Strategic Investment Advisors Purchases in Q4 2024

Strategic Investment Advisors

  • $940 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
222K
+ 182.92%
$81.68 - $82.93 $18.1M - $18.4M
343K $28.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
158K
New
$106.33 - $110.69 $16.8M - $17.4M
158K $16.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.46K
+ 6.78%
$521.84 - $558.82 $4.94M - $5.29M
149K $80.3M
VUG
Vanguard Growth ETF

ETFs
3.06K
+ 2.28%
$378.79 - $428.11 $1.16M - $1.31M
137K $56.2M
T
At&T Inc.

Communication Services
186K
New
$21.22 - $23.88 $3.95M - $4.44M
186K $4.24M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.33K
+ 0.98%
$316.94 - $357.88 $421K - $476K
137K $46.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29.9K
+ 14.92%
$91.29 - $91.8 $2.73M - $2.74M
230K $21.1M
NVDA
Nvidia Corp

Technology
8.77K
+ 8.47%
$117.0 - $148.88 $1.03M - $1.31M
112K $15.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
94.9K
+ 14.76%
$20.98 - $21.19 $1.99M - $2.01M
738K $15.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
39.2K
+ 16.01%
$51.54 - $52.55 $2.02M - $2.06M
284K $14.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
18.9K
+ 11.76%
$76.21 - $82.24 $1.44M - $1.56M
180K $14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
71.3K
+ 22.69%
$22.39 - $23.45 $1.6M - $1.67M
385K $8.86M
IEMG
Ishares Inc

ETFs
27.5K
+ 9.87%
N/A
306K $16.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.94K
+ 7.4%
$241.48 - $274.89 $709K - $807K
42.6K $10.8M
VXF
Vanguard Extended Market ETF

ETFs
3.48K
+ 5.74%
$179.17 - $207.15 $623K - $721K
64.1K $12.2M
HYG
Ishares Tr

ETFs
16.3K
+ 10.69%
$78.09 - $80.04 $1.27M - $1.3M
169K $13.3M
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 0.34%
$213.65 - $479.86 $5.13K - $11.5K
6.99K $2.82M
SPIB
Spdr Portfolio Intermediate Te

ETFs
29.7K
+ 51.44%
$32.65 - $33.68 $969K - $999K
87.3K $2.86M
VB
Vanguard Small Cap ETF

ETFs
2.47K
+ 3.8%
$233.76 - $261.58 $576K - $645K
67.3K $16.2M
VBR
Vanguard Small Cap Value ETF

ETFs
4.58K
+ 7.1%
$197.36 - $217.3 $904K - $995K
69.1K $13.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.42K
+ 7.13%
$264.18 - $304.19 $376K - $433K
21.4K $5.99M
EMB
Ishares Tr

ETFs
14.2K
+ 10.35%
$88.94 - $93.46 $1.27M - $1.33M
152K $13.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.28K
+ 9.33%
$160.89 - $176.18 $1.01M - $1.11M
73.5K $11.9M
XLF
Financial Sector Spdr

ETFs
11.5K
New
$44.89 - $51.34 $515K - $589K
11.5K $554K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.98K
New
$126.68 - $134.74 $504K - $536K
3.98K $507K
MGV
Vanguard Mega Cap Value

ETFs
10.9K
+ 4.29%
$124.06 - $133.48 $1.35M - $1.46M
265K $33.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.9K
+ 11.89%
$100.22 - $100.73 $491K - $493K
46.1K $4.62M
XLY
Select Sector Spdr Consumer Di

ETFs
2.11K
New
$194.8 - $239.43 $412K - $506K
2.11K $474K
IVV
Ishares Core S&P 500 ETF

ETFs
751
+ 37.72%
$570.51 - $610.59 $428K - $459K
2.74K $1.61M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.49K
+ 4.93%
$201.32 - $217.44 $301K - $325K
31.8K $6.58M
VO
Vanguard Mid Cap ETF

ETFs
1.55K
+ 7.96%
$261.5 - $284.63 $405K - $441K
21K $5.55M
DIS
Walt Disney CO

Communication Services
3.43K
New
$92.39 - $117.6 $317K - $404K
3.43K $382K
SPTL
Spdr Portfolio Long Term Treas

ETFs
17.4K
+ 52.36%
$26.05 - $29.17 $454K - $508K
50.7K $1.33M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.02K
+ 44.78%
$173.13 - $258.09 $176K - $262K
3.29K $758K
RSG
Republic Services, Inc.

Industrials
1.55K
New
$198.0 - $218.75 $306K - $338K
1.55K $311K
BNDX
Vanguard Total International B

ETFs
10.9K
+ 5.67%
$48.91 - $50.61 $535K - $554K
204K $10M
NDAQ
Nasdaq, Inc.

Financial Services
3.67K
New
$70.87 - $83.05 $260K - $305K
3.67K $283K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.9K
+ 7.8%
$45.17 - $47.23 $581K - $607K
178K $8.05M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
11.1K
+ 36.14%
$27.8 - $29.05 $310K - $324K
42K $1.17M
COP
Conocophillips

Energy
2.52K
New
$95.12 - $114.72 $239K - $289K
2.52K $249K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
9.6K
+ 37.25%
$28.56 - $30.02 $274K - $288K
35.4K $1.01M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.7K
+ 31.9%
$94.77 - $97.36 $256K - $263K
11.2K $1.07M
WEC
Wec Energy Group, Inc.

Utilities
2.27K
New
$92.94 - $101.82 $211K - $231K
2.27K $213K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
10.3K
New
$13.9 - $17.11 $143K - $176K
10.3K $147K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.82K
+ 11.62%
$115.08 - $119.55 $209K - $217K
17.4K $2.02M
EWC
Ishares Msci Canada ETF

ETFs
6.26K
+ 6.86%
$39.64 - $43.28 $248K - $271K
97.5K $3.93M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4K
+ 12.21%
$51.33 - $53.74 $205K - $215K
36.7K $1.89M
VTV
Vanguard Value ETF

ETFs
8.1K
+ 3.43%
$168.32 - $181.87 $1.36M - $1.47M
244K $41.4M
DTM
Dt Midstream, Inc.

Energy
482
+ 13.84%
$78.85 - $108.56 $38K - $52.3K
3.96K $394K
Activity Summary
Buys All Purchases 119 New Holdings 13 Increased Positions 106 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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