STXG is a well-diversified large-cap growth ETF with approximately 700 holdings. Its expense ratio is 0.18% and the fund has $104 million in assets under management. Owning STXG would demonstrate your commitment to shareholder primacy, as Strive unapologetically rejects stakeholder capitalism and warns about its potential consequences on long-term returns. However, from a practical perspective, STXG shares many of the same features as more popular options like IWF, SPYG, SCHG, and QQQ. My fundamental analysis revealed a slight value lean.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 130 | $5,404.1 | $7,124 | $1,719.9 | 31.83% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 15,206 | $609,023.81 | $833,288.8 | $224,264.99 | 36.82% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 5,000 | $230,100 | $272,300 | $42,200 | 18.34% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 21,450 | $714,836.94 | $1.17M | $454,402.56 | 63.57% |
Kevin Zemann WealthPlan Investment Management LLC | 140,954 | $6.61M | $7.67M | $1.06M | 15.97% |
| NYSE Exchange | US Country |
This company operates as an investment fund that primarily focuses on replicating the performance of a specified index. The fund's investment strategy involves allocating the bulk of its assets, excluding any collateral obtained through securities lending, towards the purchase of component securities that are part of the selected index. By doing so, the fund aims to closely mirror the index's performance over time. Additionally, the fund adopts a concentration strategy by investing 25% or more of its total assets in a specific industry or a group of industries. This level of concentration is maintained to closely align with the index's own concentration in those sectors, thereby seeking to replicate its performance as accurately as possible.
This product involves investing predominantly in the securities that form part of a specific index. The objective is to achieve returns that closely correspond to the performance of the chosen index, thereby offering investors a way to gain exposure to various market segments or the entire market, depending on the nature of the index.
This service focuses on investing a significant portion of the fund's assets into a particular industry or a group of industries. Such a strategy is adopted to mirror the extent of concentration found in the targeted index. It allows the fund to leverage the growth potential of specific sectors, aligning closely with the index's performance characteristics and providing investors with targeted exposure to sectors of interest.