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Value $
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$196M
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Signature - Title
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Grant Carroll - Chief Compliance Officer
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Location
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Bend, OR
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Summary
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This page shows a list of all the recent 13F filings made by Strategic Financial Partners, Ltd.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Strategic Financial Partners, Ltd. reported 70 stock holdings with total value $196M as of Q4 2024. Top holdings included SPLG, SPYV, VONG, SPDW, and IWR.