Strategic Financial Partners, Ltd. Top Holdings and 13F Report (2025) About Strategic Financial Partners, Ltd.Investment ActivityStrategic Financial Partners, Ltd. has $195.89 million in total holdings as of December 31, 2024.Strategic Financial Partners, Ltd. owns shares of 70 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 11.73% of the portfolio was purchased this quarter.About 11.32% of the portfolio was sold this quarter.This quarter, Strategic Financial Partners, Ltd. has purchased 67 new stocks and bought additional shares in 32 stocks.Strategic Financial Partners, Ltd. sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $38,315,176SPDR Portfolio S&P 500 Value ETF $15,133,145Vanguard Russell 1000 Growth ETF $14,991,152SPDR Portfolio Developed World ex-US ETF $11,459,825iShares Russell Mid-Cap ETF $11,185,359 Largest New Holdings this Quarter iShares MSCI Canada ETF $1,668,449 HoldingAlphabet $355,303 HoldingNVIDIA $298,132 HoldingEli Lilly and Company $289,500 HoldingAmazon.com $274,895 Holding Largest Purchases this Quarter iShares Core 1-5 Year USD Bond ETF 106,279 shares (about $5.08M)Vanguard FTSE Emerging Markets ETF 96,909 shares (about $4.27M)SPDR Portfolio S&P 500 Value ETF 75,528 shares (about $3.86M)Consumer Staples Select Sector SPDR Fund 41,551 shares (about $3.27M)iShares MSCI Canada ETF 41,400 shares (about $1.67M) Largest Sales this Quarter Vanguard Russell 1000 Growth ETF 78,493 shares (about $8.11M)Vanguard Long-Term Bond ETF 54,884 shares (about $3.76M)iShares Russell Mid-Cap ETF 37,813 shares (about $3.34M)iShares Core S&P Small-Cap ETF 3,556 shares (about $409.72K)Vanguard Mega Cap Growth ETF 945 shares (about $324.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Financial Partners, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$38,315,176$179,727 ▼-0.5%555,77519.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$15,133,145$3,862,502 ▲34.3%295,9167.7%ETFVONGVanguard Russell 1000 Growth ETF$14,991,152$8,108,354 ▼-35.1%145,1227.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$11,459,825$535,056 ▲4.9%335,7705.9%ETFIWRiShares Russell Mid-Cap ETF$11,185,359$3,342,675 ▼-23.0%126,5315.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,044,874$661,150 ▲6.4%113,9825.6%FinanceIJRiShares Core S&P Small-Cap ETF$7,500,368$409,723 ▼-5.2%65,0963.8%ETFVWOVanguard FTSE Emerging Markets ETF$6,519,097$4,267,893 ▲189.6%148,0263.3%ETFVUGVanguard Growth ETF$5,592,018$86,195 ▼-1.5%13,6242.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$5,453,729$5,076,966 ▲1,347.5%114,1662.8%ManufacturingMGKVanguard Mega Cap Growth ETF$4,268,337$324,530 ▼-7.1%12,4292.2%ETFXLPConsumer Staples Select Sector SPDR Fund$3,507,031$3,266,327 ▲1,357.0%44,6131.8%ETFVTVVanguard Value ETF$3,365,740$8,296 ▲0.2%19,8801.7%ETFXLIIndustrial Select Sector SPDR Fund$3,361,964$241,787 ▲7.7%25,5151.7%ETFXLCCommunication Services Select Sector SPDR Fund$3,298,212$138,926 ▼-4.0%34,0681.7%ETFXLKTechnology Select Sector SPDR Fund$3,296,850$251,135 ▲8.2%14,1781.7%ETFVTIVanguard Total Stock Market ETF$3,153,031$6,376 ▼-0.2%10,8791.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,024,482$163,193 ▼-5.1%37,6781.5%ETFMGVVanguard Mega Cap Value ETF$2,516,458$16,863 ▼-0.7%20,1461.