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 277 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ecolab (ECL) 10.6 $91M 628k 145.56
Vanguard Index Fds Total Stk Mkt (VTI) 3.7 $32M -11% 165k 191.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $29M +3% 75k 382.43
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $27M +6% 178k 151.85
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.0 $26M -7% 343k 75.19
Spdr Ser Tr Portfoli S&p1500 (SPTM) 3.0 $26M +18% 541k 47.29
Ishares Tr Russell 3000 Etf (IWV) 2.6 $23M 103k 220.68
Spdr Ser Tr Portfolio Short (SPSB) 2.6 $23M 772k 29.38
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $20M 81k 241.89
Allstate Corporation (ALL) 2.2 $19M +37% 137k 135.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $18M -3% 51k 351.34
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $15M 324k 44.98
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $14M +677% 285k 49.00
United Parcel Service CL B (UPS) 1.6 $13M +22% 77k 173.84

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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.5 $13M 252k 50.13
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.4 $13M +13% 72k 174.26
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $12M +4% 249k 49.82
Ishares Tr Core S&p500 Etf (IVV) 1.4 $12M 32k 384.20
Abbvie (ABBV) 1.3 $11M 67k 161.61
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.2 $10M +6% 615k 16.80
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $10M 348k 29.69
Ishares Tr Eafe Value Etf (EFV) 1.1 $9.8M 214k 45.88
Apple (AAPL) 1.1 $9.5M 73k 129.93
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.1 $9.3M 240k 38.89
Ishares Tr Rus 1000 Etf (IWB) 1.1 $9.3M 44k 210.52
Ishares Tr Russell 2000 Etf (IWM) 1.1 $9.3M +11% 53k 174.36
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.0 $8.6M +43% 271k 31.83
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $8.0M 189k 42.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $7.5M 70k 108.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $7.3M -3% 146k 50.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $7.0M +25% 26k 266.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $7.0M +4% 139k 50.67
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $6.8M -5% 269k 25.13
Abbott Laboratories (ABT) 0.8 $6.7M 61k 109.79
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.7 $6.0M -3% 323k 18.67
Spdr Gold Tr Gold Shs (GLD) 0.6 $5.1M 30k 169.64
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $4.9M +4% 150k 32.96
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $4.9M -7% 37k 132.86
Ishares Gold Tr Ishares New (IAU) 0.6 $4.9M 142k 34.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $4.9M -2% 117k 41.97
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.6 $4.8M -7% 232k 20.53
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $4.7M -8% 64k 74.22
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $4.6M -10% 96k 47.86
Pentair SHS (PNR) 0.5 $4.5M 101k 44.98
Ingredion Incorporated (INGR) 0.5 $4.3M 44k 97.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $4.3M -6% 109k 38.98
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.5 $4.2M -4% 175k 24.24
Microsoft Corporation (MSFT) 0.5 $4.2M 17k 239.82
Ishares Tr Cre U S Reit Etf (USRT) 0.5 $4.1M 84k 49.45
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $4.0M -6% 98k 40.90
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $4.0M -2% 29k 135.85
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $3.9M +7% 106k 36.97
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $3.9M 59k 66.02
Nvent Electric SHS (NVT) 0.4 $3.9M 101k 38.47
Ishares Tr National Mun Etf (MUB) 0.4 $3.8M -17% 36k 105.52
JPMorgan Chase & Co. (JPM) 0.4 $3.7M 28k 134.10
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $3.5M 35k 98.21
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.4 $3.4M -10% 96k 35.64
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $3.4M NEW 118k 28.89
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $3.3M +4% 107k 30.53
First Tr Exchange Traded Hlth Care Alph (FXH) 0.4 $3.3M 30k 108.73
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $3.2M -4% 112k 28.66
Rivernorth Marketplace Lendi (RSF) 0.4 $3.1M -8% 184k 16.93
