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  Name: Strategic Financial Group LLC
  City: MERRILLVILLE
  State: IN
  Zip: 46410
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $885,147,000
  Total Value Change : $21,164,000
  Securities Held Change : 13
   
All Securities Held : 316
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IP)1 Year Chart         IP International Paper Co New $39.28 $2,271,000 62,833 % 2,271,000 62,833 0    N/A
   (MEAR)1 Year Chart         MEAR Ishares Short Maturity Muni... New $0.00 $270,000 5,400 % 270,000 5,400 0    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf New $0.00 $268,000 5,160 % 268,000 5,160 0    N/A
   (BSMP)1 Year Chart         BSMP Invesco Bulletshares 2025 M... New $0.00 $256,000 10,450 % 256,000 10,450 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited New $1,325.37 $256,000 229 % 256,000 229 0    N/A
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders New $105.42 $224,000 2,343 % 224,000 2,343 0    N/A
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... New $20.46 $220,000 10,740 % 220,000 10,740 0    N/A
   (EWMC)1 Year Chart         EWMC Invesco S&P Midcap 400 Equa... New $116.46 $216,000 2,192 % 216,000 2,192 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc New $180.55 $216,000 1,495 % 216,000 1,495 0    N/A
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... New $88.57 $213,000 2,389 % 213,000 2,389 0    N/A
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... New $19.20 $209,000 10,811 % 209,000 10,811 0    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust New $92.55 $208,000 2,508 % 208,000 2,508 0    N/A
   (CVS)1 Year Chart         CVS CVS/Caremark Corp New $54.91 $208,000 2,628 % 208,000 2,628 0    N/A
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... New $86.20 $205,000 2,448 % 205,000 2,448 0    N/A
   (MU)1 Year Chart         MU Micron Technology Inc New $119.32 $204,000 2,392 % 204,000 2,392 0    N/A
   (ANSS)1 Year Chart         ANSS ANSYS Inc New $326.96 $203,000 560 % 203,000 560 0    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp New $37.71 $203,000 6,024 % 203,000 6,024 0    N/A

      17 Records Found
  1    
Page 1 of 1
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