Strategic Blueprint, LLC Incresed Positions in Q1 2025

Strategic Blueprint, LLC

  • $1.67 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
948
+ 6.2%
$137.61 - $149.68 $130K - $142K
16.2K $2.37M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.02K
+ 0.46%
$44.68 - $46.49 $45.4K - $47.2K
222K $10.3M
IEV
Ishares Tr Europe ETF

ETFs
2.43K
+ 13.4%
$51.89 - $60.68 $126K - $147K
20.5K $1.2M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.14K
+ 2.08%
$23.29 - $23.38 $213K - $214K
449K $10.5M
SO
Southern CO

Utilities
870
+ 5.52%
$80.96 - $92.96 $70.4K - $80.9K
16.6K $1.53M
HD
Home Depot, Inc.

Consumer Cyclical
1.19K
+ 13.09%
$347.25 - $424.87 $411K - $503K
10.2K $3.75M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.02K
+ 1.67%
$26.71 - $31.58 $27.4K - $32.3K
62.2K $1.89M
AVSF
American Centy ETF Tr Avantis

ETFs
3.15K
+ 2.45%
$45.96 - $46.74 $145K - $147K
132K $6.15M
AVEM
American Centy ETF Tr Avantis

ETFs
2.44K
+ 4.75%
$57.11 - $62.4 $139K - $152K
53.9K $3.24M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.81K
+ 19.89%
$83.18 - $89.27 $234K - $251K
16.9K $1.42M
D
Dominion Energy, Inc

Utilities
3.59K
+ 81.71%
$52.85 - $57.43 $190K - $206K
7.99K $447K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.55K
+ 6.65%
$196.12 - $229.48 $304K - $356K
24.9K $5.03M
BA
Boeing CO

Industrials
1.3K
+ 38.97%
$148.15 - $186.25 $193K - $243K
4.65K $793K
AVES
American Centy ETF Tr Avantis

ETFs
3.33K
+ 7.58%
$44.71 - $48.65 $149K - $162K
47.3K $2.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
490
+ 19.67%
$308.86 - $455.36 $151K - $223K
2.98K $1.05M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.57K
+ 30.45%
$47.09 - $50.46 $215K - $231K
19.6K $933K
XLI
Industrial Sector Spdr

ETFs
1.51K
+ 66.14%
$128.78 - $141.67 $194K - $214K
3.79K $497K
CORP
Pimco Investment Grade Corp Bd

ETFs
1.85K
+ 23.71%
$93.89 - $97.32 $174K - $180K
9.67K $936K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.81K
+ 18.18%
$89.27 - $92.9 $162K - $168K
11.8K $1.09M
PHYL
Pgim ETF Tr

ETFs
5.32K
+ 15.73%
$34.67 - $35.44 $185K - $189K
39.2K $1.36M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
4.51K
+ 25.14%
$44.96 - $47.9 $203K - $216K
22.5K $1.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.61K
+ 57.12%
$50.39 - $50.66 $182K - $183K
9.92K $502K
EEM
Ishares Msci Emerging Markets

ETFs
3.76K
+ 34.93%
$40.81 - $45.34 $154K - $171K
14.5K $635K
VONE
Vanguard Russell 1000 ETF

ETFs
790
+ 47.82%
$250.16 - $278.79 $198K - $220K
2.44K $619K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3.22K
+ 91.19%
$53.81 - $62.59 $173K - $202K
6.75K $378K
LNT
Alliant Energy Corp

Utilities
1.06K
+ 5.23%
$56.66 - $66.04 $60.3K - $70.3K
21.4K $1.38M
COP
Conocophillips

Energy
1.09K
+ 12.04%
$88.6 - $105.85 $96.5K - $115K
10.1K $1.06M
GS
Goldman Sachs Group Inc

Financial Services
432
+ 15.22%
$524.81 - $672.19 $227K - $290K
3.27K $1.79M
RTX
Raytheon Technologies Corp

Industrials
148
+ 1.8%
$114.1 - $135.66 $16.9K - $20.1K
8.38K $1.11M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6.05K
+ 34.83%
N/A
23.4K $596K
MCD
Mcdonalds Corp

Consumer Cyclical
166
+ 3.67%
$279.74 - $321.29 $46.4K - $53.3K
4.69K $1.46M
VOOV
Vanguard S&P 500 Value ETF

ETFs
828
+ 70.05%
$179.71 - $192.06 $149K - $159K
2.01K $370K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.24K
+ 13.92%
$97.38 - $104.52 $120K - $129K
10.1K $1.03M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.82K
+ 19.95%
$49.22 - $51.73 $139K - $146K
17K $857K
NEE
Nextera Energy Inc

Utilities
2.08K
+ 30.47%
$66.96 - $76.16 $139K - $158K
8.89K $630K
ZECP
Zacks Tr Earnings Constant Por

ETFs
6.58K
+ 3.73%
$29.24 - $32.07 $192K - $211K
183K $5.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
25
+ 1.7%
$402.49 - $513.76 $10.1K - $12.8K
1.5K $726K
UPS
United Parcel Service Inc

Industrials
2.34K
+ 30.39%
$109.66 - $136.26 $257K - $319K
10K $1.1M
ED
Consolidated Edison Inc

Utilities
418
+ 11.01%
$88.0 - $110.59 $36.8K - $46.2K
4.22K $466K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.35K
+ 12.46%
$49.36 - $53.08 $165K - $178K
30.2K $1.51M
IWX
Ishares Tr Russell 200 Value E

ETFs
991
+ 7.08%
$78.54 - $84.86 $77.8K - $84.1K
15K $1.23M
ABT
Abbott Laboratories

Healthcare
490
+ 15.96%
$111.1 - $140.22 $54.4K - $68.7K
3.56K $472K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.84K
+ 61.41%
$70.83 - $76.62 $130K - $141K
4.83K $343K
MBB
Ishares Tr

ETFs
827
+ 4.09%
$90.37 - $94.08 $74.7K - $77.8K
21.1K $1.98M
FSK
Fs Kkr Capital Corp

Financial Services
9.5K
+ 8.97%
$20.47 - $24.06 $195K - $229K
115K $2.42M
RDVY
First Trust Rising Dividend Ac

ETFs
2.21K
+ 9.9%
$57.22 - $63.39 $126K - $140K
24.5K $1.44M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.82K
+ 15.36%
$25.54 - $28.79 $71.9K - $81.1K
21.1K $587K
UNH
Unitedhealth Group Inc

Healthcare
86
+ 2.23%
$461.52 - $548.18 $39.7K - $47.1K
3.94K $2.06M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.58K
+ 12.0%
$32.42 - $36.13 $181K - $202K
52.1K $1.72M
Activity Summary
Buys All Purchases 395 New Holdings 68 Increased Positions 327 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 3 Puts 2
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