Strategic Financial Services, Inc, Reduced Holdings in Q2 2025

Strategic Financial Services, Inc,

  • $1.84 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-141K
- 29.33%
$82.93 - $99.12 $11.7M - $14M
341K $33.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-247K
- 76.88%
$25.48 - $27.78 $6.3M - $6.87M
74.4K $1.98M
GLDM
World Gold Trust

ETFs
-149K
- 9.71%
$58.96 - $67.97 $8.81M - $10.2M
1.39M $91.1M
GLD
Spdr Gold Trust

ETFs
-11.2K
- 28.23%
$273.71 - $316.29 $3.08M - $3.56M
28.6K $8.71M
AAPL
Apple Inc.

Technology
-880
- 1.21%
$172.42 - $223.89 $152K - $197K
72.1K $14.8M
GVI
Ishares Tr

ETFs
-14.8K
- 4.95%
$104.82 - $106.79 $1.55M - $1.58M
284K $30.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-9.78K
- 20.39%
$51.68 - $52.76 $506K - $516K
38.2K $2.02M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8K
- 30.58%
$48.13 - $49.85 $385K - $399K
18.2K $890K
XOM
Exxon Mobil Corp

Energy
-1.29K
- 5.75%
$99.93 - $119.04 $129K - $153K
21.1K $2.28M
MRK
Merck & Co., Inc.

Healthcare
-410
- 1.99%
$73.47 - $87.12 $30.1K - $35.7K
20.2K $1.6M
NXPI
Nxp Semiconductors N.V.

Technology
-2.05K
- 21.43%
$153.5 - $218.72 $315K - $449K
7.52K $1.64M
PG
Procter & Gamble CO

Consumer Defensive
-329
- 4.47%
$157.66 - $172.39 $51.9K - $56.7K
7.02K $1.12M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.38K
- 21.46%
$63.54 - $68.5 $87.7K - $94.5K
5.05K $340K
NEE
Nextera Energy Inc

Utilities
-439
- 1.26%
$64.11 - $75.0 $28.1K - $32.9K
34.5K $2.4M
CVX
Chevron Corp

Energy
-30
- 1.13%
$133.73 - $168.51 $4.01K - $5.06K
2.63K $376K
VIG
Vanguard Dividend Appreciation

ETFs
-309
- 5.65%
N/A
5.16K $939K
IEMG
Ishares Inc

ETFs
-802
- 8.73%
N/A
8.39K $449K
LLY
Eli Lilly & CO

Healthcare
-15
- 2.82%
$713.71 - $898.95 $10.7K - $13.5K
516 $402K
VZ
Verizon Communications Inc

Communication Services
-201
- 3.02%
$41.67 - $45.62 $8.38K - $9.17K
6.47K $279K
ADP
Automatic Data Processing Inc

Industrials
-75
- 2.89%
$276.76 - $326.81 $20.8K - $24.5K
2.52K $777K
CBU
Community Bank System, Inc.

Financial Services
-223
- 2.47%
$50.88 - $58.16 $11.3K - $13K
8.81K $501K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.22%
$335.24 - $380.78 $1.01K - $1.14K
1.36K $496K
VEU
Vanguard Ftse All World Ex Us

ETFs
-450
- 9.48%
$54.19 - $67.22 $24.4K - $30.2K
4.3K $288K
Blackrock Inc
-22
- 0.65%
N/A
3.37K $0
EMB
Ishares Tr

ETFs
-14
- 0.31%
$86.54 - $92.62 $1.21K - $1.3K
4.53K $419K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-67
- 0.67%
$36.25 - $42.28 $2.43K - $2.83K
9.88K $417K
IEFA
Ishares Tr

ETFs
-109
- 3.69%
$67.83 - $84.09 $7.39K - $9.17K
2.85K $237K
QCOM
Qualcomm Inc

Technology
-545
- 3.03%
$124.66 - $159.48 $67.9K - $86.9K
17.5K $2.78M
VLUE
Ishares Msci Usa Value Factor

ETFs
-40
- 1.14%
$93.5 - $113.21 $3.74K - $4.53K
3.46K $391K
MA
Mastercard Inc

Financial Services
-5
- 0.28%
$479.92 - $590.74 $2.4K - $2.95K
1.77K $996K
TJX
Tjx Companies Inc

Consumer Cyclical
-8
- 0.06%
$119.13 - $135.03 $953 - $1.08K
13.5K $1.67M
DFAT
Dimensional ETF Tr U S Target

ETFs
-56
- 0.52%
$44.8 - $53.97 $2.51K - $3.02K
10.7K $575K
DE
Deere & CO

Industrials
-40
- 2.58%
$412.99 - $531.48 $16.5K - $21.3K
1.51K $767K
DIS
Walt Disney CO

Communication Services
-233
- 7.67%
$81.72 - $124.01 $19K - $28.9K
2.81K $347K
VOT
Vanguard Mid Cap Growth Index

ETFs
-123
- 4.95%
$216.28 - $284.39 $26.6K - $35K
2.36K $671K
V
Visa Inc.

Financial Services
-29
- 0.17%
$308.27 - $373.31 $8.94K - $10.8K
16.7K $5.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
-29
- 1.83%
$496.48 - $617.85 $14.4K - $17.9K
1.55K $959K
VUG
Vanguard Growth ETF

ETFs
-183
- 7.27%
$329.49 - $438.4 $60.3K - $80.2K
2.33K $1.02M
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 1.44%
$908.13 - $1056.85 $40.9K - $47.6K
3.07K $3.04M
GS
Goldman Sachs Group Inc

Financial Services
-93
- 8.19%
$462.22 - $707.75 $43K - $65.8K
1.04K $737K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-155
- 5.05%
$320.42 - $424.58 $49.7K - $65.8K
2.92K $1.24M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-260
- 10.32%
$328.01 - $475.68 $85.3K - $124K
2.26K $1.06M
MTB
M&T Bank Corp

Financial Services
-305
- 2.11%
$156.58 - $193.99 $47.8K - $59.2K
14.1K $2.74M
CSCO
Cisco Systems, Inc.

Technology
-302
- 1.17%
$53.19 - $69.38 $16.1K - $21K
25.6K $1.78M
VTI
Vanguard Total Stock Market Et

ETFs
-116
- 1.37%
$243.75 - $303.93 $28.3K - $35.3K
8.37K $2.54M
MCK
Mckesson Corp

Healthcare
-227
- 3.16%
$652.83 - $732.78 $148K - $166K
6.95K $5.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-12
- 2.67%
$4164.15 - $5789.24 $50K - $69.5K
438 $2.54M
GOOG
Alphabet Inc.

Communication Services
-437
- 1.22%
$146.58 - $180.01 $64.1K - $78.7K
35.3K $6.25M
KLAC
Kla Corp

Technology
-98
- 1.87%
$576.53 - $902.94 $56.5K - $88.5K
5.15K $4.61M
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
Track This Portfolio

Track Strategic Financial Services, Inc, Portfolio

Follow Strategic Financial Services, Inc, and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Services, Inc,, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Services, Inc, with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email