Holdings

Strategic Financial Partners, Ltd.

As of Jun 30, 2026, Strategic Financial Partners, Ltd. reported 17 positions worth US$7.77M. Largest: Microsoft Corp., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Microsoft Corp.4,264US$1.59Mno changeJun 30, 2026
Apple Inc4,661US$1.35M−764Jun 30, 2026
Alphabet Inc (google) Class C1,662US$594K−248Jun 30, 2026
Caterpillar, Inc.524US$559K+51Jun 30, 2026
Eli Lilly And Company375US$450Kno changeJun 30, 2026
Advanced Micro Devices Inc616US$358KnewJun 30, 2026
Msc Income Fund, Inc.28,320US$328K−16,506Jun 30, 2026
Lam Research Corporation732US$317KnewJun 30, 2026
Nvidia Corporation1,415US$283K−550Jun 30, 2026
Asml Holding Nv138US$275KnewJun 30, 2026