Union Pacific Corporation (UNP) 0.3 $2.9M 14k 207.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.8M -9% 33k 84.80
Fs Kkr Capital Corp (FSK) 0.3 $2.8M -4% 162k 17.50
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $2.8M 40k 70.50
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $2.8M -4% 20k 138.67
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $2.6M 56k 46.98
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $2.6M +7% 95k 27.16
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $2.6M 43k 59.75
Home Depot (HD) 0.3 $2.4M +2% 7.6k 315.88
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $2.3M 49k 47.16
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $2.3M -5% 27k 83.76
McDonald's Corporation (MCD) 0.3 $2.2M 8.3k 263.53
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $2.1M -3% 17k 125.11
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $2.1M 31k 69.63
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $2.1M -4% 48k 44.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.1M +54% 29k 71.84
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $2.1M +205% 20k 104.27
Ishares Tr Us Aer Def Etf (ITA) 0.2 $2.1M 18k 111.86
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $2.1M +2% 24k 84.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.9M 6.3k 308.90
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $1.9M -3% 8.9k 214.53
Johnson & Johnson (JNJ) 0.2 $1.9M 11k 176.64
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $1.9M -50% 19k 96.96
Eli Lilly & Co. (LLY) 0.2 $1.8M 5.0k 365.84
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $1.8M -3% 41k 44.59
Amazon (AMZN) 0.2 $1.8M 22k 84.00
Exxon Mobil Corporation (XOM) 0.2 $1.8M 17k 110.30
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.2 $1.8M 49k 36.52
Danaher Corporation (DHR) 0.2 $1.7M 6.4k 265.42
Illinois Tool Works (ITW) 0.2 $1.7M 7.7k 220.30
Procter & Gamble Company (PG) 0.2 $1.7M 11k 151.56
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.6M -3% 12k 135.24
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $1.6M -8% 28k 57.96
Pepsi (PEP) 0.2 $1.6M 9.0k 180.66
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.6M 8.7k 183.54
Chevron Corporation (CVX) 0.2 $1.6M -2% 8.7k 179.49
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.2 $1.5M NEW 8.9k 171.75
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.5M +314% 19k 81.17
Vanguard Index Fds Value Etf (VTV) 0.2 $1.5M 11k 140.37
Philip Morris International (PM) 0.2 $1.5M 15k 101.21
Ishares Tr S&p 100 Etf (OEF) 0.2 $1.4M 8.4k 170.57
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $1.4M -7% 28k 50.55
Ares Capital Corporation (ARCC) 0.2 $1.4M -2% 76k 18.47
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $1.4M -33% 61k 22.94
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.2 $1.4M 64k 21.58
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $1.4M -8% 32k 42.65
Cme (CME) 0.2 $1.3M 8.0k 168.16
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 21k 61.64
Southern Company (SO) 0.1 $1.2M 17k 71.41
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.2M 16k 74.55
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.2M 17k 68.30
Ishares Tr Modert Alloc Etf (AOM) 0.1 $1.2M -6% 31k 38.01
Ishares Tr Select Divid Etf (DVY) 0.1 $1.2M -10% 9.7k 120.60
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $1.2M 14k 85.56
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.2M -3% 13k 91.31
Merck & Co (MRK) 0.1 $1.1M 10k 110.95
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $1.1M -15% 98k 11.37
Ishares Msci Gbl Min Vol (ACWV) 0.1 $1.1M -2% 12k 95.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.1M -2% 14k 75.54
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.1M +2% 12k 88.73
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $999k 15k 65.61
Tompkins Financial Corporation (TMP) 0.1 $998k -7% 13k 77.58
Coca-Cola Company (KO) 0.1 $972k 15k 63.61
Cisco Systems (CSCO) 0.1 $971k 20k 47.64
Spdr Ser Tr Aerospace Def (XAR) 0.1 $961k +4% 8.7k 110.05
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $958k -2% 10k 94.64
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $955k 11k 89.99
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $953k -2% 23k 40.89
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $950k -6% 13k 72.10
