Strategic Investment Advisors Portfolio Holdings
Strategic Investment Advisors
- $818 Million
- Q2 2024
Strategic Investment Advisors has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $818 Million distributed in 234 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 $65.8M, Vanguard Growth ETF with a value of $48.6M, Vanguard Ftse Developed Market with a value of $43.7M, Ishares Barclays 1 3 Year Trea with a value of $42.6M, and Vanguard Mega Cap Growth ETF with a value of $40.7M.
Examining the 13F form we can see an increase of $41M in the current position value, from $777M to 818M.
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.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 234
- Current Value $818 Million
- Prior Value $777 Million
- Filing
- Period Q2 2024
- Filing Date July 22, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 12 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks