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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 : 10     View All Holdings Currently Viewing:  Closed 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
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP Closed $16.25 $0 0 0% -150,000 -10,714 0    Oil & Gas Pipelines &...
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs Closed $106.48 $0 0 0% -201,000 -1,967 0    Closed - End Fund - E...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co Closed $43.67 $0 0 0% -236,000 -4,064 0    Drug Manufacturers - ...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust Closed $213.58 $0 0 0% -5,111,000 -29,813 0    Closed - End Fund - E...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust Closed $43.65 $0 0 0% -4,893,000 -139,834 0    Closed - End Fund - E...
   (CEG)1 Year Chart         CEG Constellation Energy Corp Closed $208.00 $0 0 0% -212,000 -1,943 0    N/A
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) Closed $76.97 $0 0 0% -203,000 -3,005 0    Drug Manufacturers - ...
   (ALL)1 Year Chart         ALL Allstate Corp Closed $170.28 $0 0 0% -15,242,000 -136,807 0    Property & Casualty I...
   (ZBRA)1 Year Chart         ZBRA Zebra Technologies Corp Closed $297.21 $0 0 0% -213,000 -900 0    Computer Peripherals
   (EXC)1 Year Chart         EXC Exelon Corp Closed $37.82 $0 0 0% -217,000 -5,739 0    Multi Utilities

      10 Records Found
  1    
Page 1 of 1
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