Notify me when Financial Strategies Group, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 94 | $552,446,136 | +$14,218,776 | -$3,595,027 | +$10,623,749 | SPTM, SPAB, FENI, SPEM, FBND | 13F-HR | 04 Feb 2026, 21:46 |
| Q3 2025 | 93 | $524,602,217 | +$68,658,068 | -$52,921,869 | +$15,736,199 | SPTM, SPAB, FENI, SPEM, FBND | 13F-HR | 04 Nov 2025, 10:18 |
| Q2 2025 | 93 | $479,411,481 | +$20,603,985 | -$2,192,933 | +$18,411,052 | SPTM, IQLT, SPAB, SPEM, FBND | 13F-HR | 13 Aug 2025, 19:11 |
| Q1 2025 | 92 | $422,855,917 | +$42,846,118 | -$31,579,078 | +$11,267,040 | SPTM, SPAB, IQLT, FBND, SPEM | 13F-HR | 16 May 2025, 12:01 |
| Q4 2024 | 96 | $418,011,361 | +$11,156,655 | -$4,015,510 | +$7,141,145 | SPTM, SPAB, IQLT, SPEM, SPMD | 13F-HR | 24 Jan 2025, 15:48 |
| Q3 2024 | 96 | $404,047,395 | +$41,347,998 | -$30,902,135 | +$10,445,863 | SPTM, SPAB, IQLT, SPEM, SPMD | 13F-HR | 31 Oct 2024, 13:09 |
| Q2 2024 | 96 | $397,662,246 | +$21,412,306 | -$2,881,521 | +$18,530,785 | SPTM, IQLT, SPAB, IBTE, SPEM | 13F-HR | 17 Jul 2024, 11:34 |
| Q1 2024 | 80 | $372,104,365 | +$39,240,710 | -$32,096,584 | +$7,144,126 | SPTM, IQLT, SPAB, IBTE, SPEM | 13F-HR | 18 Apr 2024, 14:43 |
| Q4 2023 | 77 | $349,738,450 | +$15,568,234 | -$8,351,354 | +$7,216,880 | SPTM, IQLT, IBTE, SPEM, SPMD | 13F-HR | 30 Jan 2024, 10:46 |
| Q3 2023 | 75 | $317,014,861 | +$39,192,544 | -$25,068,752 | +$14,123,792 | SPTM, IQLT, IBTE, SPEM, SPMD | 13F-HR | 18 Oct 2023, 15:21 |
| Q2 2023 | 73 | $312,554,858 | +$49,349,046 | -$5,423,295 | +$43,925,751 | SPTM, IQLT, SPEM, SPMD, FNDX | 13F-HR | 13 Jul 2023, 16:08 |
| Q1 2023 | 78 | $259,703,787 | +$53,572,964 | -$45,189,387 | +$8,383,577 | SPTM, IQLT, SPEM, SPMD, SPAB | 13F-HR | 02 May 2023, 10:47 |
| Q4 2022 | 78 | $240,718,504 | +$10,196,615 | -$7,013,055 | +$3,183,560 | SPTM, SPDW, SPEM, SPMD, FNDX | 13F-HR | 10 Feb 2023, 12:35 |
| Q3 2022 | 76 | $220,590,000 | +$11,176,468 | -$13,919,887 | -$2,743,419 | SPTM, SPDW, SPEM, SPAB, SPMD | 13F-HR | 26 Oct 2022, 08:48 |
| Q2 2022 | 85 | $238,661,000 | +$29,948,343 | -$12,077,906 | +$17,870,437 | SPTM, SPDW, SPEM, SPAB, FNDX | 13F-HR | 08 Aug 2022, 11:14 |
| Q1 2022 | 84 | $250,861,000 | +$47,726,518 | -$31,195,364 | +$16,531,154 | SPTM, SPDW, SPAB, SPEM, FNDX | 13F-HR | 29 Apr 2022, 13:06 |
| Q4 2021 | 77 | $245,225,000 | +$15,101,144 | -$2,014,641 | +$13,086,503 | SPTM, SPDW, SPAB, SPEM, SPMD | 13F-HR | 07 Feb 2022, 11:11 |
| Q3 2021 | 73 | $223,805,000 | +$12,014,388 | -$1,487,238 | +$10,527,150 | SPTM, SPDW, SPAB, SPEM, SPMD | 13F-HR | 12 Nov 2021, 08:31 |
| Q2 2021 | 73 | $216,191,000 | +$17,046,090 | -$1,489,253 | +$15,556,837 | SPTM, SPDW, SPAB, SPEM, SPMD | 13F-HR | 13 Aug 2021, 09:19 |
| Q1 2021 | 70 | $193,080,000 | +$20,481,257 | -$14,498,390 | +$5,982,867 | SPTM, SPDW, SPAB, SPEM, SPMD | 13F-HR | 06 May 2021, 08:29 |
| Q4 2020 | 68 | $179,355,000 | +$16,062,076 | -$276,699 | +$15,785,377 | SPTM, SPDW, SPAB, SPEM, SPMD | 13F-HR | 12 Feb 2021, 07:06 |
| Q3 2020 | 58 | $148,455,000 | +$13,397,626 | -$4,438,986 | +$8,958,640 | SPTM, SPAB, SPDW, SPEM, MINT | 13F-HR | 13 Nov 2020, 11:18 |
| Q2 2020 | 47 | $134,292,000 | +$14,558,129 | -$4,707,445 | +$9,850,684 | SPTM, SPAB, SPDW, SPMD, MINT | 13F-HR | 12 Aug 2020, 09:41 |
| Q1 2020 | 42 | $110,394,000 | +$19,230,184 | -$16,706,522 | +$2,523,662 | SPTM, SPAB, SPDW, MINT, SPEM | 13F-HR | 12 May 2020, 07:15 |
| Q4 2019 | 47 | $124,067,000 | $0 | $0 | $0 | SPTM, SPAB, SPDW, MINT, SPEM | 13F-HR | 13 Feb 2020, 09:20 |