The Analysis of Strid Group, LLC's Holdings


Currently, Strid Group, LLC holds 79 types of securities in its portfolio with a total value $803.4M. In the most recent quarter, they have increased their positions in IBDT (+95.6K shares, valued at $2.4M), IBDS (+92.5K shares, valued at $2.2M), IVV (+3.1K shares, valued at $2.1M); decreased their positions in DALI (-77.4K shares, valued at $2.2M), NUE (-10.4K shares, valued at $1.7M), TMB (-21.7K shares, valued at $554.3K); initiated new positions in PM (+6.4K shares, valued at $1.0M), AGG (+7.3K shares, valued at $731.8K), N/A (+799 shares, valued at $501.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR8.7M shares0.01%2025-12-312026-01-26history
VEU VANGUARD INTL EQUITY INDEX F1.7M shares0.76%2025-12-312026-01-26history
DALI FIRST TR EXCHANGE-TRADED FD3.6M shares-2.12%2025-12-312026-01-26history
QVAL EA SERIES TRUST1.5M shares1.61%2025-12-312026-01-26history
VWO VANGUARD INTL EQUITY INDEX F1.1M shares2.28%2025-12-312026-01-26history
VEA VANGUARD TAX-MANAGED FDS583.5K shares4.82%2025-12-312026-01-26history
IBDR ISHARES TR589.5K shares2.62%2025-12-312026-01-26history
FV FIRST TR EXCHANGE-TRADED FD224.6K shares-1.77%2025-12-312026-01-26history
Sponsored
TMB THORNBURG ETF TR551.1K shares-3.78%2025-12-312026-01-26history
NUE NUCOR CORP84.8K shares-10.96%2025-12-312026-01-26history
IBDS ISHARES TR528.0K shares21.25%2025-12-312026-01-26history
PDP INVESCO EXCHANGE TRADED FD T108.9K shares-0.50%2025-12-312026-01-26history
TAFI AB ACTIVE ETFS INC335.6K shares-2.75%2025-12-312026-01-26history
IDCC INTERDIGITAL INC25.1K shares0.00%2025-12-312026-01-26history
IBDT ISHARES TR297.8K shares47.26%2025-12-312026-01-26history
SCHE SCHWAB STRATEGIC TR202.0K shares2.75%2025-12-312026-01-26history
Sponsored
IVV ISHARES TR8.3K shares60.75%2025-12-312026-01-26history
VTI VANGUARD INDEX FDS16.2K shares0.21%2025-12-312026-01-26history
HTRB HARTFORD FDS EXCHANGE TRADED153.2K shares-5.65%2025-12-312026-01-26history
IDEV ISHARES TR47.7K shares1.80%2025-12-312026-01-26history
HMOP HARTFORD FDS EXCHANGE TRADED91.7K shares0.24%2025-12-312026-01-26history
IBDU ISHARES TR142.6K shares106.59%2025-12-312026-01-26history
ABBV ABBVIE INC11.0K shares0.18%2025-12-312026-01-26history
AAPL APPLE INC9.1K shares1.63%2025-12-312026-01-26history
Sponsored
SYF SYNCHRONY FINANCIAL21.8K shares0.42%2025-12-312026-01-26history
SPY SPDR S&P 500 ETF TR2.2K shares9.94%2025-12-312026-01-26history
INCY INCYTE CORP14.9K shares1.81%2025-12-312026-01-26history
MDGL MADRIGAL PHARMACEUTICALS INC2.5K shares0.00%2025-12-312026-01-26history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares0.00%2025-12-312026-01-26history
BSCQ INVESCO EXCH TRD SLF IDX FD67.4K shares16.23%2025-12-312026-01-26history
ACGL ARCH CAP GROUP LTD12.0K shares-8.31%2025-12-312026-01-26history
VRTX VERTEX PHARMACEUTICALS INC2.5K shares0.00%2025-12-312026-01-26history
Sponsored
PM PHILIP MORRIS INTL INC6.4K sharesnew addition2025-12-312026-01-26history
BLACKROCK INC BLACKROCK INC949 shares1.06%2025-12-312026-01-26history
NVDA NVIDIA CORPORATION5.4K shares43.34%2025-12-312026-01-26history
