Strateg Iq Financial Group, LLC Reduced Holdings in Q4 2023

Strateg Iq Financial Group, LLC

  • $863 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-27.9K
- 74.07%
$377.32 - $438.19 $10.5M - $12.2M
9.77K $4.27M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-159K
- 97.25%
$50.18 - $50.48 $8M - $8.05M
4.51K $227K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-142K
- 26.53%
$50.31 - $58.65 $7.13M - $8.31M
392K $22.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-26.4K
- 8.07%
$74.49 - $77.37 $1.97M - $2.04M
300K $23.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-40.7K
- 6.38%
$29.14 - $29.78 $1.19M - $1.21M
598K $17.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-17.8K
- 8.44%
$49.4 - $51.28 $880K - $914K
193K $9.92M
SO
Southern CO

Utilities
-8.99K
- 53.89%
$62.71 - $73.08 $564K - $657K
7.69K $539K
SJNK
Spdr Bloomberg Short Term High

ETFs
-18.6K
- 29.65%
$23.92 - $25.29 $444K - $469K
44K $1.11M
XOM
Exxon Mobil Corp

Energy
-848
- 5.15%
$98.05 - $115.83 $83.1K - $98.2K
15.6K $1.56M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.38K
- 2.95%
$49.96 - $50.44 $369K - $372K
243K $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
-21.8K
- 11.22%
$203.12 - $238.25 $4.43M - $5.2M
173K $40.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.29K
- 19.97%
$80.62 - $82.04 $346K - $352K
17.2K $1.41M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-15.9K
- 15.07%
$20.77 - $21.22 $329K - $337K
89.4K $1.89M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.3K
- 20.5%
$68.04 - $73.9 $360K - $391K
20.5K $1.51M
HYD
Vaneck High Yield Muni ETF

ETFs
-5.19K
- 21.36%
$47.58 - $51.74 $247K - $269K
19.1K $986K
SRLN
Ssga Active Trust

ETFs
-4.59K
- 5.58%
$41.29 - $41.98 $189K - $193K
77.6K $3.25M
PFE
Pfizer Inc

Healthcare
-3.61K
- 21.89%
$26.13 - $33.94 $94.3K - $122K
12.9K $370K
KBE
Spdr S&P Bank ETF

ETFs
-7.6K
- 37.21%
$34.5 - $47.03 $262K - $358K
12.8K $590K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-3.68K
- 37.84%
$47.52 - $53.44 $175K - $197K
6.04K $321K
MUB
Ishares National Muni Bond ETF

ETFs
-2.77K
- 9.79%
$100.97 - $108.77 $279K - $301K
25.5K $2.77M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.73K
- 9.1%
$46.12 - $47.85 $172K - $178K
37.2K $1.78M
DHR
Danaher Corp

Healthcare
-6
- 0.1%
$185.1 - $233.13 $1.11K - $1.4K
6.1K $1.41M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.58K
- 20.6%
$40.19 - $42.48 $104K - $110K
9.96K $420K
CSCO
Cisco Systems, Inc.

Technology
-452
- 2.19%
$47.7 - $54.39 $21.6K - $24.6K
20.2K $1.02M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-19.3K
- 20.46%
$9.22 - $11.08 $178K - $214K
74.9K $824K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.6K
- 24.99%
$43.05 - $47.12 $112K - $122K
7.79K $366K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-4.75K
- 2.41%
$28.59 - $29.06 $136K - $138K
192K $5.58M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.17K
- 11.78%
$93.0 - $101.11 $109K - $119K
8.8K $882K
HON
Honeywell International Inc

Industrials
-698
- 21.56%
$176.06 - $209.71 $123K - $146K
2.54K $532K
FSK
Fs Kkr Capital Corp

Financial Services
-5.06K
- 3.65%
$18.65 - $20.47 $94.4K - $104K
134K $2.67M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.3K
- 18.51%
$82.77 - $100.51 $108K - $131K
5.73K $566K
ITM
Vaneck Intermediate Muni ETF

ETFs
-2.17K
- 14.3%
$43.42 - $47.11 $94K - $102K
13K $610K
RSF
River North Specialty Finance Corp

ETFs
-8.93K
- 5.15%
$15.02 - $15.92 $134K - $142K
164K $2.59M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-1.76K
- 11.94%
$41.34 - $44.25 $72.7K - $77.8K
13K $572K
CMCSA
Comcast Corp

Communication Services
-1.03K
- 15.61%
$39.15 - $44.7 $40.2K - $46K
5.56K $243K
VLO
Valero Energy Corp

Energy
-175
- 8.47%
$119.92 - $138.09 $21K - $24.2K
1.89K $245K
ITA
Ishares Tr

ETFs
-3.23K
- 17.97%
$103.16 - $126.68 $334K - $410K
14.8K $1.87M
WMT
Walmart Inc.

Consumer Defensive
-171
- 3.81%
$150.86 - $169.78 $25.8K - $29K
4.31K $679K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-314
- 2.49%
$99.71 - $100.17 $31.3K - $31.5K
12.3K $1.23M
BP
Bp PLC

Energy
-208
- 2.48%
$34.68 - $40.81 $7.21K - $8.49K
8.18K $289K
TGT
Target Corp

Consumer Defensive
-1K
- 28.72%
$105.01 - $142.54 $105K - $143K
2.48K $353K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-1K
- 6.04%
$30.49 - $30.71 $30.5K - $30.7K
15.6K $476K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-2.2K
- 7.11%
$90.04 - $103.89 $198K - $229K
28.8K $2.98M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-410
- 5.62%
$96.33 - $98.68 $39.5K - $40.5K
6.89K $679K
FXG
First Tr Exchange Traded First

ETFs
-992
- 7.98%
$57.04 - $63.37 $56.6K - $62.9K
11.4K $721K
SBUX
Starbucks Corp

Consumer Cyclical
-509
- 11.13%
$89.48 - $107.21 $45.5K - $54.6K
4.06K $390K
AON
Aon PLC

Financial Services
-1
- 0.12%
$288.19 - $335.32 $288 - $335
806 $234K
NEE
Nextera Energy Inc

Utilities
-864
- 11.11%
$49.32 - $62.78 $42.6K - $54.2K
6.91K $419K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.61K
- 5.15%
$37.74 - $41.31 $212K - $232K
103K $4.25M
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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