Strategic Financial Services, Inc, Purchases in Q2 2025

Strategic Financial Services, Inc,

  • $1.84 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
138K
+ 3.82%
$54.28 - $67.95 $7.48M - $9.36M
3.74M $254M
LRGF
Ishares Tr

ETFs
95K
+ 2.55%
$51.37 - $64.13 $4.88M - $6.09M
3.82M $245M
SIZE
Ishares Msci Usa Size Factor E

ETFs
104K
New
$128.15 - $154.54 $13.3M - $16M
104K $16M
EMGF
Ishares Msci Emerging Markets

ETFs
10.3K
+ 0.55%
$41.37 - $52.07 $426K - $537K
1.88M $97.7M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
10K
+ 3.71%
$134.25 - $172.52 $1.34M - $1.72M
279K $48.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
139K
+ 13.38%
$53.66 - $58.71 $7.44M - $8.14M
1.17M $65.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
36.9K
+ 55.07%
$97.68 - $121.38 $3.6M - $4.47M
104K $12.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
65.8K
+ 3.03%
$58.63 - $59.9 $3.86M - $3.94M
2.24M $134M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
46.8K
+ 79.39%
$55.86 - $68.61 $2.61M - $3.21M
106K $7.25M
DFIV
Dimensional ETF Tr

ETFs
1.21K
+ 0.14%
$34.67 - $43.21 $41.9K - $52.2K
858K $36.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
67.6K
+ 7.67%
N/A
950K $29.9M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
18.8K
+ 7.15%
$69.8 - $85.28 $1.31M - $1.6M
281K $23.3M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
29.8K
+ 13.79%
$29.41 - $37.21 $876K - $1.11M
246K $9.15M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.32K
+ 0.79%
$79.56 - $82.92 $503K - $524K
809K $67.1M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
15.5K
+ 41.84%
$50.29 - $64.29 $781K - $998K
52.6K $3.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.14K
+ 0.79%
$77.94 - $79.5 $634K - $647K
1.04M $82.5M
GE
General Electric CO

Industrials
3.13K
+ 73.03%
$166.81 - $257.39 $522K - $806K
7.42K $1.91M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.4K
+ 1.39%
$49.57 - $50.27 $514K - $521K
759K $38.1M
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
18.8K
+ 97.83%
$23.59 - $31.76 $444K - $597K
38K $1.14M
NVDA
Nvidia Corp

Technology
71
+ 0.63%
$94.31 - $157.99 $6.7K - $11.2K
11.4K $1.79M
AVGO
Broadcom Inc.

Technology
1.68K
New
$146.29 - $275.65 $246K - $464K
1.68K $464K
TSLA
Tesla, Inc.

Consumer Cyclical
199
+ 3.01%
$221.86 - $362.89 $44.2K - $72.2K
6.82K $2.17M
MUB
Ishares National Muni Bond ETF

ETFs
3.75K
New
$102.31 - $105.8 $384K - $397K
3.75K $391K
AMGN
Amgen Inc

Healthcare
1.22K
New
$262.28 - $309.85 $319K - $377K
1.22K $339K
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 1.45%
$167.32 - $223.3 $25.1K - $33.5K
10.5K $2.3M
SUB
Ishares Short Term National Mu

ETFs
2.97K
+ 86.79%
$104.77 - $106.34 $311K - $316K
6.39K $679K
COIN
Coinbase Global, Inc.

Technology
675
New
$151.47 - $375.07 $102K - $253K
675 $236K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.59K
+ 12.73%
$70.56 - $87.22 $112K - $138K
14K $1.22M
GOOGL
Alphabet Inc.

Communication Services
150
+ 1.75%
$144.7 - $178.6 $21.7K - $26.8K
8.74K $1.54M
COF
Capital One Financial Corp

Financial Services
993
New
$150.57 - $212.76 $150K - $211K
993 $211K
PLTR
Palantir Technologies Inc.

Technology
1.53K
New
$74.01 - $144.25 $113K - $221K
1.53K $208K
IBM
International Business Machines Corp

Technology
46
+ 1.1%
$221.03 - $294.78 $10.2K - $13.6K
4.24K $1.25M
UNP
Union Pacific Corp

Industrials
896
New
$208.27 - $238.46 $187K - $214K
896 $206K
CAT
Caterpillar Inc

Industrials
522
New
$273.94 - $388.21 $143K - $203K
522 $202K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.85K
+ 1.38%
N/A
209K $13M
VONE
Vanguard Russell 1000 ETF

ETFs
275
+ 23.91%
$225.48 - $280.86 $62K - $77.2K
1.43K $400K
RTX
Raytheon Technologies Corp

Industrials
409
+ 17.71%
$113.75 - $148.48 $46.5K - $60.7K
2.72K $396K
WMT
Walmart Inc.

Consumer Defensive
57
+ 0.88%
$81.79 - $99.98 $4.66K - $5.7K
6.54K $638K
NKE
Nike, Inc.

Consumer Cyclical
20
+ 0.57%
$53.27 - $72.04 $1.07K - $1.44K
3.5K $248K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.03%
$60.98 - $80.12 $61 - $80.1
3.39K $271K
HON
Honeywell International Inc

Industrials
3
+ 0.25%
$182.86 - $232.88 $549 - $699
1.2K $278K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 0.04%
$109.83 - $131.67 $110 - $132
2.44K $309K
Lam Research Corp
27
+ 0.07%
N/A
38.8K $0
Ge Vernova Inc
810
+ 76.42%
N/A
1.87K $0
KO
Coca Cola CO

Consumer Defensive
60
+ 0.92%
$68.37 - $73.9 $4.1K - $4.43K
6.57K $464K
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 1.4%
$285.55 - $321.23 $7.14K - $8.03K
1.82K $530K
ABBV
Abb Vie Inc.

Healthcare
97
+ 2.38%
$170.16 - $206.27 $16.5K - $20K
4.18K $776K
JNJ
Johnson & Johnson

Healthcare
154
+ 1.66%
$146.36 - $159.82 $22.5K - $24.6K
9.44K $1.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
185
+ 4.29%
$483.48 - $539.8 $89.4K - $99.9K
4.5K $2.19M
Activity Summary
Buys All Purchases 52 New Holdings 9 Increased Positions 43 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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