Strategic Investment Advisors Sells in Q2 2025

Strategic Investment Advisors

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
-151K
- 97.61%
$86.54 - $92.62 $13.1M - $14M
3.69K $342K
AAPL
Apple Inc.

Technology
-10.6K
- 11.84%
$172.42 - $223.89 $1.84M - $2.38M
79.3K $16.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-22.8K
- 9.43%
$91.43 - $91.74 $2.08M - $2.09M
219K $20.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
-17.3K
- 10.88%
$107.93 - $110.97 $1.86M - $1.91M
141K $15.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-28.7K
- 9.69%
$51.68 - $52.76 $1.48M - $1.51M
267K $14.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-72K
- 9.22%
$20.12 - $21.0 $1.45M - $1.51M
709K $14.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-11.4K
- 8.17%
$105.23 - $109.61 $1.2M - $1.25M
129K $14.1M
UNH
Unitedhealth Group Inc

Healthcare
-1.62K
- 56.18%
$274.35 - $599.47 $444K - $969K
1.26K $393K
AMZN
Amazon Com Inc

Consumer Cyclical
-10.1K
- 23.7%
$167.32 - $223.3 $1.68M - $2.25M
32.4K $7.11M
GE
General Electric CO

Industrials
-4.74K
- 71.89%
$166.81 - $257.39 $790K - $1.22M
1.85K $476K
XOM
Exxon Mobil Corp

Energy
-4.4K
- 22.68%
$99.93 - $119.04 $439K - $523K
15K $1.62M
CRM
Salesforce, Inc.

Technology
-2.39K
- 60.87%
$236.26 - $291.15 $565K - $696K
1.54K $419K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.3K
- 69.61%
$32.66 - $40.75 $468K - $584K
6.26K $253K
CDNS
Cadence Design Systems Inc

Technology
-2.35K
- 55.08%
$231.64 - $323.08 $544K - $759K
1.92K $590K
PG
Procter & Gamble CO

Consumer Defensive
-1.16K
- 4.32%
$157.66 - $172.39 $183K - $200K
25.7K $4.1M
BLDR
Builders First Source, Inc.

Industrials
-2.69K
- 16.66%
$105.63 - $131.12 $284K - $353K
13.5K $1.57M
PCAR
Paccar Inc

Industrials
-3.93K
- 49.53%
$86.4 - $99.09 $340K - $389K
4K $380K
FDX
Fedex Corp

Industrials
-781
- 8.96%
$198.07 - $245.17 $155K - $191K
7.93K $1.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-982
- 58.21%
$285.55 - $321.23 $280K - $315K
705 $205K
ORCL
Oracle Corp

Technology
-3.92K
- 56.66%
$122.82 - $218.63 $482K - $858K
3K $656K
BNDX
Vanguard Total International B

ETFs
-9.06K
- 4.47%
$48.77 - $49.55 $442K - $449K
194K $9.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8K
- 50.08%
$34.72 - $42.74 $278K - $342K
7.98K $340K
LLY
Eli Lilly & CO

Healthcare
-201
- 8.02%
$713.71 - $898.95 $143K - $181K
2.31K $1.8M
AMGN
Amgen Inc

Healthcare
-211
- 3.3%
$262.28 - $309.85 $55.3K - $65.4K
6.18K $1.73M
DTE
Dte Energy CO

Utilities
-1.59K
- 18.08%
$127.39 - $139.49 $203K - $222K
7.21K $955K
MCK
Mckesson Corp

Healthcare
-458
- 34.08%
$652.83 - $732.78 $299K - $336K
886 $649K
FANG
Diamondback Energy, Inc.

Energy
-409
- 4.88%
$119.25 - $161.49 $48.8K - $66K
7.97K $1.1M
VZ
Verizon Communications Inc

Communication Services
-1.71K
- 2.37%
$41.67 - $45.62 $71.3K - $78K
70.5K $3.05M
BSX
Boston Scientific Corp

Healthcare
-2.68K
- 23.2%
$89.7 - $107.41 $240K - $287K
8.86K $951K
AFL
Aflac Inc

Financial Services
-991
- 5.71%
$99.77 - $112.45 $98.9K - $111K
16.4K $1.73M
ED
Consolidated Edison Inc

Utilities
-367
- 2.58%
$98.05 - $113.3 $36K - $41.6K
13.9K $1.39M
BK
Bank Of New York Mellon Corp

Financial Services
-2.86K
- 26.49%
$73.31 - $91.62 $210K - $262K
7.94K $723K
TMUS
T Mobile Us, Inc.

Communication Services
-420
- 14.75%
$220.99 - $268.54 $92.8K - $113K
2.43K $578K
T
At&T Inc.

Communication Services
-10.5K
- 5.56%
$26.33 - $28.94 $278K - $305K
179K $5.18M
CMCSA
Comcast Corp

Communication Services
-3.35K
- 6.62%
$32.84 - $36.72 $110K - $123K
47.2K $1.69M
OMC
Omnicom Group Inc.

Communication Services
-756
- 6.84%
$69.22 - $79.77 $52.3K - $60.3K
10.3K $740K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.4K
- 4.39%
$77.74 - $78.78 $186K - $189K
52.2K $4.11M
GIS
General Mills Inc

Consumer Defensive
-675
- 5.14%
$50.37 - $60.97 $34K - $41.2K
12.5K $646K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.26K
- 12.44%
$119.13 - $135.03 $150K - $169K
8.83K $1.09M
BAC
Bank Of America Corp

Financial Services
-6.01K
- 22.15%
$34.39 - $47.46 $207K - $285K
21.1K $999K
EXPD
Expeditors International Of Washington Inc

Industrials
-683
- 8.26%
$102.84 - $122.24 $70.2K - $83.5K
7.58K $866K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-2.67K
- 18.13%
$21.02 - $26.3 $56.2K - $70.3K
12.1K $254K
KMB
Kimberly Clark Corp

Consumer Defensive
-578
- 14.87%
$126.84 - $145.22 $73.3K - $83.9K
3.31K $426K
PFE
Pfizer Inc

Healthcare
-3.04K
- 6.46%
$21.59 - $24.84 $65.5K - $75.4K
44K $1.07M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.29K
- 4.18%
$66.5 - $71.25 $85.5K - $91.6K
29.5K $2.05M
TSN
Tyson Foods, Inc.

Consumer Defensive
-690
- 7.22%
$54.33 - $63.56 $37.5K - $43.9K
8.87K $495K
ACGL
Arch Capital Group Ltd.

Financial Services
-640
- 6.62%
$84.99 - $96.82 $54.4K - $62K
9.03K $822K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-1.55K
- 18.97%
$60.03 - $72.0 $93.2K - $112K
6.63K $439K
PPL
Ppl Corp

Utilities
-2.23K
- 16.55%
$33.45 - $36.5 $74.6K - $81.4K
11.2K $380K
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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