Financial Strategies Group, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Okemos, MI
CIK
0001774343
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 80 372,104 SPTM, IQLT, SPAB, IBTE 13F-HR 4/18/2024 000198615224000009
Q4 2023 77 349,738 SPTM, IQLT, IBTE, SPEM 13F-HR 1/30/2024 000198615224000003
Q3 2023 75 317,014 SPTM, IQLT, IBTE, SPEM 13F-HR 10/18/2023 000198615223000002
Q2 2023 73 312,554 SPTM, IQLT, SPEM, SPMD 13F-HR 7/13/2023 000174588523000004
Q1 2023 78 259,703 SPTM, IQLT, SPEM, SPMD 13F-HR 5/2/2023 000177434323000002
Q4 2022 78 240,718 SPTM, SPDW, SPEM, SPMD 13F-HR 2/10/2023 000177434323000001
Q3 2022 76 220,590 SPTM, SPDW, SPEM, SPAB 13F-HR 10/26/2022 000177434322000004
Q2 2022 85 238,661 SPTM, SPDW, SPEM, SPAB 13F-HR 8/8/2022 000177434322000003
Q1 2022 84 250,861 SPTM, SPDW, SPAB, SPEM 13F-HR 4/29/2022 000177434322000002
Q4 2021 77 245,225 SPTM, SPDW, SPAB, SPEM 13F-HR 2/7/2022 000177434322000001
Q3 2021 73 223,805 SPTM, SPDW, SPAB, SPEM 13F-HR 11/12/2021 000177434321000005
Q2 2021 73 216,191 SPTM, SPDW, SPAB, SPEM 13F-HR 8/13/2021 000177434321000004
Q1 2021 70 193,080 SPTM, SPDW, SPAB, SPEM 13F-HR 5/6/2021 000177434321000003
Q4 2020 68 179,355 SPTM, SPDW, SPAB, SPEM 13F-HR 2/12/2021 000177434321000001
Q3 2020 58 148,455 SPTM, SPAB, SPDW, SPEM 13F-HR 11/13/2020 000177434320000011
Q2 2020 47 134,292 SPTM, SPAB, SPDW, SPMD 13F-HR 8/12/2020 000177434320000010
Q1 2020 42 110,394 SPTM, SPAB, SPDW, MINT 13F-HR 5/12/2020 000177434320000008
Q4 2019 47 124,067 SPTM, SPAB, SPDW, MINT 13F-HR 2/13/2020 000177434320000003