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Name: |
Financial Strategies Group Inc. |
City: |
OKEMOS |
State: |
MI |
Zip: |
48864 |
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Holdings
Found :
9 |
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Unchanged Positions |
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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 |
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VEA |
Vanguard Europe Pacific ETF |
39 |
- |
$49.56 |
$1,210,000 |
24,212 |
0.33% |
69,000 |
0 |
0.001 |
Closed - End Fund - F... |
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MCD |
McDonalds Corp |
47 |
- |
$273.51 |
$569,000 |
2,113 |
0.15% |
-66,000 |
0 |
0 |
Restaurants |
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IVV |
iShares Core S&P 500 Etf |
53 |
- |
$531.23 |
$468,000 |
896 |
0.13% |
31,000 |
0 |
0 |
Closed - End Fund - E... |
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CSX |
CSX Corp |
55 |
- |
$33.93 |
$394,000 |
10,952 |
0.11% |
17,000 |
0 |
0 |
Railroads |
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BP |
BP Plc (ADR) |
58 |
- |
$37.11 |
$354,000 |
9,000 |
0.1% |
43,000 |
0 |
0 |
Integrated Oil & Gas |
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SPY |
Standard & Poors Depository... |
60 |
- |
$528.69 |
$326,000 |
628 |
0.09% |
21,000 |
0 |
0 |
Closed - End Fund - E... |
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KO |
Coca-Cola Co |
65 |
- |
$63.32 |
$292,000 |
4,896 |
0.08% |
4,000 |
0 |
0 |
Beverage Soft Drinks... |
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BAR |
Graniteshares Gold Trust |
74 |
- |
$0.00 |
$245,000 |
10,563 |
0.07% |
35,000 |
0 |
0.016 |
N/A |
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MAR |
Marriott International Inc |
75 |
- |
$238.96 |
$218,000 |
856 |
0.06% |
14,000 |
0 |
0 |
Lodging |
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