Strategic Investment Advisors Purchases in Q3 2024

Strategic Investment Advisors

  • $909 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
349K
New
$89.91 - $101.33 $31.4M - $35.4M
349K $34.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
112K
+ 511.7%
$106.11 - $113.72 $11.9M - $12.8M
134K $15.1M
CWB
Spdr Bloomberg Convertible Sec

ETFs
161K
New
$71.19 - $76.59 $11.5M - $12.3M
161K $12.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.95K
+ 6.04%
$475.2 - $527.7 $3.78M - $4.19M
140K $73.6M
VEA
Vanguard Ftse Developed Market

ETFs
33.6K
+ 3.8%
$47.6 - $53.31 $1.6M - $1.79M
917K $48.4M
VTV
Vanguard Value ETF

ETFs
8.35K
+ 3.66%
$159.75 - $174.57 $1.33M - $1.46M
236K $41.2M
IEFA
Ishares Tr

ETFs
28.8K
+ 6.59%
$70.09 - $78.74 $2.02M - $2.26M
465K $36.3M
MGV
Vanguard Mega Cap Value

ETFs
11.8K
+ 4.85%
$118.0 - $128.28 $1.39M - $1.51M
254K $32.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
40.8K
+ 25.57%
$91.42 - $91.82 $3.73M - $3.75M
200K $18.4M
AAPL
Apple Inc.

Technology
5.09K
+ 5.89%
$207.23 - $234.82 $1.05M - $1.19M
91.4K $21.3M
VUG
Vanguard Growth ETF

ETFs
3.86K
+ 2.97%
$341.08 - $391.94 $1.32M - $1.51M
134K $51.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
132K
+ 25.75%
$20.69 - $21.17 $2.72M - $2.79M
643K $13.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
45.8K
+ 23.02%
$51.02 - $52.74 $2.34M - $2.41M
245K $12.9M
EMB
Ishares Tr

ETFs
16.9K
+ 14.04%
$87.75 - $93.74 $1.49M - $1.59M
138K $12.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.5K
+ 3.87%
$41.9 - $48.26 $567K - $654K
364K $17.4M
VB
Vanguard Small Cap ETF

ETFs
2.69K
+ 4.33%
$214.77 - $237.72 $578K - $639K
64.9K $15.4M
HYG
Ishares Tr

ETFs
16.6K
+ 12.22%
$76.72 - $80.36 $1.27M - $1.33M
152K $12.2M
VBR
Vanguard Small Cap Value ETF

ETFs
3.11K
+ 5.07%
$179.99 - $201.6 $560K - $627K
64.5K $13M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.15K
+ 4.91%
$149.02 - $167.67 $469K - $528K
67.2K $11.3M
UTHR
United Therapeutics Corp

Healthcare
4.03K
+ 217.58%
$311.04 - $363.55 $1.25M - $1.47M
5.89K $2.11M
VXF
Vanguard Extended Market ETF

ETFs
3.8K
+ 6.69%
$163.98 - $182.92 $624K - $696K
60.7K $11M
META
Meta Platforms, Inc.

Communication Services
333
+ 2.33%
$453.41 - $572.44 $151K - $191K
14.6K $8.37M
RE
Everest Re Group LTD

Financial Services
2.9K
+ 91.09%
N/A
6.09K $2.26M
GILD
Gilead Sciences, Inc.

Healthcare
1.88K
+ 3.37%
$66.59 - $83.99 $125K - $158K
57.7K $4.83M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.9K
+ 5.03%
$218.05 - $243.47 $415K - $463K
39.7K $9.66M
GOOGL
Alphabet Inc.

Communication Services
10.6K
+ 20.67%
$148.65 - $191.18 $1.58M - $2.03M
62K $10.3M
IEMG
Ishares Inc

ETFs
16.4K
+ 6.26%
$53.64 - $53.64 $880K - $880K
279K $14.9M
VST
Vistra Corp.

Utilities
448
+ 2.05%
$69.0 - $119.06 $30.9K - $53.3K
22.3K $2.65M
AVGO
Broadcom Inc.

Technology
44K
+ 922.18%
$136.27 - $1745.86 $5.99M - $76.7M
48.7K $8.4M
VO
Vanguard Mid Cap ETF

ETFs
1.23K
+ 6.75%
$237.84 - $263.83 $293K - $325K
19.5K $5.13M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.2K
+ 6.42%
$240.48 - $267.94 $290K - $323K
20K $5.34M
EWC
Ishares Msci Canada ETF

ETFs
5.46K
+ 6.36%
$36.52 - $41.67 $199K - $227K
91.2K $3.79M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.91K
+ 77.37%
$100.75 - $111.62 $495K - $548K
11.3K $1.23M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.55K
+ 3.48%
$44.9 - $47.55 $249K - $264K
165K $7.78M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.8K
+ 3.92%
$22.38 - $23.66 $265K - $280K
314K $7.37M
BNDX
Vanguard Total International B

ETFs
4.32K
+ 2.29%
$48.42 - $50.35 $209K - $218K
193K $9.7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.76K
+ 120.55%
$109.16 - $155.35 $301K - $428K
5.04K $779K
XLC
Select Sector Spdr Tr Communic

ETFs
5.4K
New
$82.16 - $90.4 $443K - $488K
5.4K $487K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.71K
+ 12.93%
$100.09 - $100.69 $472K - $475K
41.2K $4.15M
RNR
Renaissancere Holdings LTD

Financial Services
1.73K
New
$211.47 - $272.21 $367K - $472K
1.73K $472K
AFL
Aflac Inc

Financial Services
619
+ 3.47%
$88.52 - $111.8 $54.8K - $69.2K
18.4K $2.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.13K
+ 3.88%
$175.46 - $203.3 $199K - $230K
30.3K $6.15M
CHKP
Check Point Software Technologies LTD

Technology
2.2K
New
$165.0 - $195.47 $363K - $431K
2.2K $424K
XLP
Consumer Staples Sector Spdr

ETFs
5.48K
New
$76.04 - $76.04 $416K - $416K
5.48K $416K
MO
Altria Group, Inc.

Consumer Defensive
2.14K
+ 3.95%
$45.95 - $54.71 $98.4K - $117K
56.3K $2.87M
AMGN
Amgen Inc

Healthcare
919
+ 9.83%
$309.38 - $337.38 $284K - $310K
10.3K $3.31M
ADNT
Adient PLC

Consumer Cyclical
17K
New
$19.9 - $25.76 $339K - $439K
17K $384K
VZ
Verizon Communications Inc

Communication Services
2.67K
+ 3.72%
$38.89 - $45.0 $104K - $120K
74.3K $3.34M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.38K
+ 4.08%
$49.82 - $52.8 $169K - $179K
86.3K $4.54M
Activity Summary
Buys All Purchases 138 New Holdings 12 Increased Positions 126 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Strategic Investment Advisors Portfolio

Follow Strategic Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Investment Advisors , based on Form 13F filings with the SEC.

News

Stay updated on Strategic Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email