FS

Financial Strategies Group, Inc.

13F
Financial Strategies Group, Inc.
Last update 2025-05-16 92 Stocks (3 new)
Value $423.00 Mil Turnover 10 %
Countries:
Top Holdings: SPTM(11.42%)SPAB(9.74%)IQLT(9.56%)FBND(5.06%)SPEM(5.06%)
Summary Stock Picks Current Portfolio
Financial Strategies Group, In... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
739,692
48,294.5
-0.55%
11.420
-0.07%
0.530
+18.15%
+7.63%
10,801.7
 
SPAB
SPDR Portfolio Aggregate Bond ETF
1,631,185
41,171.1
+0.55%
9.740
+0.05%
0.480
+0.67%
+1.52%
8,519.3
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
1,021,876
40,405.0
+1.27%
9.560
+0.12%
0.380
+8.76%
+18.02%
12,184.2
 
FBND
Fidelity Total Bond ETF
475,589
21,415.8
New Holding
5.060
+5.06%
0.120
+1.15%
+1.54%
19,354.0
 
SPEM
SPDR Portfolio Emerging Markets ETF
566,590
21,411.4
+0.88%
5.060
+0.04%
0.210
+14.12%
+15.22%
12,745.7
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
827,387
18,384.5
-1.20%
4.350
-0.06%
0.110
+12.95%
+6.42%
19,125.5
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
368,091
17,742.0
+1.11%
4.200
+0.05%
0.160
+15.65%
+3.22%
13,799.2
 
PSFF
Pacer Swan SOS Fund of Funds ETF
410,436
11,484.0
-0.65%
2.720
-0.02%
2.720
+10.35%
+5.22%
493.9
 
SLYV
SPDR S&P 600 Small Cap Value ETF
158,182
11,137.6
-0.06%
2.630
0%
0.330
+17.25%
-3.27%
3,857.3
 
BRK.B
Berkshire Hathaway Inc
20,576
10,867.6
+0.63%
2.570
+0.02%
0.000
-8.39%
+6.48%
1,040,746.7
Insurance

Financial Strategies Group, Inc.'s Historical Top Holdings Breakdowns

Financial Strategies Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FBND
Fidelity Total Bond ETF
2025-03-31
New Buy
New Buy
+5.06%
●
44.41 ($45.29) 45.98
$45.56
0.60%
New holding
475,589
475,589
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Sold Out
Sold Out
-3.10%
●
77.7 ($78.41) 78.94
$79.29
1.12%
Sold Out
0
-166,442
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
iShares J.P. Morgan EM Local Currency Bond ETF
2025-03-31
Reduce
Reduce
-2.03%
●
35.88 ($37.03) 37.96
$40.59
9.61%
Reduce -97.73%
5,504
-237,063
PHM
PulteGroup Inc
2025-03-31
New Buy
New Buy
+1.27%
●
101.09 ($108.01) 118.51
$119.28
10.43%
New holding
56,569
56,569
VZ
Verizon Communications Inc
2025-03-31
Reduce
Reduce
-0.64%
●
37.81 ($41.63) 46.49
$42.84
2.91%
Reduce -36.39%
123,279
-70,521
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.41%
●
142.64 ($148.84) 156.42
$145.66
-2.14%
Add 42.02%
41,235
12,201
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.26%
●
156.06 ($183.12) 207.71
$191.51
4.58%
Add 13.35%
58,409
6,880
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
2025-03-31
Sold Out
Sold Out
-0.26%
●
74.34 ($78.6) 81
$83.88
6.72%
Sold Out
0
-14,082
HCA
HCA Healthcare Inc
2025-03-31
Add
Add
+0.25%
●
296.7 ($321.62) 345.55
$353.27
9.84%
Add 13.44%
26,878
3,184
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+0.24%
●
100.34 ($100.51) 100.68
$100.63
0.12%
Add 57.24%
27,663
10,070

Financial Strategies Group, Inc. Total Holding History ($B)

To

Financial Strategies Group, Inc.'s Asset Allocation

To

Financial Strategies Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Financial Strategies Group, Inc.'s Hypothetical Growth since 2025-03-31

Financial Strategies Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Financial Strategies Group, Inc.'s Holdings Heat Map

Size field:

Financial Strategies Group, Inc.'s Holdings Bubble Chart

Financial Strategies Group, Inc. News

  • 1

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