All Stocks Held By Financial Strategies Group Inc.

As of 03/31/2024, we find all stocks held by Financial Strategies Group Inc. to be as follows, presented in the table below with each row detailing each Financial Strategies Group Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Financial Strategies Group Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Financial Strategies Group Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SPDR SER TR (SPTM)	779,256	-107,805	$49,607
SPTM	779,256	-107,805	$49,607
ISHARES TR (IQLT)	960,006	-45,327	$37,709
IQLT	960,006	-45,327	$37,709
SPDR SER TR (SPAB)	921,093	+272,310	$23,055
SPAB	921,093	+272,310	$23,055
ISHARES TR (IBTE)	915,760	+17,667	$21,868
IBTE	915,760	+17,667	$21,868
SPDR INDEX SHS FDS (SPEM)	565,405	-6,619	$20,937
SPEM	565,405	-6,619	$20,937
SPDR SER TR (SPMD)	365,975	-29,881	$19,283
SPMD	365,975	-29,881	$19,283
SCHWAB STRATEGIC TR	281,063	-23,994	$18,730
FNDX	281,063	-23,994	$18,730
SPDR SER TR (SLYV)	153,861	-2,374	$12,540
SLYV	153,861	-2,374	$12,540
VANGUARD SCOTTSDALE FDS (VCSH)	160,600	+6,617	$12,358
VCSH	160,600	+6,617	$12,358
PACER FDS TR	416,102	+416,102	$11,222
PSFF	416,102	+416,102	$11,222
ISHARES INC (LEMB)	236,186	+11,311	$8,563
LEMB	236,186	+11,311	$8,563
AMAZON COM INC	41,434	+4,097	$7,693
AMZN	41,434	+4,097	$7,693
APPLE INC	41,318	+10,269	$7,010
AAPL	41,318	+10,269	$7,010
ALPHABET INC	43,876	+8,156	$6,939
GOOG	43,876	+8,156	$6,939
BERKSHIRE HATHAWAY INC DEL			$6,923
BRK.B	16,693	+2,876	$6,923
ISHARES TR (ISCF)	197,637	+1,249	$6,536
ISCF	197,637	+1,249	$6,536
SPDR SER TR (SLYG)	69,999	-3,178	$6,043
SLYG	69,999	-3,178	$6,043
VERIZON COMMUNICATIONS INC	144,195	+23,960	$5,889
VZ	144,195	+23,960	$5,889
JPMORGAN CHASE & CO	28,977	+4,119	$5,713
JPM	28,977	+4,119	$5,713
PROGRESSIVE CORP	26,929	+3,205	$5,515
PGR	26,929	+3,205	$5,515
CAPITAL ONE FINL CORP	37,802	+4,643	$5,425
COF	37,802	+4,643	$5,425
HCA HEALTHCARE INC	16,289	+1,844	$5,357
HCA	16,289	+1,844	$5,357
BERKLEY W R CORP	62,874	+9,762	$5,265
WRB	62,874	+9,762	$5,265
EXXON MOBIL CORP	40,959	+4,529	$4,963
XOM	40,959	+4,529	$4,963
MICROSOFT CORP	11,099	+1,551	$4,731
MSFT	11,099	+1,551	$4,731
LOWES COS INC	17,332	+2,945	$4,236
LOW	17,332	+2,945	$4,236
PROCTER AND GAMBLE CO	26,154	+4,585	$4,097
PG	26,154	+4,585	$4,097
PEPSICO INC	22,664	+4,789	$3,867
PEP	22,664	+4,789	$3,867
VANGUARD INTL EQUITY INDEX F (VWO)	82,038	-3,863	$3,507
VWO	82,038	-3,863	$3,507
ISHARES TR (IJH)	54,376	+42,306	$3,263
IJH	54,376	+42,306	$3,263
PIMCO ETF TR (MINT)	22,233	-562	$2,229
MINT	22,233	-562	$2,229
VANGUARD INDEX FDS (VTI)	8,501	-1,010	$2,192
VTI	8,501	-1,010	$2,192
ISHARES TR (AGG)	22,295	+7,772	$2,161
AGG	22,295	+7,772	$2,161
SPDR INDEX SHS FDS (EWX)	34,944	-642	$2,009
EWX	34,944	-642	$2,009
SCHWAB STRATEGIC TR	22,846	-1,162	$1,711
SCHV	22,846	-1,162	$1,711
WISDOMTREE TR	37,921	+243	$1,481
DNL	37,921	+243	$1,481
ISHARES TR (MUB)	12,277	+1,137	$1,312
MUB	12,277	+1,137	$1,312
VANGUARD BD INDEX FDS (BND)	17,864	+5,743	$1,284
BND	17,864	+5,743	$1,284
VANGUARD TAX MANAGED FDS (VEA)	24,212	UNCH	$1,210
VEA	24,212	UNCH	$1,210
FIRST TR EXCHNG TRADED FD VI (BUFD)	40,763	-319	$963
BUFD	40,763	-319	$963
VANGUARD MUN BD FDS (VTEB)	18,882	+2,651	$947
VTEB	18,882	+2,651	$947
ISHARES TR (SUB)	8,947	+752	$934
SUB	8,947	+752	$934
ISHARES TR (SGOV)	9,143	+2,928	$918
SGOV	9,143	+2,928	$918
SPDR SER TR (SHM)	18,665	+509	$882
SHM	18,665	+509	$882
VANGUARD ADMIRAL FDS INC (VIOV)	8,737	+75	$758
VIOV	8,737	+75	$758
FIRST TR EXCH TRADED FD III (FMB)	13,289	+5,714	$679
FMB	13,289	+5,714	$679
MCDONALDS CORP	2,113	UNCH	$569
MCD	2,113	UNCH	$569
SCHWAB STRATEGIC TR	11,613	+40	$558
SCHJ	11,613	+40	$558
VANGUARD INDEX FDS (VO)	2,250	-81	$557
VO	2,250	-81	$557
ISHARES TR (IJS)	5,352	-12	$540
IJS	5,352	-12	$540
J P MORGAN EXCHANGE TRADED F (JMUB)	10,611	+4,613	$534
JMUB	10,611	+4,613	$534
MERCK & CO INC	3,891	-158	$493
MRK	3,891	-158	$493
ISHARES TR (IVV)	896	UNCH	$468
IVV	896	UNCH	$468
SPDR SER TR (EBND)	22,523	+2,229	$462
EBND	22,523	+2,229	$462
CSX CORP	10,952	UNCH	$394
CSX	10,952	UNCH	$394
ISHARES INC (IEMG)	7,385	+778	$388
IEMG	7,385	+778	$388
SSGA ACTIVE ETF TR (TOTL)	9,647	+826	$383
TOTL	9,647	+826	$383
BP PLC	9,000	UNCH	$354
BP	9,000	UNCH	$354
ISHARES TR (ITOT)	2,924	-284	$335
ITOT	2,924	-284	$335
SPDR S&P 500 ETF TR (SPY)	628	UNCH	$326
SPY	628	UNCH	$326
SPDR INDEX SHS FDS (SPDW)	9,082	-105	$324
SPDW	9,082	-105	$324
NIKE INC	3,529	+20	$321
NKE	3,529	+20	$321
ISHARES TR (AOA)	4,341	-188	$317
AOA	4,341	-188	$317
WALMART INC	5,190	+3,460	$310
WMT	5,190	+3,460	$310
COCA COLA CO	4,896	UNCH	$292
KO	4,896	UNCH	$292
META PLATFORMS INC	561	-22	$290
META	561	-22	$290
SPDR SER TR (SPIP)	11,278	+61	$287
SPIP	11,278	+61	$287
J P MORGAN EXCHANGE TRADED F (JPST)	5,358	-6	$270
JPST	5,358	-6	$270
NVIDIA CORPORATION	314	+314	$268
NVDA	314	+314	$268
ISHARES TR (HYG)	3,456	-4,447	$267
HYG	3,456	-4,447	$267
HUNTINGTON BANCSHARES INC (HBAN)	18,844	-1,279	$265
HBAN	18,844	-1,279	$265
WARRIOR MET COAL INC	4,277	+4,277	$257
HCC	4,277	+4,277	$257
CONSOL ENERGY INC NEW	3,053	+3,053	$252
CEIX	3,053	+3,053	$252
GRANITESHARES GOLD TR (BAR)	10,563	UNCH	$245
BAR	10,563	UNCH	$245
MARRIOTT INTL INC NEW	856	UNCH	$218
MAR	856	UNCH	$218
CMS ENERGY CORP	3,655	+26	$217
CMS	3,655	+26	$217
BJS WHSL CLUB HLDGS INC	2,784	+2,784	$215
BJ	2,784	+2,784	$215
HF SINCLAIR CORP	3,496	+3,496	$214
DINO	3,496	+3,496	$214
NMI HLDGS INC	6,503	+6,503	$201
NMIH	6,503	+6,503	$201
OAKTREE SPECIALTY LENDING CO	10,113	+10,113	$197
OCSL	10,113	+10,113	$197
ISHARES TR			$0 (exited)
AOR	0	-4,392	$0
VANECK ETF TRUST			$0 (exited)
HYD	0	-9,916	$0
SPDR SER TR			$0 (exited)
HYMB	0	-18,768	$0
ISHARES TR			$0 (exited)
SHYG	0	-391,715	$0
SPDR SER TR	0	-28,755	$0 (exited)
SJNK	0	-28,755	$0