Wisdomtree Tr Us High Dividend (DHS) 0.1 $911k -10% 11k 86.06
Ishares Msci Jpn Etf New (EWJ) 0.1 $904k -10% 17k 54.44
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $897k 21k 43.83
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $893k 22k 41.14
Pfizer (PFE) 0.1 $888k 17k 51.24
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $880k 18k 48.62
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $870k 36k 24.06
Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $852k 19k 45.15
Mondelez Intl Cl A (MDLZ) 0.1 $840k 13k 66.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $827k 18k 45.15
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $811k +19% 15k 52.57
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $801k +3% 21k 38.71
Visa Com Cl A (V) 0.1 $796k 3.8k 207.76
Ishares Tr Core High Dv Etf (HDV) 0.1 $773k -2% 7.4k 104.24
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $772k -28% 3.8k 203.82
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $764k -8% 12k 62.77
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $749k +6% 13k 58.50
Duck Creek Technologies SHS (DCT) 0.1 $736k 61k 12.05
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $729k +37% 16k 45.62
Enterprise Products Partners (EPD) 0.1 $711k +2% 30k 24.12
Meta Platforms Cl A (META) 0.1 $706k +261% 5.9k 120.34
Caterpillar (CAT) 0.1 $700k +32% 2.9k 239.55
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $688k +28% 15k 45.61
Cigna Corp (CI) 0.1 $677k 2.0k 331.34
Ishares Jp Mrg Em Crp Bd (CEMB) 0.1 $675k +8% 16k 42.76
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $661k 59k 11.18
Walgreen Boots Alliance (WBA) 0.1 $660k -2% 18k 37.36
Nextera Energy (NEE) 0.1 $655k 7.8k 83.59
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $654k -3% 5.1k 129.16
Western Asset Intm Muni Fd I (SBI) 0.1 $649k -13% 86k 7.59
Ishares Tr India 50 Etf (INDY) 0.1 $646k 15k 42.31
Ishares Tr Core Div Grwth (DGRO) 0.1 $639k 13k 50.00
Walt Disney Company (DIS) 0.1 $635k -3% 7.3k 86.88
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $630k -13% 6.9k 91.81
Ishares Core Msci Emkt (IEMG) 0.1 $626k 13k 46.70
Honeywell International (HON) 0.1 $624k 2.9k 214.30
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $620k 19k 33.21
Plexus (PLXS) 0.1 $618k 6.0k 102.93
Wal-Mart Stores (WMT) 0.1 $612k -10% 4.3k 141.81
Texas Instruments Incorporated (TXN) 0.1 $611k 3.7k 165.22
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $608k -17% 20k 30.39
Alphabet Cap Stk Cl A (GOOGL) 0.1 $608k +10% 6.9k 88.23
Adobe Systems Incorporated (ADBE) 0.1 $607k 1.8k 336.53
Ishares Tr Ishares Biotech (IBB) 0.1 $606k -2% 4.6k 131.30
Altria (MO) 0.1 $598k 13k 45.71
Phillips Edison & Co Common Stock (PECO) 0.1 $596k +18% 19k 31.84
Ishares Tr Us Trsprtion (IYT) 0.1 $588k -10% 2.8k 213.58
Barings Bdc (BBDC) 0.1 $579k 71k 8.15
At&t (T) 0.1 $575k -14% 31k 18.41
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $569k -6% 12k 46.44
Target Corporation (TGT) 0.1 $561k -2% 3.8k 149.04
Lockheed Martin Corporation (LMT) 0.1 $558k 1.1k 486.55
First Tr Value Line Divid In SHS (FVD) 0.1 $558k 14k 39.91
International Business Machines (IBM) 0.1 $553k +15% 3.9k 140.90
Costco Wholesale Corporation (COST) 0.1 $544k 1.2k 456.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $525k 22k 23.67
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $507k 11k 44.81
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $506k 3.6k 141.25
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $499k -14% 10k 49.51
Keurig Dr Pepper (KDP) 0.1 $499k 14k 35.66
Dollar General (DG) 0.1 $495k 2.0k 246.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $493k +29% 6.0k 82.48
Starbucks Corporation (SBUX) 0.1 $477k 4.8k 99.19
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $468k +77% 4.8k 96.99
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $466k +10% 8.7k 53.49
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $461k -11% 6.0k 77.51
Oracle Corporation (ORCL) 0.1 $460k -4% 5.6k 81.74
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $451k 17k 26.69
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $446k +4% 2.2k 202.96
Brown Forman Corp CL B (BF.B) 0.1 $440k 6.7k 65.68
O'reilly Automotive (ORLY) 0.1 $435k 515.00 844.03
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $428k -2% 8.3k 51.54
