0001432539-24-000003.txt : 20240507
0001432539-24-000003.hdr.sgml : 20240507
20240507115828
ACCESSION NUMBER: 0001432539-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240507
DATE AS OF CHANGE: 20240507
EFFECTIVENESS DATE: 20240507
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Strategic Financial Services, Inc,
CENTRAL INDEX KEY: 0001432539
ORGANIZATION NAME:
IRS NUMBER: 161334685
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13318
FILM NUMBER: 24920622
BUSINESS ADDRESS:
STREET 1: 114 BUSINESS PARK DRIVE
CITY: UTICA
STATE: NY
ZIP: 13502
BUSINESS PHONE: 3157241776
MAIL ADDRESS:
STREET 1: 114 BUSINESS PARK DRIVE
CITY: UTICA
STATE: NY
ZIP: 13502
FORMER COMPANY:
FORMER CONFORMED NAME: Strategic Investment Advisors, Inc
DATE OF NAME CHANGE: 20080416
13F-HR
1
primary_doc.xml
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13F-HR
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0001432539
XXXXXXXX
03-31-2024
03-31-2024
Strategic Financial Services, Inc,
114 BUSINESS PARK DRIVE
UTICA
NY
13502
13F HOLDINGS REPORT
028-13318
000109677
028-13318
N
Holly Cafalone
Operations Manager
3157241776
Holly Cafalone
Utica
NY
05-07-2024
0
126
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INFORMATION TABLE
2
03312024_13f.xml
ABBOTT LABS
COM
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ABBVIE INC
COM
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ALLSTATE CORP
COM
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SOLE
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1374
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ALPHABET INC
CAP STK CL C
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SOLE
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ALPHABET INC
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ALPS ETF TR
MED BREAKTHGH
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SOLE
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AMAZON COM INC
COM
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SOLE
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7330
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APPLE INC
COM
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76837
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N Y REGISTRY SHS
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CL B NEW
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BLACKROCK INC
COM
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BOOKING HOLDINGS INC
COM
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CATERPILLAR INC
COM
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COM
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COM
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CSX CORP
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DEERE & CO
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DISNEY WALT CO
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DOLLAR TREE INC
COM
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ELEVANCE HEALTH INC
COM
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EXXON MOBIL CORP
COM
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COM NEW
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COM
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HERSHEY CO
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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IDEXX LABS INC
COM
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ILLINOIS TOOL WKS INC
COM
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IMMUCELL CORP
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