Long-term investor
Financial Strategies Group, Inc. @financialstrategiesgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001774343).
Record
- Tracked since 2025-06-30 (454 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +988.5% · all +988.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A805 · 11.3% · long · since 2025-06-30
- 78464A649 · 8.5% · long · since 2025-06-30
- 31609A404 · 8.0% · long · since 2025-09-30
- 316188309 · 4.8% · long · since 2025-06-30
- 808524771 · 4.7% · long · since 2025-06-30
- 78464A847 · 4.7% · long · since 2025-06-30
- 78464A300 · 3.3% · long · since 2025-06-30
- 025072604 · 3.2% · long · since 2026-06-30
- 78463X509 · 2.7% · long · since 2025-06-30
- 69374H568 · 2.5% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- PGR · 2.3% · long · since 2025-06-30