UnitedHealth (UNH) 0.0 $407k 767.00 530.18
Shell Spon Ads (SHEL) 0.0 $405k 7.1k 56.95
TJX Companies (TJX) 0.0 $400k 5.0k 79.59
Cummins (CMI) 0.0 $395k +63% 1.6k 242.29
Verizon Communications (VZ) 0.0 $385k 9.8k 39.40
Ishares Tr Msci Eafe Etf (EFA) 0.0 $380k 5.8k 65.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $373k 1.9k 200.57
Select Sector Spdr Tr Technology (XLK) 0.0 $372k -5% 3.0k 124.46
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $372k +8% 17k 21.98
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $371k 5.5k 67.45
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $370k -5% 18k 20.69
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $364k 9.2k 39.58
Blackstone Group Inc Com Cl A (BX) 0.0 $360k -5% 4.8k 74.19
Goldman Sachs (GS) 0.0 $354k +2% 1.0k 343.53
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $353k +24% 9.3k 37.90
NVIDIA Corporation (NVDA) 0.0 $352k 2.4k 146.14
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $351k 3.2k 108.08
Canadian Pacific Railway (CP) 0.0 $349k 4.7k 74.60
Duke Energy Corp Com New (DUK) 0.0 $346k 3.4k 102.99
Brown Forman Corp Cl A (BF.A) 0.0 $337k 5.1k 65.76
Cheniere Energy Partners Com Unit (CQP) 0.0 $337k 5.9k 56.87
Tesla Motors (TSLA) 0.0 $336k -15% 2.7k 123.18
First Tr Morningstar Divid L SHS (FDL) 0.0 $321k -7% 8.8k 36.56
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $319k -17% 11k 28.44
American Express Company (AXP) 0.0 $312k 2.1k 147.73
Raytheon Technologies Corp (RTX) 0.0 $307k 3.0k 100.92
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $297k NEW 5.8k 51.38
Tekla Healthcare Opportuniti SHS (THQ) 0.0 $295k 15k 19.81
Bristol Myers Squibb (BMY) 0.0 $291k 4.1k 71.95
BP Sponsored Adr (BP) 0.0 $285k +3% 8.2k 34.93
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $285k -7% 4.9k 58.74
First Tr Exch Trd Alphdx Germany Alpha (FGM) 0.0 $285k -11% 8.1k 35.32
Amgen (AMGN) 0.0 $284k -2% 1.1k 262.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $284k +10% 6.2k 45.65
S&p Global (SPGI) 0.0 $283k 844.00 334.94
Greenbrier Companies (GBX) 0.0 $276k 8.2k 33.53
Pioneer Municipal High Incom Com Shs (MHI) 0.0 $275k +23% 32k 8.58
Anthem (ELV) 0.0 $273k NEW 532.00 512.97
Netflix (NFLX) 0.0 $271k 920.00 295.01
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.0 $271k NEW 5.7k 47.40
FedEx Corporation (FDX) 0.0 $269k -5% 1.6k 173.15
Republic Services (RSG) 0.0 $267k 2.1k 128.97
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $256k 2.8k 90.48
Accenture Plc Ireland Shs Class A (ACN) 0.0 $252k 943.00 266.84
Exelon Corporation (EXC) 0.0 $248k 5.7k 43.23
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $247k -13% 3.9k 63.90
NiSource (NI) 0.0 $245k 9.0k 27.42
Stryker Corporation (SYK) 0.0 $243k -10% 995.00 244.49
Valero Energy Corporation (VLO) 0.0 $241k -3% 1.9k 126.86
Duff & Phelps Global (DPG) 0.0 $241k -9% 18k 13.51
Chubb (CB) 0.0 $240k NEW 1.1k 220.53
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $239k 1.3k 186.13
Nike CL B (NKE) 0.0 $239k NEW 2.0k 117.01
American Tower Reit (AMT) 0.0 $234k -32% 1.1k 211.86
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $232k -7% 3.8k 60.36
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $231k 900.00 256.41
Aon Shs Cl A (AON) 0.0 $228k 761.00 300.14
Analog Devices (ADI) 0.0 $227k NEW 1.4k 164.03
Boeing Company (BA) 0.0 $226k NEW 1.2k 190.56
Intel Corporation (INTC) 0.0 $225k -23% 8.5k 26.43
Wec Energy Group (WEC) 0.0 $222k -3% 2.4k 93.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $221k -6% 1.4k 158.80
Kraft Heinz (KHC) 0.0 $219k NEW 5.4k 40.71
Bank of America Corporation (BAC) 0.0 $218k NEW 6.6k 33.12
Ishares Jp Morgan Em Etf (LEMB) 0.0 $216k -35% 6.2k 34.71
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $208k +2% 3.6k 57.61
CVS Caremark Corporation (CVS) 0.0 $208k 2.2k 93.19
CSX Corporation (CSX) 0.0 $207k NEW 6.7k 30.98
American Electric Power Company (AEP) 0.0 $203k NEW 2.1k 94.95
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $149k NEW 13k 11.80
BlackRock Global Energy & Resources Trus (BGR) 0.0 $140k -8% 11k 12.53
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $133k 11k 11.87
Alkaline Wtr Com New (WTER) 0.0 $1.7k 10k 0.17

Past Filings by StrategIQ Financial Group

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

View all past filings