Strategic Investment Advisors Purchases in Q1 2025

Strategic Investment Advisors

  • $941 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
203K
New
$85.29 - $92.57 $17.3M - $18.8M
203K $18.5M
VEA
Vanguard Ftse Developed Market

ETFs
71.1K
+ 7.37%
$47.4 - $52.99 $3.37M - $3.77M
1.04M $52.7M
IEFA
Ishares Tr

ETFs
36.8K
+ 7.55%
$69.57 - $78.65 $2.56M - $2.89M
524K $39.6M
MGV
Vanguard Mega Cap Value

ETFs
23.8K
+ 8.98%
$123.61 - $133.01 $2.95M - $3.17M
289K $37.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
44.6K
+ 11.6%
$42.5 - $46.71 $1.89M - $2.08M
429K $19.4M
FOXA
Fox Corp

Communication Services
40.7K
+ 743.13%
$47.9 - $58.0 $1.95M - $2.36M
46.2K $2.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.7K
+ 7.85%
$507.05 - $563.67 $5.93M - $6.59M
161K $82.6M
CFG
Citizens Financial Group Inc

Financial Services
38.8K
New
$39.73 - $48.36 $1.54M - $1.88M
38.8K $1.59M
IEMG
Ishares Inc

ETFs
25.1K
+ 8.2%
N/A
331K $17.8M
TYL
Tyler Technologies Inc

Technology
2.22K
New
$553.41 - $646.74 $1.23M - $1.43M
2.22K $1.29M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.4K
+ 4.94%
$91.45 - $91.75 $1.04M - $1.04M
242K $22.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.21K
+ 9.8%
$156.61 - $168.02 $1.13M - $1.21M
80.7K $13M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
43.5K
+ 11.29%
$22.25 - $23.0 $968K - $1M
429K $9.86M
SYF
Synchrony Financial

Financial Services
23.7K
+ 79.01%
$51.9 - $70.63 $1.23M - $1.67M
53.6K $2.84M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
14.3K
+ 11.38%
$49.67 - $51.43 $711K - $736K
140K $7.16M
TIP
Ishares Tr Tips Bd ETF

ETFs
972
+ 0.62%
$106.22 - $111.09 $103K - $108K
159K $17.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.9K
+ 7.83%
$44.68 - $46.49 $621K - $646K
191K $8.87M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.9K
+ 4.2%
$51.52 - $52.37 $615K - $625K
296K $15.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.99K
+ 2.94%
$105.1 - $109.61 $420K - $438K
140K $15.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.32K
+ 10.14%
$237.72 - $276.98 $1.03M - $1.2M
46.9K $11.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
42.8K
+ 5.8%
$20.7 - $21.15 $886K - $906K
781K $16.2M
VRT
Vertiv Holdings CO

Industrials
6.83K
New
N/A
6.83K $592K
LHX
L3 Harris Technologies, Inc.

Industrials
2.62K
New
$194.65 - $222.86 $509K - $583K
2.62K $547K
EMB
Ishares Tr

ETFs
2.94K
+ 1.94%
$88.64 - $92.03 $261K - $271K
155K $14M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
14.3K
New
$30.38 - $34.94 $436K - $501K
14.3K $490K
PPL
Ppl Corp

Utilities
13.5K
New
$31.68 - $36.11 $427K - $486K
13.5K $486K
VO
Vanguard Mid Cap ETF

ETFs
2.18K
+ 10.36%
$251.87 - $277.95 $548K - $605K
23.2K $5.99M
WELL
Welltower Inc.

Real Estate
2.83K
New
$124.05 - $156.86 $351K - $444K
2.83K $433K
HYG
Ishares Tr

ETFs
4.95K
+ 2.94%
$78.51 - $80.11 $389K - $397K
174K $13.7M
XLE
Energy Sector Spdr

ETFs
4.34K
New
$85.7 - $93.96 $372K - $408K
4.34K $405K
VBR
Vanguard Small Cap Value ETF

ETFs
6.55K
+ 9.49%
$183.02 - $207.75 $1.2M - $1.36M
75.7K $14.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.67K
+ 8.39%
$196.12 - $229.48 $524K - $613K
34.5K $6.97M
IQV
Iqvia Holdings Inc.

Healthcare
2.14K
New
$176.3 - $209.96 $377K - $448K
2.14K $376K
XLK
Technology Sector Spdr

ETFs
1.76K
New
$206.38 - $242.18 $363K - $426K
1.76K $363K
EWC
Ishares Msci Canada ETF

ETFs
7.8K
+ 8.0%
$39.3 - $42.52 $306K - $331K
105K $4.29M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.62K
+ 13.74%
$87.68 - $94.52 $229K - $247K
21.7K $2.03M
INGR
Ingredion Inc

Consumer Defensive
2.25K
New
$125.6 - $137.36 $282K - $309K
2.25K $303K
PPC
Pilgrims Pride Corp

Consumer Defensive
5.46K
New
$44.52 - $55.93 $243K - $305K
5.46K $297K
CM
Canadian Imperial Bank Of Commerce

Financial Services
5.27K
New
$55.05 - $64.52 $290K - $340K
5.27K $296K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.77K
New
$95.85 - $99.25 $266K - $275K
2.77K $274K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.1K
+ 8.25%
$110.75 - $119.78 $233K - $252K
27.6K $3.19M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.43K
+ 15.98%
$42.38 - $43.28 $272K - $278K
46.6K $1.98M
SHW
Sherwin Williams CO

Basic Materials
765
New
$330.16 - $365.55 $253K - $280K
765 $267K
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.41K
+ 14.63%
$25.54 - $27.64 $189K - $205K
58.1K $1.58M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.65K
+ 50.09%
$203.38 - $274.79 $335K - $453K
4.94K $1.01M
KGC
Kinross Gold Corp

Basic Materials
18.9K
New
$9.69 - $12.61 $184K - $239K
18.9K $238K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
488
+ 7.95%
$132.75 - $177.12 $64.8K - $86.4K
6.63K $1.01M
FANG
Diamondback Energy, Inc.

Energy
1.62K
+ 23.88%
$139.9 - $180.18 $226K - $291K
8.38K $1.34M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.59K
+ 6.4%
$32.5 - $33.3 $182K - $186K
92.9K $3.09M
Activity Summary
Buys All Purchases 105 New Holdings 21 Increased Positions 84 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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