Strategic Investment Solutions, Inc. /Il Purchases in Q3 2024

Strategic Investment Solutions, Inc. /Il

  • $334 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
108
+ 3.44%
$137.88 - $161.97 $14.9K - $17.5K
3.25K $478M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.21K
+ 831.23%
$19.78 - $23.53 $83.2K - $99K
4.71K $109M
KO
Coca Cola CO

Consumer Defensive
159
+ 1.62%
$62.69 - $73.01 $9.97K - $11.6K
9.99K $718M
PPA
Invesco Exchange Traded Fd Tr

ETFs
709
+ 472.67%
$102.05 - $114.97 $72.4K - $81.5K
859 $98.8M
Linde PLC F
136
+ 14.78%
N/A
1.06K $504M
ET
Energy Transfer LP

Energy
5.22K
New
$15.43 - $16.44 $80.6K - $85.9K
5.22K $83.8M
BX
Blackstone Inc.

Financial Services
377
+ 121.22%
$120.77 - $159.66 $45.5K - $60.2K
688 $105M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.05K
+ 58.5%
$46.9 - $51.96 $331K - $366K
19.1K $983M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.02K
+ 4.07%
$28.25 - $31.7 $255K - $286K
230K $7.1B
Fidelity Wise Origin
1.33K
New
N/A
1.33K $73.9M
INTC
Intel Corp

Technology
4.91K
+ 235.43%
$18.9 - $34.87 $92.8K - $171K
7K $164M
AGQ
Pro Shares Trust Ii

ETFs
1.5K
New
$30.5 - $43.43 $45.8K - $65.1K
1.5K $60.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
484
+ 2.15%
$36.98 - $41.55 $17.9K - $20.1K
23K $945M
CGMS
Capital Grp Core Plus Income E
1.8K
New
N/A
1.8K $50.1M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.14%
$896.19 - $1044.18 $896 - $1.04K
720 $747M
KRG
Kite Realty Group Trust

Real Estate
1.71K
New
$21.76 - $26.86 $37.2K - $45.9K
1.71K $45.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
51
+ 4.61%
$236.42 - $259.82 $12.1K - $13.3K
1.16K $298M
QQQ
Invesco Qqq Trust, Series 1

ETFs
76
+ 34.55%
$434.77 - $502.96 $33K - $38.2K
296 $144M
NEM
Newmont Corp

Basic Materials
800
+ 246.15%
$41.65 - $55.85 $33.3K - $44.7K
1.13K $60.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
184
+ 22.44%
$147.95 - $191.05 $27.2K - $35.2K
1K $174M
CEG
Constellation Energy Corp

Utilities
1
+ 0.19%
$167.08 - $262.86 $167 - $263
535 $139M
WEC
Wec Energy Group, Inc.

Utilities
350
+ 71.43%
$77.68 - $96.19 $27.2K - $33.7K
840 $80.8M
Capital Group Dividend
1.17K
New
N/A
1.17K $35.9M
JXI
Ishares Tr Global Utils ETF

ETFs
100
+ 4.27%
$59.7 - $70.74 $5.97K - $7.07K
2.44K $173M
COP
Conocophillips

Energy
338
+ 63.53%
$102.3 - $116.61 $34.6K - $39.4K
870 $91.6M
LOW
Lowes Companies Inc

Consumer Cyclical
20
+ 6.6%
$213.3 - $270.78 $4.27K - $5.42K
323 $87.5M
PSX
Phillips 66

Energy
263
+ 75.36%
$125.0 - $147.17 $32.9K - $38.7K
612 $80.4M
NEE
Nextera Energy Inc

Utilities
66
+ 2.33%
$69.9 - $84.97 $4.61K - $5.61K
2.9K $245M
MDT
Medtronic PLC

Healthcare
137
+ 6.98%
$76.84 - $91.03 $10.5K - $12.5K
2.1K $189M
AXP
American Express CO

Financial Services
7
+ 1.2%
$225.92 - $271.17 $1.58K - $1.9K
588 $159M
WDAY
Workday, Inc.

Technology
100
New
$207.75 - $264.68 $20.8K - $26.5K
100 $24.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 2.93%
$517.38 - $573.86 $9.31K - $10.3K
632 $363M
IEMG
Ishares Inc

ETFs
417
+ 587.32%
$53.64 - $53.64 $22.4K - $22.4K
488 $28M
IRM
Iron Mountain Inc

Real Estate
200
New
$89.69 - $119.32 $17.9K - $23.9K
200 $23.8M
KR
Kroger CO

Consumer Defensive
356
+ 42.84%
$50.43 - $57.3 $18K - $20.4K
1.19K $68M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
140
+ 113.82%
$125.95 - $142.04 $17.6K - $19.9K
263 $37.3M
TQQQ
Proshares Ultrapro Qqq

ETFs
310
New
$53.19 - $84.93 $16.5K - $26.3K
310 $22.5M
AMRK
A Mark Precious Metals, Inc.

Financial Services
2K
New
$32.3 - $46.92 $64.6K - $93.8K
2K $22.1M
MSI
Motorola Solutions, Inc.

Technology
2
+ 2.38%
$385.65 - $450.49 $771 - $901
86 $38.8M
VV
Vanguard Large Cap ETF

ETFs
57
+ 9.34%
$236.92 - $263.4 $13.5K - $15K
667 $176M
IDU
Ishares Tr U S Utils ETF

ETFs
52
+ 7.43%
$87.2 - $102.21 $4.53K - $5.31K
752 $76.7M
American Healthcare Reit
813
New
N/A
813 $21.2M
AGNC
Agnc Investment Corp.

Real Estate
2K
New
$9.48 - $10.66 $19K - $21.3K
2K $20.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5
+ 0.14%
$64.35 - $75.71 $322 - $379
3.7K $273M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
977
New
$17.76 - $20.23 $17.4K - $19.8K
977 $19.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
204
+ 102.0%
$105.92 - $110.83 $21.6K - $22.6K
404 $44.6M
CAR
Avis Budget Group, Inc.

Industrials
240
+ 198.35%
$67.43 - $112.13 $16.2K - $26.9K
361 $31.6M
BIT
Black Rock Multi Sector Income Trust

Financial Services
1.27K
New
$14.44 - $15.2 $18.4K - $19.3K
1.27K $19.3M
PANW
Palo Alto Networks Inc

Technology
55
+ 177.42%
$294.18 - $368.01 $16.2K - $20.2K
86 $29.4M
Activity Summary
Buys All Purchases 333 New Holdings 141 Increased Positions 192 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Strategic Investment Solutions, Inc. /Il Portfolio

Follow Strategic Investment Solutions, Inc. /Il and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Investment Solutions, Inc. /Il, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Investment Solutions, Inc. /Il with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email