Strategic Financial

Latest statistics and disclosures from StrategIQ Financial Group's latest quarterly 13F-HR filing:

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Portfolio Holdings for StrategIQ Financial Group

StrategIQ Financial Group holds 273 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ecolab (ECL) 11.5 $91M 629k 144.42
Vanguard Index Fds Total Stk Mkt (VTI) 4.2 $33M -2% 186k 179.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.5 $28M +43% 370k 74.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $26M +6% 72k 357.18
Spdr Ser Tr Portfolio Short (SPSB) 2.9 $23M +2% 786k 29.22
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $23M +3% 167k 135.16
Ishares Tr Russell 3000 Etf (IWV) 2.7 $21M -5% 103k 207.04
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.6 $20M +9% 457k 44.11
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $17M 79k 219.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $17M 53k 328.29
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $14M 325k 41.99
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.6 $13M -3% 248k 50.16
Allstate Corporation (ALL) 1.6 $12M 100k 124.53
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $12M +3% 238k 49.28

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Ishares Tr Core S&p500 Etf (IVV) 1.4 $11M 32k 358.66
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.3 $10M 63k 163.39
Apple (AAPL) 1.3 $10M 75k 138.20
United Parcel Service CL B (UPS) 1.3 $10M 63k 161.54
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.2 $9.6M +9% 575k 16.70
Abbvie (ABBV) 1.2 $9.1M -21% 68k 134.22
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $9.0M 349k 25.80
Ishares Tr Rus 1000 Etf (IWB) 1.1 $8.7M 44k 197.34
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.0 $8.2M +3% 238k 34.49
Ishares Tr Eafe Value Etf (EFV) 1.0 $8.2M 213k 38.53
Ishares Tr Russell 2000 Etf (IWM) 1.0 $7.9M +31% 48k 164.93
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $7.1M 185k 38.56
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $7.1M -3% 285k 24.95
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $6.7M -2% 71k 94.88
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $6.7M -7% 151k 44.36
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $6.6M +11% 132k 50.10
Abbott Laboratories (ABT) 0.8 $5.9M -24% 61k 96.76
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.8 $5.9M 189k 31.32
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.7 $5.7M -4% 336k 16.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $5.6M 21k 267.28
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $5.1M -3% 40k 127.11
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.6 $5.1M -25% 107k 47.40
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.6 $5.1M 251k 20.19
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.6 $4.7M -13% 70k 67.15
Spdr Gold Tr Gold Shs (GLD) 0.6 $4.6M 30k 154.66
Ishares Tr National Mun Etf (MUB) 0.6 $4.5M +20% 44k 102.59
Ishares Gold Tr Ishares New (IAU) 0.6 $4.5M -12% 142k 31.53
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $4.5M +13% 144k 31.04
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.6 $4.3M 183k 23.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $4.3M -5% 119k 36.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $4.3M 118k 36.49
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $4.3M +2% 104k 40.87
Pentair SHS (PNR) 0.5 $4.1M 101k 40.63
Microsoft Corporation (MSFT) 0.5 $4.0M 17k 232.93
Ishares Tr Cre U S Reit Etf (USRT) 0.5 $3.9M +4% 83k 47.50
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $3.7M +207% 39k 96.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $3.6M -3% 30k 121.10
Ingredion Incorporated (INGR) 0.5 $3.6M 44k 80.51
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.4 $3.5M 106k 32.53
Rivernorth Marketplace Lendi (RSF) 0.4 $3.5M -4% 201k 17.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $3.4M 59k 58.50
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $3.4M +3% 99k 34.06
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $3.2M +4% 103k 31.67
Nvent Electric SHS (NVT) 0.4 $3.2M 101k 31.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $2.9M 37k 79.55
JPMorgan Chase & Co. (JPM) 0.4 $2.9M 28k 104.49
First Tr Exchange Traded Hlth Care Alph (FXH) 0.4 $2.9M 30k 97.20
