Strategic Financial Partners, Ltd.
Top Portfolio Positions
19 positions ·
$8,358,847 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
4,264 | $1,578,404 | 18.88% | |
| AAPL |
Apple Inc.
Technology
|
5,425 | $1,376,810 | 16.47% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,181 | $681,649 | 8.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,910 | $549,239 | 6.57% | |
| MSIF |
Msc Income Fund, Inc.
Financial Services
|
44,826 | $545,980 | 6.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
611 | $397,357 | 4.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
375 | $344,913 | 4.13% | |
| NVDA |
Nvidia Corp
Technology
|
1,965 | $342,696 | 4.10% | |
| CAT |
Caterpillar Inc
Industrials
|
473 | $335,101 | 4.01% | |
| COP |
Conocophillips
Energy
|
2,517 | $332,244 | 3.97% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSIF
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $545,980 | 44,826 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $508,662 | 38,711 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $330,298 | 25,156 | Shares | Sole | 2025-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||