Strategic Financial Partners, Ltd. Portfolio Holdings
Strategic Financial Partners, Ltd.
- $181 Million
- Q2 2024
Strategic Financial Partners, Ltd. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $181 Million distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $27.6M, Vanguard Russell 1000 Growth E with a value of $23M, Spdr Ser Tr Fds Spdr Portfolio with a value of $14M, Ishares Russell Mid Cap ETF with a value of $12.2M, and Ishares Core S&P Sm Cap ETF with a value of $9.87M.
Examining the 13F form we can see an increase of $1.22M in the current position value, from $180M to 181M.
Strategic Financial Partners, Ltd. is based out at Bend, OR
Below you can find more details about Strategic Financial Partners, Ltd. portfolio as well as his latest detailed transactions.