• 13F History

Financial Strategies Group, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$418M
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Okemos, MI
Summary
This page shows a list of all the recent 13F filings made by Financial Strategies Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Strategies Group, Inc. reported 96 stock holdings with total value $418M as of Q4 2024. Top holdings included SPTM, SPAB, IQLT, SPEM, and SPMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 96 $418M +$11.2M -$4.02M +$7.14M SPTM, SPAB, IQLT, SPEM, SPMD 13F-HR 1/24/2025, 03:48 PM
Q3 2024 96 $404M +$41.3M -$30.9M +$10.4M SPTM, SPAB, IQLT, SPEM, SPMD 13F-HR 10/31/2024, 01:09 PM
Q2 2024 96 $398M +$21.4M -$2.88M +$18.5M SPTM, IQLT, SPAB, IBTE, SPEM 13F-HR 7/17/2024, 11:34 AM
Q1 2024 80 $372M +$39.2M -$32.1M +$7.14M SPTM, IQLT, SPAB, IBTE, SPEM 13F-HR 4/18/2024, 02:43 PM
Q4 2023 77 $350M +$15.6M -$8.35M +$7.22M SPTM, IQLT, IBTE, SPEM, SPMD 13F-HR 1/30/2024, 10:46 AM
Q3 2023 75 $317M +$39.2M -$12.8M +$26.4M SPTM, IQLT, IBTE, SPEM, SPMD 13F-HR 10/18/2023, 03:21 PM
Q2 2023 73 $313M +$49.3M -$1.47M +$47.9M SPTM, IQLT, SPEM, SPMD, FNDX 13F-HR 7/13/2023, 04:08 PM
Q1 2023 78 $260M +$53.6M -$39.1M +$14.5M SPTM, IQLT, SPEM, SPMD, SPAB 13F-HR 5/2/2023, 10:47 AM
Q4 2022 78 $241M +$10.2M -$5.44M +$4.76M SPTM, SPDW, SPEM, SPMD, FNDX 13F-HR 2/10/2023, 11:35 AM
Q3 2022 75 $220M +$11.2M -$9.14M +$2.04M SPTM, SPDW, SPEM, SPAB, SPMD 13F-HR 10/26/2022, 08:48 AM
Q2 2022 85 $239M +$29.9M -$5.36M +$24.6M SPTM, SPDW, SPEM, SPAB, FNDX 13F-HR 8/8/2022, 11:14 AM
Q1 2022 83 $250M +$47M -$9.09M +$38M SPTM, SPDW, SPAB, SPEM, FNDX 13F-HR 4/29/2022, 01:06 PM
Q4 2021 77 $245M +$15.1M -$1.02M +$14.1M SPTM, SPDW, SPAB, SPEM, SPMD 13F-HR 2/7/2022, 10:11 AM
Q3 2021 73 $224M +$12M -$1.49M +$10.5M SPTM, SPDW, SPAB, SPEM, SPMD 13F-HR 11/12/2021, 08:31 AM
Q2 2021 73 $216M +$17M -$1.49M +$15.6M SPTM, SPDW, SPAB, SPEM, SPMD 13F-HR 8/13/2021, 09:19 AM
Q1 2021 70 $193M +$20.5M -$14.5M +$5.98M SPTM, SPDW, SPAB, SPEM, SPMD 13F-HR 5/6/2021, 08:29 AM
Q4 2020 68 $179M +$16.1M -$277K +$15.8M SPTM, SPDW, SPAB, SPEM, SPMD 13F-HR 2/12/2021, 06:06 AM
Q3 2020 58 $148M +$13.4M -$4.23M +$9.16M SPTM, SPAB, SPDW, SPEM, MINT 13F-HR 11/13/2020, 10:18 AM
Q2 2020 47 $134M +$14.6M -$3.57M +$11M SPTM, SPAB, SPDW, SPMD, MINT 13F-HR 8/12/2020, 09:41 AM
Q1 2020 42 $110M +$19.2M -$2.93M +$16.3M SPTM, SPAB, SPDW, MINT, SPEM 13F-HR 5/12/2020, 07:15 AM
Q4 2019 47 $124M SPTM, SPAB, SPDW, MINT, SPEM 13F-HR 2/13/2020, 08:20 AM