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $2.9M +10% 35k 82.83
Fs Kkr Capital Corp (FSK) 0.4 $2.9M 169k 16.95
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $2.8M 118k 24.12
Union Pacific Corporation (UNP) 0.4 $2.8M 14k 194.83
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $2.7M -4% 21k 128.92
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $2.6M +15% 57k 46.09
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $2.6M -3% 40k 65.51
Amazon (AMZN) 0.3 $2.4M 22k 113.01
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $2.4M -2% 43k 55.44
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $2.2M 48k 44.79
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $2.1M -2% 29k 72.55
Home Depot (HD) 0.3 $2.1M 7.4k 275.99
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $2.0M 91k 22.08
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $2.0M -2% 88k 22.53
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $2.0M -7% 18k 111.49
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $1.9M -2% 9.2k 206.59
McDonald's Corporation (MCD) 0.2 $1.9M -2% 8.2k 230.80
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $1.9M 50k 37.43
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $1.9M -5% 42k 44.08
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $1.9M +22% 30k 62.00
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $1.8M +9% 24k 77.83
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $1.8M +53% 37k 48.96
Johnson & Johnson (JNJ) 0.2 $1.8M 11k 163.40
Ishares Tr Us Aer Def Etf (ITA) 0.2 $1.7M 18k 91.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.7M 6.3k 266.99
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.6M 7.7k 213.91
Danaher Corporation (DHR) 0.2 $1.6M 6.3k 258.30
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.2 $1.6M 50k 32.35
Eli Lilly & Co. (LLY) 0.2 $1.6M 4.9k 323.31
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $1.6M -7% 31k 51.45
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.5M +2% 13k 121.75
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $1.5M 30k 49.93
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.5M 8.7k 170.88
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $1.5M -9% 35k 42.22
Pepsi (PEP) 0.2 $1.5M 9.0k 163.32
Exxon Mobil Corporation (XOM) 0.2 $1.5M 17k 87.28
Cme (CME) 0.2 $1.4M 8.0k 177.07
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.2 $1.4M 64k 21.79
Illinois Tool Works (ITW) 0.2 $1.4M -13% 7.7k 180.60
Procter & Gamble Company (PG) 0.2 $1.4M +10% 11k 126.24
Ishares Tr S&p 100 Etf (OEF) 0.2 $1.4M 8.4k 162.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.3M -5% 19k 71.32
Ares Capital Corporation (ARCC) 0.2 $1.3M +5% 78k 16.88
Vanguard Index Fds Value Etf (VTV) 0.2 $1.3M 11k 123.44
Chevron Corporation (CVX) 0.2 $1.3M 8.9k 143.66
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $1.2M 116k 10.60
Philip Morris International (PM) 0.2 $1.2M 15k 83.02
Ishares Tr Modert Alloc Etf (AOM) 0.2 $1.2M +3% 33k 36.61
Ishares Tr Select Divid Etf (DVY) 0.1 $1.2M -2% 11k 107.24
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.1M -3% 21k 52.67
Southern Company (SO) 0.1 $1.1M 16k 68.01
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.1M +1954% 12k 96.11
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.1M 18k 63.02
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.1M -13% 13k 82.48
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.1M -9% 16k 66.75
Ishares Msci Gbl Min Vol (ACWV) 0.1 $1.0M 12k 88.55
Tompkins Financial Corporation (TMP) 0.1 $1.0M -3% 14k 72.64
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $1.0M 14k 74.26
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $991k -12% 5.3k 187.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $981k 15k 66.43
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $950k 24k 39.93
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $928k 14k 66.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $922k 15k 60.56
Ishares Msci Jpn Etf New (EWJ) 0.1 $907k +11% 19k 48.87
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $906k 10k 87.23
Wisdomtree Tr Us High Dividend (DHS) 0.1 $893k -4% 12k 75.84
Merck & Co (MRK) 0.1 $884k 10k 86.10
Tesla Motors (TSLA) 0.1 $857k +200% 3.2k 265.24
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $854k 11k 79.97
