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Strategy shares owned by Values First Advisors

Quarter-by-quarter ownership of Strategy (ESLG) shares owned by Values First Advisors from 13F filings

Historical chart of Values First Advisors investment in Strategy

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All positions including Strategy held by Values First Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Values First Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $176k 7.1k 24.95

More positions owned by Values First Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares U S Etf Tr Short Duration B (NEAR)
Emergent BioSolutions (EBS)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ensign (ENSG)
Monolithic Power Systems (MPWR)
Amphenol Corp Cl A (APH)
Lowe's Companies (LOW)
Expeditors International of Washington (EXPD)

View all positions for Values First Advisors

Top funds holding Strategy

ValMark Advisers
49 Wealth Management
First Heartland Consultants
EverSource Wealth Advisors
Whitaker-Myers Wealth Managers
Values First Advisors
Creative Financial Designs

View all funds holding Strategy