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Strid

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

Top 5 stock holdings are SCHB, VEU, DALI, QVAL, VWO, and represent 80.21% of Strid Group's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$129M), VEU, IBDR, IBDS, IBDQ, CMCSA, VWO, BSCQ, IBDT, BSCR.
Started 7 new stock positions in AMZN, LLY, OBDC, GOOG, V, COST, CMCSA.
Reduced shares in these 10 stocks: Ishares Tr ibnd dec24 etf (-$9.4M), Bsco etf, Ishares Tr ibonds dec, IDCC, NUE, DALI, IVV, VTI, , OXY.
Sold out of its positions in XOM, Bsco etf, Ishares Tr ibnd dec24 etf, Ishares Tr ibonds dec, Ishares Ibonds Dec 2024 Term T, OXY.
Strid Group was a net buyer of stock by $125M.
Strid Group has $641M in assets under management (AUM), dropping by -2.59%.
Central Index Key (CIK): 0001625800

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Portfolio Holdings for Strid Group

Strid Group holds 60 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	30.2	$194M	+197%	8.5M	22.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	18.7	$120M		2.1M	57.41	View chart
First Tr Exchange-traded Dorseywrgt Etf (DALI)	14.5	$93M		3.6M	25.81	View chart
Ea Series Trust Us Quan Value (QVAL)	9.6	$62M		1.4M	44.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	7.1	$46M		1.0M	44.04	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	2.2	$14M	+9%	553k	25.05	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	2.1	$14M		232k	59.06	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	2.0	$13M		122k	107.61	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.7	$11M	+20%	448k	24.07	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	1.2	$8.0M		320k	24.95	View chart
Nucor Corporation (NUE)	1.0	$6.4M	-5%	55k	116.71	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.9	$5.5M	+2%	205k	26.63	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.8	$5.2M		155k	33.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$4.9M	-4%	17k	289.81	View chart
InterDigital (IDCC)	0.8	$4.9M	-13%	25k	193.72	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$4.8M	+45%	199k	23.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$3.8M	-6%	6.4k	588.67	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$3.6M		57k	64.47	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.5	$3.2M		82k	38.66	View chart
Apple (AAPL)	0.4	$2.4M		9.7k	250.42	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$1.5M	+60%	59k	24.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.3M	+2%	3.0k	453.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$1.2M	+123%	63k	19.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.2M	+11%	2.1k	585.96	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$1.2M	-2%	20k	59.77	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$982k	+12%	48k	20.65	View chart
Walt Disney Company (DIS)	0.2	$969k		8.7k	111.35	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$898k		34k	26.61	View chart
Comfort Systems USA (FIX)	0.1	$809k		1.9k	424.06	View chart
Comcast Corp Cl A (CMCSA)	0.1	$803k	NEW	92k	8.75	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$794k		31k	25.46	View chart
Arch Cap Group Ord (ACGL)	0.1	$786k		8.5k	92.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$749k	+269%	38k	19.48	View chart
JPMorgan Chase & Co. (JPM)	0.1	$707k		3.0k	239.69	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$682k	-3%	16k	41.82	View chart
Marsh & McLennan Companies (MMC)	0.1	$610k		2.9k	212.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$555k		1.4k	410.44	View chart
Microsoft Corporation (MSFT)	0.1	$503k		1.2k	421.50	View chart
Universal Display Corporation (OLED)	0.1	$462k		3.2k	146.20	View chart
Republic Services (RSG)	0.1	$453k		2.3k	201.21	View chart
NVIDIA Corporation (NVDA)	0.1	$446k	+87%	3.3k	134.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$444k		2.6k	169.30	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$421k		3.0k	138.26	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$394k		17k	22.80	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.1	$366k		4.0k	91.30	View chart
Meta Platforms Cl A (META)	0.1	$355k		607.00	585.51	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$312k		4.7k	66.14	View chart
Costco Wholesale Corporation (COST)	0.0	$302k	NEW	329.00	916.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$286k	-6%	3.7k	78.00	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$275k		3.6k	76.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$255k		1.2k	206.92	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$246k		5.0k	49.62	View chart
Visa Com Cl A (V)	0.0	$212k	NEW	672.00	316.00	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$211k		19k	11.07	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$209k	NEW	14k	15.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$206k		1.1k	189.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$165k	NEW	867.00	190.44	View chart
Eli Lilly & Co. (LLY)	0.0	$148k	NEW	192.00	772.00	View chart
Amazon (AMZN)	0.0	$146k	NEW	666.00	219.39	View chart
Meridian Bank (MRBK)	0.0	$137k		10k	13.71	View chart

Past Filings by Strid Group

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

Strid Group 2024 Q4 filed Jan. 28, 2025
Strid Group 2024 Q3 filed Oct. 16, 2024
Strid Group 2024 Q2 filed July 17, 2024
Strid Group 2024 Q1 filed April 24, 2024
Strid Group 2023 Q4 filed Jan. 31, 2024
Strid Group 2023 Q3 filed Oct. 10, 2023
Strid Group 2023 Q2 filed July 25, 2023
Strid Group 2023 Q1 filed April 24, 2023
Strid Group 2022 Q4 filed Jan. 27, 2023
Strid Group 2022 Q3 filed Oct. 12, 2022
Strid Group 2022 Q2 filed July 11, 2022
Strid Group 2022 Q1 filed April 11, 2022
Strid Group 2021 Q4 filed Jan. 14, 2022
Strid Group 2021 Q3 filed Oct. 8, 2021
Strid Group 2021 Q2 filed July 28, 2021
Strid Group 2021 Q1 filed April 23, 2021

View all past filings

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