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  Name: Financial Strategies Group Inc.
  City: OKEMOS
  State: MI
  Zip: 48864
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $372,102,000
  Total Value Change : $22,363,000
  Securities Held Change : 3
   
All Securities Held : 80
  New Positions : 8
  Closed Positions : 5
  Increased Positions : 40
  Unchanged Positions : 9
  Decreased Positions : 23

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Holdings Found : 8     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
   (PSFF)1 Year Chart         PSFF Pacer Swan Sos Fund Of Fund... 10 New $0.00 $11,222,000 416,102 3.02% 11,222,000 416,102 4.12    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 69 New $943.59 $268,000 314 0.07% 268,000 314 0    Semiconductor - Speci...
   (HCC)1 Year Chart         HCC Warrior Met Coal Inc 72 New $63.79 $257,000 4,277 0.07% 257,000 4,277 0.008    N/A
   (CEIX)1 Year Chart         CEIX Consol Energy Inc. 73 New $88.09 $252,000 3,053 0.07% 252,000 3,053 0.009    N/A
   (BJ)1 Year Chart         BJ Bjs Wholesale Club Holdings... 77 New $79.79 $215,000 2,784 0.06% 215,000 2,784 0.002    N/A
   (DINO)1 Year Chart         DINO Hf Sinclair Corp 78 New $56.99 $214,000 3,496 0.06% 214,000 3,496 0.002    N/A
   (NMIH)1 Year Chart         NMIH Nmi Holdings, Inc. 79 New $33.72 $201,000 6,503 0.05% 201,000 6,503 0.008    Surety & Title Insurance
   (OCSL)1 Year Chart         OCSL Oaktree Specialty Lending Corp 80 New $19.38 $197,000 10,113 0.05% 197,000 10,113 0.013    Credit Services

      8 Records Found
  1    
Page 1 of 1
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