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$2,088,498$228,896 ▼-9.9%74,9101.1%ETFMSFTMicrosoft$1,899,089$333,869 ▲21.3%4,5051.0%Computer and TechnologyEWUiShares MSCI United Kingdom ETF$1,693,196$275,340 ▲19.4%49,9460.9%ETFBLVVanguard Long-Term Bond ETF$1,674,973$3,755,739 ▼-69.2%24,4770.9%ETFEWIiShares MSCI Italy ETF$1,673,178$235,249 ▲16.4%46,5150.9%ETFEWCiShares MSCI Canada ETF$1,668,449$1,668,449 ▲New Holding41,4000.9%ETFEWGiShares MSCI Germany ETF$1,654,942$175,648 ▲11.9%52,0090.8%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$1,526,667$4,960 ▼-0.3%36,9380.8%ManufacturingFMBFirst Trust Managed Municipal ETF$1,525,542$174,867 ▼-10.3%29,9060.8%ManufacturingVOOVanguard S&P 500 ETF$1,466,101$43,105 ▲3.0%2,7210.7%ETFAAPLApple$1,438,363$425,022 ▲41.9%5,7430.7%Computer and TechnologyVBVanguard Small-Cap ETF$1,219,594$31,001 ▲2.6%5,0750.6%ETFPTLCPacer Trendpilot US Large Cap ETF$1,175,635$267 ▲0.0%21,9990.6%ETFVBRVanguard Small-Cap Value ETF$1,164,348$6,937 ▲0.6%5,8750.6%ETFVBKVanguard Small-Cap Growth ETF$1,068,964$14,567 ▼-1.3%3,8160.5%ETFVMBSVanguard Mortgage-Backed Securities ETF$879,669$138,699 ▼-13.6%19,4010.4%ETFVOTVanguard Mid-Cap Growth ETF$792,328$67,508 ▼-7.9%3,1220.4%ETFQQQInvesco QQQ$788,737$512 ▲0.1%1,5420.4%FinancePFFiShares Preferred and Income Securities ETF$742,707$1,258 ▼-0.2%23,6230.4%ETFVOEVanguard Mid-Cap Value ETF$724,916$65,519 ▼-8.3%4,4810.4%ETFFSCOFS Credit Opportunities$699,543$1,446 ▲0.2%102,5720.4%Financial ServicesACWIiShares MSCI ACWI ETF$660,351$8,813 ▼-1.3%5,6200.3%ManufacturingXLVHealth Care Select Sector SPDR Fund$643,209$124,239 ▼-16.2%4,6750.3%ETFVXUSVanguard Total International Stock ETF$618,963$4,066 ▲0.7%10,5030.3%ETFCWBSPDR Bloomberg Convertible Securities ETF$595,070$57,412 ▲10.7%7,6390.3%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$577,503$96,745 ▼-14.3%22,5760.3%ETFVEAVanguard FTSE Developed Markets ETF$566,565$1,674 ▼-0.3%11,8470.3%ETFRWRSPDR Dow Jones REIT ETF$545,028$198 ▼0.0%5,5130.3%ETFIJHiShares Core S&P Mid-Cap ETF$505,6460.0%8,1150.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$451,759$86,202 ▲23.6%5,0730.2%ETFFVDFirst Trust Value Line Dividend Index Fund$430,535$4,932 ▲1.2%9,8650.2%ETFIWDiShares Russell 1000 Value ETF$400,2510.0%2,1620.2%ETFPTMCPacer Trendpilot US Mid Cap ETF$374,120$1,845 ▼-0.5%10,1410.2%ETFGOOGLAlphabet$355,303$355,303 ▲New Holding1,8760.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$352,9880.0%8790.2%ETFSPYSPDR S&P 500 ETF Trust$335,2370.0%5720.2%FinanceVNQVanguard Real Estate ETF$320,437$535 ▲0.2%3,5970.2%ETFDEEDFirst Trust TCW Securitized Plus ETF$307,552$2,213 ▲0.7%14,8720.2%ETFVEUVanguard FTSE All-World ex-US ETF$301,336$3,101 ▼-1.0%5,2480.2%ETFNVDANVIDIA$298,132$298,132 ▲New Holding2,2200.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$289,6290.0%2,2700.1%ETFLLYEli Lilly and Company$289,500$289,500 ▲New Holding3750.1%MedicalAMZNAmazon.com$274,895$274,895 ▲New Holding1,2530.1%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$270,399$181,113 ▲202.8%9,8970.1%ETFIFRAiShares U.S. Infrastructure ETF$267,360$3,009 ▲1.1%5,7750.1%ETFIVEiShares S&P 500 Value ETF$258,6420.0%1,3550.1%ETFSHViShares Short Treasury Bond ETF$235,086$1,542 ▼-0.7%2,1350.1%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$233,879$7,632 ▲3.4%4,6580.1%ETFCOPConocoPhillips$231,364$42,147 ▲22.3%2,3330.1%Oils/EnergyFPEFirst Trust Preferred Securities and Income ETF$186,379$71 ▲0.0%10,5290.1%ETFFDDFirst Trust Stoxx European Select Dividend Index Fund$161,370$2,296 ▲1.4%14,3350.1%ETFXLFFinancial Select Sector SPDR Fund$0$3,237,477 ▼-100.0%00.0%ETFEWJiShares MSCI Japan ETF$0$1,479,671 ▼-100.0%00.0%ETFShowing 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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