0001432539-23-000003.txt : 20230512 0001432539-23-000003.hdr.sgml : 20230512 20230512090507 ACCESSION NUMBER: 0001432539-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23913488 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 X0202 13F-HR LIVE false false false 0001432539 XXXXXXXX 03-31-2023 03-31-2023 Strategic Financial Services, Inc,

114 BUSINESS PARK DRIVE UTICA NY 13502

13F HOLDINGS REPORT 028-13318 000109677 801-33774 N Kasey Williams 3157241776 Kasey Williams Utica NY 05-12-2023 0 128 1293259496 false INFORMATION TABLE 2 SFS13FQ1.xml ABBOTT LABS COM 002824100 397699 3928 SH SOLE 0 3228 0 700 ABBVIE INC COM 00287Y109 722105 4531 SH SOLE 0 3977 0 554 ALPHABET INC CAP STK CL C 02079K107 3562208 34252 SH SOLE 0 33952 0 300 ALPHABET INC CAP STK CL A 02079K305 840213 8100 SH SOLE 0 7800 0 300 ALPS ETF TR MED BREAKTHGH 00162Q593 1509751 55537 SH SOLE 0 55005 0 532 AMAZON COM INC COM 023135106 731603 7083 SH SOLE 0 7083 0 0 APPLE INC COM 037833100 13371542 81089 SH SOLE 0 78866 0 2223 AUTOMATIC DATA PROCESSING IN COM 053015103 155841 700 SH OTR 0 0 0 700 AUTOMATIC DATA PROCESSING IN COM 053015103 577725 2595 SH SOLE 0 2595 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 132771 430 SH OTR 0 0 0 430 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1194631 3869 SH SOLE 0 3869 0 0 BLACKROCK INC COM 09247X101 2633656 3936 SH SOLE 0 3936 0 0 BOOKING HOLDINGS INC 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