Strategic Investment Advisors Incresed Positions in Q3 2025

Strategic Investment Advisors

  • $4.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4.49K
+ 448800.0%
$692600.0 - $759798.0 $3.11B - $3.41B
4.49K $3.39B
EMB
Ishares Tr

ETFs
658K
+ 17808.8%
$91.52 - $95.59 $60.2M - $62.9M
662K $63M
IWB
Ishares Tr Russell 1000 ETF

ETFs
90.2K
+ 600.42%
$339.37 - $366.46 $30.6M - $33.1M
105K $38.5M
VO
Vanguard Mid Cap ETF

ETFs
96.6K
+ 352.12%
$279.83 - $293.74 $27M - $28.4M
124K $36.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
103K
+ 274.04%
$236.25 - $257.69 $24.4M - $26.6M
141K $36.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
130K
+ 764.99%
$117.65 - $120.08 $15.2M - $15.6M
146K $17.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
160K
+ 1027.83%
$87.29 - $93.61 $14M - $15M
176K $16.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
106K
+ 1936.03%
$72.65 - $78.68 $7.69M - $8.33M
111K $8.72M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
42.3K
+ 1453.14%
$97.75 - $100.75 $4.14M - $4.26M
45.2K $4.54M
SPIB
Spdr Portfolio Intermediate Te

ETFs
110K
+ 107.12%
$33.26 - $34.01 $3.67M - $3.75M
213K $7.23M
SYF
Synchrony Financial

Financial Services
20.8K
+ 43.23%
$67.53 - $76.86 $1.4M - $1.6M
68.8K $4.89M
VXF
Vanguard Extended Market ETF

ETFs
106
+ 0.13%
$193.58 - $213.07 $20.5K - $22.6K
82.4K $17.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.6K
+ 54.27%
$72.57 - $74.72 $1.28M - $1.32M
50.1K $3.73M
EXEL
Exelixis, Inc.

Healthcare
27.7K
+ 486.61%
$36.22 - $46.25 $1M - $1.28M
33.3K $1.38M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.25K
+ 74.55%
$301.44 - $365.84 $978K - $1.19M
7.6K $2.46M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.8K
+ 6.68%
$45.72 - $47.27 $631K - $653K
221K $10.4M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25.4K
+ 206.51%
$23.54 - $23.97 $597K - $608K
37.6K $901K
ORCL
Oracle Corp

Technology
1.14K
+ 37.82%
$218.96 - $328.33 $249K - $373K
4.14K $1.16M
PLTR
Palantir Technologies Inc.

Technology
1.53K
+ 78.07%
$130.68 - $186.97 $200K - $287K
3.5K $638K
ALL
Allstate Corp

Financial Services
1.38K
+ 101.1%
$192.0 - $214.65 $265K - $296K
2.74K $588K
SPY
Spdr S&P 500 ETF Trust

ETFs
313
+ 24.19%
$617.65 - $666.84 $193K - $209K
1.61K $1.07M
XOM
Exxon Mobil Corp

Energy
923
+ 6.16%
$105.83 - $117.22 $97.7K - $108K
15.9K $1.79M
TYL
Tyler Technologies Inc

Technology
508
+ 22.93%
$522.22 - $611.76 $265K - $311K
2.72K $1.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
103
+ 11.0%
$546.99 - $602.2 $56.3K - $62K
1.04K $623K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.77K
+ 28.25%
$39.8 - $42.86 $70.4K - $75.8K
8.03K $343K
CVS
Cvs Health Corp

Healthcare
420
+ 5.17%
$58.75 - $76.5 $24.7K - $32.1K
8.54K $644K
DTE
Dte Energy CO

Utilities
40
+ 0.55%
$130.26 - $141.49 $5.21K - $5.66K
7.25K $1.03M
F
Ford Motor CO

Consumer Cyclical
20
+ 0.04%
$10.82 - $12.09 $216 - $242
55.9K $668K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
921
+ 7.47%
$49.78 - $50.75 $45.8K - $46.7K
13.2K $670K
MCK
Mckesson Corp

Healthcare
15
+ 1.69%
$659.01 - $772.54 $9.89K - $11.6K
901 $696K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
354
+ 0.79%
$100.16 - $100.7 $35.5K - $35.6K
45.3K $4.56M
IBM
International Business Machines Corp

Technology
194
+ 16.09%
$234.77 - $292.47 $45.5K - $56.7K
1.4K $395K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
33
+ 3.14%
$195.29 - $223.85 $6.44K - $7.39K
1.09K $241K
PM
Philip Morris International Inc.

Consumer Defensive
496
+ 15.88%
$157.77 - $183.27 $78.3K - $90.9K
3.62K $587K
K
Kellogg CO

Consumer Defensive
34
+ 0.65%
$76.96 - $82.02 $2.62K - $2.79K
5.26K $431K
HYD
Vaneck High Yield Muni ETF

ETFs
207
+ 2.8%
$48.85 - $50.94 $10.1K - $10.5K
7.6K $386K
PEG
Public Service Enterprise Group Inc

Utilities
127
+ 0.8%
$79.99 - $90.14 $10.2K - $11.4K
16K $1.33M
ADBE
Adobe Inc.

Technology
101
+ 6.44%
$333.65 - $392.1 $33.7K - $39.6K
1.67K $588K
T
At&T Inc.

Communication Services
2.7K
+ 1.51%
$26.94 - $29.62 $72.7K - $79.9K
182K $5.13M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 1.5%
$915.95 - $994.57 $15.6K - $16.9K
1.15K $1.07M
ACN
Accenture PLC

Technology
138
+ 6.8%
$232.56 - $304.78 $32.1K - $42.1K
2.17K $534K
Activity Summary
Buys All Purchases 84 New Holdings 42 Increased Positions 42 Sells All Sells 180 Reductions 180 Sold out 0 Options Calls 0 Puts 0
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