Strategic Investment Solutions, Inc. /Il Purchases in Q1 2025

Strategic Investment Solutions, Inc. /Il

  • $345 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
6
+ 1.59%
$326.75 - $407.63 $1.96K - $2.45K
384 $127M
Capital Group Dividend
320
+ 27.4%
N/A
1.49K $46M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
403
+ 26.85%
$26.64 - $27.14 $10.7K - $10.9K
1.9K $51M
VBR
Vanguard Small Cap Value ETF

ETFs
59
New
$183.02 - $207.75 $10.8K - $12.3K
59 $11M
SOXX
Ishares Semiconductor ETF

ETFs
57
New
$188.17 - $235.81 $10.7K - $13.4K
57 $10.8M
D
Dominion Energy, Inc

Utilities
54
+ 4.85%
$52.85 - $57.43 $2.85K - $3.1K
1.17K $65.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
5
+ 0.75%
$92.71 - $107.38 $464 - $537
674 $62.6M
Tortoise Essential
500
New
N/A
500 $10.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
63
New
$156.61 - $168.02 $9.87K - $10.6K
63 $10.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
30
New
$333.37 - $384.99 $10K - $11.5K
30 $10.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
179
+ 471.05%
$56.17 - $59.71 $10.1K - $10.7K
217 $12.4M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.48%
$433.45 - $513.82 $433 - $514
211 $108M
SO
Southern CO

Utilities
7
+ 1.5%
$80.96 - $92.96 $567 - $651
473 $43.5M
PANW
Palo Alto Networks Inc

Technology
83
+ 58.87%
$167.82 - $208.28 $13.9K - $17.3K
224 $38.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
91
+ 27.41%
$78.97 - $85.82 $7.19K - $7.81K
423 $35.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
101
New
$79.17 - $82.04 $8K - $8.29K
101 $8.24M
MKC
Mccormick & CO Inc

Consumer Defensive
15
+ 3.0%
$71.24 - $84.73 $1.07K - $1.27K
515 $42.4M
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.96%
$237.01 - $304.45 $1.19K - $1.52K
528 $126M
OGE
Oge Energy Corp.

Utilities
31
+ 5.7%
$39.76 - $46.32 $1.23K - $1.44K
575 $26.4M
CNP
Centerpoint Energy Inc

Utilities
20
+ 1.7%
$30.87 - $36.25 $617 - $725
1.2K $43.5M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.32%
$123.25 - $162.53 $123 - $163
313 $49.2M
STCE
Schwab Strategic Tr Crypto The
225
New
N/A
225 $7.35M
Super Micro Computer Inc
210
New
N/A
210 $7.19M
BMY
Bristol Myers Squibb CO

Healthcare
23
+ 2.48%
$53.9 - $63.11 $1.24K - $1.45K
952 $58.1M
VV
Vanguard Large Cap ETF

ETFs
8
+ 1.32%
$253.32 - $282.66 $2.03K - $2.26K
615 $158M
PRU
Prudential Financial Inc

Financial Services
69
+ 27.71%
$105.04 - $122.33 $7.25K - $8.44K
318 $35.5M
C
Citigroup Inc

Financial Services
12
+ 2.08%
$67.23 - $84.63 $807 - $1.02K
589 $41.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.42K
+ 1798.73%
$47.79 - $59.89 $67.9K - $85.1K
1.5K $75.3M
CGDV
Capital Group Divid Value ETF

ETFs
40
+ 0.34%
$34.95 - $37.36 $1.4K - $1.49K
11.7K $417M
EPD
Enterprise Products Partners L.P.

Energy
140
+ 39.77%
$31.75 - $34.14 $4.45K - $4.78K
492 $16.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 2.5%
$308.86 - $455.36 $1.24K - $1.82K
164 $57.8M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
28
+ 350.0%
$175.5 - $209.86 $4.91K - $5.88K
36 $6.53M
DLR
Digital Realty Trust, Inc.

Real Estate
15
+ 4.84%
$142.1 - $183.56 $2.13K - $2.75K
325 $46.6M
HPQ
Hp Inc

Technology
153
New
$27.69 - $34.72 $4.24K - $5.31K
153 $4.24M
MET
Metlife Inc

Financial Services
55
+ 29.41%
$77.7 - $87.0 $4.27K - $4.79K
242 $19.4M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 3.17%
$347.25 - $424.87 $1.39K - $1.7K
130 $47.7M
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.63%
$121.01 - $149.31 $121 - $149
161 $23.7M
LNT
Alliant Energy Corp

Utilities
10
+ 4.33%
$56.66 - $66.04 $567 - $660
241 $15.5M
HBI
Hanesbrands Inc.

Consumer Cyclical
618
New
$5.76 - $8.6 $3.56K - $5.31K
618 $3.57M
IYH
Ishares Tr

ETFs
640
+ 407.64%
$58.32 - $62.76 $37.3K - $40.2K
797 $48.5M
THC
Tenet Healthcare Corp

Healthcare
25
New
$119.51 - $144.98 $2.99K - $3.62K
25 $3.36M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
100
New
$32.18 - $40.46 $3.22K - $4.05K
100 $3.32M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15
+ 1.08%
$48.43 - $49.9 $726 - $749
1.41K $70.1M
Proshares Ultrapro Sht
62
New
N/A
62 $3.24M
NET
Cloudflare, Inc.

Technology
20
+ 66.67%
$110.71 - $176.5 $2.21K - $3.53K
50 $5.64M
DG
Dollar General Corp

Consumer Defensive
1
+ 0.43%
$68.44 - $87.93 $68.4 - $87.9
236 $20.8M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
5
+ 2.17%
$87.72 - $111.91 $439 - $560
235 $21.3M
TNL
Travel & Leisure Co.

Consumer Cyclical
17
+ 6.64%
$46.29 - $57.86 $787 - $984
273 $12.6M
BP
Bp PLC

Energy
91
+ 4.93%
$29.93 - $35.31 $2.72K - $3.21K
1.94K $65.5M
Activity Summary
Buys All Purchases 223 New Holdings 56 Increased Positions 167 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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