Strategic Investment Solutions, Inc. /Il Portfolio Holdings

Strategic Investment Solutions, Inc. /Il

  • $345 Billion
  • Q1 2025

Strategic Investment Solutions, Inc. /Il has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $345 Billion distributed in 7965 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $47.3B, Dimensional ETF Tr U S Equity with a value of $22.7B, Dimensional World Equity with a value of $20B, Dimensional ETF Tr U S Core Eq with a value of $18.8B, and Dimensional ETF Tr Dimensional with a value of $14.5B.

Examining the 13F form we can see an increase of $45.7B in the current position value, from $299B to 345B.

Strategic Investment Solutions, Inc. /Il is based out at Orland Park, IL

Below you can find more details about Strategic Investment Solutions, Inc. /Il portfolio as well as his latest detailed transactions.

Portfolio value $345 Billion
ETFs: $238 Billion
Technology: $17.5 Billion
Consumer Defensive: $8.14 Billion
Financial Services: $6.58 Billion
Consumer Cyclical: $5.56 Billion
Healthcare: $2.67 Billion
Industrials: $2.57 Billion
Communication Services: $2.05 Billion
Other: $4.91 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$227M
$381,000 0.0% of portfolio
125
Q2 2024 Added 150.0%
$82.9M
$177,000 0.0% of portfolio
100
Q2 2024 New
$245M
$9.08 Million 0.0% of portfolio
10,000
Q4 2024 Added 40.85%
$208M
$88,000 0.0% of portfolio
125
Q2 2024 New
$53.2M
$24,000 0.0% of portfolio
8
Q2 2024 New
$201M
$15 Million 0.0% of portfolio
1,825
Q4 2024 New
$275M
$516,000 0.0% of portfolio
62
Q3 2024 New
$298M
$102,000 0.0% of portfolio
4,000
Q3 2024 New
$139M
$947,000 0.0% of portfolio
1,308
Q4 2024 Reduced 10.29%
$171M
$20,000 0.0% of portfolio
44
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 7,965
  • Current Value $345 Billion
  • Prior Value $299 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 56 stocks
  • Additional Purchases 167 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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