Strategic Financial Services, Inc, Reduced Holdings in Q3 2025

Strategic Financial Services, Inc,

  • $1.97 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-21.8K
- 2.3%
N/A
928K $29.2M
GVI
Ishares Tr

ETFs
-5.58K
- 1.97%
$105.8 - $107.81 $591K - $602K
279K $29.9M
V
Visa Inc.

Financial Services
-180
- 1.08%
$332.09 - $358.86 $59.8K - $64.6K
16.5K $5.63M
UNH
Unitedhealth Group Inc

Healthcare
-1.27K
- 22.69%
$237.77 - $353.61 $301K - $448K
4.31K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
-49
- 1.6%
$915.95 - $994.57 $44.9K - $48.7K
3.02K $2.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 0.91%
$5364.25 - $5815.92 $21.5K - $23.3K
434 $2.34M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.58K
- 6.75%
$52.39 - $53.11 $135K - $137K
35.6K $1.89M
IBM
International Business Machines Corp

Technology
-252
- 5.95%
$234.77 - $292.47 $59.2K - $73.7K
3.98K $1.12M
ELV
Elevance Health, Inc.

Healthcare
-70
- 5.58%
$274.66 - $395.76 $19.2K - $27.7K
1.18K $382K
VB
Vanguard Small Cap ETF

ETFs
-445
- 20.16%
$237.58 - $259.17 $106K - $115K
1.76K $448K
PG
Procter & Gamble CO

Consumer Defensive
-171
- 2.43%
$150.47 - $161.22 $25.7K - $27.6K
6.85K $1.05M
VZ
Verizon Communications Inc

Communication Services
-1.24K
- 19.2%
$40.84 - $45.06 $50.7K - $55.9K
5.22K $229K
CSCO
Cisco Systems, Inc.

Technology
-345
- 1.35%
$66.2 - $71.79 $22.8K - $24.8K
25.2K $1.73M
IEMG
Ishares Inc

ETFs
-722
- 8.61%
N/A
7.67K $411K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-185
- 3.66%
$60.9 - $70.75 $11.3K - $13.1K
4.87K $303K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-347
- 11.9%
$420.11 - $472.68 $146K - $164K
2.57K $1.2M
NFLX
Netflix Inc

Communication Services
-2
- 0.9%
$1147.87 - $1297.18 $2.3K - $2.59K
220 $263K
META
Meta Platforms, Inc.

Communication Services
-31
- 2.17%
$695.21 - $791.73 $21.6K - $24.5K
1.4K $1.03M
ABT
Abbott Laboratories

Healthcare
-110
- 3.08%
$120.51 - $136.62 $13.3K - $15K
3.46K $463K
LLY
Eli Lilly & CO

Healthcare
-12
- 2.33%
$625.65 - $812.69 $7.51K - $9.75K
504 $384K
VEU
Vanguard Ftse All World Ex Us

ETFs
-425
- 9.89%
$66.38 - $71.68 $28.2K - $30.5K
3.87K $276K
EMB
Ishares Tr

ETFs
-186
- 4.1%
$91.52 - $95.59 $17K - $17.8K
4.35K $413K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-149
- 6.1%
$119.73 - $134.7 $17.8K - $20.1K
2.29K $305K
Blackrock Inc
-7
- 0.21%
N/A
3.36K $0
Lam Research Corp
-198
- 0.51%
N/A
38.6K $0
IWM
Ishares Russell 2000 ETF

ETFs
-110
- 10.19%
$214.92 - $244.84 $23.6K - $26.9K
969 $234K
UNP
Union Pacific Corp

Industrials
-6
- 0.67%
$214.91 - $237.16 $1.29K - $1.42K
890 $210K
MA
Mastercard Inc

Financial Services
-2
- 0.11%
$550.18 - $598.96 $1.1K - $1.2K
1.77K $1.01M
MRK
Merck & Co., Inc.

Healthcare
-902
- 4.46%
$77.6 - $87.37 $70K - $78.8K
19.3K $1.62M
NXPI
Nxp Semiconductors N.V.

Technology
-186
- 2.47%
$205.16 - $239.07 $38.2K - $44.5K
7.34K $1.67M
VLUE
Ishares Msci Usa Value Factor

ETFs
-70
- 2.02%
$111.55 - $125.05 $7.81K - $8.75K
3.39K $423K
QCOM
Qualcomm Inc

Technology
-546
- 3.13%
$145.84 - $173.55 $79.6K - $94.8K
16.9K $2.82M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-2.21K
- 4.2%
$63.74 - $68.36 $141K - $151K
50.4K $3.42M
ASML
Asml Holding Nv

Technology
-9
- 2.56%
$689.63 - $968.09 $6.21K - $8.71K
343 $332K
XOM
Exxon Mobil Corp

Energy
-439
- 2.08%
$105.83 - $117.22 $46.5K - $51.5K
20.7K $2.33M
PLTR
Palantir Technologies Inc.

Technology
-81
- 5.29%
$130.68 - $186.97 $10.6K - $15.1K
1.45K $264K
PEP
Pepsico Inc

Consumer Defensive
-242
- 2.13%
$133.81 - $152.16 $32.4K - $36.8K
11.1K $1.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.32%
$617.65 - $666.84 $3.09K - $3.33K
1.55K $1.03M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-500
- 1.89%
$68.24 - $73.73 $34.1K - $36.9K
26K $1.91M
GS
Goldman Sachs Group Inc

Financial Services
-7
- 0.67%
$696.56 - $806.32 $4.88K - $5.64K
1.04K $824K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-25
- 1.11%
$473.44 - $553.71 $11.8K - $13.8K
2.23K $1.22M
NEE
Nextera Energy Inc

Utilities
-331
- 0.96%
$69.77 - $77.54 $23.1K - $25.7K
34.2K $2.58M
ABBV
Abb Vie Inc.

Healthcare
-26
- 0.62%
$184.85 - $231.54 $4.81K - $6.02K
4.16K $962K
MCK
Mckesson Corp

Healthcare
-76
- 1.09%
$659.01 - $772.54 $50.1K - $58.7K
6.88K $5.31M
JNJ
Johnson & Johnson

Healthcare
-493
- 5.22%
$155.17 - $185.42 $76.5K - $91.4K
8.95K $1.66M
MSFT
Microsoft Corp

Technology
-184
- 1.06%
$491.09 - $535.64 $90.4K - $98.6K
17.1K $8.86M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-5.03K
- 4.85%
$121.46 - $130.92 $611K - $658K
98.7K $12.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-63
- 0.47%
$121.35 - $144.54 $7.65K - $9.11K
13.4K $1.94M
NVDA
Nvidia Corp

Technology
-238
- 2.1%
$153.3 - $186.58 $36.5K - $44.4K
11.1K $2.07M
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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