Sponsored

The Analysis of Strid Group, LLC's Holdings & P&L

Currently, Strid Group, LLC holds 85 types of securities in its portfolio with a total value $806.9M. In the most recent quarter, they have increased their positions in VEA (+155.5K shares, valued at $10.0M), QVAL (+158.1K shares, valued at $8.2M), IBDT (+87.3K shares, valued at $2.2M); decreased their positions in VEU (-144.5K shares, valued at $10.9M), DALI (-290.2K shares, valued at $8.1M), SCHB (-67.9K shares, valued at $1.7M); initiated new positions in IBDV (+91.7K shares, valued at $2.0M), IBDW (+48.4K shares, valued at $1.0M), IBMQ (+21.5K shares, valued at $548.9K).

1M P&L

+23.8M+2.77%

3M P&L

+23.1M+2.69%

HY P&L

+87.1M+10.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A760.8M

94.7%

2Steel12.9M

1.6%

3Software - Application7.6M

0.9%

Top Industries by Stock Count

1N/A47 stocks

58.8%

2Credit Services3 stocks

3.8%

3Telecom Services3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR8.6M shares-0.78%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F1.5M shares-8.65%2026-03-312026-04-29

DALI FIRST TR EXCHANGE-TRADED FD3.3M shares-8.13%2026-03-312026-04-29

QVAL EA SERIES TRUST1.7M shares10.24%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F1.1M shares2.04%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS739.0K shares26.65%2026-03-312026-04-29

IBDS ISHARES TR614.1K shares16.31%2026-03-312026-04-29

TMB THORNBURG ETF TR582.8K shares5.77%2026-03-312026-04-29

Sponsored

IBDR ISHARES TR605.9K shares2.78%2026-03-312026-04-29

PDP INVESCO EXCHANGE TRADED FD T107.1K shares-1.66%2026-03-312026-04-29

NUE NUCOR CORP76.5K shares-9.81%2026-03-312026-04-29

FV FIRST TR EXCHANGE-TRADED FD198.1K shares-11.81%2026-03-312026-04-29

TAFI AB ACTIVE ETFS INC388.5K shares15.75%2026-03-312026-04-29

IBDT ISHARES TR385.1K shares29.32%2026-03-312026-04-29

IDCC INTERDIGITAL INC25.1K shares0.00%2026-03-312026-04-29

IVV ISHARES TR10.7K shares30.00%2026-03-312026-04-29

Sponsored

SCHE SCHWAB STRATEGIC TR198.6K shares-1.73%2026-03-312026-04-29

HTRB HARTFORD FDS EXCHANGE TRADED158.7K shares3.56%2026-03-312026-04-29

IBDU ISHARES TR222.1K shares55.72%2026-03-312026-04-29

VTI VANGUARD INDEX FDS16.0K shares-1.79%2026-03-312026-04-29

HMOP HARTFORD FDS EXCHANGE TRADED105.2K shares14.71%2026-03-312026-04-29

IDEV ISHARES TR43.8K shares-8.07%2026-03-312026-04-29

ABBV ABBVIE INC11.0K shares-0.18%2026-03-312026-04-29

AAPL APPLE INC7.9K shares-13.50%2026-03-312026-04-29

Sponsored

IBDV ISHARES TR91.7K sharesnew addition2026-03-312026-04-29

ACGL ARCH CAP GROUP LTD15.6K shares29.88%2026-03-312026-04-29

INCY INCYTE CORP14.7K shares-1.78%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares-0.91%2026-03-312026-04-29

BSCQ INVESCO EXCH TRD SLF IDX FD68.1K shares1.03%2026-03-312026-04-29

MDGL MADRIGAL PHARMACEUTICALS INC2.5K shares0.00%2026-03-312026-04-29

SPY SPDR S&P 500 ETF TR2.0K shares-11.16%2026-03-312026-04-29

SYF SYNCHRONY FINANCIAL18.8K shares-13.52%2026-03-312026-04-29

Sponsored

BLACKROCK INC BLACKROCK INC1.3K shares33.51%2026-03-312026-04-29

VRTX VERTEX PHARMACEUTICALS INC2.5K shares0.00%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC6.4K shares0.00%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD52.7K shares18.26%2026-03-312026-04-29