JPM JPMORGAN CHASE & CO.3.0K shares2.15%2025-12-312026-01-26history
DIS DISNEY WALT CO8.3K shares0.00%2025-12-312026-01-26history
FIX COMFORT SYS USA INC1.0K shares-21.32%2025-12-312026-01-26history
IBMO ISHARES TR35.1K shares0.00%2025-12-312026-01-26history
EEM ISHARES TR16.4K shares0.95%2025-12-312026-01-26history
Sponsored
BSCR INVESCO EXCH TRD SLF IDX FD44.6K shares12.33%2025-12-312026-01-26history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-26history
AGG ISHARES TR7.3K sharesnew addition2025-12-312026-01-26history
VUG VANGUARD INDEX FDS1.5K shares8.87%2025-12-312026-01-26history
CMCSA COMCAST CORP NEW23.6K shares0.00%2025-12-312026-01-26history
COST COSTCO WHSL CORP NEW777 shares136.17%2025-12-312026-01-26history
FTSM FIRST TR EXCHANGE-TRADED FD11.1K shares-12.19%2025-12-312026-01-26history
IBMP ISHARES TR25.5K shares0.00%2025-12-312026-01-26history
Sponsored
MSFT MICROSOFT CORP1.2K shares2.63%2025-12-312026-01-26history
MMC MARSH & MCLENNAN COS INC2.9K shares0.00%2025-12-312026-01-26history
VANGUARD INDEX FDS VANGUARD INDEX FDS799 sharesnew addition2025-12-312026-01-26history
VTV VANGUARD INDEX FDS2.6K shares0.00%2025-12-312026-01-26history
VO VANGUARD INDEX FDS1.5K sharesnew addition2025-12-312026-01-26history
AMZN AMAZON COM INC1.8K shares4.38%2025-12-312026-01-26history
FTC FIRST TRUST LRGCP GWT ALPHAD2.5K shares0.00%2025-12-312026-01-26history
IXUS ISHARES TR4.7K shares0.00%2025-12-312026-01-26history
Sponsored
META META PLATFORMS INC595 shares5.31%2025-12-312026-01-26history
DWAS INVESCO EXCH TRADED FD TR II4.0K shares0.00%2025-12-312026-01-26history
ALPHABET INC ALPHABET INC1.2K shares-6.99%2025-12-312026-01-26history
OLED UNIVERSAL DISPLAY CORP3.2K shares0.00%2025-12-312026-01-26history
LLY ELI LILLY & CO329 sharesnew addition2025-12-312026-01-26history
XOM EXXON MOBIL CORP2.9K shares58.06%2025-12-312026-01-26history
ALPHABET INC ALPHABET INC1.1K shares16.26%2025-12-312026-01-26history
AXP AMERICAN EXPRESS CO884 shares0.00%2025-12-312026-01-26history
Sponsored
MO ALTRIA GROUP INC5.3K sharesnew addition2025-12-312026-01-26history
WSFS WSFS FINL CORP5.1K shares0.00%2025-12-312026-01-26history
MTUM ISHARES TR1.1K shares0.00%2025-12-312026-01-26history
PKST PEAKSTONE REALTY TRUST17.4K shares0.00%2025-12-312026-01-26history
DE DEERE & CO530 shares-10.17%2025-12-312026-01-26history
VT VANGUARD INTL EQUITY INDEX F1.7K shares0.89%2025-12-312026-01-26history
V VISA INC672 shares0.00%2025-12-312026-01-26history
MAR MARRIOTT INTL INC NEW758 sharesnew addition2025-12-312026-01-26history
Sponsored
VB VANGUARD INDEX FDS840 sharesnew addition2025-12-312026-01-26history
TIGO MILLICOM INTL CELLULAR S A3.8K sharesnew addition2025-12-312026-01-26history
MLI MUELLER INDS INC1.8K shares-18.18%2025-12-312026-01-26history
FBT FIRST TR EXCHANGE-TRADED FD1.0K sharesnew addition2025-12-312026-01-26history
KKR & CO INC KKR & CO INC1.6K shares0.00%2025-12-312026-01-26history
MRBK MERIDIAN CORPORATION10.0K shares0.00%2025-12-312026-01-26history
TV GRUPO TELEVISA S A B10.0K shares0.00%2025-12-312026-01-26history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available