$188 Billion is the total value of Financial Strategies Group, Inc.'s 68 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | New | JPMORGAN CHASE & CO | $365,000 | – | 2,876 | +100.0% | 0.20% | – |
| BA | New | BOEING CO | $325,000 | – | 1,518 | +100.0% | 0.18% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $302,000 | – | 1,554 | +100.0% | 0.17% | – |
| JMUB | New | J P MORGAN EXCHANGE-TRADED Fmunicipal etf | $282,000 | – | 5,125 | +100.0% | 0.16% | – |
| WMT | New | WALMART INC | $245,000 | – | 1,702 | +100.0% | 0.14% | – |
| DE | New | DEERE & CO | $231,000 | – | 860 | +100.0% | 0.13% | – |
| TCF | New | TCF FINL CORP | $210,000 | – | 5,684 | +100.0% | 0.12% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $208,000 | – | 1,748 | +100.0% | 0.12% | – |
| LOW | New | LOWES COS INC | $206,000 | – | 1,282 | +100.0% | 0.12% | – |
| ERX | New | DIREXION SHS ETF TRdly enrgy bull2x | $146,000 | – | 10,156 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 16 | Q3 2023 | 20.8% |
| SPDR SER TR | 16 | Q3 2023 | 15.2% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 11.1% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 6.7% |
| SPDR SER TR | 16 | Q3 2023 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 16 | Q3 2023 | 3.6% |
| PIMCO ETF TR | 16 | Q3 2023 | 8.9% |
| ISHARES INC | 16 | Q3 2023 | 2.8% |
| ISHARES TR | 16 | Q3 2023 | 2.8% |
| SPDR SER TR | 16 | Q3 2023 | 1.8% |
View Financial Strategies Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-07 |
View Financial Strategies Group, Inc.'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.