IBDW ISHARES TR48.4K sharesnew addition2026-03-312026-04-29

CMCSA COMCAST CORP NEW34.8K shares47.37%2026-03-312026-04-29

IBMO ISHARES TR35.1K shares0.00%2026-03-312026-04-29

NVDA NVIDIA CORPORATION5.1K shares-4.70%2026-03-312026-04-29

Sponsored

JPM JPMORGAN CHASE & CO.2.9K shares-2.10%2026-03-312026-04-29

DIS DISNEY WALT CO8.3K shares0.00%2026-03-312026-04-29

VO VANGUARD INDEX FDS2.7K shares82.57%2026-03-312026-04-29

EEM ISHARES TR13.4K shares-18.47%2026-03-312026-04-29

COST COSTCO WHSL CORP NEW762 shares-1.93%2026-03-312026-04-29

FIX COMFORT SYS USA INC543 shares-45.70%2026-03-312026-04-29

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-29

IBMP ISHARES TR25.5K shares0.00%2026-03-312026-04-29

Sponsored

VUG VANGUARD INDEX FDS1.4K shares-8.15%2026-03-312026-04-29

IBMQ ISHARES TR21.5K sharesnew addition2026-03-312026-04-29

IBMR ISHARES TR21.5K sharesnew addition2026-03-312026-04-29

XOM EXXON MOBIL CORP3.1K shares5.97%2026-03-312026-04-29

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-29

MMC MARSH & MCLENNAN COS INC2.9K shares0.00%2026-03-312026-04-29

FTSM FIRST TR EXCHANGE-TRADED FD7.1K shares-35.50%2026-03-312026-04-29

IXUS ISHARES TR4.7K shares0.00%2026-03-312026-04-29

Sponsored

VB VANGUARD INDEX FDS1.5K shares79.52%2026-03-312026-04-29

DWAS INVESCO EXCH TRADED FD TR II4.0K shares0.00%2026-03-312026-04-29

MSFT MICROSOFT CORP1.1K shares-12.17%2026-03-312026-04-29

AMZN AMAZON COM INC1.7K shares-4.20%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.2K shares0.00%2026-03-312026-04-29

WSFS WSFS FINL CORP5.1K shares0.00%2026-03-312026-04-29

LLY ELI LILLY & CO353 shares7.29%2026-03-312026-04-29

META META PLATFORMS INC565 shares-5.04%2026-03-312026-04-29

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS529 shares-33.79%2026-03-312026-04-29

DE DEERE & CO530 shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.0K shares-5.52%2026-03-312026-04-29

OLED UNIVERSAL DISPLAY CORP3.2K shares0.00%2026-03-312026-04-29

MTUM ISHARES TR1.2K shares5.36%2026-03-312026-04-29

AGG ISHARES TR2.8K shares-61.12%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS3.5K sharesnew addition2026-03-312026-04-29

