Strategic Financial Partners, Ltd. Portfolio Holdings by Sector
Strategic Financial Partners, Ltd.
- $195 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG VONG IWR SPDW SPYV AGG IJR BLV 60 stocks |
$187,230
95.92% of portfolio
|
  33  
|
  23  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$3,674
1.88% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,597
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EWI 1 stocks |
$1,557
0.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$942
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$200
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|