Strategic Investment Advisors Purchases in Q2 2025

Strategic Investment Advisors

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
348
+ 2.63%
$81.79 - $99.98 $28.5K - $34.8K
13.6K $1.33M
JCI
Johnson Controls International PLC

Industrials
81
+ 1.52%
$71.14 - $105.62 $5.76K - $8.56K
5.4K $570K
CAT
Caterpillar Inc

Industrials
120
+ 7.08%
$273.94 - $388.21 $32.9K - $46.6K
1.82K $704K
MCHP
Microchip Technology Inc

Technology
254
+ 4.5%
$35.34 - $71.6 $8.98K - $18.2K
5.9K $415K
CSCO
Cisco Systems, Inc.

Technology
497
+ 3.67%
$53.19 - $69.38 $26.4K - $34.5K
14K $974K
IQV
Iqvia Holdings Inc.

Healthcare
1.13K
+ 53.09%
$137.0 - $174.37 $155K - $198K
3.27K $515K
IVV
Ishares Core S&P 500 ETF

ETFs
104
+ 10.09%
$498.8 - $620.9 $51.9K - $64.6K
1.14K $704K
EFA
Ishares Tr Msci Eafe ETF

ETFs
24
+ 0.15%
$72.96 - $90.39 $1.75K - $2.17K
15.6K $1.39M
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.79K
+ 9.97%
$25.48 - $27.78 $148K - $161K
63.9K $1.7M
AMD
Advanced Micro Devices Inc

Technology
235
+ 11.99%
$78.21 - $143.81 $18.4K - $33.8K
2.2K $311K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
869
+ 18.9%
$58.41 - $72.69 $50.8K - $63.2K
5.47K $397K
QQQ
Invesco Qqq Trust, Series 1

ETFs
21
+ 2.3%
$416.06 - $551.64 $8.74K - $11.6K
936 $516K
IBM
International Business Machines Corp

Technology
124
+ 11.46%
$221.03 - $294.78 $27.4K - $36.6K
1.21K $355K
JNK
Spdr Bloomberg High Yield Bond

ETFs
683
+ 10.09%
$91.23 - $97.27 $62.3K - $66.4K
7.45K $724K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.15%
$496.48 - $617.85 $993 - $1.24K
1.29K $799K
IBKR
Interactive Brokers Group, Inc.

Financial Services
8.76K
+ 231.55%
$50.53 - $212.53 $443K - $1.86M
12.5K $695K
WEC
Wec Energy Group, Inc.

Utilities
672
+ 30.55%
$102.24 - $109.76 $68.7K - $73.8K
2.87K $299K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.09K
+ 9.69%
$49.57 - $50.27 $54K - $54.7K
12.3K $619K
DTM
Dt Midstream, Inc.

Energy
67
+ 1.85%
$87.23 - $109.91 $5.84K - $7.36K
3.69K $405K
WELL
Welltower Inc.

Real Estate
279
+ 9.85%
$136.49 - $155.22 $38.1K - $43.3K
3.11K $478K
WDAY
Workday, Inc.

Technology
50
+ 1.56%
$210.47 - $274.71 $10.5K - $13.7K
3.26K $783K
HD
Home Depot, Inc.

Consumer Cyclical
82
+ 13.1%
$335.24 - $380.78 $27.5K - $31.2K
708 $259K
SHW
Sherwin Williams CO

Basic Materials
91
+ 11.9%
$313.51 - $363.51 $28.5K - $33.1K
856 $293K
NSC
Norfolk Southern Corp

Industrials
11
+ 1.13%
$206.34 - $257.46 $2.27K - $2.83K
982 $251K
MO
Altria Group, Inc.

Consumer Defensive
1.61K
+ 2.94%
$55.56 - $60.91 $89.3K - $97.9K
56.2K $3.29M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
142
+ 5.12%
$96.84 - $99.46 $13.8K - $14.1K
2.91K $288K
NEE
Nextera Energy Inc

Utilities
378
+ 3.88%
$64.11 - $75.0 $24.2K - $28.4K
10.1K $702K
JNJ
Johnson & Johnson

Healthcare
327
+ 9.79%
$146.36 - $159.82 $47.9K - $52.3K
3.67K $560K
DUK
Duke Energy Corp

Utilities
121
+ 7.01%
$112.46 - $124.05 $13.6K - $15K
1.85K $217K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
616
+ 11.24%
$45.92 - $50.78 $28.3K - $31.3K
6.1K $284K
LOW
Lowes Companies Inc

Consumer Cyclical
68
+ 6.22%
$210.83 - $235.28 $14.3K - $16K
1.16K $257K
Lam Research Corp
1.64K
+ 24.83%
N/A
8.25K $0
Arista Networks Inc
33
+ 0.73%
N/A
4.55K $0
PEP
Pepsico Inc

Consumer Defensive
210
+ 11.03%
$128.02 - $151.37 $26.9K - $31.8K
2.11K $279K
K
Kellogg CO

Consumer Defensive
42
+ 0.81%
$77.85 - $82.88 $3.27K - $3.48K
5.23K $415K
PPC
Pilgrims Pride Corp

Consumer Defensive
86
+ 1.58%
$44.55 - $56.26 $3.83K - $4.84K
5.54K $249K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
39
+ 2.25%
$421.16 - $509.5 $16.4K - $19.9K
1.77K $789K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.22%
$483.48 - $539.8 $4.83K - $5.4K
4.66K $2.26M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.07%
$212.1 - $244.27 $2.12K - $2.44K
15K $3.27M
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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