AXP AMERICAN EXPRESS CO884 shares0.00%2026-03-312026-04-29

Sponsored

TIGO MILLICOM INTL CELLULAR S A3.3K shares-14.24%2026-03-312026-04-29

CAT CATERPILLAR INC335 sharesnew addition2026-03-312026-04-29

VT VANGUARD INTL EQUITY INDEX F1.7K shares0.12%2026-03-312026-04-29

BSCS INVESCO EXCH TRD SLF IDX FD11.2K sharesnew addition2026-03-312026-04-29

FTC FIRST TRUST LRGCP GWT ALPHAD1.5K shares-42.17%2026-03-312026-04-29

BSCT INVESCO EXCH TRD SLF IDX FD11.7K sharesnew addition2026-03-312026-04-29

MOD MODINE MFG CO1.0K sharesnew addition2026-03-312026-04-29

BSCU INVESCO EXCH TRD SLF IDX FD12.9K sharesnew addition2026-03-312026-04-29

Sponsored

V VISA INC672 shares0.00%2026-03-312026-04-29

FBT FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-03-312026-04-29

MRBK MERIDIAN CORPORATION10.0K shares0.00%2026-03-312026-04-29

FMC FMC CORP10.0K sharesnew addition2026-03-312026-04-29

TV GRUPO TELEVISA S A B10.0K shares0.00%2026-03-312026-04-29

SCHB

SCHWAB STRATEGIC TR

-0.78%

Shares8.6M

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

-8.65%

Shares1.5M

Event2026-03-31

Filed2026-04-29

DALI

FIRST TR EXCHANGE-TRADED FD

-8.13%

Shares3.3M

Event2026-03-31

Filed2026-04-29

QVAL

EA SERIES TRUST

10.24%

Shares1.7M

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

2.04%

Shares1.1M

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

26.65%

Shares739.0K

Event2026-03-31

Filed2026-04-29

IBDS

ISHARES TR

16.31%

Shares614.1K

Event2026-03-31

Filed2026-04-29

TMB

THORNBURG ETF TR

5.77%

Shares582.8K

Event2026-03-31

Filed2026-04-29

IBDR

ISHARES TR

2.78%

Shares605.9K

Event2026-03-31

Filed2026-04-29

PDP

INVESCO EXCHANGE TRADED FD T

-1.66%

Shares107.1K

Event2026-03-31

Filed2026-04-29

NUE

NUCOR CORP

-9.81%

Shares76.5K

Event2026-03-31

Filed2026-04-29

FIRST TR EXCHANGE-TRADED FD

-11.81%

Shares198.1K

Event2026-03-31

Filed2026-04-29

TAFI

AB ACTIVE ETFS INC

15.75%

Shares388.5K

Event2026-03-31

Filed2026-04-29

IBDT

ISHARES TR

29.32%

Shares385.1K

Event2026-03-31

Filed2026-04-29

IDCC

INTERDIGITAL INC

0.00%

Shares25.1K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

30.00%

Shares10.7K

Event2026-03-31

Filed2026-04-29

SCHE

SCHWAB STRATEGIC TR

-1.73%

Shares198.6K

Event2026-03-31

Filed2026-04-29

HTRB

HARTFORD FDS EXCHANGE TRADED

3.56%

Shares158.7K

Event2026-03-31

Filed2026-04-29

IBDU

ISHARES TR

55.72%

Shares222.1K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-1.79%

Shares16.0K

Event2026-03-31

Filed2026-04-29

HMOP

HARTFORD FDS EXCHANGE TRADED

14.71%

Shares105.2K

Event2026-03-31

Filed2026-04-29

IDEV

ISHARES TR

-8.07%

Shares43.8K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

-0.18%

Shares11.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-13.50%

Shares7.9K

Event2026-03-31

Filed2026-04-29

IBDV

ISHARES TR

New

Shares91.7K

Event2026-03-31

Filed2026-04-29

ACGL

ARCH CAP GROUP LTD

29.88%

Shares15.6K

Event2026-03-31

Filed2026-04-29

INCY

INCYTE CORP

-1.78%

Shares14.7K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

-0.91%

Shares2.8K

Event2026-03-31

Filed2026-04-29

BSCQ

INVESCO EXCH TRD SLF IDX FD

1.03%

Shares68.1K

Event2026-03-31

Filed2026-04-29

MDGL

MADRIGAL PHARMACEUTICALS INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-29

SPY

SPDR S&P 500 ETF TR

-11.16%

Shares2.0K

Event2026-03-31

Filed2026-04-29

SYF

SYNCHRONY FINANCIAL

-13.52%

Shares18.8K

Event2026-03-31

Filed2026-04-29

BLACKROCK INC

33.51%

Shares1.3K

Event2026-03-31

Filed2026-04-29

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-29

BSCR

INVESCO EXCH TRD SLF IDX FD

18.26%

Shares52.7K

Event2026-03-31

Filed2026-04-29

IBDW

ISHARES TR

New

Shares48.4K

Event2026-03-31

Filed2026-04-29

CMCSA

COMCAST CORP NEW

47.37%

Shares34.8K

Event2026-03-31

Filed2026-04-29

IBMO

ISHARES TR

0.00%

Shares35.1K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-4.70%

Shares5.1K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO.

-2.10%

Shares2.9K

Event2026-03-31

Filed2026-04-29

DIS

DISNEY WALT CO

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

82.57%

Shares2.7K

Event2026-03-31

Filed2026-04-29

EEM

ISHARES TR

-18.47%

Shares13.4K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHSL CORP NEW

-1.93%

Shares762

Event2026-03-31

Filed2026-04-29

FIX

COMFORT SYS USA INC

-45.70%

Shares543

Event2026-03-31

Filed2026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-29

IBMP

ISHARES TR

0.00%

Shares25.5K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

-8.15%

Shares1.4K

Event2026-03-31

Filed2026-04-29

IBMQ

ISHARES TR

New

Shares21.5K

Event2026-03-31

Filed2026-04-29

IBMR

ISHARES TR

New

Shares21.5K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

5.97%

Shares3.1K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-29

FTSM

FIRST TR EXCHANGE-TRADED FD

-35.50%

Shares7.1K

Event2026-03-31

Filed2026-04-29

IXUS

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

79.52%

Shares1.5K

Event2026-03-31

Filed2026-04-29

DWAS

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-12.17%

Shares1.1K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-4.20%

Shares1.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

WSFS

WSFS FINL CORP

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

7.29%

Shares353

Event2026-03-31

Filed2026-04-29