See Summary: Financial Strategies Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Financial Strategies Group Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
PSFF	+416,102	+$11,222
NVDA	+314	+$268
HCC	+4,277	+$257
CEIX	+3,053	+$252
BJ	+2,784	+$215
DINO	+3,496	+$214
NMIH	+6,503	+$201
OCSL	+10,113	+$197

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SHYG	-391,715	-$16,562
SJNK	-28,755	-$723
HYD	-9,916	-$503
HYMB	-18,768	-$470
AOR	-4,392	-$233

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SPAB	+272,310	+$6,660
IJH	+42,306	-$39
VZ	+23,960	+$926
IBTE	+17,667	+$377
LEMB	+11,311	+$452
AAPL	+10,269	+$971
WRB	+9,762	+$1,139
GOOG	+8,156	+$1,568
AGG	+7,772	+$741
VCSH	+6,617	+$462

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SPTM	-107,805	-$3,155
IQLT	-45,327	+$532
SPMD	-29,881	+$250
FNDX	-23,994	-$226
SPEM	-6,619	+$1,202
HYG	-4,447	-$342
VWO	-3,863	+$67
SLYG	-3,178	+$41
SLYV	-2,374	+$47

Financial Strategies Group Inc. Info

Size ($ in 1000's)
At 03/31/2024: $372,102
At 12/31/2023: $349,287

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

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