0001432539-23-000001.txt : 20230213
0001432539-23-000001.hdr.sgml : 20230213
20230213160255
ACCESSION NUMBER: 0001432539-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230213
DATE AS OF CHANGE: 20230213
EFFECTIVENESS DATE: 20230213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Strategic Financial Services, Inc,
CENTRAL INDEX KEY: 0001432539
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: 23618223
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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false
false
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0001432539
XXXXXXXX
12-31-2022
12-31-2022
Strategic Financial Services, Inc,
114 BUSINESS PARK DRIVE
UTICA
NY
13502
13F HOLDINGS REPORT
028-13318
000109677
N
Kasey Williams
Chief Compliance Officer
3157241776
Kasey Williams
Utica
NY
02-13-2023
0
130
1250820506
false
INFORMATION TABLE
2
Q42022.xml
ABBOTT LABS
COM
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ABBVIE INC
COM
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SOLE
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3977
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554
ALPHABET INC
CAP STK CL C
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34630
SH
SOLE
0
34230
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400
ALPHABET INC
CAP STK CL A
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SOLE
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7140
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300
ALPS ETF TR
MED BREAKTHGH
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26920
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SOLE
0
26272
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648
AMAZON COM INC
COM
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523572
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6233
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APPLE INC
COM
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AUTOMATIC DATA PROCESSING IN
COM
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700
AUTOMATIC DATA PROCESSING IN
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CL B NEW
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BLACKROCK INC
COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COMMUNITY BK SYS INC
COM
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CONMED CORP
COM
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COM
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COM
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CSX CORP
COM
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CVS HEALTH CORP
COM
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DEERE & CO
COM
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DISNEY WALT CO
COM
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SOLE
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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
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GENERAL ELECTRIC CO
COM NEW
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OTR
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COM NEW
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ACTIVEBETA US LG
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ACTIVEBETA INT
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GOLDMAN SACHS GROUP INC
COM
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SOLE
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HERSHEY CO
COM
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SH
SOLE
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HOME DEPOT INC
COM
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SOLE
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HONEYWELL INTL INC
COM
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IDEXX LABS INC
COM
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SOLE
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ILLINOIS TOOL WKS INC
COM
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IMMUCELL CORP
COM PAR
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COM
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ISHARES INC
CORE MSCI EMKT
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COM
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COM
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COM NEW
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COM
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COM
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NIKE INC
CL B
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COM
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COM
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COM
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COM
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COM
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COM
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PROCTER AND GAMBLE CO
COM
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PRUDENTIAL FINL INC
COM
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COM
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COM
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QUALCOMM INC
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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COM
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GOLD SHS
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TR UNIT
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BLOOMBERG INVT
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SPDR SER TR
S&P BIOTECH
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COM
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COM
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COM
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COM
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COM
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COM
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ALLWRLD EX US
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FTSE EMR MKT ETF
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SHORT TERM TREAS
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SOLE
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305799
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VENTAS INC
COM
92276F100
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7373
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VERIZON COMMUNICATIONS INC
COM
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SOLE
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VISA INC
COM CL A
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SOLE
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17283
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COM
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WORLD GOLD TR
SPDR GLD MINIS
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