SF

Strategic Financial Partners, Ltd.

13F
Strategic Financial Partners, Ltd.
Last update 2025-05-06 71 Stocks (5 new)
Value $190.00 Mil Turnover 15 %
Countries:
Top Holdings: SPLG(17.13%)VONG(9.71%)AGG(9.33%)SPDW(9.22%)SPYV(6.94%)
Summary Stock Picks Current Portfolio
Strategic Financial Partners, ... 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
SPLG
SPDR Portfolio S&P 500 ETF
494,609
32,525.5
-11.01%
17.130
-2.15%
0.050
+16.13%
+8.28%
78,151.1
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
198,650
18,432.8
+36.88%
9.710
+2.62%
0.080
+21.81%
+9.07%
27,706.5
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
179,124
17,719.0
+57.15%
9.330
+3.39%
0.010
+0.05%
+1.43%
128,074.0
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
480,978
17,512.4
+43.25%
9.220
+2.78%
0.070
+10.28%
+20.98%
27,668.4
 
SPYV
SPDR Portfolio S&P 500 Value ETF
258,264
13,189.6
-12.72%
6.940
-0.98%
0.050
+9.84%
+4.81%
27,290.6
 
IWR
iShares Russell Mid-Cap ETF
118,275
10,061.7
-6.52%
5.300
-0.37%
0.030
+13.60%
+7.16%
43,536.1
 
IJR
iShares Core S&P Small-Cap ETF
64,255
6,719.2
-1.29%
3.540
-0.05%
0.010
+12.45%
-2.52%
81,849.8
 
VUG
Vanguard Growth ETF
13,379
4,961.5
-1.80%
2.610
-0.05%
0.000
+21.93%
+10.19%
166,080.2
 
MGK
Vanguard Mega Cap Growth ETF
12,237
3,780.0
-1.54%
1.990
-0.03%
0.020
+22.45%
+10.07%
25,922.3
 
VTV
Vanguard Value ETF
19,794
3,419.4
-0.43%
1.800
-0.01%
0.000
+8.97%
+6.26%
135,011.0
 

Strategic Financial Partners, Ltd.'s Historical Top Holdings Breakdowns

Strategic Financial Partners, Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+3.39%
●
95.85 ($97.76) 99.25
$98.29
0.54%
Add 57.15%
179,124
65,142
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+2.78%
●
33.84 ($36.14) 37.77
$41.29
14.25%
Add 43.25%
480,978
145,208
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-03-31
Add
Add
+2.62%
●
92.71 ($101.57) 107.38
$112.67
10.93%
Add 36.88%
198,650
53,528
ISTB
iShares Core 1-5 Year USD Bond ETF
2025-03-31
Reduce
Reduce
-2.60%
●
47.59 ($48.01) 48.35
$48.47
0.96%
Reduce -93.51%
7,406
-106,760
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-2.15%
●
64.88 ($69.16) 72.1
$74.65
7.94%
Reduce -11.01%
494,609
-61,166
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Reduce
Reduce
-2.07%
●
42.5 ($45.01) 46.71
$50.98
13.26%
Reduce -62.02%
56,224
-91,802
XLP
Consumer Staples Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-1.79%
●
76.23 ($79.81) 83.6
$81.36
1.94%
Sold Out
0
-44,613
XLI
Industrial Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-1.72%
●
128.78 ($135.13) 141.67
$153.47
13.57%
Sold Out
0
-25,515
XLF
Financial Select Sector SPDR
2025-03-31
New Buy
New Buy
+1.40%
●
47.32 ($50.16) 52.19
$53.07
5.80%
New holding
53,326
53,326
XLU
Utilities Select Sector SPDR ETF
2025-03-31
New Buy
New Buy
+1.38%
●
74.7 ($78.14) 80.27
$84.30
7.88%
New holding
33,189
33,189

Strategic Financial Partners, Ltd. Total Holding History ($B)

To

Strategic Financial Partners, Ltd.'s Asset Allocation

To

Strategic Financial Partners, Ltd. Past Portfolios

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

Top Ranked Articles

  • 1

Strategic Financial Partners, Ltd.'s Hypothetical Growth since 2025-03-31

Strategic Financial Partners, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Strategic Financial Partners, Ltd.'s Holdings Heat Map

Size field:

Strategic Financial Partners, Ltd.'s Holdings Bubble Chart

Strategic Financial Partners, Ltd. News

  • 1

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