Strategic Investment Advisors New Holdings in Q3 2025

Strategic Investment Advisors

  • $4.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
318K
New
$656.44 - $753.15 $209M - $240M
318K $238M
VTI
Vanguard Total Stock Market Et

ETFs
209K
New
$303.93 - $329.86 $63.4M - $68.8M
209K $68.5M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
422K
New
$80.54 - $89.67 $34M - $37.8M
422K $37M
VAW
Vanguard Materials ETF

ETFs
178K
New
$193.21 - $210.15 $34.5M - $37.5M
178K $36.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
548K
New
$50.85 - $51.35 $27.9M - $28.1M
548K $28.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
218K
New
$91.28 - $97.59 $19.9M - $21.3M
218K $20.9M
SPYG
Spdr Portfolio

ETFs
134K
New
$94.33 - $105.31 $12.6M - $14.1M
134K $14M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
258K
New
$50.82 - $51.09 $13.1M - $13.2M
258K $13.2M
EFV
Msci Eafe Value ETF

ETFs
128K
New
$62.79 - $68.42 $8.04M - $8.76M
128K $8.68M
VV
Vanguard Large Cap ETF

ETFs
26.7K
New
$285.05 - $309.14 $7.61M - $8.25M
26.7K $8.22M
FOX
Fox Corp Cl B (De)

Communication Services
73.9K
New
$49.06 - $57.29 $3.62M - $4.23M
73.9K $4.23M
VT
Vanguard Total World Stk Index

ETFs
27.7K
New
$128.41 - $138.03 $3.55M - $3.82M
27.7K $3.81M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
69K
New
$42.26 - $47.16 $2.92M - $3.26M
69K $3.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
39.4K
New
$74.93 - $80.73 $2.95M - $3.18M
39.4K $3.18M
IDEV
Ishares Core Msci Intl Develop

ETFs
33.8K
New
$74.68 - $80.26 $2.52M - $2.71M
33.8K $2.71M
VONG
Vanguard Russell 1000 Growth E

ETFs
20.9K
New
$108.08 - $121.73 $2.26M - $2.55M
20.9K $2.52M
MCHI
Ishares Msci China ETF

ETFs
29.5K
New
$54.58 - $65.85 $1.61M - $1.95M
29.5K $1.95M
IHF
Ishares Tr

ETFs
36.6K
New
$40.81 - $49.43 $1.49M - $1.81M
36.6K $1.81M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
12.6K
New
$131.47 - $143.64 $1.66M - $1.81M
12.6K $1.78M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
56.5K
New
$25.21 - $25.99 $1.43M - $1.47M
56.5K $1.46M
HYG
Ishares Tr

ETFs
15K
New
$79.85 - $81.32 $1.2M - $1.22M
15K $1.22M
IGLB
Ishares 10+ Year Investment Gr

ETFs
22.3K
New
$48.96 - $52.08 $1.09M - $1.16M
22.3K $1.15M
EMHC
Spdr Bloomberg Emerging Market
32.3K
New
$24.31 - $25.33 $785K - $818K
32.3K $813K
ADI
Analog Devices Inc

Technology
2.63K
New
$220.68 - $255.63 $580K - $672K
2.63K $645K
HEFA
Ishares Currency Hedged Msci E

ETFs
15.6K
New
$37.2 - $39.61 $580K - $617K
15.6K $617K
CCL
Carnival Corp

Consumer Cyclical
16.5K
New
$28.37 - $32.49 $468K - $536K
16.5K $477K
MMM
3 M CO

Industrials
2.51K
New
$144.41 - $160.2 $363K - $402K
2.51K $389K
GS
Goldman Sachs Group Inc

Financial Services
481
New
$696.56 - $806.32 $335K - $388K
481 $383K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.11K
New
$167.28 - $188.45 $353K - $398K
2.11K $355K
ALGN
Align Technology Inc

Healthcare
2.84K
New
$124.88 - $207.19 $354K - $587K
2.84K $354K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.14K
New
$284.17 - $319.49 $325K - $365K
1.14K $353K
WMB
Williams Companies, Inc.

Energy
4.66K
New
$56.52 - $64.01 $263K - $298K
4.66K $294K
CB
Chubb LTD

Financial Services
1.04K
New
$265.99 - $289.59 $277K - $301K
1.04K $293K
EBND
Spdr Bloomberg Emerging Market

ETFs
11.9K
New
$20.95 - $21.57 $250K - $257K
11.9K $254K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.72K
New
$93.1 - $110.49 $253K - $301K
2.72K $253K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
12.4K
New
$14.73 - $19.31 $182K - $239K
12.4K $238K
PANW
Palo Alto Networks Inc

Technology
1.06K
New
$167.06 - $208.19 $176K - $220K
1.06K $214K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.86K
New
$82.29 - $90.77 $153K - $169K
1.86K $168K
IWF
Ishares Russell 1000 Gr ETF

ETFs
215
New
$420.11 - $472.68 $90.3K - $102K
215 $100K
TLT
Ishares Barclays 20+ Year Trea

ETFs
303
New
$85.01 - $90.35 $25.8K - $27.4K
303 $27K
CRH.L
Crh PLC

Basic Materials
5.98K
New
N/A
5.98K $0
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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