Strategic Equity Management Top Holdings and 13F Report (2025) About Strategic Equity ManagementInvestment ActivityStrategic Equity Management has $237.88 million in total holdings as of March 31, 2025.Strategic Equity Management owns shares of 59 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 10.83% of the portfolio was purchased this quarter.About 6.02% of the portfolio was sold this quarter.This quarter, Strategic Equity Management has purchased 52 new stocks and bought additional shares in 23 stocks.Strategic Equity Management sold shares of 17 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $34,751,744SPDR S&P 500 ETF Trust $29,428,165Vanguard Large-Cap ETF $21,396,909NORTHERN LTS FD TR IV $18,237,791iShares Russell 3000 ETF $16,702,288 Largest New Holdings this Quarter 86280R787 - STRATEGY SHS $1,515,014 Holding887432334 - Timothy Plan International ETF $864,491 Holding66538H658 - Inspire Global Hope ETF $838,257 Holding66538H419 - Inspire International ETF $786,066 Holding86280R811 - STRATEGY SHS $765,617 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 28,609 shares (about $7.40M)Vanguard Large-Cap ETF 10,725 shares (about $2.76M)Vanguard Small-Cap ETF 11,072 shares (about $2.46M)STRATEGY SHS 64,169 shares (about $1.52M)Timothy Plan High Dividend Stock ETF 29,200 shares (about $1.10M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 110,838 shares (about $6.47M)iShares Core S&P Small-Cap ETF 21,232 shares (about $2.22M)NORTHERN LTS FD TR IV 8,357 shares (about $1.72M)Pacer US Small Cap Cash Cows ETF 16,709 shares (about $626.58K)American Century STOXX U.S. Quality Growth ETF 5,114 shares (about $479.03K) 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$34,751,744$99,780 ▼-0.3%1,573,90114.6%ETFSPYSPDR S&P 500 ETF Trust$29,428,165$502,328 ▲1.7%52,60812.4%FinanceVVVanguard Large-Cap ETF$21,396,909$2,756,638 ▲14.8%83,2479.0%ETFNORTHERN LTS FD TR IV$18,237,791$1,717,390 ▼-8.6%88,7477.7%INSPIRE 500 ETFIWViShares Russell 3000 ETF$16,702,288$730,578 ▲4.6%52,5827.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,551,037$584,549 ▲5.3%94,6734.9%ETFIVWiShares S&P 500 Growth ETF$11,345,769$614,163 ▲5.7%122,2214.8%ETFBINCiShares Flexible Income Active ETF$9,100,392$67,256 ▼-0.7%173,7383.8%ETFCOWZPacer US Cash Cows 100 ETF$8,973,790$186,074 ▲2.1%163,8753.8%ETFVOVanguard Mid-Cap ETF$8,350,957$7,398,963 ▲777.2%32,2903.5%ETFIWLiShares Russell Top 200 ETF$7,320,967$332,122 ▼-4.3%53,2783.1%ETFIJHiShares Core S&P Mid-Cap ETF$6,976,170$6,467,415 ▼-48.1%119,5572.9%ETFDGROiShares Core Dividend Growth ETF$6,742,336$252,741 ▲3.9%109,1352.8%ETFTPHDTimothy Plan High Dividend Stock ETF$5,972,894$1,098,505 ▲22.5%158,7692.5%ETFBIBLInspire 100 ETF$5,699,039$1,066,222 ▲23.0%148,3742.4%ETFVBVanguard Small-Cap ETF$2,772,631$2,455,296 ▲773.7%12,5031.2%ETFIVViShares Core S&P 500 ETF$2,573,608$156,777 ▲6.5%4,5801.1%ETFIFRAiShares U.S. Infrastructure ETF$2,540,995$138,950 ▲5.8%56,3791.1%ETFIYWiShares U.S. Technology ETF$2,355,726$157,854 ▲7.2%16,7741.0%ManufacturingMSFTMicrosoft$1,587,149$59,687 ▼-3.6%4,2280.7%Computer and