Strategic Equity Management Top Holdings and 13F Report (2025) About Strategic Equity ManagementInvestment ActivityStrategic Equity Management has $237.38 million in total holdings as of December 31, 2024.Strategic Equity Management owns shares of 52 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 26.89% of the portfolio was purchased this quarter.About 5.68% of the portfolio was sold this quarter.This quarter, Strategic Equity Management has purchased 54 new stocks and bought additional shares in 32 stocks.Strategic Equity Management sold shares of 9 stocks and completely divested from 7 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $36,587,765SPDR S&P 500 ETF Trust $30,306,443NORTHERN LTS FD TR IV $20,711,947Vanguard Large-Cap ETF $19,559,049iShares Russell 3000 ETF $16,806,761 Largest New Holdings this Quarter United Parcel Service $1,221,657 HoldingAmazon.com $372,524 HoldingParsons $326,012 HoldingSchwab International Equity ETF $312,410 HoldingInternational Business Machines $230,162 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 1,054,105 shares (about $24.43M)iShares Core S&P Mid-Cap ETF 223,648 shares (about $13.94M)Vanguard Large-Cap ETF 14,780 shares (about $3.99M)iShares Core S&P Total U.S. Stock Market ETF 26,593 shares (about $3.42M)NORTHERN LTS FD TR IV 14,171 shares (about $3.02M) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 40,712 shares (about $2.04M)iShares Russell Top 200 ETF 3,084 shares (about $446.29K)Microsoft 550 shares (about $231.83K)First Trust Small Cap Growth AlphaDEX Fund 2,664 shares (about $206.27K)Franklin U.S. Mid Cap Multifactor Index ETF 3,674 shares (about $199.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Equity Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$36,587,765$24,434,147 ▲201.0%1,578,42015.4%ETFSPYSPDR S&P 500 ETF Trust$30,306,443$1,737,741 ▲6.1%51,71012.8%FinanceNORTHERN LTS FD TR IV$20,711,947$3,022,625 ▲17.1%97,1048.7%INSPIRE 500 ETFVVVanguard Large-Cap ETF$19,559,049$3,986,139 ▲25.6%72,5228.2%ETFIWViShares Russell 3000 ETF$16,806,761$970,662 ▲6.1%50,2827.1%ETFIJHiShares Core S&P Mid-Cap ETF$14,355,922$13,935,516 ▲3,314.8%230,3956.0%ETFIVWiShares S&P 500 Growth ETF$11,737,338$600,954 ▲5.4%115,6054.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,560,625$3,420,392 ▲42.0%89,8824.9%ETFBINCiShares Flexible Income Active ETF$9,104,657$234,975 ▲2.6%175,0223.8%ETFCOWZPacer US Cash Cows 100 ETF$9,063,739$800,773 ▲9.7%160,4773.8%ETFIWLiShares Russell Top 200 ETF$8,059,633$446,286 ▼-5.2%55,6953.4%ETFDGROiShares Core Dividend Growth ETF$6,443,402$481,397 ▲8.1%105,0442.7%ETFTPHDTimothy Plan High Dividend Stock ETF$4,710,540$580,851 ▲14.1%129,5692.0%ETFBIBLInspire 100 ETF$4,692,664$646,542 ▲16.0%120,6152.0%ETFIJRiShares Core S&P Small-Cap ETF$2,801,167$2,477,738 ▲766.1%24,3111.2%ETFIVViShares Core S&P 500 ETF$2,531,979$11,774 ▼-0.5%4,3011.1%ETFIYWiShares U.S. Technology ETF$2,496,552$224,610 ▲9.9%15,6501.1%ManufacturingIFRAiShares U.S. Infrastructure ETF$2,467,051$337,822 ▲15.9%53,2961.0%ETFMSFTMicrosoft$1,849,121$231,825 ▼-11.1%4,3870.8%Computer and TechnologyCALFPacer US Small Cap Cash Cows 100 ETF$1,522,448$225,201 ▲17.4%34,5930.6%ETFSCHMSchwab U.S. Mid-Cap ETF$1,296,856$802,122 ▲162.1%46,8010.5%ETFUPSUnited Parcel Service$1,221,657$1,221,657 ▲New Holding9,6880.5%TransportationSCHASchwab US Small-Cap ETF$1,166,876$387,304 ▲49.7%45,1230.5%ETFMGCVanguard Mega Cap ETF$1,067,647$117,611 ▼-9.9%5,0200.4%ETFVOVanguard Mid-Cap ETF$972,233$180,131 ▲22.7%3,6810.4%ETFGOOGAlphabet$967,0540.0%5,0780.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$966,744$258,494 ▲36.5%3,3360.4%ETFAAPLApple$959,359$473,544 ▲97.5%3,8310.4%Computer and TechnologyQGROAmerican Century STOXX U.S. Quality Growth ETF$956,622$624,322 ▲187.9%9,5950.4%ETFIWYiShares Russell Top 200 Growth ETF$877,928$93,627 ▼-9.6%3,7320.4%ETFFYCFirst Trust Small Cap Growth AlphaDEX Fund$870,700$206,273 ▼-19.2%11,2450.4%ETFPGProcter & Gamble$854,0090.0%5,0940.4%Consumer StaplesFLQMFranklin U.S. Mid Cap Multifactor Index ETF$789,504$199,535 ▼-20.2%14,5370.3%ETFVTEBVanguard Tax-Exempt Bond ETF$721,220$2,040,892 ▼-73.9%14,3870.3%ETFXMLVInvesco S&P MidCap Low Volatility ETF$651,8080.0%10,7170.3%ETFCATCaterpillar$551,395$3,990 ▲0.7%1,5200.2%Industrial ProductsFTCSFirst Trust Capital Strength ETF$505,053$81,760 ▲19.3%5,7510.2%ETFHBANHuntington Bancshares$412,656$81 ▲0.0%25,3630.2%FinanceSPLVInvesco S&P 500 Low Volatility ETF$372,680$3,150 ▲0.9%5,3240.2%ETFAMZNAmazon.com$372,524$372,524 ▲New Holding1,6980.2%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$350,988$6,012 ▲1.7%7,7650.1%ManufacturingVBVanguard Small-Cap ETF$343,846$2,883 ▼-0.8%1,4310.1%ETFPSNParsons$326,012$326,012 ▲New Holding3,5340.1%Business ServicesSCHFSchwab International Equity ETF$312,410$312,410 ▲New Holding16,8870.1%ETFSCHBSchwab US Broad Market ETF$305,680$194,154 ▲174.1%13,4660.1%ETFNVDANVIDIA$300,675$4,029 ▲1.4%2,2390.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$296,063$229,259 ▲343.2%10,6230.1%ETFCOFCapital One Financial$289,7700.0%1,6250.1%FinanceIVEiShares S&P 500 Value ETF$270,781$191 ▲0.1%1,4190.1%ETFIBMInternational Business Machines$230,162$230,162 ▲New Holding1,0470.1%Computer and TechnologyVOOVanguard S&P 500 ETF$219,2960.0%4070.1%ETFCSXCSX$210,3360.0%6,5180.1%TransportationEFViShares MSCI EAFE Value ETF$0$4,247,881 ▼-100.0%00.0%ETFEFGiShares MSCI EAFE Growth ETF$0$2,104,712 ▼-100.0%00.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$2,095,691 ▼-100.0%00.0%ManufacturingRFDIFirst Trust RiverFront Dynamic Developed International ETF$0$889,559 ▼-100.0%00.0%ETFMUSTColumbia Multi-Sector Municipal Income ETF$0$480,683 ▼-100.0%00.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$213,806 ▼-100.0%00.0%ETFCOMPLETE SOLARIA INC$0$106,440 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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