Strategic Financial Services, Inc, Incresed Positions in Q3 2024

Strategic Financial Services, Inc,

  • $1.68 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
453K
+ 68.52%
$56.52 - $63.23 $25.6M - $28.6M
1.11M $68.5M
INTF
Ishares Tr

ETFs
103K
+ 1.33%
$28.08 - $31.79 $2.9M - $3.29M
7.88M $248M
VCIT
Vanguard Intermediate Term Cor

ETFs
159K
+ 18.12%
$79.29 - $84.02 $12.6M - $13.4M
1.04M $86.8M
GVI
Ishares Tr

ETFs
18.1K
+ 1.51%
$103.17 - $107.43 $1.87M - $1.95M
1.22M $131M
EMGF
Ishares Msci Emerging Markets

ETFs
4.78K
+ 0.27%
$44.02 - $50.58 $210K - $242K
1.75M $87.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.2K
+ 1.49%
$175.46 - $203.3 $562K - $651K
217K $44.1M
AAPL
Apple Inc.

Technology
966
+ 1.32%
$207.23 - $234.82 $200K - $227K
74.4K $17.3M
DFIV
Dimensional ETF Tr

ETFs
182
+ 0.02%
$34.66 - $38.38 $6.31K - $6.99K
820K $31.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
25.8K
+ 460.66%
$57.8 - $60.8 $1.49M - $1.57M
31.4K $1.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.5K
+ 40.23%
$51.02 - $52.74 $534K - $552K
36.5K $1.92M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
7.77K
+ 24.93%
$50.77 - $57.17 $395K - $444K
38.9K $2.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8K
+ 165.91%
$49.93 - $51.15 $399K - $409K
12.8K $655K
JPM
Jpmorgan Chase & CO

Financial Services
250
+ 0.88%
$194.9 - $224.8 $48.7K - $56.2K
28.7K $6.06M
VTI
Vanguard Total Stock Market Et

ETFs
378
+ 4.52%
$255.18 - $283.2 $96.5K - $107K
8.74K $2.48M
NVDA
Nvidia Corp

Technology
1.53K
+ 14.78%
$98.91 - $134.91 $151K - $206K
11.9K $1.44M
META
Meta Platforms, Inc.

Communication Services
100
+ 6.87%
$453.41 - $572.44 $45.3K - $57.2K
1.56K $890K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.95K
+ 42.57%
$56.47 - $63.69 $110K - $124K
6.53K $411K
ABBV
Abb Vie Inc.

Healthcare
198
+ 5.14%
$163.84 - $199.33 $32.4K - $39.5K
4.05K $800K
VOT
Vanguard Mid Cap Growth Index

ETFs
137
+ 6.01%
$218.05 - $243.47 $29.9K - $33.4K
2.42K $588K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.04%
$160.76 - $177.82 $482 - $533
7.49K $1.3M
VEA
Vanguard Ftse Developed Market

ETFs
186
+ 1.23%
$47.6 - $53.31 $8.85K - $9.92K
15.4K $810K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.85K
+ 1.09%
$62.4 - $62.4 $240K - $240K
356K $22.2M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.67K
+ 0.18%
N/A
943K $29.7M
XOM
Exxon Mobil Corp

Energy
1
+ 0.0%
$109.72 - $119.0 $110 - $119
23.4K $2.75M
VO
Vanguard Mid Cap ETF

ETFs
36
+ 2.34%
$237.84 - $263.83 $8.56K - $9.5K
1.58K $415K
SPTL
Spdr Portfolio Long Term Treas

ETFs
898
+ 10.07%
$26.69 - $29.87 $24K - $26.8K
9.82K $285K
GOOGL
Alphabet Inc.

Communication Services
1K
+ 11.92%
$148.65 - $191.18 $149K - $191K
9.39K $1.56M
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.43%
$179.99 - $201.6 $900 - $1.01K
1.17K $233K
PFE
Pfizer Inc

Healthcare
195
+ 2.3%
$27.7 - $31.39 $5.4K - $6.12K
8.67K $250K
AMZN
Amazon Com Inc

Consumer Cyclical
400
+ 4.11%
$161.02 - $200.0 $64.4K - $80K
10.1K $1.89M
MSFT
Microsoft Corp

Technology
239
+ 1.5%
$395.15 - $467.56 $94.4K - $112K
16.2K $6.95M
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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