Strategic Financial Services, Inc, has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.58 Billion distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $239M, Ishares Msci Usa Small Cap Mul with a value of $231M, Ishares Tr with a value of $227M, Ishares Tr with a value of $125M, and Vanguard Sht Term Corp Bd ETF with a value of $104M.
Examining the 13F form we can see an increase of $32.6M in the current position value, from $1.55B to 1.58B.
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.