13F Filings History of StrategIQ Financial Group, LLC

Latest 13F report
Q4 2023 - 23 Jan 2024
Value $
$885,147,153
Signature - Title
Bradley J. Rathe - CIO
Location
Merrillville, IN
Summary
This page shows a list of all the recent 13F filings made by StrategIQ Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. StrategIQ Financial Group, LLC reported 316 stock holdings with total value $885,147,153 as of Q4 2023. Top holdings included VTI, SPY, VIG, IWV, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 316 $885,147,153 +$31,100,406 -$81,849,566 -$50,749,160 VTI, SPY, VIG, IWV, IJH 13F-HR 23 Jan 2024, 14:08
Q3 2023 303 $863,980,202 +$30,231,163 -$13,295,231 +$16,935,932 VTI, SPY, SPTM, VIG, VCSH 13F-HR 19 Oct 2023, 11:10
Q2 2023 303 $876,388,113 +$34,915,715 -$60,513,658 -$25,597,943 VTI, SPY, VIG, SPTM, IWV 13F-HR 17 Jul 2023, 21:51
Q1 2023 284 $866,371,596 +$35,273,951 -$72,630,152 -$37,356,201 ECL, VTI, SPY, VIG, SPTM 13F-HR 19 Apr 2023, 20:02
Q4 2022 277 $863,053,443 +$49,765,209 -$25,056,068 +$24,709,141 ECL, VTI, SPY, VIG, VCSH 13F-HR 12 Jan 2023, 21:16
Q3 2022 273 $786,975,000 +$29,588,125 -$19,342,491 +$10,245,634 ECL, VTI, VCSH, SPY, SPSB 13F-HR 20 Oct 2022, 18:45
Q2 2022 281 $825,162,000 +$58,905,983 -$34,230,855 +$24,675,128 ECL, VTI, SPY, IWV, VIG 13F-HR 26 Jul 2022, 19:33
Q1 2022 292 $919,666,000 +$36,233,717 -$43,018,758 -$6,785,041 ECL, VTI, IWV, SPY, VIG 13F-HR 20 Apr 2022, 20:43
Q4 2021 297 $997,720,000 +$474,043,398 -$8,284,421 +$465,758,977 ECL, VTI, IWV, SPY, VIG 13F-HR 03 Feb 2022, 21:38
Q3 2021 219 $502,819,000 +$16,201,691 -$11,553,825 +$4,647,866 VIG, SPSB, IJH, JPST, IVV 13F-HR 02 Nov 2021, 18:19
Q2 2021 217 $506,312,000 +$22,517,571 -$12,073,655 +$10,443,916 VIG, SPSB, IJH, JPST, UPS 13F-HR 02 Aug 2021, 21:16
Q1 2021 209 $475,507,000 +$16,869,981 -$9,068,432 +$7,801,549 VIG, SPSB, IJH, JPST, SPDW 13F-HR 03 May 2021, 20:46
Q4 2020 203 $446,782,000 +$24,351,682 -$13,549,781 +$10,801,901 SPSB, VIG, JPST, IJH, SPAB 13F-HR 29 Jan 2021, 10:58
Q3 2020 189 $398,143,000 +$26,675,650 -$13,270,445 +$13,405,205 SPSB, VIG, JPST, IJH, SPAB 13F-HR 30 Oct 2020, 17:50
Q2 2020 184 $370,382,000 +$21,926,423 -$16,377,235 +$5,549,188 SPSB, VIG, JPST, SPAB, IJH 13F-HR 03 Aug 2020, 16:52
Q1 2020 185 $322,172,000 +$27,736,691 -$20,255,295 +$7,481,396 VIG, SPAB, SPSB, JPST, IJH 13F-HR 05 May 2020, 17:08
Q4 2019 200 $383,930,000 +$30,354,581 -$14,427,800 +$15,926,781 VIG, SPAB, IJH, SPDW, VEU 13F-HR 03 Feb 2020, 13:02
Q3 2019 192 $350,487,000 +$22,998,320 -$16,549,102 +$6,449,218 SPAB, VIG, IJH, VEU, SPDW 13F-HR 01 Nov 2019, 17:16
Q2 2019 191 $341,950,000 +$23,620,024 -$8,563,995 +$15,056,029 SPAB, VIG, IJH, VEU, SPDW 13F-HR 29 Jul 2019, 16:40
Q1 2019 186 $321,414,000 +$28,791,395 -$20,961,731 +$7,829,664 IJH, SPAB, VIG, VEU, SPDW 13F-HR 26 Apr 2019, 16:52
Q4 2018 180 $288,681,000 +$21,664,992 -$16,403,241 +$5,261,751 IJH, SPAB, VIG, VEU, ABBV 13F-HR 05 Feb 2019, 17:35
Q3 2018 182 $315,554,000 +$31,433,745 -$13,243,645 +$18,190,100 IJH, VEU, VIG, SPAB, ABBV 13F-HR 31 Oct 2018, 16:19
Q2 2018 175 $289,197,000 +$54,329,143 -$18,016,367 +$36,312,776 SPAB, VEU, IJH, VIG, ABBV 13F-HR 25 Jul 2018, 16:14
Q1 2018 162 $252,401,000 +$15,464,049 -$13,262,589 +$2,201,460 VEU, SPAB, VIG, IJH, HEDJ 13F-HR 27 Apr 2018, 08:47
Q4 2017 159 $256,905,000 +$70,709,063 -$67,847,040 +$2,862,023 VEU, SPAB, VIG, IJH, SPDW 13F-HR 06 Feb 2018, 13:49
Q3 2017 151 $248,611,000 +$14,554,242 -$8,541,784 +$6,012,458 VEU, VIG, BND, LQD, IJH 13F-HR 23 Oct 2017, 14:15
Q2 2017 149 $235,501,000 +$14,033,266 -$2,990,547 +$11,042,719 VEU, VIG, LQD, BND, IJH 13F-HR 07 Aug 2017, 16:27
Q1 2017 136 $220,587,000 +$16,086,449 -$2,610,361 +$13,476,088 VEU, VIG, BND, LQD, IJH 13F-HR 01 May 2017, 18:21
Q4 2016 128 $200,200,000 +$19,487,381 -$3,000,852 +$16,486,529 VIG, VEU, BND, LQD, IJH 13F-HR 01 Feb 2017, 18:44
Q3 2016 109 $182,029,000 +$15,270,164 -$8,223,160 +$7,047,004 VEU, VIG, LQD, BND, IJH 13F-HR 09 Nov 2016, 16:27
Q2 2016 104 $170,581,000 +$63,978,416 -$2,536,459 +$61,441,957 VIG, VEU, LQD, BND, IJH 13F-HR 02 Aug 2016, 16:06
Q1 2016 56 $107,119,000 +$10,638,853 -$3,030,740 +$7,608,113 VEU, LQD, BND, VIG, IJH 13F-HR 02 May 2016, 06:04
Q4 2015 53 $97,682,000 $0 $0 $0 VEU, VIG, LQD, BND, VTI 13F-HR 01 Feb 2016, 18:18