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CIK: 0002027921
Total reported value
$265.1M
$265.1M
70 檔
34.4%
In Q4 2024, Strategic Financial Partners, Ltd.'s U.S. equity holdings reached a combined market value of $265.1M, distributed across 70 disclosed stock positions.
During Q4 2024, Strategic Financial Partners, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.56% | -1.76% | -0.47% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.73% | +0.49% | +34.27% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.65% | -1.30% | -35.10% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.85% | -2.67% | +4.90% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.71% | -0.87% | -23.01% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.64% | -2.51% | +6.37% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.83% | +0.05% | -5.18% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.33% | -0.46% | +189.58% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.85% | +0.10% | -1.52% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.78% | -3.99% | +1347.52% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.18% | +0.03% | -7.07% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.79% | — | +1356.99% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.72% | +0.03% | +0.25% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.72% | +0.49% | +7.75% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.68% | +0.28% | -4.04% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.68% | +0.73% | +8.25% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.61% | +0.05% | -0.20% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.54% | +0.78% | -5.12% | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.28% | -0.04% | -0.67% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.07% | -0.06% | -9.88% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.08% | +21.33% | |
| 22 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.86% | +0.87% | NEW | |
| 23 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.86% | — | -69.16% | |
| 24 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.85% | +0.25% | +16.36% | |
| 25 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.85% | +1.05% | — | |
| 26 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.84% | -0.65% | EXIT | |
| 27 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.78% | -0.01% | -0.32% | |
| 28 | FMB | First Trust Managed Municipa | ETF-Other | 0.78% | -0.08% | -10.28% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | — | +3.03% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.73% | -0.08% | +41.94% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | +0.01% | +2.61% | |
| 32 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.60% | -0.01% | +0.02% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | -0.01% | +0.60% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.55% | +0.02% | -1.34% | |
| 35 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.45% | +0.90% | -13.62% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.40% | +0.03% | -7.85% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +4.06% | +0.06% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.38% | -0.05% | -0.17% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.37% | -0.01% | -8.29% | |
| 40 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.36% | -0.01% | +0.21% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.34% | +0.96% | -1.32% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.33% | — | -16.19% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | — | +0.66% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.30% | +0.52% | +10.68% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.29% | -0.04% | -14.35% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | -0.01% | -0.29% | |
| 47 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.28% | +0.01% | -0.04% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | — | — | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.23% | -0.33% | +23.58% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.22% | -0.02% | +1.16% |
According to official SEC Form 13F filings, Strategic Financial Partners, Ltd. reported a total U.S. public equity portfolio value of $265.1M across 70 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPYV, VONG) accounted for 34.4% of total reported equity market value during Q4 2024.
During Q4 2024, Strategic Financial Partners, Ltd.'s top holdings by market value included SPYM (19.6%)、SPYV (7.7%)、VONG (7.7%). The largest single position, SPYM, represented 19.6% of total portfolio value.
In Q4 2024, Strategic Financial Partners, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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