Strategic Investment Advisors Reduced Holdings in Q3 2025

Strategic Investment Advisors

  • $4.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-116K
- 62.51%
$567.77 - $614.76 $66M - $71.4M
69.7K $42.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-163K
- 99.86%
$362.31 - $405.74 $59.2M - $66.3M
230 $92K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-639K
- 83.32%
$82.38 - $83.0 $52.6M - $53M
128K $10.6M
IEFA
Ishares Tr

ETFs
-582K
- 99.97%
$81.7 - $87.53 $47.6M - $51M
196 $17K
MGV
Vanguard Mega Cap Value

ETFs
-314K
- 100.0%
$129.46 - $137.85 $40.7M - $43.3M
10 $1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-426K
- 99.96%
$49.43 - $54.52 $21M - $23.2M
163 $8K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-217K
- 99.06%
$91.44 - $91.77 $19.8M - $19.9M
2.06K $188K
VB
Vanguard Small Cap ETF

ETFs
-72.4K
- 99.93%
$237.58 - $259.17 $17.2M - $18.8M
50 $12K
TIP
Ishares Tr Tips Bd ETF

ETFs
-139K
- 98.65%
$109.11 - $111.88 $15.2M - $15.6M
1.9K $211K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-267K
- 99.97%
$52.39 - $53.11 $14M - $14.2M
68 $3K
VBR
Vanguard Small Cap Value ETF

ETFs
-60.5K
- 70.96%
$195.41 - $212.37 $11.8M - $12.9M
24.8K $5.17M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-480K
- 99.98%
$22.64 - $23.22 $10.9M - $11.1M
111 $2K
VUG
Vanguard Growth ETF

ETFs
-31.8K
- 25.61%
$433.97 - $484.08 $13.8M - $15.4M
92.4K $44.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-156K
- 99.47%
$50.73 - $52.47 $7.92M - $8.19M
826 $43K
VBK
Vanguard Small Cap Growth ETF

ETFs
-25.9K
- 99.36%
$276.51 - $305.12 $7.17M - $7.92M
167 $49K
EWC
Ishares Msci Canada ETF

ETFs
-118K
- 99.98%
$45.86 - $50.88 $5.41M - $6.01M
26 $1K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-31.2K
- 99.24%
$133.48 - $144.38 $4.16M - $4.5M
240 $34K
FOXA
Fox Corp

Communication Services
-70.1K
- 99.97%
$53.87 - $63.06 $3.78M - $4.42M
22 $1K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.66K
- 99.98%
$459.11 - $506.91 $2.14M - $2.36M
1 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-23.4K
- 98.2%
$92.18 - $95.14 $2.15M - $2.22M
428 $40K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-35.5K
- 98.79%
$52.55 - $54.37 $1.86M - $1.93M
434 $23K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-63.8K
- 99.91%
$25.67 - $27.21 $1.64M - $1.74M
60 $1K
VCIT
Vanguard Intermediate Term Cor

ETFs
-20.4K
- 99.64%
$81.75 - $84.54 $1.67M - $1.72M
74 $6K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-20.1K
- 38.49%
$78.11 - $79.07 $1.57M - $1.59M
32.1K $2.53M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-34.4K
- 75.41%
$42.75 - $43.37 $1.47M - $1.49M
11.2K $485K
FDX
Fedex Corp

Industrials
-6.22K
- 78.42%
$217.1 - $243.2 $1.35M - $1.51M
1.71K $403K
VOT
Vanguard Mid Cap Growth Index

ETFs
-6.02K
- 11.74%
$282.75 - $294.19 $1.7M - $1.77M
45.3K $13.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-12K
- 96.5%
$98.52 - $103.93 $1.19M - $1.25M
437 $45K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-38.8K
- 99.1%
$28.38 - $29.05 $1.1M - $1.13M
351 $10K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-32.7K
- 99.23%
$28.77 - $29.79 $942K - $975K
253 $7K
META
Meta Platforms, Inc.

Communication Services
-1.18K
- 9.33%
$695.21 - $791.73 $823K - $937K
11.5K $8.45M
PG
Procter & Gamble CO

Consumer Defensive
-4.9K
- 19.08%
$150.47 - $161.22 $738K - $791K
20.8K $3.2M
LEN
Lennar Corp

Consumer Cyclical
-7.5K
- 99.59%
$107.73 - $142.4 $808K - $1.07M
31 $3K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-30.1K
- 83.61%
$21.77 - $22.57 $655K - $679K
5.89K $132K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.07K
- 94.27%
$620.67 - $670.08 $664K - $717K
65 $43K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-8.77K
- 94.56%
$70.77 - $73.59 $621K - $645K
505 $37K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.48K
- 7.64%
$211.65 - $238.24 $524K - $590K
29.9K $6.57M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-5.2K
- 69.72%
$96.22 - $98.19 $500K - $510K
2.26K $221K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.72K
- 90.57%
$181.56 - $190.33 $493K - $517K
283 $53K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-7.6K
- 95.12%
$61.22 - $65.41 $465K - $497K
390 $25K
BAC
Bank Of America Corp

Financial Services
-10.8K
- 51.17%
$44.92 - $52.42 $486K - $567K
10.3K $532K
MUB
Ishares National Muni Bond ETF

ETFs
-4.32K
- 49.04%
$103.24 - $106.68 $446K - $461K
4.49K $478K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-21.4K
- 3.02%
$20.84 - $21.03 $446K - $450K
688K $14.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-556
- 3.71%
$196.15 - $217.83 $109K - $121K
14.4K $2.91M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-253
- 4.45%
$108.8 - $169.61 $27.5K - $42.9K
5.43K $590K
BNDX
Vanguard Total International B

ETFs
-6.42K
- 3.31%
$49.0 - $49.51 $314K - $318K
187K $9.27M
CSCO
Cisco Systems, Inc.

Technology
-4.49K
- 31.96%
$66.2 - $71.79 $297K - $322K
9.55K $653K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.49K
- 94.43%
$105.99 - $119.41 $264K - $297K
147 $17K
ACGL
Arch Capital Group Ltd.

Financial Services
-2.93K
- 32.4%
$85.61 - $93.54 $250K - $274K
6.11K $553K
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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