SG
| |
Strid Group, LLC13F | |
| Strid Group, LLC | |
| Last update 2025-04-25 | 62 Stocks (4 new) |
| Value $644.00 Mil | Turnover 3 % |
Strid Group, LLC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 8,614,302 | 185,465.9 | +0.99% | 28.800 | +0.28% | 0.600 | +20.01% | +7.37% | 34,940.9 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 2,131,000 | 129,266.5 | +2.00% | 20.070 | +0.39% | 0.320 | +13.13% | +18.20% | 44,208.3 | ||
DALI |
First Trust Dorsey Wright DALI Equity ETF
First Trust Dorsey Wright DALI Equity ETF
| 3,669,540 | 87,885.5 | +1.81% | 13.650 | +0.24% | 86.340 | +18.29% | +4.32% | 112.9 | ||
QVAL |
Alpha Architect U.S. Quantitative Value ETF
Alpha Architect U.S. Quantitative Value ETF
| 1,421,019 | 60,606.5 | +3.07% | 9.410 | +0.28% | 17.060 | +9.76% | -2.20% | 374.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 1,052,374 | 47,630.4 | +1.35% | 7.400 | +0.10% | 0.060 | +16.94% | +15.09% | 86,951.2 | ||
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 555,121 | 13,961.3 | +0.48% | 2.170 | +0.01% | 0.440 | +1.13% | +2.43% | 2,963.2 | ||
FV |
First Trust Dorsey Wright Focus 5 ETF
First Trust Dorsey Wright Focus 5 ETF
| 228,192 | 12,518.6 | -1.75% | 1.940 | -0.04% | 0.360 | +16.36% | +2.37% | 3,695.9 | ||
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 505,816 | 12,245.8 | +12.84% | 1.900 | +0.22% | 0.380 | +1.31% | +2.72% | 3,345.7 | ||
PDP | Invesco DWA Momentum ETF | 118,716 | 11,869.3 | -2.45% | 1.840 | -0.05% | 0.990 | +16.71% | +4.04% | 1,306.5 | ||
TAFI |
AB Tax-Aware Short Duration Municipal ETF
AB Tax-Aware Short Duration Municipal ETF
| 343,554 | 8,619.8 | +7.28% | 1.340 | +0.09% | 1.220 | +1.97% | +2.29% | 812.4 |
Strid Group, LLC's Historical Top Holdings Breakdowns
Strid Group, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 2025-03-31 | Add Add | +0.53% | 23.9 ($24.05) 24.18 | $24.20 | 0.62% | Add 71.51% | 341,479 | 142,378 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Add Add | +0.39% | 56.51 ($60.25) 62.98 | $67.17 | 11.49% | Add 2% | 2,131,000 | 41,742 | |
QVAL |
Alpha Architect U.S. Quantitative Value ETF
Alpha Architect U.S. Quantitative Value ETF
| 2025-03-31 | Add Add | +0.28% | 41.45 ($44.52) 46.58 | $43.35 | -2.63% | Add 3.07% | 1,421,019 | 42,304 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Add Add | +0.28% | 21.23 ($22.75) 23.75 | $24.23 | 6.51% | Add 0.99% | 8,614,302 | 84,076 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2025-03-31 | Add Add | +0.25% | 24.79 ($25.06) 25.26 | $25.34 | 1.12% | Add 105.75% | 121,390 | 62,391 | |
DALI |
First Trust Dorsey Wright DALI Equity ETF
First Trust Dorsey Wright DALI Equity ETF
| 2025-03-31 | Add Add | +0.24% | 23.46 ($25.85) 27.41 | $26.82 | 3.75% | Add 1.81% | 3,669,540 | 65,296 | |
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 2025-03-31 | Add Add | +0.22% | 24.05 ($24.13) 24.21 | $24.21 | 0.33% | Add 12.84% | 505,816 | 57,558 | |
PVLA | Palvella Therapeutics Inc | 2025-03-31 | New Buy New Buy | +0.13% | 12 ($19.27) 29 | $29.51 | 53.14% | New holding | 29,219 | 29,219 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.12% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | New holding | 1 | 1 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.10% | 42.5 ($45.01) 46.71 | $50.49 | 12.18% | Add 1.35% | 1,052,374 | 13,999 |
Strid Group, LLC Total Holding History ($B)
Strid Group, LLC's Asset Allocation
Strid Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Strid Group, LLC's Hypothetical Growth since 2025-03-31
Strid Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Strid Group, LLC's Holdings Heat Map
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Strid Group, LLC's Holdings Bubble Chart
Strid Group, LLC News
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