Strategic Investment Advisors Portfolio Holdings

Strategic Investment Advisors

  • $941 Million
  • Q1 2025

Strategic Investment Advisors has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $941 Million distributed in 236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $82.6M, Vanguard Ftse Developed Market with a value of $52.7M, Vanguard Mega Cap Growth ETF with a value of $45.9M, Vanguard Growth ETF with a value of $45.8M, and Vanguard Value ETF with a value of $40.8M.

Examining the 13F form we can see an increase of $1.06M in the current position value, from $940M to 941M.

Strategic Investment Advisors is based out at Farmington Hills, MI

Below you can find more details about Strategic Investment Advisors portfolio as well as his latest detailed transactions.

Portfolio value $941 Million
ETFs: $719 Million
Technology: $68 Million
Communication Services: $33.1 Million
Financial Services: $32.7 Million
Consumer Cyclical: $19.2 Million
Healthcare: $18.9 Million
Consumer Defensive: $16.5 Million
Industrials: $13.4 Million
Other: $20.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4T
$20 Million 2.12% of portfolio
89,908
Q1 2025 Added 0.9%
$3.38T
$13.4 Million 1.42% of portfolio
35,679
Q1 2025 Added 1.3%
$336B
$11.8 Million 1.25% of portfolio
108,694
Q1 2025 Reduced 3.28%
$957B
$8.62 Million 0.92% of portfolio
55,735
Q1 2025 Reduced 6.04%
$2.09T
$8.08 Million 0.86% of portfolio
42,462
Q1 2025 Reduced 1.8%
$1.25T
$7.9 Million 0.84% of portfolio
13,699
Q1 2025 Reduced 4.94%
$94.2B
$6 Million 0.64% of portfolio
35,840
Q1 2025 Reduced 23.7%
$195B
$5.36 Million 0.57% of portfolio
189,525
Q1 2025 Added 1.86%
$785B
$5.27 Million 0.56% of portfolio
21,478
Q1 2025 Reduced 6.12%
$385B
$4.58 Million 0.49% of portfolio
26,868
Q1 2025 Reduced 2.03%
$113B
$3.65 Million 0.39% of portfolio
14,968
Q1 2025 Reduced 5.37%
$104B
$3.28 Million 0.35% of portfolio
54,583
Q1 2025 Reduced 3.03%
$183B
$3.28 Million 0.35% of portfolio
72,259
Q1 2025 Reduced 2.39%
$27.3B
$2.84 Million 0.3% of portfolio
53,627
Q1 2025 Added 79.01%
$16.9B
$2.61 Million 0.28% of portfolio
46,178
Q1 2025 Added 743.13%
$63.3B
$2.44 Million 0.26% of portfolio
20,739
Q1 2025 Reduced 3.58%
$453B
$2.3 Million 0.24% of portfolio
19,377
Q1 2025 Added 0.08%
$14.5B
$2.12 Million 0.23% of portfolio
5,721
Q1 2025 Reduced 0.69%
$60.1B
$2.12 Million 0.23% of portfolio
8,713
Q1 2025 Added 19.62%
$697B
$2.07 Million 0.22% of portfolio
2,507
Q1 2025 Reduced 2.87%
$321B
$2.06 Million 0.22% of portfolio
9,835
Q1 2025 Reduced 3.52%
$1.08T
$2.01 Million 0.21% of portfolio
7,754
Q1 2025 Added 10.93%
$18.4B
$2.02 Million 0.21% of portfolio
16,148
Q1 2025 Reduced 1.62%
$145B
$1.99 Million 0.21% of portfolio
6,394
Q1 2025 Reduced 37.92%
$66.8B
$1.93 Million 0.21% of portfolio
17,349
Q1 2025 Reduced 5.07%
$114B
$1.99 Million 0.21% of portfolio
2,929
Q1 2025 Reduced 4.84%
$156B
$1.87 Million 0.2% of portfolio
50,592
Q1 2025 Reduced 2.35%
$13.8B
$1.73 Million 0.18% of portfolio
5,601
Q1 2025 Reduced 6.38%
$20.7B
$1.59 Million 0.17% of portfolio
38,846
Q1 2025 New
$11.5B
$1.56 Million 0.17% of portfolio
9,892
Q1 2025 Reduced 1.38%
$36.2B
$1.57 Million 0.17% of portfolio
14,222
Q1 2025 Reduced 4.36%
$30.5B
$1.56 Million 0.17% of portfolio
47,715
Q1 2025 Reduced 1.4%
$257B
$1.51 Million 0.16% of portfolio
2,878
Q1 2025 Added 10.91%
$39.1B
$1.39 Million 0.15% of portfolio
16,894
Q1 2025 Reduced 3.99%
$592B
$1.4 Million 0.15% of portfolio
3,992
Q1 2025 Reduced 5.6%
$224B
$1.28 Million 0.14% of portfolio
4,749
Q1 2025 Reduced 6.97%
$23.8B
$1.29 Million 0.14% of portfolio
2,215
Q1 2025 New
$25.2B
$1.34 Million 0.14% of portfolio
8,379
Q1 2025 Added 23.88%
$251B
$1.32 Million 0.14% of portfolio
6,589
Q1 2025 Reduced 4.67%
$26.4B
$1.22 Million 0.13% of portfolio
8,803
Q1 2025 Reduced 6.2%
$127B
$1.19 Million 0.13% of portfolio
46,998
Q1 2025 Reduced 45.37%
$154B
$1.23 Million 0.13% of portfolio
10,085
Q1 2025 Added 3.18%
$447B
$1.22 Million 0.13% of portfolio
1,293
Q1 2025 Reduced 1.9%
$356B
$1.13 Million 0.12% of portfolio
27,144
Q1 2025 Added 3.08%
$150B
$1.16 Million 0.12% of portfolio
11,536
Q1 2025 Reduced 6.53%
$22B
$1.08 Million 0.12% of portfolio
11,804
Q1 2025 Reduced 2.91%
$8.51B
$1.08 Million 0.12% of portfolio
28,449
Q1 2025 Reduced 3.05%
$87.4B
$1.08 Million 0.12% of portfolio
4,265
Q1 2025 Reduced 2.96%
$262B
$1.16 Million 0.12% of portfolio
13,219
Q1 2025 Added 23.33%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $941 Million
  • Prior Value $940 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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