Strategic Investment Advisors Purchases in Q2 2025

Strategic Investment Advisors

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
456K
+ 146.66%
$82.21 - $83.12 $37.5M - $37.9M
767K $63.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25.2K
+ 15.65%
$456.74 - $568.03 $11.5M - $14.3M
186K $106M
MGK
Vanguard Mega Cap Growth ETF

ETFs
14.9K
+ 10.01%
$273.67 - $366.17 $4.07M - $5.45M
164K $59.9M
IEFA
Ishares Tr

ETFs
58.7K
+ 11.21%
$67.83 - $84.09 $3.98M - $4.93M
582K $48.6M
VUG
Vanguard Growth ETF

ETFs
889
+ 0.72%
$329.49 - $438.4 $293K - $390K
124K $54.5M
MGV
Vanguard Mega Cap Value

ETFs
24.8K
+ 8.58%
$114.87 - $131.25 $2.85M - $3.26M
314K $41.2M
VXF
Vanguard Extended Market ETF

ETFs
12.3K
+ 17.56%
$150.43 - $192.71 $1.85M - $2.37M
82.3K $15.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.35K
+ 9.27%
$216.28 - $284.39 $941K - $1.24M
51.3K $14.6M
VBR
Vanguard Small Cap Value ETF

ETFs
9.62K
+ 12.71%
$162.76 - $195.77 $1.57M - $1.88M
85.3K $16.6M
IEMG
Ishares Inc

ETFs
41.9K
+ 12.67%
N/A
373K $20M
UAL
United Airlines Holdings, Inc.

Industrials
24.9K
New
$56.15 - $84.23 $1.4M - $2.1M
24.9K $1.99M
VB
Vanguard Small Cap ETF

ETFs
3.91K
+ 5.7%
$193.73 - $237.37 $757K - $927K
72.5K $17.2M
VO
Vanguard Mid Cap ETF

ETFs
4.25K
+ 18.35%
$228.54 - $279.83 $972K - $1.19M
27.4K $7.68M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.28K
+ 9.02%
$141.87 - $164.49 $1.03M - $1.2M
88K $14.5M
FOXA
Fox Corp

Communication Services
24K
+ 51.91%
$47.21 - $57.04 $1.13M - $1.37M
70.2K $3.93M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.49K
+ 10.52%
$219.76 - $276.94 $546K - $688K
26.1K $7.23M
EWC
Ishares Msci Canada ETF

ETFs
12.8K
+ 12.15%
$37.17 - $46.2 $476K - $591K
118K $5.46M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
50.7K
+ 11.82%
$22.54 - $23.17 $1.14M - $1.17M
480K $11M
VTV
Vanguard Value ETF

ETFs
869
+ 0.37%
$153.67 - $176.74 $134K - $154K
237K $41.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.83K
+ 13.88%
$104.23 - $134.39 $399K - $514K
31.4K $4.22M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
16.9K
+ 12.05%
$49.73 - $51.44 $840K - $868K
157K $8.07M
UTHR
United Therapeutics Corp

Healthcare
3.15K
+ 56.2%
$276.47 - $328.4 $870K - $1.03M
8.75K $2.51M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.4K
+ 8.05%
$45.2 - $46.6 $697K - $718K
207K $9.59M
SONY
Sony Group Corp

Technology
25.1K
+ 200.24%
$21.24 - $26.88 $533K - $675K
37.6K $979K
CHKP
Check Point Software Technologies LTD

Technology
2.97K
New
$204.26 - $233.47 $606K - $692K
2.97K $656K
ERJ
Embraer S.A.

Industrials
10.3K
New
$40.42 - $56.91 $416K - $585K
10.3K $585K
TSLA
Tesla, Inc.

Consumer Cyclical
401
+ 5.17%
$221.86 - $362.89 $89K - $146K
8.16K $2.59M
PM
Philip Morris International Inc.

Consumer Defensive
3.12K
New
$149.23 - $184.95 $466K - $578K
3.12K $568K
SNPS
Synopsys Inc

Technology
1.1K
New
$380.9 - $517.66 $419K - $569K
1.1K $563K
BTI
British American Tobacco P.L.C.

Consumer Defensive
10.1K
New
$39.43 - $49.34 $398K - $498K
10.1K $477K
SLB
Schlumberger Limited

Energy
13K
New
$31.95 - $42.2 $416K - $549K
13K $439K
NFLX
Netflix Inc

Communication Services
123
+ 18.89%
$855.86 - $1339.13 $105K - $165K
774 $1.04M
KGC
Kinross Gold Corp

Basic Materials
21.9K
+ 115.7%
$11.79 - $15.85 $258K - $347K
40.9K $638K
MAR
Marriott International Inc

Consumer Cyclical
1.38K
New
$211.12 - $274.14 $292K - $379K
1.38K $377K
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.1K
+ 10.83%
$32.62 - $33.58 $328K - $338K
103K $3.46M
GILD
Gilead Sciences, Inc.

Healthcare
3.14K
+ 108.91%
$96.91 - $113.0 $304K - $355K
6.03K $667K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
15K
New
$16.82 - $21.97 $252K - $329K
15K $329K
DOCU
Docusign, Inc.

Technology
4.1K
New
$70.35 - $93.84 $288K - $385K
4.1K $319K
ACN
Accenture PLC

Technology
1.04K
+ 104.23%
$279.23 - $323.21 $289K - $335K
2.03K $606K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.25K
New
$55.54 - $69.09 $236K - $294K
4.25K $293K
XLV
Select Sector Spdr Fund Health

ETFs
2.02K
New
$128.77 - $144.3 $260K - $292K
2.02K $272K
PLTR
Palantir Technologies Inc.

Technology
1.97K
New
$74.01 - $144.25 $145K - $283K
1.97K $267K
XLP
Consumer Staples Sector Spdr

ETFs
3.25K
New
N/A
3.25K $247K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.2K
New
$97.78 - $126.44 $215K - $278K
2.2K $233K
GOOG
Alphabet Inc.

Communication Services
939
+ 36.25%
$146.58 - $180.01 $138K - $169K
3.53K $626K
EEM
Ishares Msci Emerging Markets

ETFs
4.49K
New
$38.52 - $48.28 $173K - $217K
4.49K $216K
AMT
American Tower Corp

Real Estate
947
New
$203.96 - $228.19 $193K - $216K
947 $209K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.05K
New
$139.8 - $197.22 $147K - $207K
1.05K $207K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.13K
+ 9.81%
$85.42 - $94.39 $182K - $201K
23.8K $2.23M
Activity Summary
Buys All Purchases 90 New Holdings 18 Increased Positions 72 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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