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Financial Strategies Group, Inc.

All holdings · as of Dec 31, 2025

94 positions

CompanyClassValueShares% of portfolio
SELECTIVE INSURANCE GROUP INC$1.01M11,9640.2%
Asbury Automotive Group Inc$1.00M4,1480.2%
Kinsale Capital Group, Inc.$1.00M2,5040.2%
DAVITA INC.$980.1K8,5440.2%
Group 1 Automotive, Inc.$968.4K2,4280.2%
BJ's Wholesale Club Holdings, Inc.$961.4K10,5790.2%
SPDR SERIES TRUST$951.5K19,7970.2%
FIRST TR EXCH TRADED FD III$939.0K18,3250.2%
VANGUARD INDEX FDS$856.6K2,8610.2%
Enact Holdings, Inc.ACTCommon Stock$828.2K20,6580.1%
TENET HEALTHCARE CORP$818.3K3,9300.1%
AUTONATION, INC.$801.5K3,7850.1%
CSX CORP$793.6K22,0020.1%
ISHARES TR$792.4K6,7030.1%
J P MORGAN EXCHANGE TRADED F$743.0K14,6770.1%
ISHARES INC$663.9K9,4540.1%
iShares MSCI UAE ETF$646.0K4,2700.1%
NVIDIA Corp$642.0K3,4290.1%
MGIC INVESTMENT CORP$601.3K20,7480.1%
EAGLE MATERIALS INC$577.0K2,6620.1%
Select Medical Holdings Corp$547.4K35,5940.1%
Walmart Inc.$482.2K4,2170.1%
ISHARES TR$471.4K6780.1%
Alphabet Inc.$435.7K1,3860.1%
Merck & Co., Inc.$419.4K3,8520.1%
Philip Morris International Inc.$407.1K2,6240.1%
Meta Platforms Inc$393.7K5960.1%
SPDR INDEX SHS FDS$367.5K8,0600.1%
SPDR S&P 500 ETF TR$354.9K5130.1%
ISHARES TR$327.9K3,6040.1%
SSGA ACTIVE ETF TR$315.2K7,8150.1%
DNP SELECT INCOME FUND INCDNPClosed-End Fund$306.5K31,0520.1%
COCA COLA CO$301.3K4,4420.1%
SPDR SERIES TRUST$284.3K10,9330.1%
CONCENTRA GROUP HOLDINGS PAR$266.4K13,2910.0%
ISHARES TR$256.9K3,1760.0%
PROFESIONALLY MANAGED PORTFO$256.0K3,8440.0%
CMS ENERGY CORP$251.1K3,5680.0%
GRANITESHARES GOLD TR$248.2K5,6050.0%
JOHNSON & JOHNSON$230.2K1,1240.0%
VANGUARD ADMIRAL FDS INC$224.2K1,7810.0%
Johnson Controls International plc$213.1K1,8700.0%
VANGUARD INDEX FDS$211.3K4310.0%
SPDR SERIES TRUST$202.2K3,4910.0%
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