Holdings

Strategic Financial Group, LLC

As of Sep 30, 2026, Strategic Financial Group, LLC reported 7 positions worth US$3.16M. Largest: Dte Energy Company, Apple Inc and Dt Midstream, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Dte Energy Company7,688US$936K+60Sep 30, 2026
Apple Inc1,871US$623Kno changeSep 30, 2026
Dt Midstream, Inc.3,820US$456K+23Sep 30, 2026
Chevron Corporation1,957US$400K−1Sep 30, 2026
Caterpillar, Inc.380US$308Kno changeSep 30, 2026
Walmart Inc.2,280US$237Kno changeSep 30, 2026
Johnson & Johnson767US$203K−31Sep 30, 2026