$270 Million is the total value of Strid Group, LLC's 23 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $21,031,000 | +4.1% | 166,674 | +3.8% | 7.80% | +5.5% |
| DWAT | Buy | ARROW INVTS TRdwa tactical etf | $677,000 | +0.9% | 57,413 | +0.0% | 0.25% | +2.0% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $617,000 | +3.9% | 8,528 | +3.5% | 0.23% | +5.5% |
| VER | Buy | VEREIT INC | $90,000 | -13.5% | 13,394 | +1.9% | 0.03% | -13.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NUCOR CORP | 31 | Q3 2023 | 3.8% |
| INTERDIGITAL INC | 31 | Q3 2023 | 2.9% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q3 2023 | 0.3% |
| FIRST TR EXCHANGE-TRADED FD | 30 | Q3 2023 | 18.2% |
| VANGUARD INTL EQUITY INDEX F | 29 | Q3 2023 | 7.4% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 27.8% |
| APPLE INC | 27 | Q3 2023 | 0.5% |
| UNIVERSAL DISPLAY CORP | 27 | Q3 2023 | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | 26 | Q3 2023 | 13.5% |
| MARSH & MCLENNAN COS INC | 26 | Q3 2023 | 0.2% |
View Strid Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-14 |
View Strid Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.