Strategic Investment Advisors Portfolio Holdings

Strategic Investment Advisors

  • $1.02 Billion
  • Q2 2025

Strategic Investment Advisors has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 238 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 $106M, Ishares Barclays 1 3 Year Trea with a value of $63.5M, Vanguard Mega Cap Growth ETF with a value of $59.9M, Vanguard Ftse Developed Market with a value of $58.4M, and Vanguard Growth ETF with a value of $54.5M.

Examining the 13F form we can see an increase of $82.6M in the current position value, from $941M to 1.02B.

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 $1.02 Billion
ETFs: $795 Million
Technology: $76.2 Million
Communication Services: $36 Million
Financial Services: $32.2 Million
Consumer Cyclical: $18 Million
Consumer Defensive: $16.4 Million
Healthcare: $15.8 Million
Industrials: $13.6 Million
Other: $20.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$355,000 0.03% of portfolio
1,206
Q2 2025 Added 11.46%
$73.8B
$357,000 0.03% of portfolio
1,450
Q2 2025 Reduced 7.41%
$0
$292,000 0.03% of portfolio
12,282
Q2 2025 Reduced 3.15%
$0
$342,000 0.03% of portfolio
3,694
Q2 2025 Reduced 97.61%
$152B
$257,000 0.03% of portfolio
1,161
Q2 2025 Added 6.22%
$8.3B
$289,000 0.03% of portfolio
2,138
Q2 2025 Reduced 4.81%
$367B
$267,000 0.03% of portfolio
1,965
Q2 2025 New
$0
$340,000 0.03% of portfolio
7,977
Q2 2025 Reduced 50.08%
$13.7B
$319,000 0.03% of portfolio
4,099
Q2 2025 New
$0
$288,000 0.03% of portfolio
2,913
Q2 2025 Added 5.12%
$34.5B
$299,000 0.03% of portfolio
2,872
Q2 2025 Added 30.55%
$405B
$259,000 0.03% of portfolio
708
Q2 2025 Added 13.1%
$122B
$327,000 0.03% of portfolio
3,758
Q2 2025 Reduced 0.37%
$0
$286,000 0.03% of portfolio
2,637
Q2 2025 Reduced 30.16%
$33.7B
$313,000 0.03% of portfolio
5,003
Q2 2025 Reduced 9.81%
$92.8B
$293,000 0.03% of portfolio
856
Q2 2025 Added 11.9%
$7.76B
$209,000 0.02% of portfolio
1,209
Q2 2025 Reduced 7.85%
$11.8B
$249,000 0.02% of portfolio
5,542
Q2 2025 Added 1.58%
$79.8B
$216,000 0.02% of portfolio
17,296
Q2 2025 Reduced 5.38%
$64.4B
$251,000 0.02% of portfolio
982
Q2 2025 Added 1.13%
$95.3B
$209,000 0.02% of portfolio
947
Q2 2025 New
$0
$216,000 0.02% of portfolio
4,491
Q2 2025 New
$7.1B
$233,000 0.02% of portfolio
2,197
Q2 2025 New
$222B
$205,000 0.02% of portfolio
705
Q2 2025 Reduced 58.21%
$6.97B
$254,000 0.02% of portfolio
12,065
Q2 2025 Reduced 18.13%
$0
$253,000 0.02% of portfolio
6,259
Q2 2025 Reduced 69.61%
$302B
$246,000 0.02% of portfolio
1,723
Q2 2025 Reduced 0.35%
$0
$207,000 0.02% of portfolio
1,052
Q2 2025 New
$0
$247,000 0.02% of portfolio
3,249
Q2 2025 New
$55.1B
$246,000 0.02% of portfolio
434
Q2 2025 Reduced 11.07%
$95.8B
$217,000 0.02% of portfolio
1,847
Q2 2025 Added 7.01%
$12.1B
$250,000 0.02% of portfolio
5,684
Q2 2025 Reduced 6.76%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 24.83%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 14.91%
Thomson Reuters Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.57%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.73%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.23%

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $1.02 Billion
  • Prior Value $941 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 145 stocks
Track This Portfolio

Track Strategic Investment Advisors Portfolio

Follow Strategic Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Investment Advisors , based on Form 13F filings with the SEC.

News

Stay updated on Strategic Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email