Strategic Investment Advisors Purchases in Q3 2025

Strategic Investment Advisors

  • $4.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4.49K
+ 448800.0%
$692600.0 - $759798.0 $3.11B - $3.41B
4.49K $3.39B
VGT
Vanguard Information Technolog

ETFs
318K
New
$656.44 - $753.15 $209M - $240M
318K $238M
VTI
Vanguard Total Stock Market Et

ETFs
209K
New
$303.93 - $329.86 $63.4M - $68.8M
209K $68.5M
EMB
Ishares Tr

ETFs
658K
+ 17808.8%
$91.52 - $95.59 $60.2M - $62.9M
662K $63M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
422K
New
$80.54 - $89.67 $34M - $37.8M
422K $37M
VAW
Vanguard Materials ETF

ETFs
178K
New
$193.21 - $210.15 $34.5M - $37.5M
178K $36.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
90.2K
+ 600.42%
$339.37 - $366.46 $30.6M - $33.1M
105K $38.5M
VO
Vanguard Mid Cap ETF

ETFs
96.6K
+ 352.12%
$279.83 - $293.74 $27M - $28.4M
124K $36.4M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
548K
New
$50.85 - $51.35 $27.9M - $28.1M
548K $28.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
103K
+ 274.04%
$236.25 - $257.69 $24.4M - $26.6M
141K $36.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
130K
+ 764.99%
$117.65 - $120.08 $15.2M - $15.6M
146K $17.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
160K
+ 1027.83%
$87.29 - $93.61 $14M - $15M
176K $16.4M
SPYG
Spdr Portfolio

ETFs
134K
New
$94.33 - $105.31 $12.6M - $14.1M
134K $14M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
258K
New
$50.82 - $51.09 $13.1M - $13.2M
258K $13.2M
EFV
Msci Eafe Value ETF

ETFs
128K
New
$62.79 - $68.42 $8.04M - $8.76M
128K $8.68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
106K
+ 1936.03%
$72.65 - $78.68 $7.69M - $8.33M
111K $8.72M
VV
Vanguard Large Cap ETF

ETFs
26.7K
New
$285.05 - $309.14 $7.61M - $8.25M
26.7K $8.22M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
129K
New
$38.58 - $40.06 $4.99M - $5.18M
129K $5.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
42.3K
+ 1453.14%
$97.75 - $100.75 $4.14M - $4.26M
45.2K $4.54M
FOX
Fox Corp Cl B (De)

Communication Services
73.9K
New
$49.06 - $57.29 $3.62M - $4.23M
73.9K $4.23M
VT
Vanguard Total World Stk Index

ETFs
27.7K
New
$128.41 - $138.03 $3.55M - $3.82M
27.7K $3.81M
SPIB
Spdr Portfolio Intermediate Te

ETFs
110K
+ 107.12%
$33.26 - $34.01 $3.67M - $3.75M
213K $7.23M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
69K
New
$42.26 - $47.16 $2.92M - $3.26M
69K $3.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
39.4K
New
$74.93 - $80.73 $2.95M - $3.18M
39.4K $3.18M
IEMG
Ishares Inc

ETFs
53.7K
+ 14.39%
N/A
427K $22.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
33.8K
New
$74.68 - $80.26 $2.52M - $2.71M
33.8K $2.71M
VONG
Vanguard Russell 1000 Growth E

ETFs
20.9K
New
$108.08 - $121.73 $2.26M - $2.55M
20.9K $2.52M
MCHI
Ishares Msci China ETF

ETFs
29.5K
New
$54.58 - $65.85 $1.61M - $1.95M
29.5K $1.95M
IHF
Ishares Tr

ETFs
36.6K
New
$40.81 - $49.43 $1.49M - $1.81M
36.6K $1.81M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
12.6K
New
$131.47 - $143.64 $1.66M - $1.81M
12.6K $1.78M
SYF
Synchrony Financial

Financial Services
20.8K
+ 43.23%
$67.53 - $76.86 $1.4M - $1.6M
68.8K $4.89M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
56.5K
New
$25.21 - $25.99 $1.43M - $1.47M
56.5K $1.46M
VXF
Vanguard Extended Market ETF

ETFs
106
+ 0.13%
$193.58 - $213.07 $20.5K - $22.6K
82.4K $17.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.6K
+ 54.27%
$72.57 - $74.72 $1.28M - $1.32M
50.1K $3.73M
HYG
Ishares Tr

ETFs
15K
New
$79.85 - $81.32 $1.2M - $1.22M
15K $1.22M
IGLB
Ishares 10+ Year Investment Gr

ETFs
22.3K
New
$48.96 - $52.08 $1.09M - $1.16M
22.3K $1.15M
EXEL
Exelixis, Inc.

Healthcare
27.7K
+ 486.61%
$36.22 - $46.25 $1M - $1.28M
33.3K $1.38M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.25K
+ 74.55%
$301.44 - $365.84 $978K - $1.19M
7.6K $2.46M
EMHC
Spdr Bloomberg Emerging Market
32.3K
New
$24.31 - $25.33 $785K - $818K
32.3K $813K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.8K
+ 6.68%
$45.72 - $47.27 $631K - $653K
221K $10.4M
ADI
Analog Devices Inc

Technology
2.63K
New
$220.68 - $255.63 $580K - $672K
2.63K $645K
HEFA
Ishares Currency Hedged Msci E

ETFs
15.6K
New
$37.2 - $39.61 $580K - $617K
15.6K $617K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25.4K
+ 206.51%
$23.54 - $23.97 $597K - $608K
37.6K $901K
ORCL
Oracle Corp

Technology
1.14K
+ 37.82%
$218.96 - $328.33 $249K - $373K
4.14K $1.16M
CCL
Carnival Corp

Consumer Cyclical
16.5K
New
$28.37 - $32.49 $468K - $536K
16.5K $477K
MMM
3 M CO

Industrials
2.51K
New
$144.41 - $160.2 $363K - $402K
2.51K $389K
GS
Goldman Sachs Group Inc

Financial Services
481
New
$696.56 - $806.32 $335K - $388K
481 $383K
PLTR
Palantir Technologies Inc.

Technology
1.53K
+ 78.07%
$130.68 - $186.97 $200K - $287K
3.5K $638K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.11K
New
$167.28 - $188.45 $353K - $398K
2.11K $355K
Activity Summary
Buys All Purchases 84 New Holdings 42 Increased Positions 42 Sells All Sells 180 Reductions 180 Sold out 0 Options Calls 0 Puts 0
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