TechnologySTRATEGY SHS$1,515,014$1,515,014 ▲New Holding64,1690.6%EVENTIDE US MRKTSCHMSchwab U.S. Mid-Cap ETF$1,231,351$5,161 ▲0.4%46,9980.5%ETFUPSUnited Parcel Service$1,065,5830.0%9,6880.4%TransportationMGCVanguard Mega Cap ETF$973,734$37,258 ▼-3.7%4,8350.4%ETFSCHASchwab US Small-Cap ETF$958,913$98,312 ▼-9.3%40,9270.4%ETFVTIVanguard Total Stock Market ETF$932,798$15,941 ▲1.7%3,3940.4%ETFTPIFTimothy Plan International ETF$864,491$864,491 ▲New Holding30,0690.4%ETFPGProcter & Gamble$860,689$7,499 ▼-0.9%5,0500.4%Consumer StaplesAAPLApple$851,202$222 ▲0.0%3,8320.4%Computer and TechnologyBLESInspire Global Hope ETF$838,257$838,257 ▲New Holding22,2170.4%ETFIWYiShares Russell Top 200 Growth ETF$815,443$28,264 ▲3.6%3,8660.3%ETFGOOGAlphabet$793,3360.0%5,0780.3%Computer and TechnologyWWJDInspire International ETF$786,066$786,066 ▲New Holding25,5670.3%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$779,406$8,800 ▲1.1%14,7030.3%ETFSTRATEGY SHS$765,617$765,617 ▲New Holding30,7600.3%EVENTIDE HIGH DIPRAYFIS Biblically Responsible Risk Managed ETF$764,239$764,239 ▲New Holding26,9010.3%ETFTPSCTimothy Plan US Small Cap Core ETF$739,967$739,967 ▲New Holding19,9830.3%ETFFYCFirst Trust Small Cap Growth AlphaDEX Fund$688,000$85,656 ▼-11.1%10,0000.3%ETFCALFPacer US Small Cap Cash Cows ETF$670,647$626,585 ▼-48.3%17,8840.3%ETFXMLVInvesco S&P MidCap Low Volatility ETF$661,4530.0%10,7170.3%ETFFTCSFirst Trust Capital Strength ETF$515,5200.0%5,7510.2%ETFCATCaterpillar$503,275$1,979 ▲0.4%1,5260.2%IndustrialsQGROAmerican Century STOXX U.S. Quality Growth ETF$419,735$479,028 ▼-53.3%4,4810.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$397,8090.0%5,3240.2%ETFHBANHuntington Bancshares$380,804$105 ▲0.0%25,3700.2%FinanceIBMInternational Business Machines$350,311$90,002 ▲34.6%1,4090.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$321,944$2,220,044 ▼-87.3%3,0790.1%ETFSCHBSchwab US Broad Market ETF$316,978$27,063 ▲9.3%14,7230.1%ETFABTAbbott Laboratories$305,935$305,935 ▲New Holding2,3060.1%MedicalCOFCapital One Financial$291,3630.0%1,6250.1%FinanceSCHFSchwab International Equity ETF$290,569$43,457 ▼-13.0%14,6900.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$266,0000.0%10,6230.1%ETFIVEiShares S&P 500 Value ETF$245,720$24,782 ▼-9.2%1,2890.1%ETFAMZNAmazon.com$235,542$87,520 ▼-27.1%1,2380.1%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$231,151$231,151 ▲New Holding3,0560.1%ETFABBVAbbVie$230,983$230,983 ▲New Holding1,1020.1%MedicalBRK.BBerkshire Hathaway$229,009$229,009 ▲New Holding4300.1%FinanceRFDIFirst Trust RiverFront Dynamic Developed International ETF$205,955$205,955 ▲New Holding3,0980.1%ETFNVDANVIDIA$204,730$37,933 ▼-15.6%1,8890.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$0$721,220 ▼-100.0%00.0%ETFIUSBiShares Core Total USD Bond Market ETF$0$350,988 ▼-100.0%00.0%ManufacturingPSNParsons$0$326,012 ▼-100.0%00.0%Business ServicesVOOVanguard S&P 500 ETF$0$219,296 ▼-100.0%00.0%ETFCSXCSX$0$210,336 ▼-100.0%00.0%TransportationShowing 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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