HoldingsChannel.com
StrategIQ Financial Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD SPECIALIZED FUNDS (VIG) 136,359 +12,096 $14,098
     VIG136,359+12,096$14,098
SPDR SER TR (SPAB) 465,336 -52,165 $14,062
     SPAB465,336-52,165$14,062
SPDR SER TR (SPSB) 423,178 +116,656 $12,802
     SPSB423,178+116,656$12,802
J P MORGAN EXCHANGE TRADED F (JPST) 234,913 +27,839 $11,668
     JPST234,913+27,839$11,668
ISHARES TR (IJH) 71,785 +2,354 $10,327
     IJH71,785+2,354$10,327
SPDR INDEX SHS FDS (SPDW) 375,136 -6,751 $8,981
     SPDW375,136-6,751$8,981
SPDR SER TR (SPLG) 281,837 -8,073 $8,526
     SPLG281,837-8,073$8,526
VANGUARD INTL EQUITY INDEX F (VEU) 199,587 -12,823 $8,187
     VEU199,587-12,823$8,187
ABBVIE INC 105,520 -157 $8,040
     ABBV105,520-157$8,040
ABBOTT LABS 99,403 +217 $7,844
     ABT99,403+217$7,844
UNITED PARCEL SERVICE INC 77,431 +25,843 $7,234
     UPS77,431-157$7,234
ISHARES TR (IVV) 27,423 +2,362 $7,086
     IVV27,423+2,362$7,086
SPDR SER TR (FLRN) 212,525 +5,797 $6,248
     FLRN212,525+5,797$6,248
ISHARES TR (IGSB) 119,043 +35,347 $6,233
     IGSB119,043+35,347$6,233
WISDOMTREE TR 116,156 -14,332 $5,999
     AGGY116,156-14,332$5,999
SPDR SER TR (SPMD) 214,497 -10,603 $5,433
     SPMD214,497-10,603$5,433
SPDR SER TR (SPIB) 154,069 +21,382 $5,240
     SPIB154,069+21,382$5,240
VANGUARD TAX MANAGED INTL FD (VEA) 148,237 -323 $4,942
     VEA148,237-323$4,942
SPDR SER TR (SPTM) 143,098 +6,128 $4,500
     SPTM143,098+6,128$4,500
RIVERNORTH MARKETPLACE LENDI 271,926 -9,301 $4,394
     RSF271,926-9,301$4,394
VANGUARD INTL EQUITY INDEX F (VWO) 125,838 -46,397 $4,222
     VWO125,838-46,397$4,222
VANGUARD WHITEHALL FDS (VYM) 58,333 +4,289 $4,127
     VYM58,333+4,289$4,127
SPDR SER TR (SLYV) 99,687 +39,796 $4,073
     SLYV99,687+39,796$4,073
VANGUARD INDEX FDS (VTI) 29,231 -767 $3,768
     VTI29,231-767$3,768
VANGUARD BD INDEX FDS (BND) 41,676 -3,914 $3,557
     BND41,676-3,914$3,557
APPLE INC 13,823 +632 $3,515
     AAPL13,823+632$3,515
INVESCO EXCHANGE TRADED FD T (PCY) 146,737 +4,483 $3,508
     PCY146,737+4,483$3,508
ISHARES TR (MUB) 30,045 +3,716 $3,395
     MUB30,045+3,716$3,395
ISHARES TR (IDV) 142,055 -10,256 $3,210
     IDV142,055-10,256$3,210
SPDR SER TR (SPYG) 88,123 +50,607 $3,150
     SPYG88,123+50,607$3,150
SPDR SER TR (SPSM) 143,690 -13,552 $3,138
     SPSM143,690-13,552$3,138
FIRST TR EXCH TRADED FD III (FPE) 186,535 +24,950 $3,059
     FPE186,535+24,950$3,059
WISDOMTREE TR 62,943 -1,974 $3,025
     DLS62,943-1,974$3,025
SPDR SER TR (SHM) 61,057 +10,716 $2,986
     SHM61,057+10,716$2,986
SPDR INDEX SHS FDS (SPEM) 104,598 -27,619 $2,977
     SPEM104,598-27,619$2,977
ISHARES TR (EFV) 81,259 +61,802 $2,900
     EFV81,259+61,802$2,900
WISDOMTREE TR 83,275 +5,759 $2,686
     DEM83,275+5,759$2,686
INVESCO QQQ TR 14,104 +4,533 $2,685
     QQQ14,104+4,533$2,685
SPDR SER TR (SPYV) 100,397 +30,249 $2,594
     SPYV100,397+30,249$2,594
SELECT SECTOR SPDR TR (XLV) 28,445 +10,413 $2,520
     XLV28,445+10,413$2,520
WISDOMTREE TR 62,445 -1,533 $2,306
     DOL62,445-1,533$2,306
ISHARES TR (USRT) 52,350 +28,218 $2,051
     USRT52,350+28,218$2,051
ISHARES TR (AOR) 49,083 -349 $2,031
     AOR49,083-349$2,031
CME GROUP INC 11,556 +5 $1,998
     CME11,556+5$1,998
JPMORGAN CHASE & CO 22,121 +477 $1,992
     JPM22,121+477$1,992
FIRST TR EXCHANGE TRADED FD (FXH) 26,460 +1,980 $1,957
     FXH26,460+1,980$1,957
WISDOMTREE TR 26,338 -9,889 $1,701
     DTN26,338-9,889$1,701
ISHARES TR (IWN) 20,413 -496 $1,675
     IWN20,413-496$1,675
INVESCO EXCHANGE TRADED FD T (PFM) 66,693 -131 $1,644
     PFM66,693-131$1,644
ISHARES TR (IWO) 10,241 -950 $1,620
     IWO10,241-950$1,620

See Full List: All Stocks Held By StrategIQ Financial Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By StrategIQ Financial Group LLC

Size ($ in 1000's)
At 03/31/2020: $322,713
At 12/31/2019: $387,650

Combined Holding Report Includes:
StrategIQ Financial Group LLC
SEI INVESTMENTS CO

StrategIQ Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from StrategIQ Financial Group LLC 13F filings. Link to 13F filings: SEC filings

StrategIQ Financial Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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