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Size ($ in 1000's)
At 03/31/2024: $119,686
At 12/31/2023: $88,820
Strategic Equity Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Equity Management 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Strategic Equity Management top holdings by largest position size, as per the latest 13f filing made by Strategic Equity Management.
In the Strategic Equity Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Strategic Equity Management in that top holding, then the share count change between reporting periods, and finally the Strategic Equity Management top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
340,765 |
+69,322 |
$21,148 | | SCHX | 340,765 | +69,322 | $21,148 | | SPDR S&P 500 ETF TR (SPY) |
37,555 |
+4,701 |
$19,644 | | SPY | 37,555 | +4,701 | $19,644 | | ISHARES TR (IWL) |
71,269 |
-4,625 |
$9,060 | | IWL | 71,269 | -4,625 | $9,060 | | BLACKROCK ETF TRUST II (BINC) |
157,949 |
+157,949 |
$8,286 | | BINC | 157,949 | +157,949 | $8,286 | | NORTHERN LTS FD TR |
210,597 |
+50,089 |
$8,194 | | BIBL | 210,597 | +50,089 | $8,194 | | ISHARES TR (IWV) |
24,496 |
+9,836 |
$7,351 | | IWV | 24,496 | +9,836 | $7,351 | | ISHARES TR (IVW) |
72,904 |
+904 |
$6,156 | | IVW | 72,904 | +904 | $6,156 | | TIMOTHY PLAN |
121,569 |
+37,995 |
$4,397 | | TPHD | 121,569 | +37,995 | $4,397 | | VANGUARD INDEX FDS (VV) |
18,195 |
+16,922 |
$4,362 | | VV | 18,195 | +16,922 | $4,362 | | ISHARES TR (ITOT) |
36,310 |
+2,978 |
$4,187 | | ITOT | 36,310 | +2,978 | $4,187 | | PACER FDS TR |
81,920 |
+81,920 |
$4,027 | | CALF | 81,920 | +81,920 | $4,027 | | ISHARES TR (DGRO) |
64,935 |
+64,935 |
$3,770 | | DGRO | 64,935 | +64,935 | $3,770 | | ISHARES TR (IWP) |
32,974 |
-15,117 |
$3,764 | | IWP | 32,974 | -15,117 | $3,764 | | ISHARES TR (IVV) |
5,011 |
-3,453 |
$2,634 | | IVV | 5,011 | -3,453 | $2,634 | | ISHARES TR (EFV) |
37,842 |
+37,842 |
$2,059 | | EFV | 37,842 | +37,842 | $2,059 | | VANGUARD WORLD FD (MGC) |
7,687 |
-311 |
$1,436 | | MGC | 7,687 | -311 | $1,436 | | ISHARES TR (IFRA) |
24,694 |
+24,694 |
$1,071 | | IFRA | 24,694 | +24,694 | $1,071 | | ISHARES TR (EMXC) |
17,631 |
+17,631 |
$1,015 | | EMXC | 17,631 | +17,631 | $1,015 | | ISHARES TR (IWY) |
4,937 |
-571 |
$963 | | IWY | 4,937 | -571 | $963 | | PROCTER AND GAMBLE CO |
5,190 |
-59 |
$842 | | PG | 5,190 | -59 | $842 | | MICROSOFT CORP |
1,319 |
UNCH |
$555 | | MSFT | 1,319 | UNCH | $555 | | CATERPILLAR INC |
1,504 |
+6 |
$551 | | CAT | 1,504 | +6 | $551 | | ISHARES TR (EFG) |
4,761 |
+4,761 |
$494 | | EFG | 4,761 | +4,761 | $494 | | ISHARES TR (IYW) |
3,643 |
+3,643 |
$492 | | IYW | 3,643 | +3,643 | $492 | | SCHWAB STRATEGIC TR |
8,762 |
+8,762 |
$431 | | SCHA | 8,762 | +8,762 | $431 | | SCHWAB STRATEGIC TR |
6,641 |
-168 |
$405 | | SCHB | 6,641 | -168 | $405 | | HUNTINGTON BANCSHARES INC (HBAN) |
26,352 |
+1,014 |
$368 | | HBAN | 26,352 | +1,014 | $368 | | VANGUARD INDEX FDS (VO) |
1,358 |
+1,358 |
$339 | | VO | 1,358 | +1,358 | $339 | | FRANKLIN TEMPLETON ETF TR (FLQM) |
5,412 |
+5,412 |
$289 | | FLQM | 5,412 | +5,412 | $289 | | ISHARES TR (IUSB) |
5,698 |
-21,135 |
$260 | | IUSB | 5,698 | -21,135 | $260 | | APPLE INC |
1,506 |
+352 |
$258 | | AAPL | 1,506 | +352 | $258 | | CAPITAL ONE FINL CORP |
1,625 |
UNCH |
$242 | | COF | 1,625 | UNCH | $242 | | AMERICAN CENTY ETF TR (QGRO) |
2,596 |
+2,596 |
$221 | | QGRO | 2,596 | +2,596 | $221 | | SPDR INDEX SHS FDS (SPDW) |
5,986 |
+5,986 |
$215 | | SPDW | 5,986 | +5,986 | $215 |
See Full List: All Stocks Held By Strategic Equity Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Strategic Equity Management
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