Strateg Iq Financial Group, LLC Portfolio Holdings
Strateg Iq Financial Group, LLC
- $863 Million
- Q4 2023
Strateg Iq Financial Group, LLC has filed its 13F form on January 23, 2024 for Q4 2023 where it was disclosed a total value porftolio of $863 Million distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $40.9M, Spdr S&P 500 ETF Trust with a value of $32.2M, Vanguard Dividend Appreciation with a value of $30.2M, Ishares Russell 3000 ETF with a value of $26.6M, and Ishares Core S&P Mid Cap ETF with a value of $24M.
Examining the 13F form we can see an increase of $21.3M in the current position value, from $841M to 863M.
Below you can find more details about Strateg Iq Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 317
- Current Value $863 Million
- Prior Value $841 Million
- Filing
- Period Q4 2023
- Filing Date January 23, 2024
- Form Type 13F-HR
- Activity in Q4 2023
- New Purchases 23 stocks
- Additional Purchases 97 stocks
- Sold out of 0 stocks
- Reduced holdings in 166 stocks