Fragasso Financial Advisors Inc

The investment strategy is predominantly "core-satellite" in nature, utilizing a heavy allocation to Exchange Traded Funds (ETFs) to achieve broad market exposure, supplemented by select individual equities. The turnover for the quarter was notable, with 21 new positions and 21 exits, signaling an active rebalancing effort that coincided with the rapid asset growth. The firm appears to prioritize liquidity and cost-efficiency, evidenced by the heavy reliance on institutional-class ETFs, while maintaining specific tilts toward quality and income generation.

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