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Strategic Equity Management13F | |
| Strategic Equity Management | |
| Last update 2025-04-15 | 59 Stocks (12 new) |
| Value $238.00 Mil | Turnover 11 % |
Strategic Equity Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 1,573,901 | 34,751.7 | -0.29% | 14.610 | -0.04% | 0.070 | +18.43% | +8.43% | 57,294.4 | ||
SPY | SPDR S&P 500 ETF Trust | 52,608 | 29,428.2 | +1.74% | 12.370 | +0.21% | 0.010 | +18.15% | +8.26% | 650,755.3 | ||
VV | Vanguard Large Cap ETF | 83,247 | 21,396.9 | +14.79% | 8.990 | +1.16% | 0.050 | +18.43% | +8.61% | 40,579.9 | ||
PTL | Inspire 500 ETF | 88,747 | 18,237.8 | -8.61% | 7.670 | -0.75% | 6.570 | +19.21% | +11.76% | 408.3 | ||
IWV | iShares Russell 3000 ETF | 52,582 | 16,702.3 | +4.57% | 7.020 | +0.31% | 0.110 | +18.21% | +7.96% | 16,190.5 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 94,673 | 11,551.0 | +5.33% | 4.860 | +0.25% | 0.020 | +18.54% | +7.97% | 72,633.2 | ||
IVW | iShares S&P 500 Growth ETF | 122,221 | 11,345.8 | +5.72% | 4.770 | +0.26% | 0.020 | +24.55% | +11.01% | 61,802.6 | ||
BINC | iShares Flexible Income Active ETF | 173,738 | 9,100.4 | -0.73% | 3.830 | -0.03% | 0.100 | +3.06% | +4.13% | 10,412.9 | ||
COWZ | Pacer US Cash Cows 100 ETF | 163,875 | 8,973.8 | +2.12% | 3.770 | +0.08% | 0.040 | +13.00% | +1.88% | 20,766.8 | ||
VO | Vanguard Mid-Cap ETF | 32,290 | 8,351.0 | +777.21% | 3.510 | +3.11% | 0.010 | +15.58% | +9.60% | 80,514.7 |
Strategic Equity Management's Historical Top Holdings Breakdowns
Strategic Equity Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +3.11% | 251.87 ($268.43) 277.95 | $287.10 | 6.96% | Add 777.21% | 32,290 | 28,609 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -2.91% | 57.21 ($62.1) 65.8 | $64.20 | 3.39% | Reduce -48.11% | 119,557 | -110,838 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Add Add | +1.16% | 253.32 ($270.87) 282.66 | $291.06 | 7.45% | Add 14.79% | 83,247 | 10,725 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +1.04% | 217.89 ($238.81) 252.64 | $246.79 | 3.34% | Add 773.72% | 12,503 | 11,072 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -1.03% | 102.49 ($112.84) 119.96 | $113.53 | 0.61% | Reduce -87.33% | 3,079 | -21,232 | |
PTL | Inspire 500 ETF | 2025-03-31 | Reduce Reduce | -0.75% | 202.3 ($216.59) 226.76 | $236.67 | 9.27% | Reduce -8.61% | 88,747 | -8,357 | |
EUSM | Eventide US Market ETF | 2025-03-31 | New Buy New Buy | +0.64% | 23.19 ($24.63) 25.61 | $26.52 | 7.68% | New holding | 64,169 | 64,169 | |
TPHD |
Timothy Plan High Dividend Stock ETF
Timothy Plan High Dividend Stock ETF
| 2025-03-31 | Add Add | +0.46% | 36.09 ($37.32) 38.27 | $39.05 | 4.64% | Add 22.54% | 158,769 | 29,200 | |
BIBL | Inspire 100 ETF | 2025-03-31 | Add Add | +0.45% | 37.55 ($40.1) 41.94 | $42.43 | 5.80% | Add 23.01% | 148,374 | 27,759 | |
TPIF | Timothy Plan International ETF | 2025-03-31 | New Buy New Buy | +0.36% | 26.06 ($27.99) 29.44 | $32.81 | 17.24% | New holding | 30,069 | 30,069 |
Strategic Equity Management Total Holding History ($B)
Strategic Equity Management's Asset Allocation
Strategic Equity Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Strategic Equity Management's Hypothetical Growth since 2025-03-31
Strategic Equity Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Strategic Equity Management's Holdings Heat Map
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Strategic Equity Management's Holdings Bubble Chart
Strategic Equity Management News
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