWR
Ishares Russell Mid Cap ETF

ETFs
-20.1K
- 17.01%
$74.88 - $91.97 $1.51M - $1.85M
98.2K $9.03M
EMB
Ishares Tr

ETFs
-9.07K
- 63.74%
$86.54 - $92.62 $785K - $840K
5.16K $478K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-11K
- 59.08%
$71.86 - $82.66 $788K - $906K
7.59K $627K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-7.23K
- 24.62%
$49.12 - $50.93 $355K - $368K
22.1K $1.1M
AAPL
Apple Inc.

Technology
-409
- 7.12%
$172.42 - $223.89 $70.5K - $91.6K
5.34K $1.09M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-4.23K
- 5.86%
$20.72 - $21.36 $87.7K - $90.4K
67.9K $1.44M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.14K
- 4.93%
$29.0 - $30.68 $32.9K - $34.8K
21.9K $671K
VNQ
Vanguard Specialized Funds Van

ETFs
-326
- 8.62%
$79.79 - $91.42 $26K - $29.8K
3.46K $307K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-482
- 2.48%
$45.2 - $46.6 $21.8K - $22.5K
18.9K $877K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-185
- 2.24%
$45.3 - $50.64 $8.38K - $9.37K
8.07K $396K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-347
- 1.56%
$24.14 - $25.43 $8.38K - $8.82K
21.8K $541K
RWR
Spdr Dow Jones Reit ETF

ETFs
-27
- 0.48%
$86.33 - $99.71 $2.33K - $2.69K
5.56K $536K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-15
- 0.07%
$47.42 - $51.67 $711 - $775
21.7K $1.1M
FVD
First Tr Value Line Divid Inde

ETFs
-297
- 2.89%
$40.62 - $45.12 $12.1K - $13.4K
9.98K $446K
VOE
Vanguard Mid Cap Value Index F

ETFs
-124
- 2.8%
$141.87 - $164.49 $17.6K - $20.4K
4.3K $707K
SHV
Ishares Tr

ETFs
-5
- 0.16%
$110.06 - $110.46 $550 - $552
3.1K $341K
VCIT
Vanguard Intermediate Term Cor

ETFs
-482
- 1.21%
$79.56 - $82.92 $38.3K - $40K
39.4K $3.27M
VEU
Vanguard Ftse All World Ex Us

ETFs
-136
- 2.59%
$54.19 - $67.22 $7.37K - $9.14K
5.11K $343K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-443
- 4.36%
$55.54 - $69.09 $24.6K - $30.6K
9.73K $671K
IFRA
Ishares Tr

ETFs
-139
- 1.11%
$40.97 - $49.19 $5.69K - $6.84K
12.4K $608K
VBR
Vanguard Small Cap Value ETF

ETFs
-7
- 0.12%
$162.76 - $195.77 $1.14K - $1.37K
5.86K $1.14M
VTV
Vanguard Value ETF

ETFs
-110
- 0.56%
$153.67 - $176.74 $16.9K - $19.4K
19.7K $3.48M
VBK
Vanguard Small Cap Growth ETF

ETFs
-11
- 0.29%
$219.76 - $276.94 $2.42K - $3.05K
3.77K $1.04M
VOT
Vanguard Mid Cap Growth Index

ETFs
-78
- 2.53%
$216.28 - $284.39 $16.9K - $22.2K
3.01K $856K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-47
- 1.7%
$456.74 - $568.03 $21.5K - $26.7K
2.72K $1.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4
- 0.26%
$416.06 - $551.64 $1.66K - $2.21K
1.54K $849K
VTI
Vanguard Total Stock Market Et

ETFs
-154
- 1.48%
$243.75 - $303.93 $37.5K - $46.8K
10.3K $3.12M
MSFT
Microsoft Corp

Technology
-25
- 0.56%
$354.56 - $497.45 $8.86K - $12.4K
4.46K $2.22M
VUG
Vanguard Growth ETF

ETFs
-226
- 1.69%
$329.49 - $438.4 $74.5K - $99.1K
13.2K $5.77M
Activity Summary
Buys All Purchases 32 New Holdings 9 Increased Positions 23 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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