Strategic Financial Services, Inc, Purchases in Q3 2025

Strategic Financial Services, Inc,

  • $1.97 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
445
+ 0.01%
$68.27 - $75.58 $30.4K - $33.6K
3.75M $278M
GLDM
World Gold Trust

ETFs
8.15K
+ 0.59%
$64.73 - $76.45 $527K - $623K
1.4M $107M
INTF
Ishares Tr

ETFs
22.9K
+ 0.27%
$33.72 - $36.17 $774K - $830K
8.6M $309M
VGIT
Vanguard Intermediate Term Tre

ETFs
96K
+ 4.29%
$58.97 - $60.36 $5.66M - $5.79M
2.33M $140M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
782
+ 0.28%
$170.68 - $192.95 $133K - $151K
280K $53.7M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.79K
+ 1.35%
$83.08 - $100.2 $315K - $380K
285K $28.6M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
10.2K
+ 3.0%
$99.08 - $103.57 $1.01M - $1.06M
351K $36.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18.8K
+ 1.81%
$78.96 - $80.04 $1.48M - $1.5M
1.06M $84.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.69K
+ 1.2%
$81.75 - $84.54 $792K - $819K
819K $68.9M
VGLT
Vanguard Long Term Treasury Et

ETFs
11.7K
+ 0.99%
$54.21 - $57.41 $633K - $670K
1.19M $67.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19K
+ 2.51%
$49.78 - $50.75 $947K - $965K
778K $39.4M
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 0.28%
$293.94 - $444.72 $5.58K - $8.45K
6.84K $3.04M
SPTL
Spdr Portfolio Long Term Treas

ETFs
29.8K
+ 40.12%
$25.67 - $27.21 $766K - $812K
104K $2.81M
GOOGL
Alphabet Inc.

Communication Services
132
+ 1.51%
$174.36 - $254.72 $23K - $33.6K
8.87K $2.16M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9K
+ 49.55%
$48.5 - $50.19 $437K - $452K
27.2K $1.36M
GLW
Corning Inc

Technology
3.51K
New
$51.6 - $82.03 $181K - $288K
3.51K $288K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
1.33K
New
$154.79 - $169.41 $206K - $226K
1.33K $221K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.86K
New
$25.29 - $28.33 $199K - $223K
7.86K $219K
ROK
Rockwell Automation, Inc

Industrials
610
New
$328.67 - $358.52 $200K - $219K
610 $213K
AXP
American Express CO

Financial Services
628
New
$294.27 - $342.31 $185K - $215K
628 $208K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.6K
New
$72.65 - $78.68 $189K - $204K
2.6K $203K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.72K
New
$21.69 - $23.34 $189K - $204K
8.72K $203K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.69K
New
$24.46 - $26.5 $188K - $204K
7.69K $202K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.64K
+ 1.26%
N/A
212K $13.2M
VUG
Vanguard Growth ETF

ETFs
92
+ 3.94%
$433.97 - $484.08 $39.9K - $44.5K
2.43K $1.16M
AVGO
Broadcom Inc.

Technology
60
+ 3.56%
$264.74 - $369.57 $15.9K - $22.2K
1.74K $575K
HD
Home Depot, Inc.

Consumer Cyclical
120
+ 8.86%
$357.4 - $423.42 $42.9K - $50.8K
1.48K $597K
PSX
Phillips 66

Energy
2
+ 0.03%
$118.37 - $139.46 $237 - $279
6K $815K
MS
Morgan Stanley

Financial Services
43
+ 0.85%
$139.09 - $161.16 $5.98K - $6.93K
5.13K $814K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 0.27%
$459.11 - $506.91 $5.51K - $6.08K
4.51K $2.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
227
+ 1.9%
$49.43 - $54.52 $11.2K - $12.4K
12.2K $659K
CAT
Caterpillar Inc

Industrials
41
+ 7.85%
$390.92 - $477.15 $16K - $19.6K
563 $268K
RTX
Raytheon Technologies Corp

Industrials
38
+ 1.4%
$144.19 - $167.33 $5.48K - $6.36K
2.76K $461K
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 6.45%
$291.67 - $316.99 $34.1K - $37.1K
1.93K $587K
WMT
Walmart Inc.

Consumer Defensive
175
+ 2.68%
$94.4 - $104.27 $16.5K - $18.2K
6.71K $691K
MTB
M&T Bank Corp

Financial Services
1
+ 0.01%
$183.74 - $204.05 $184 - $204
14.1K $2.79M
CVX
Chevron Corp

Energy
24
+ 0.91%
$145.57 - $161.83 $3.49K - $3.88K
2.66K $412K
CSX
Csx Corp

Industrials
15
+ 0.13%
$32.05 - $36.52 $481 - $548
11.6K $412K
AMZN
Amazon Com Inc

Consumer Cyclical
128
+ 1.22%
$211.65 - $238.24 $27.1K - $30.5K
10.6K $2.33M
SCHW
Schwab Charles Corp

Financial Services
15
+ 0.24%
$91.03 - $98.69 $1.37K - $1.48K
6.2K $591K
ITW
Illinois Tool Works Inc

Industrials
10
+ 0.69%
$252.31 - $269.41 $2.52K - $2.69K
1.46K $379K
ALL
Allstate Corp

Financial Services
1
+ 0.07%
$192.0 - $214.65 $192 - $215
1.38K $295K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.08%
$250.62 - $279.43 $251 - $279
1.33K $372K
WFC
Wells Fargo & Company

Financial Services
25
+ 0.74%
$77.05 - $85.16 $1.93K - $2.13K
3.42K $286K
VIG
Vanguard Dividend Appreciation

ETFs
84
+ 1.63%
N/A
5.24K $954K
COP
Conocophillips

Energy
8
+ 0.35%
$91.0 - $98.99 $728 - $792
2.27K $214K
SO
Southern CO

Utilities
5
+ 0.19%
$90.83 - $96.0 $454 - $480
2.69K $255K
ICCC
Immucell Corp

Healthcare
6K
+ 19.35%
$5.65 - $6.95 $33.9K - $41.7K
37K $222K
COF
Capital One Financial Corp

Financial Services
10
+ 1.01%
$207.29 - $229.74 $2.07K - $2.3K
1K $213K
Activity Summary
Buys All Purchases 61 New Holdings 8 Increased Positions 53 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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