Strategic Financial Partners
Latest statistics and disclosures from Strategic Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, VONG, SPDW, IWR, IJR, and represent 47.76% of Strategic Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: XLE, XLF, EWU, VWO, BLV, SPLG, SPDW, XLK, XLC, GOOGL.
- Started 4 new stock positions in XLF, GOOGL, XLE, EWU.
- Reduced shares in these 10 stocks: , , EWQ, VONG, IWR, AGG, IJR, IAGG, SPYV, VCIT.
- Sold out of its positions in EWQ, IAGG, QEMM, XLY, XLI, MGC, VO.
- Strategic Financial Partners was a net seller of stock by $-1.6M.
- Strategic Financial Partners has $182M in assets under management (AUM), dropping by 0.53%.
- Central Index Key (CIK): 0002027921
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Portfolio Holdings for Strategic Financial Partners
Strategic Financial Partners holds 68 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Past Filings by Strategic Financial Partners
SEC 13F filings are viewable for Strategic Financial Partners going back to 2019
- Strategic Financial Partners 2024 Q2 filed July 24, 2024
- Strategic Financial Partners 2024 Q1 filed July 10, 2024
- Strategic Financial Partners 2022 Q1 filed July 10, 2024
- Strategic Financial Partners 2022 Q2 filed July 10, 2024
- Strategic Financial Partners 2022 Q3 filed July 10, 2024
- Strategic Financial Partners 2022 Q4 filed July 10, 2024
- Strategic Financial Partners 2023 Q1 filed July 10, 2024
- Strategic Financial Partners 2023 Q2 filed July 10, 2024
- Strategic Financial Partners 2023 Q3 filed July 10, 2024
- Strategic Financial Partners 2023 Q4 filed July 10, 2024
- Strategic Financial Partners 2021 Q1 filed July 9, 2024
- Strategic Financial Partners 2021 Q2 filed July 9, 2024
- Strategic Financial Partners 2021 Q3 filed July 9, 2024
- Strategic Financial Partners 2021 Q4 filed July 9, 2024
- Strategic Financial Partners 2020 Q1 filed July 9, 2024
- Strategic Financial Partners 2020 Q2 filed July 9, 2024