Strategic Investment Advisors Portfolio Holdings

Strategic Investment Advisors

  • $909 Million
  • Q3 2024

Strategic Investment Advisors has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $909 Million distributed in 239 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 $73.6M, Vanguard Growth ETF with a value of $51.4M, Vanguard Ftse Developed Market with a value of $48.4M, Vanguard Mega Cap Growth ETF with a value of $43.6M, and Vanguard Value ETF with a value of $41.2M.

Examining the 13F form we can see an increase of $91.2M in the current position value, from $818M to 909M.

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 $909 Million
ETFs: $664 Million
Technology: $80.5 Million
Healthcare: $31.1 Million
Financial Services: $29.9 Million
Communication Services: $28.3 Million
Consumer Cyclical: $21.8 Million
Consumer Defensive: $16.3 Million
Industrials: $16.1 Million
Other: $21.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.4B
$1.2 Million 0.13% of portfolio
29,614
Q3 2024 Added 3.67%
$8.85B
$540,000 0.06% of portfolio
18,265
Q3 2024 Reduced 3.07%
$7.8B
$424,000 0.05% of portfolio
1,607
Q3 2024 Reduced 2.72%
$6.45B
$218,000 0.02% of portfolio
1,155
Q3 2024 Reduced 0.94%
$6.56B
$221,000 0.02% of portfolio
1,343
Q3 2024 Reduced 1.1%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $909 Million
  • Prior Value $818 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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