Strategic Financial Services, Inc, Portfolio Holdings
Strategic Financial Services, Inc,
- $1.55 Billion
- Q1 2024
Strategic Financial Services, Inc, has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.55 Billion distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Small Cap Mul with a value of $253M, Ishares Tr with a value of $231M, Ishares Tr with a value of $209M, Ishares Tr with a value of $120M, and Vanguard Sht Term Corp Bd ETF with a value of $103M.
Examining the 13F form we can see an increase of $124M in the current position value, from $1.42B to 1.55B.
Strategic Financial Services, Inc, is based out at Utica, NY
Below you can find more details about Strategic Financial Services, Inc, portfolio as well as his latest detailed transactions.