Strateg Iq Financial Group, LLC Incresed Positions in Q4 2023

Strateg Iq Financial Group, LLC

  • $863 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
181
+ 0.89%
$61.3 - $70.47 $11.1K - $12.8K
20.6K $1.45M
ELV
Elevance Health, Inc.

Healthcare
227
+ 41.8%
$433.51 - $488.06 $98.4K - $111K
770 $363K
BA
Boeing CO

Industrials
141
+ 11.24%
$177.73 - $264.27 $25.1K - $37.3K
1.4K $363K
AXP
American Express CO

Financial Services
205
+ 9.51%
$141.31 - $187.8 $29K - $38.5K
2.36K $442K
IBB
Ishares Biotechnology ETF

ETFs
422
+ 9.19%
$112.41 - $137.03 $47.4K - $57.8K
5.01K $681K
V
Visa Inc.

Financial Services
1
+ 0.03%
$228.81 - $262.38 $229 - $262
3.89K $1.01M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
863
+ 15.18%
$91.67 - $99.66 $79.1K - $86K
6.55K $649K
XLP
Consumer Staples Sector Spdr

ETFs
735
+ 4.5%
$66.22 - $72.3 $48.7K - $53.1K
17.1K $1.23M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.95K
+ 29.75%
$42.03 - $45.7 $82K - $89.1K
8.51K $386K
AOM
Ishares Tr Core Moderate Alloc

ETFs
619
+ 2.03%
$37.83 - $41.78 $23.4K - $25.9K
31.2K $1.29M
VO
Vanguard Mid Cap ETF

ETFs
49
+ 1.32%
$195.66 - $233.95 $9.59K - $11.5K
3.76K $875K
VBK
Vanguard Small Cap Growth ETF

ETFs
191
+ 9.49%
$196.36 - $245.46 $37.5K - $46.9K
2.2K $532K
GOOGL
Alphabet Inc.

Communication Services
200
+ 2.82%
$122.17 - $141.52 $24.4K - $28.3K
7.3K $1.02M
VCIT
Vanguard Intermediate Term Cor

ETFs
292
+ 2.37%
$73.81 - $81.64 $21.6K - $23.8K
12.6K $1.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
145
+ 1.03%
$66.9 - $76.32 $9.7K - $11.1K
14.2K $1.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.02%
$65.78 - $75.4 $197 - $226
12.7K $956K
PECO
Phillips Edison & Company, Inc.

Real Estate
547
+ 2.51%
$32.43 - $37.25 $17.7K - $20.4K
22.4K $815K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
109
+ 1.74%
$331.71 - $362.68 $36.2K - $39.5K
6.39K $2.28M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
4.57K
+ 5.69%
$6.98 - $7.8 $31.9K - $35.7K
84.9K $653K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.26%
$289.91 - $386.41 $870 - $1.16K
1.14K $439K
IVE
Ishares S&P 500 Value ETF

ETFs
11
+ 0.32%
$147.64 - $174.21 $1.62K - $1.92K
3.41K $593K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5
+ 0.03%
$37.32 - $42.67 $187 - $213
19.8K $840K
EWJ
Ishares Msci Japan ETF

ETFs
148
+ 1.1%
$57.34 - $64.14 $8.49K - $9.49K
13.6K $870K
TXN
Texas Instruments Inc

Technology
109
+ 2.99%
$140.5 - $171.72 $15.3K - $18.7K
3.75K $639K
MDLZ
Mondelez International, Inc.

Consumer Defensive
300
+ 2.43%
$61.04 - $73.11 $18.3K - $21.9K
12.7K $916K
EMLP
First Tr Exchange Traded Iv

ETFs
684
+ 2.3%
$25.39 - $27.98 $17.4K - $19.1K
30.4K $841K
BSMO
Invesco Bulletshares 2024 Muni

ETFs
2.1K
+ 25.61%
$24.58 - $24.93 $51.6K - $52.4K
10.3K $256K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.38K
+ 6.06%
$23.04 - $24.89 $31.8K - $34.3K
24.1K $598K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.16K
+ 1.69%
$50.21 - $50.49 $58.4K - $58.8K
70K $3.52M
CMI
Cummins Inc

Industrials
130
+ 9.9%
$215.24 - $248.27 $28K - $32.3K
1.44K $345K
EEM
Ishares Msci Emerging Markets

ETFs
579
+ 6.0%
$36.53 - $40.3 $21.2K - $23.3K
10.2K $411K
TJX
Tjx Companies Inc

Consumer Cyclical
100
+ 1.93%
$87.19 - $93.81 $8.72K - $9.38K
5.27K $494K
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 2.01%
$149.18 - $181.94 $4.18K - $5.09K
1.42K $255K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
590
+ 12.3%
$50.29 - $50.88 $29.7K - $30K
5.39K $273K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
23
+ 0.85%
$70.71 - $85.3 $1.63K - $1.96K
2.74K $232K
CSX
Csx Corp

Industrials
2
+ 0.03%
$29.24 - $34.95 $58.5 - $69.9
6.99K $242K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.02K
+ 8.47%
$20.67 - $20.89 $21K - $21.2K
13K $271K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.19%
$872.0 - $995.92 $872 - $996
520 $494K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.22%
$509.47 - $552.97 $1.02K - $1.11K
893 $470K
KR
Kroger CO

Consumer Defensive
175
+ 2.75%
$42.44 - $45.71 $7.43K - $8K
6.53K $298K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.01%
$145.6 - $158.88 $146 - $159
10.8K $1.69M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
100
+ 4.44%
$100.05 - $100.73 $10K - $10.1K
2.35K $235K
PEP
Pepsico Inc

Consumer Defensive
18
+ 0.2%
$158.08 - $172.01 $2.85K - $3.1K
8.83K $1.5M
COP
Conocophillips

Energy
8
+ 0.41%
$110.52 - $126.59 $884 - $1.01K
1.94K $225K
FDX
Fedex Corp

Industrials
4
+ 0.25%
$227.93 - $281.92 $912 - $1.13K
1.58K $399K
CVX
Chevron Corp

Energy
14
+ 0.16%
$141.77 - $169.1 $1.98K - $2.37K
8.97K $1.34M
Activity Summary
Buys All Purchases 120 New Holdings 23 Increased Positions 97 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 1
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