Strid Group, LLC
Strid Group, LLC is an investment adviser headquartered in Conshohocken, Pennsylvania. Founded in 2014, the firm operates with a small team of 11 employees, primarily focused on serving institutional clients and high-net-worth individuals. The group specializes in managing portfolios and providing strategic investment advice in accordance with SEC regulations.
Investment Strategy
Strid Group, LLC focuses on long-term capital appreciation through actively managed portfolios, emphasizing fundamental research and risk management. Their investment strategy combines equity selection with alternative assets, aiming for consistent returns while managing downside risk. The firm tailors its approach to client needs, primarily using a diversified, research-driven methodology.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 28.48% | $224.1M | 8,716,201 | $12.82 | $25.71 | +$17.8M |
V VEU | VANGUARD INTL EQUITY INDEX F | 15.03% | $118.3M | 1,657,660 | $50.32 | $71.37 | +$6.3M |
D DALI | FIRST TR EXCHANGE-TRADED FD | 13.06% | $102.7M | 3,647,128 | $23.70 | $28.17 | +$6.0M |
Q QVAL | EA SERIES TRUST | 9.01% | $70.9M | 1,519,765 | $28.40 | $46.65 | +$5.0M |
V VWO | VANGUARD INTL EQUITY INDEX F | 7.26% | $57.2M | 1,055,212 | $43.01 | $54.18 | +$5.5M |