Coca-Cola Company (KO) 0.1 $853k +2% 15k 55.99
Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $831k 19k 44.28
Cisco Systems (CSCO) 0.1 $830k 21k 40.02
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $817k 22k 37.65
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $808k 18k 43.97
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $802k 21k 39.12
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $780k 37k 21.20
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $776k 18k 42.36
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $766k +15% 20k 38.49
Spdr Ser Tr Aerospace Def (XAR) 0.1 $763k +13% 8.3k 91.64
Pfizer (PFE) 0.1 $758k +8% 17k 43.74
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $756k -3% 13k 56.90
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $750k -2% 5.3k 142.42
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $734k -31% 24k 30.30
Western Asset Intm Muni Fd I (SBI) 0.1 $729k 99k 7.35
Duck Creek Technologies SHS (DCT) 0.1 $723k NEW 61k 11.84
Walt Disney Company (DIS) 0.1 $716k 7.6k 94.35
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $704k -5% 59k 11.88
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $694k -6% 12k 57.81
Visa Com Cl A (V) 0.1 $693k 3.9k 177.60
Ishares Tr Core High Dv Etf (HDV) 0.1 $692k -2% 7.6k 91.35
Mondelez Intl Cl A (MDLZ) 0.1 $691k 13k 54.86
Enterprise Products Partners (EPD) 0.1 $687k 29k 23.78
Bluerock Residential Gwt Rei Com Cl A (BRG) 0.1 $666k -32% 25k 26.75
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $665k +83% 6.5k 102.66
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $646k -3% 7.9k 81.63
Ishares Tr India 50 Etf (INDY) 0.1 $645k 15k 42.24
Wal-Mart Stores (WMT) 0.1 $628k -19% 4.8k 129.70
Nextera Energy (NEE) 0.1 $610k 7.8k 78.44
Ishares Tr Us Trsprtion (IYT) 0.1 $608k -4% 3.1k 196.45
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $607k -2% 13k 46.08
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $607k +11% 13k 47.20
Ishares Jp Mrg Em Crp Bd (CEMB) 0.1 $602k -15% 15k 41.29
Alphabet Cap Stk Cl A (GOOGL) 0.1 $599k +1900% 6.3k 95.69
Barings Bdc (BBDC) 0.1 $582k 70k 8.27
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $578k -2% 19k 30.55
Ishares Tr Core Div Grwth (DGRO) 0.1 $574k 13k 44.44
Target Corporation (TGT) 0.1 $574k -4% 3.9k 148.51
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $571k -9% 12k 48.27
Ishares Core Msci Emkt (IEMG) 0.1 $571k +6% 13k 42.97
Walgreen Boots Alliance (WBA) 0.1 $566k 18k 31.37
Cigna Corp (CI) 0.1 $565k 2.0k 277.37
Texas Instruments Incorporated (TXN) 0.1 $564k 3.6k 154.69
Costco Wholesale Corporation (COST) 0.1 $563k 1.2k 472.32
At&t (T) 0.1 $562k -3% 37k 15.34
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $556k 3.7k 150.31
Ishares Tr Ishares Biotech (IBB) 0.1 $554k +6% 4.7k 116.98
Altria (MO) 0.1 $529k 13k 40.42
Plexus (PLXS) 0.1 $525k 6.0k 87.50
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $511k +33% 12k 43.96
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $509k -4% 12k 43.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $507k -33% 6.7k 75.75
Keurig Dr Pepper (KDP) 0.1 $501k -3% 14k 35.83
First Tr Value Line Divid In SHS (FVD) 0.1 $500k -3% 14k 35.79
Adobe Systems Incorporated (ADBE) 0.1 $497k -5% 1.8k 275.35
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $497k +6% 22k 22.41
Honeywell International (HON) 0.1 $484k +10% 2.9k 166.90
Dollar General (DG) 0.1 $482k 2.0k 239.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $477k 11k 42.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $456k 3.6k 127.37
Brown Forman Corp CL B (BF.B) 0.1 $445k -8% 6.7k 66.50
Lockheed Martin Corporation (LMT) 0.1 $443k 1.1k 386.22
Phillips Edison & Co Common Stock (PECO) 0.1 $443k +7% 16k 28.05
Blackstone Group Inc Com Cl A (BX) 0.1 $430k +104% 5.1k 83.77
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $421k -3% 17k 24.89
International Business Machines (IBM) 0.1 $405k 3.4k 118.94
Ishares Tr Tips Bd Etf (TIP) 0.1 $400k -6% 3.8k 104.99
Starbucks Corporation (SBUX) 0.1 $400k +3% 4.7k 84.28
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $391k 8.5k 45.77
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $389k +2% 2.1k 185.24
UnitedHealth (UNH) 0.0 $382k 757.00 504.62
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $379k +4% 7.9k 48.02
