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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 : 5     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
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 85 Closed $55.95 $0 0 0% -233,000 -4,392 0    Closed - End Fund - Debt
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 84 Closed $0.00 $0 0 0% -503,000 -9,916 0    Closed - End Fund - Debt
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 83 Closed $42.24 $0 0 0% -16,562,000 -391,715 0    N/A
   (SJNK)1 Year Chart         SJNK Spdr Barclays Capital Short... 82 Closed $24.91 $0 0 0% -723,000 -28,755 0    N/A
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 81 Closed $25.64 $0 0 0% -470,000 -18,768 0    N/A
      5 Records Found
  1    
Page 1 of 1
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