Strategic Investment Advisors Closed Holding Positions

Strategic Investment Advisors

  • $940 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HSY
Hershey CO

Consumer Defensive
Q1 2021 Filed on Apr 14, 2021
2,802
$144.37 - $161.13 $405K - $451K
FAF
First American Financial Corp

Financial Services
Q1 2021 Filed on Apr 14, 2021
5,414
$50.94 - $58.37 $276K - $316K
STE
Steris PLC

Healthcare
Q1 2021 Filed on Apr 14, 2021
1,874
$171.2 - $202.81 $321K - $380K
OKE
Oneok Inc

Energy
Q1 2021 Filed on Apr 14, 2021
5,732
$37.5 - $51.6 $215K - $296K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2021 Filed on Apr 14, 2021
1,039
$484.93 - $580.11 $504K - $603K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2021 Filed on Apr 14, 2021
16,388
$50.47 - $50.59 $827K - $829K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q1 2021 Filed on Apr 14, 2021
15,664
$31.31 - $32.62 $490K - $511K
LMT
Lockheed Martin Corp

Industrials
Q1 2021 Filed on Apr 14, 2021
1,103
$321.82 - $372.79 $355K - $411K
RIGS
Riverfront Strategic Income Fd

ETFs
Q1 2021 Filed on Apr 14, 2021
48,163
$24.49 - $24.85 $1.18M - $1.2M
WU
Western Union CO

Financial Services
Q1 2021 Filed on Apr 14, 2021
22,578
$21.66 - $25.37 $489K - $573K
UL
Unilever PLC

Consumer Defensive
Q4 2020 Filed on Jan 13, 2021
4,271
$56.83 - $63.44 $243K - $271K
AKAM
Akamai Technologies Inc

Technology
Q4 2020 Filed on Jan 13, 2021
3,303
$95.12 - $115.46 $314K - $381K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2020 Filed on Jan 13, 2021
67,965
$30.65 - $30.71 $2.08M - $2.09M
SGOL
Abrdn Gold ETF Trust

ETFs
Q4 2020 Filed on Jan 13, 2021
110,321
$17.08 - $18.76 $1.88M - $2.07M
NGG
National Grid PLC

Utilities
Q4 2020 Filed on Jan 13, 2021
4,171
$56.68 - $63.33 $236K - $264K
GSK
Gsk PLC

Healthcare
Q4 2020 Filed on Jan 13, 2021
5,474
$34.07 - $39.94 $186K - $219K
SO
Southern CO

Utilities
Q4 2020 Filed on Jan 13, 2021
4,456
$54.62 - $64.17 $243K - $286K
UPS
United Parcel Service Inc

Industrials
Q4 2020 Filed on Jan 13, 2021
1,725
$155.78 - $176.54 $269K - $305K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Jan 13, 2021
778
$222.0 - $317.14 $173K - $247K
BCE
Bce Inc

Communication Services
Q4 2020 Filed on Jan 13, 2021
7,303
$40.22 - $45.95 $294K - $336K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2020 Filed on Jan 13, 2021
40,016
$51.39 - $51.73 $2.06M - $2.07M
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2020 Filed on Jan 13, 2021
16,544
$9.15 - $13.11 $151K - $217K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q4 2020 Filed on Jan 13, 2021
10,073
$206.84 - $253.55 $2.08M - $2.55M
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q4 2020 Filed on Jan 13, 2021
4,518
$36.51 - $43.87 $165K - $198K
KO
Coca Cola CO

Consumer Defensive
Q4 2020 Filed on Jan 13, 2021
4,352
$47.96 - $54.84 $209K - $239K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2020 Filed on Jan 13, 2021
14,925
$13.25 - $17.87 $198K - $267K
RF
Regions Financial Corp

Financial Services
Q4 2020 Filed on Jan 13, 2021
10,693
$11.53 - $16.17 $123K - $173K
BP
Bp PLC

Energy
Q3 2020 Filed on Oct 14, 2020
12,330
$17.46 - $24.26 $215K - $299K
D
Dominion Energy, Inc

Utilities
Q3 2020 Filed on Oct 14, 2020
6,635
$73.58 - $82.69 $488K - $549K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q3 2020 Filed on Oct 14, 2020
3,156
$74.96 - $83.02 $237K - $262K
ETN
Eaton Corp PLC

Industrials
Q3 2020 Filed on Oct 14, 2020
3,425
$85.64 - $105.57 $293K - $362K
WM
Waste Management Inc

Industrials
Q3 2020 Filed on Oct 14, 2020
2,828
$102.08 - $117.07 $289K - $331K
SHV
Ishares Tr

ETFs
Q3 2020 Filed on Oct 14, 2020
27,982
$110.7 - $110.74 $3.1M - $3.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q3 2020 Filed on Oct 14, 2020
84,587
$50.71 - $50.88 $4.29M - $4.3M
Osi ETF Tr
Q2 2020 Filed on Aug 04, 2020
31,384
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 04, 2020
12,300
$9.28 - $17.31 $114K - $213K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2020 Filed on Aug 04, 2020
16,331
$24.61 - $31.8 $402K - $519K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q2 2020 Filed on Aug 04, 2020
2,222
N/A
Aon PLC
Q2 2020 Filed on Aug 04, 2020
1,341
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2020 Filed on Aug 04, 2020
850
$243.09 - $355.21 $207K - $302K
ENB
Enbridge Inc

Energy
Q2 2020 Filed on Aug 04, 2020
8,511
$27.21 - $33.9 $232K - $289K
O
Realty Income Corp

Real Estate
Q1 2020 Filed on Apr 13, 2020
3,002
$41.18 - $79.88 $124K - $240K
CFG
Citizens Financial Group Inc

Financial Services
Q1 2020 Filed on Apr 13, 2020
6,203
$15.32 - $40.87 $95K - $254K
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on Apr 13, 2020
4,681
$16.97 - $63.05 $79.4K - $295K
Raytheon CO
Q1 2020 Filed on Apr 13, 2020
1,399
N/A
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on Apr 13, 2020
3,679
$33.22 - $89.84 $122K - $331K
OXY
Occidental Petroleum Corp

Energy
Q1 2020 Filed on Apr 13, 2020
4,860
$9.69 - $47.26 $47.1K - $230K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2019 Filed on Jan 23, 2020
18,705
$40.96 - $44.03 $766K - $824K
EXC
Exelon Corp

Utilities
Q4 2019 Filed on Jan 23, 2020
4,592
$31.26 - $34.56 $144K - $159K
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