Strategic Financial Services, Inc, Incresed Positions in Q1 2025

Strategic Financial Services, Inc,

  • $1.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTF
Ishares Tr

ETFs
151K
+ 1.78%
$28.43 - $31.96 $4.3M - $4.83M
8.66M $267M
VGIT
Vanguard Intermediate Term Tre

ETFs
231K
+ 11.88%
$57.44 - $59.4 $13.2M - $13.7M
2.17M $129M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
66.9K
+ 16.11%
$91.45 - $100.11 $6.12M - $6.7M
482K $45.1M
EMGF
Ishares Msci Emerging Markets

ETFs
52.1K
+ 2.87%
$44.18 - $48.23 $2.3M - $2.51M
1.87M $87.3M
DFIV
Dimensional ETF Tr

ETFs
9.33K
+ 1.1%
$35.33 - $40.77 $330K - $381K
856K $33.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
126K
+ 64.11%
$25.54 - $27.64 $3.21M - $3.47M
322K $8.77M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
31.8K
+ 3.19%
$77.7 - $78.94 $2.47M - $2.51M
1.03M $81.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
38.8K
+ 5.47%
$48.43 - $49.9 $1.88M - $1.94M
748K $37.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.8K
+ 2.27%
$79.17 - $82.04 $1.41M - $1.46M
803K $65.6M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
19.3K
+ 48.69%
$62.28 - $71.92 $1.2M - $1.39M
58.9K $3.74M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.26K
+ 31.44%
$49.25 - $50.66 $308K - $317K
26.2K $1.3M
XOM
Exxon Mobil Corp

Energy
6
+ 0.03%
$105.44 - $118.93 $633 - $714
22.4K $2.66M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
355
+ 1.36%
$58.01 - $64.46 $20.6K - $22.9K
26.5K $1.65M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.39%
$890.62 - $1076.86 $10.7K - $12.9K
3.12K $2.95M
VONE
Vanguard Russell 1000 ETF

ETFs
300
+ 35.29%
$250.16 - $278.79 $75K - $83.6K
1.15K $291K
CVX
Chevron Corp

Energy
6
+ 0.23%
$146.71 - $167.97 $880 - $1.01K
2.66K $445K
VUG
Vanguard Growth ETF

ETFs
349
+ 16.1%
$369.1 - $427.61 $129K - $149K
2.52K $933K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
450
+ 3.91%
$42.5 - $46.71 $19.1K - $21K
12K $540K
WFC
Wells Fargo & Company

Financial Services
332
+ 10.85%
$66.78 - $81.42 $22.2K - $27K
3.39K $243K
GS
Goldman Sachs Group Inc

Financial Services
99
+ 9.56%
$524.81 - $672.19 $52K - $66.5K
1.14K $620K
VEU
Vanguard Ftse All World Ex Us

ETFs
182
+ 3.99%
$56.51 - $62.98 $10.3K - $11.5K
4.75K $288K
IEFA
Ishares Tr

ETFs
4
+ 0.14%
$69.57 - $78.65 $278 - $315
2.96K $223K
VOT
Vanguard Mid Cap Growth Index

ETFs
123
+ 5.21%
$237.72 - $276.98 $29.2K - $34.1K
2.49K $607K
WMT
Walmart Inc.

Consumer Defensive
24
+ 0.37%
$84.5 - $105.05 $2.03K - $2.52K
6.48K $568K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
2.16K
+ 12.68%
$28.52 - $33.83 $61.7K - $73.2K
19.2K $548K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.44%
$347.25 - $424.87 $2.08K - $2.55K
1.36K $497K
VTWO
Vanguard Russell 2000 ETF

ETFs
875
+ 7.56%
$80.08 - $92.93 $70.1K - $81.3K
12.5K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
28
+ 0.27%
$190.26 - $242.06 $5.33K - $6.78K
10.4K $1.97M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
400
+ 0.18%
$196.12 - $229.48 $78.4K - $91.8K
222K $44.8M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
14K
+ 5.65%
$81.1 - $94.7 $1.14M - $1.33M
263K $21.3M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
4.6K
+ 1.74%
$147.38 - $176.39 $678K - $811K
269K $40.9M
LRGF
Ishares Tr

ETFs
43.6K
+ 1.18%
$56.95 - $63.95 $2.48M - $2.79M
3.73M $216M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
32.5K
+ 0.91%
$60.91 - $71.4 $1.98M - $2.32M
3.61M $224M
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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