Global Strategic Investment Solutions, LLC Reduced Holdings in Q4 2024

Global Strategic Investment Solutions, LLC

  • $831 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-122K
- 8.72%
$70.06 - $77.43 $8.52M - $9.42M
1.27M $89.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-178K
- 38.15%
$50.35 - $50.69 $8.95M - $9.01M
288K $14.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-138K
- 26.83%
$50.67 - $50.9 $6.98M - $7.01M
376K $19M
VTWO
Vanguard Russell 2000 ETF

ETFs
-72.9K
- 54.8%
$87.42 - $98.06 $6.37M - $7.14M
60.1K $5.37M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-37.6K
- 3.55%
$34.13 - $37.35 $1.28M - $1.4M
1.02M $34.8M
IEMG
Ishares Inc

ETFs
-87.9K
- 13.15%
N/A
581K $31.1M
VEA
Vanguard Ftse Developed Market

ETFs
-17K
- 9.02%
$47.57 - $52.44 $810K - $892K
172K $8.21M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-13.8K
- 8.55%
$91.94 - $100.02 $1.27M - $1.38M
147K $13.6M
POCT
Innovator U.S. Equity Power Bu

ETFs
-42.1K
- 19.6%
$38.63 - $40.03 $1.63M - $1.69M
173K $6.83M
HDV
Ishares Core High Dividend ETF

ETFs
-7.51K
- 7.25%
$110.82 - $121.28 $833K - $911K
96.1K $10.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-8.88K
- 11.57%
$129.96 - $144.97 $1.15M - $1.29M
67.9K $9.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.26K
- 4.17%
$113.92 - $127.38 $485K - $542K
97.7K $11.3M
VAW
Vanguard Materials ETF

ETFs
-1.05K
- 8.27%
$186.91 - $215.32 $197K - $227K
11.7K $2.2M
IJUL
Innovator Etfs Tr

ETFs
-5.22K
- 3.0%
$27.59 - $29.25 $144K - $153K
169K $4.67M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.79K
- 24.71%
$55.45 - $61.08 $265K - $292K
14.6K $808K
GNR
Spdr S&P Global Natural Resour

ETFs
-2K
- 5.88%
$48.67 - $58.43 $97.5K - $117K
32.1K $1.6M
XLE
Energy Sector Spdr

ETFs
-3.47K
- 12.94%
$83.32 - $97.27 $289K - $337K
23.3K $2M
USRT
Ishares Core U.S. Reit ETF

ETFs
-4.39K
- 24.29%
$55.97 - $62.75 $246K - $276K
13.7K $784K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.22K
- 5.0%
$75.1 - $82.99 $91.5K - $101K
23.2K $1.75M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-76
- 4.13%
$501.29 - $612.85 $38.1K - $46.6K
1.77K $918K
EAPR
Innovator Etfs Tr Emerging Mkt
-6.25K
- 14.8%
$25.87 - $27.33 $162K - $171K
36K $931K
XOM
Exxon Mobil Corp

Energy
-733
- 9.37%
$105.51 - $125.37 $77.3K - $91.9K
7.09K $762K
LLY
Eli Lilly & CO

Healthcare
-76
- 15.77%
$727.2 - $932.06 $55.3K - $70.8K
406 $313K
UNH
Unitedhealth Group Inc

Healthcare
-91
- 11.62%
$485.52 - $625.25 $44.2K - $56.9K
692 $350K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.52K
- 5.91%
$26.63 - $30.23 $40.3K - $45.8K
24.1K $642K
NEE
Nextera Energy Inc

Utilities
-368
- 7.94%
$69.77 - $85.43 $25.7K - $31.4K
4.27K $305K
ADBE
Adobe Inc.

Technology
-44
- 5.99%
$437.39 - $552.96 $19.2K - $24.3K
690 $306K
JNJ
Johnson & Johnson

Healthcare
-216
- 10.99%
$143.34 - $165.86 $31K - $35.8K
1.75K $252K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-112
- 12.49%
$442.29 - $483.08 $49.5K - $54.1K
785 $355K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.49K
- 17.28%
$39.04 - $40.41 $58.2K - $60.3K
7.14K $286K
ABBV
Abb Vie Inc.

Healthcare
-141
- 10.85%
$164.99 - $203.87 $23.3K - $28.7K
1.16K $205K
PEP
Pepsico Inc

Consumer Defensive
-60
- 3.0%
$151.29 - $176.1 $9.08K - $10.6K
1.94K $295K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-319
- 0.77%
$44.33 - $49.55 $14.1K - $15.8K
41.2K $1.85M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.99K
- 4.12%
$35.94 - $36.85 $71.4K - $73.2K
46.2K $1.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5
- 0.01%
$126.68 - $134.74 $633 - $674
52K $6.64M
PG
Procter & Gamble CO

Consumer Defensive
-97
- 3.37%
$161.05 - $179.7 $15.6K - $17.4K
2.78K $465K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-19
- 0.06%
$24.59 - $25.81 $467 - $490
31K $764K
VB
Vanguard Small Cap ETF

ETFs
-160
- 2.59%
$233.76 - $261.58 $37.4K - $41.9K
6.03K $1.45M
META
Meta Platforms, Inc.

Communication Services
-67
- 5.3%
$554.08 - $632.68 $37.1K - $42.4K
1.2K $706K
ORCL
Oracle Corp

Technology
-34
- 1.18%
$165.41 - $192.43 $5.62K - $6.54K
2.86K $476K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-23
- 0.45%
$80.93 - $85.66 $1.86K - $1.97K
5.11K $413K
HQI
Hire Quest, Inc.

Industrials
-974
- 5.04%
$12.84 - $15.7 $12.5K - $15.3K
18.4K $259K
PDEC
Innovator U.S. Equity Power Bu
-5.26K
- 2.29%
N/A
225K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-1.45K
- 1.27%
N/A
113K $0
EOCT
Innovator Etfs Tr Emerging Mar
-4.22K
- 1.56%
N/A
266K $0
KOCT
Innovator Laddered Fund Of U.S
-8.54K
- 7.18%
N/A
110K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-20K
- 4.27%
N/A
448K $0
PNOV
Innovator U.S. Equity Power Bu
-75
- 0.26%
N/A
28.3K $0
NFLX
Netflix Inc

Communication Services
-86
- 19.86%
$687.65 - $936.56 $59.1K - $80.5K
347 $309K
Activity Summary
Buys All Purchases 57 New Holdings 13 Increased Positions 44 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 2
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