Strategic Investment Solutions, Inc. /Il Sells in Q4 2024

Strategic Investment Solutions, Inc. /Il

  • $299 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-33.2K
- 29.33%
$378.79 - $428.11 $12.6M - $14.2M
80K $27.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-160K
- 26.86%
$33.92 - $36.6 $5.43M - $5.86M
436K $13.9B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-64.7K
- 17.12%
$61.52 - $66.5 $3.98M - $4.3M
313K $17B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-38.6K
- 79.0%
$99.04 - $109.59 $3.82M - $4.23M
10.3K $1.04B
VGT
Vanguard Information Technolog

ETFs
-6.63K
- 86.8%
$571.78 - $647.97 $3.79M - $4.3M
1.01K $608M
Dimensional World Equity
-37K
- 14.79%
N/A
213K $12.9B
VIG
Vanguard Dividend Appreciation

ETFs
-9.22K
- 52.16%
N/A
8.45K $1.49B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.48K
- 23.68%
$521.84 - $558.82 $1.3M - $1.39M
8K $3.82B
AAPL
Apple Inc.

Technology
-286
- 0.54%
$221.69 - $259.02 $63.4K - $74.1K
52.5K $10.8B
VGIT
Vanguard Intermediate Term Tre

ETFs
-22.9K
- 89.41%
$57.78 - $60.4 $1.32M - $1.38M
2.71K $157M
Dimensional Us Lrge Cp
-14.2K
- 72.32%
N/A
5.45K $347M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.77K
- 1.48%
$54.54 - $61.04 $206K - $230K
251K $13.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.37K
- 30.3%
$87.1 - $98.49 $555K - $628K
14.7K $1.37B
VTV
Vanguard Value ETF

ETFs
-3.01K
- 12.05%
$168.32 - $181.87 $507K - $548K
22K $3.77B
NVDA
Nvidia Corp

Technology
-5.96K
- 37.38%
$117.0 - $148.88 $697K - $887K
9.99K $1.42B
IAU
Ishares Gold Trust

ETFs
-3.39K
- 7.49%
$48.37 - $52.65 $164K - $179K
41.9K $1.75B
DFAI
Dimensional ETF Tr

ETFs
-16.8K
- 27.33%
$29.0 - $31.6 $486K - $530K
44.6K $1.59B
VT
Vanguard Total World Stk Index

ETFs
-1.99K
- 16.13%
$117.09 - $123.07 $233K - $245K
10.4K $1.12B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-505
- 6.14%
$442.29 - $483.08 $223K - $244K
7.71K $3.47B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2K
- 32.9%
$91.29 - $91.8 $183K - $184K
4.08K $263M
XOM
Exxon Mobil Corp

Energy
-1.24K
- 20.26%
$105.51 - $125.37 $131K - $155K
4.87K $505M
VB
Vanguard Small Cap ETF

ETFs
-611
- 17.54%
$233.76 - $261.58 $143K - $160K
2.87K $632M
GWW
W.W. Grainger, Inc.

Industrials
-3
- 0.42%
$1023.06 - $1220.93 $3.07K - $3.66K
717 $594M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-800
- 79.68%
$172.07 - $207.36 $138K - $166K
204 $21.2M
INTC
Intel Corp

Technology
-4.9K
- 69.99%
$19.07 - $26.23 $93.4K - $128K
2.1K $50.9M
Kenvue Inc
-4.29K
- 88.46%
N/A
560 $12M
VO
Vanguard Mid Cap ETF

ETFs
-367
- 67.84%
$261.5 - $284.63 $96K - $104K
174 $46M
JNJ
Johnson & Johnson

Healthcare
-487
- 27.41%
$143.34 - $165.86 $69.8K - $80.8K
1.29K $192M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.05K
- 85.97%
$20.55 - $23.26 $83.2K - $94.2K
661 $13.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
-354
- 68.87%
$275.15 - $388.2 $97.4K - $137K
160 $52.6M
LUV
Southwest Airlines CO

Industrials
-3K
- 56.15%
$28.99 - $34.84 $87K - $105K
2.34K $68.5M
GOOGL
Alphabet Inc.

Communication Services
-66
- 1.61%
$161.86 - $196.66 $10.7K - $13K
4.03K $597M
GE
General Electric CO

Industrials
-231
- 25.64%
$159.95 - $194.23 $36.9K - $44.9K
670 $94.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.42K
- 96.84%
$55.73 - $66.16 $135K - $160K
79 $69.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.03K
- 12.41%
$57.38 - $61.11 $59K - $62.9K
7.27K $424M
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 0.68%
$288.47 - $316.54 $7.5K - $8.23K
3.79K $1.1B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-482
- 2.21%
N/A
21.3K $1.06B
EQT
Eqt Corp

Energy
-1.46K
- 74.51%
$35.62 - $46.89 $51.9K - $68.3K
498 $19.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
-42
- 3.63%
$219.66 - $257.62 $9.23K - $10.8K
1.12K $247M
GOOG
Alphabet Inc.

Communication Services
-19
- 0.52%
$163.08 - $198.16 $3.1K - $3.77K
3.66K $569M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-11
- 0.3%
$59.25 - $72.99 $652 - $803
3.69K $228M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-86
- 29.05%
$481.22 - $538.17 $41.4K - $46.3K
210 $107M
NEM
Newmont Corp

Basic Materials
-497
- 44.18%
$37.0 - $58.68 $18.4K - $29.2K
628 $25.1M
PM
Philip Morris International Inc.

Consumer Defensive
-30
- 2.66%
$118.38 - $133.06 $3.55K - $3.99K
1.1K $103M
AXP
American Express CO

Financial Services
-4
- 0.68%
$267.35 - $305.57 $1.07K - $1.22K
584 $127M
WMT
Walmart Inc.

Consumer Defensive
-2.5K
- 21.18%
$79.1 - $95.7 $197K - $239K
9.29K $922M
JXI
Ishares Tr Global Utils ETF

ETFs
-179
- 7.33%
$63.23 - $71.27 $11.3K - $12.8K
2.26K $145M
GS
Goldman Sachs Group Inc

Financial Services
-4
- 1.74%
$486.1 - $608.57 $1.94K - $2.43K
226 $87.1M
IEMG
Ishares Inc

ETFs
-446
- 91.39%
N/A
42 $2.18M
Activity Summary
Buys All Purchases 245 New Holdings 68 Increased Positions 177 Sells All Sells 116 Reductions 116 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