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
+23.05%
+6.10%
10,579.9
 
SPAB
SPDR Portfolio Aggregate Bond ETF
1,631,185
41,171.1
+0.55%
9.740
+0.05%
0.480
+0.84%
+3.35%
8,716.7
 
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
+20.71%
+17.00%
11,886.7
 
FBND
Fidelity Total Bond ETF
475,589
21,415.8
New Holding
5.060
+5.06%
0.120
+1.53%
+3.62%
18,472.7
 
SPEM
SPDR Portfolio Emerging Markets ETF
566,590
21,411.4
+0.88%
5.060
+0.04%
0.210
+22.85%
+12.64%
12,241.8
 
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
+17.57%
+5.62%
18,771.0
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
368,091
17,742.0
+1.11%
4.200
+0.05%
0.160
+21.06%
+1.98%
13,401.1
 
PSFF
Pacer Swan SOS Fund of Funds ETF
410,436
11,484.0
-0.65%
2.720
-0.02%
2.720
+12.54%
+4.20%
483.0
 
SLYV
SPDR S&P 600 Small Cap Value ETF
158,182
11,137.6
-0.06%
2.630
0%
0.330
+18.72%
-5.14%
3,744.4
 
BRK.B
Berkshire Hathaway Inc
20,576
10,867.6
+0.63%
2.570
+0.02%
0.000
-2.52%
+5.46%
1,031,246.8
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
$45.45
0.35%
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
$79.02
0.78%
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
$40.31
8.86%
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
$108.14
0.12%
New holding
56,569
56,569
VZ
Verizon Communications Inc
2025-03-31
Reduce
Reduce
-0.64%
●
37.81 ($41.63) 46.49
$42.80
2.81%
Reduce -36.39%
123,279
-70,521
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.41%
●
142.64 ($148.84) 156.42
$134.44
-9.67%
Add 42.02%
41,235
12,201
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.26%
●
156.06 ($183.12) 207.71
$177.56
-3.04%
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
$82.45
4.90%
Sold Out
0
-14,082
HCA
HCA Healthcare Inc
2025-03-31
Add
Add
+0.25%
●
296.7 ($321.62) 345.55
$378.98
17.83%
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
$100.44
-0.07%
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

Discussions on Financial Strategies Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.