Strategic Investment Advisors Portfolio Holdings

Strategic Investment Advisors

  • $940 Million
  • Q4 2024

Strategic Investment Advisors has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $940 Million distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $80.3M, Vanguard Growth ETF with a value of $56.2M, Vanguard Mega Cap Growth ETF with a value of $46.9M, Vanguard Ftse Developed Market with a value of $46.2M, and Vanguard Value ETF with a value of $41.4M.

Examining the 13F form we can see an increase of $30.3M in the current position value, from $909M to 940M.

Strategic Investment Advisors is based out at Farmington Hills, MI

Below you can find more details about Strategic Investment Advisors portfolio as well as his latest detailed transactions.

Portfolio value $940 Million
ETFs: $699 Million
Technology: $82.9 Million
Communication Services: $32.6 Million
Financial Services: $30.4 Million
Consumer Cyclical: $22.8 Million
Healthcare: $22.5 Million
Consumer Defensive: $15.2 Million
Industrials: $14.4 Million
Other: $20.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$80.3 Million 8.54% of portfolio
149,007
Q4 2024 Added 6.78%
$0
$56.2 Million 5.98% of portfolio
136,849
Q4 2024 Added 2.28%
$0
$46.9 Million 4.99% of portfolio
136,645
Q4 2024 Added 0.98%
$0
$46.2 Million 4.91% of portfolio
965,241
Q4 2024 Added 5.23%
$0
$41.4 Million 4.4% of portfolio
244,328
Q4 2024 Added 3.43%
$0
$34.2 Million 3.64% of portfolio
486,901
Q4 2024 Added 4.63%
$0
$33.2 Million 3.53% of portfolio
265,399
Q4 2024 Added 4.29%
$0
$28.1 Million 2.99% of portfolio
342,901
Q4 2024 Added 182.92%
$3.6T
$22.3 Million 2.37% of portfolio
89,108
Q4 2024 Reduced 2.55%
$0
$21.1 Million 2.24% of portfolio
230,284
Q4 2024 Added 14.92%
$0
$16.9 Million 1.8% of portfolio
384,425
Q4 2024 Added 5.72%
$0
$16.8 Million 1.79% of portfolio
157,550
Q4 2024 New
$0
$16.4 Million 1.75% of portfolio
306,030
Q4 2024 Added 9.87%
$0
$16.2 Million 1.72% of portfolio
67,320
Q4 2024 Added 3.8%
$0
$15.6 Million 1.65% of portfolio
738,092
Q4 2024 Added 14.76%
$366B
$15.1 Million 1.61% of portfolio
112,375
Q4 2024 Added 8.47%
$0
$14.7 Million 1.56% of portfolio
283,832
Q4 2024 Added 16.01%
$0
$14.5 Million 1.55% of portfolio
136,067
Q4 2024 Added 1.49%
$0
$14 Million 1.49% of portfolio
179,758
Q4 2024 Added 11.76%
$0
$13.7 Million 1.46% of portfolio
69,098
Q4 2024 Added 7.1%
$0
$13.5 Million 1.44% of portfolio
151,917
Q4 2024 Added 10.35%
$0
$13.3 Million 1.41% of portfolio
168,697
Q4 2024 Added 10.69%
$0
$12.2 Million 1.3% of portfolio
64,130
Q4 2024 Added 5.74%
$0
$11.9 Million 1.27% of portfolio
73,497
Q4 2024 Added 9.33%
$1.18T
$11.2 Million 1.19% of portfolio
59,317
Q4 2024 Reduced 4.34%
$97.6B
$10.9 Million 1.16% of portfolio
46,973
Q4 2024 Reduced 3.58%
$0
$10.8 Million 1.15% of portfolio
42,618
Q4 2024 Added 7.4%
$0
$10 Million 1.06% of portfolio
203,932
Q4 2024 Added 5.67%
$2.39T
$9.49 Million 1.01% of portfolio
43,242
Q4 2024 Reduced 3.89%
$0
$8.86 Million 0.94% of portfolio
385,425
Q4 2024 Added 22.69%
$1.39T
$8.5 Million 0.9% of portfolio
14,411
Q4 2024 Reduced 1.4%
$0
$8.05 Million 0.86% of portfolio
177,547
Q4 2024 Added 7.8%
$0
$6.58 Million 0.7% of portfolio
31,808
Q4 2024 Added 4.93%
$0
$6.32 Million 0.67% of portfolio
125,767
Q4 2024 Added 45.65%
$0
$5.99 Million 0.64% of portfolio
21,396
Q4 2024 Added 7.13%
$0
$5.55 Million 0.59% of portfolio
21,003
Q4 2024 Added 7.96%
$771B
$5.48 Million 0.58% of portfolio
22,879
Q4 2024 Reduced 2.49%
$0
$5.07 Million 0.54% of portfolio
15,728
Q4 2024 Reduced 2.51%
$0
$4.62 Million 0.49% of portfolio
46,078
Q4 2024 Added 11.89%
$390B
$4.6 Million 0.49% of portfolio
27,424
Q4 2024 Reduced 2.46%
$0
$4.29 Million 0.46% of portfolio
55,563
Q4 2024 Added 2.1%
$159B
$4.24 Million 0.45% of portfolio
186,057
Q4 2024 New
$0
$3.93 Million 0.42% of portfolio
97,486
Q4 2024 Added 6.86%
$108B
$3.36 Million 0.36% of portfolio
15,817
Q4 2024 Reduced 0.11%
$77.2B
$2.97 Million 0.32% of portfolio
21,510
Q4 2024 Reduced 3.75%
$164B
$2.96 Million 0.31% of portfolio
74,030
Q4 2024 Reduced 0.32%
$0
$2.92 Million 0.31% of portfolio
25,479
Q4 2024 Added 8.58%
$91.1B
$2.94 Million 0.31% of portfolio
56,290
Q4 2024 Reduced 0.03%
$0
$2.86 Million 0.3% of portfolio
87,327
Q4 2024 Added 51.44%

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $940 Million
  • Prior Value $909 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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