Verizon Communications (VZ) 0.0 $377k 9.9k 37.92
Select Sector Spdr Tr Technology (XLK) 0.0 $376k +9% 3.2k 118.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $370k +104% 4.6k 80.24
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $367k +2% 4.5k 81.18
Caterpillar (CAT) 0.0 $362k 2.2k 163.95
O'reilly Automotive (ORLY) 0.0 $362k 515.00 702.91
Oracle Corporation (ORCL) 0.0 $361k +3% 5.9k 60.99
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $359k +2% 1.8k 194.90
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $350k 19k 18.57
Shell Spon Ads (SHEL) 0.0 $349k 7.0k 49.74
American Tower Reit (AMT) 0.0 $349k 1.6k 214.77
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $348k 14k 25.76
Brown Forman Corp Cl A (BF.A) 0.0 $346k 5.1k 67.60
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $342k 5.5k 62.23
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $330k +6% 3.2k 101.66
Ishares Tr Msci Eafe Etf (EFA) 0.0 $330k -13% 5.9k 56.01
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $326k -15% 9.2k 35.46
Cheniere Energy Partners Com Unit (CQP) 0.0 $316k 5.9k 53.41
TJX Companies (TJX) 0.0 $312k +2% 5.0k 62.15
Ishares Jp Morgan Em Etf (LEMB) 0.0 $311k -21% 9.6k 32.35
Canadian Pacific Railway (CP) 0.0 $311k +2% 4.7k 66.64
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $309k 5.3k 58.80
Duke Energy Corp Com New (DUK) 0.0 $308k +6% 3.3k 93.02
First Tr Morningstar Divid L SHS (FDL) 0.0 $305k -5% 9.5k 32.18
Goldman Sachs (GS) 0.0 $295k 1.0k 293.24
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $292k 1.7k 170.66
NVIDIA Corporation (NVDA) 0.0 $291k +38% 2.4k 121.20
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $290k -2% 16k 18.56
Bristol Myers Squibb (BMY) 0.0 $288k +2% 4.1k 71.11
Intel Corporation (INTC) 0.0 $287k 11k 25.80
American Express Company (AXP) 0.0 $284k 2.1k 134.72
Republic Services (RSG) 0.0 $281k 2.1k 136.28
Tekla Healthcare Opportuniti SHS (THQ) 0.0 $275k 15k 18.09
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $262k +33% 7.5k 34.94
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $262k 2.7k 96.39
First Tr Exch Trd Alphdx Germany Alpha (FGM) 0.0 $259k -8% 9.1k 28.34
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $259k -6% 4.5k 57.94
S&p Global (SPGI) 0.0 $258k 844.00 305.69
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $255k -40% 5.2k 49.09
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $255k +3% 5.6k 45.28
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $253k 2.8k 89.56
Duff & Phelps Global (DPG) 0.0 $252k 20k 12.79
Amgen (AMGN) 0.0 $250k 1.1k 225.63
Raytheon Technologies Corp (RTX) 0.0 $249k 3.0k 81.83
FedEx Corporation (FDX) 0.0 $244k 1.6k 148.15
Accenture Plc Ireland Shs Class A (ACN) 0.0 $243k NEW 943.00 257.69
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $236k 900.00 262.22
Tyler Technologies (TYL) 0.0 $234k 672.00 348.21
BP Sponsored Adr (BP) 0.0 $226k 7.9k 28.59
Stryker Corporation (SYK) 0.0 $226k 1.1k 202.33
NiSource (NI) 0.0 $226k -13% 9.0k 25.21
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $223k 4.1k 53.83
Meta Platforms Cl A (META) 0.0 $220k +2% 1.6k 135.72
Wec Energy Group (WEC) 0.0 $219k 2.5k 89.24
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $218k 1.3k 169.65
Netflix (NFLX) 0.0 $217k NEW 920.00 235.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $214k 1.5k 143.34
Exelon Corporation (EXC) 0.0 $213k 5.7k 37.38
Pioneer Municipal High Incom Com Shs (MHI) 0.0 $213k 26k 8.21
CVS Caremark Corporation (CVS) 0.0 $212k 2.2k 95.58
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $212k 3.5k 60.48
Valero Energy Corporation (VLO) 0.0 $210k NEW 2.0k 107.09
Ishares Em Mkts Div Etf (DVYE) 0.0 $205k -9% 9.0k 22.66
Aon Shs Cl A (AON) 0.0 $204k 761.00 268.07
Cummins (CMI) 0.0 $203k -38% 996.00 203.82
Ishares Tr Blackrock Ultra (ICSH) 0.0 $200k 4.0k 50.08
Greenbrier Companies (GBX) 0.0 $200k 8.2k 24.29
BlackRock Global Energy & Resources Trus (BGR) 0.0 $132k -7% 12k 10.82
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $124k 11k 11.06
Global X Fds Glb X Superdiv (SDIV) 0.0 $104k -2% 14k 7.57
Alkaline Wtr Com New (WTER) 0.0 $3.0k 10k 0.30

Past Filings by StrategIQ Financial Group

SEC 13F filings are viewable for StrategIQ Financial Group going back to 2015

View all past filings