StockDriftsStockDriftsTop 50 Strategiq Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 4.62% | 172.6K | $40.9M | -11.22%(-21.82K) | — | 2023-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.65% | 68.0K | $32.3M | +0.18%(+125) | — | 2023-12-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.41% | 177.3K | $30.2M | -1.48%(-2.66K) | — | 2023-12-31 | |
| IWV | ISHARES TR | 3% | 97.0K | $26.6M | -0.01%(-6) | — | 2023-12-31 | |
| IJH | ISHARES TR | 2.71% | 86.6K | $24.0M | +0.78%(+671) | — | 2023-12-31 | |
| ECL | ECOLAB INC | 2.64% | 117.9K | $23.4M | -0.19%(-224) | — | 2023-12-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.62% | 300.4K | $23.2M | -8.07%(-26.38K) | — | 2023-12-31 | |
| SPTM | SPDR SER TR | 2.59% | 392.3K | $22.9M | -26.53%(-141.66K) | — | 2023-12-31 | |
| VUSB | VANGUARD BD INDEX FDS | 2.42% | 434.2K | $21.5M | -0.66%(-2.87K) | — | 2023-12-31 | |
| SPSB | SPDR SER TR | 2.01% | 597.6K | $17.8M | -6.38%(-40.70K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Strategiq Financial Group, Llc reports $885.29M in US-listed equity holdings across 317 positions in its most recent 13F filing. Its largest disclosed positions are VTI (4.6%), SPY (3.6%) and VIG (3.4%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Strategiq Financial Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665199). View Strategiq Financial Group, Llc’s 13F filings on SEC