Strategic Investment Advisors Purchases in Q3 2024

Strategic Investment Advisors

  • $909 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.43K
+ 6.49%
$112.99 - $126.45 $162K - $181K
23.5K $2.96M
LEN
Lennar Corp

Consumer Cyclical
230
+ 3.0%
$142.5 - $192.45 $32.8K - $44.3K
7.89K $1.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.19K
+ 36.95%
$60.84 - $67.51 $255K - $283K
15.5K $1.05M
PEG
Public Service Enterprise Group Inc

Utilities
592
+ 3.44%
$73.58 - $89.21 $43.6K - $52.8K
17.8K $1.59M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
514
+ 3.35%
$210.25 - $231.86 $108K - $119K
15.8K $3.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
126
+ 2.77%
$405.19 - $478.57 $51.1K - $60.3K
4.68K $2.15M
VICI
Vici Properties Inc.

Real Estate
1.49K
+ 3.1%
$27.64 - $34.08 $41.2K - $50.7K
49.5K $1.65M
JPM
Jpmorgan Chase & CO

Financial Services
351
+ 1.52%
$194.9 - $224.8 $68.4K - $78.9K
23.5K $4.95M
PG
Procter & Gamble CO

Consumer Defensive
231
+ 0.83%
$160.76 - $177.82 $37.1K - $41.1K
28.1K $4.87M
ED
Consolidated Edison Inc

Utilities
352
+ 2.43%
$88.42 - $104.97 $31.1K - $36.9K
14.9K $1.55M
FOXA
Fox Corp

Communication Services
5.55K
New
$34.12 - $42.33 $190K - $235K
5.55K $235K
IBM
International Business Machines Corp

Technology
1.06K
New
$175.1 - $223.38 $186K - $237K
1.06K $235K
COST
Costco Wholesale Corp

Consumer Defensive
219
+ 20.15%
$801.83 - $917.05 $176K - $201K
1.31K $1.16M
OHI
Omega Healthcare Investors Inc

Real Estate
1.05K
+ 3.67%
$33.55 - $41.29 $35.2K - $43.3K
29.6K $1.2M
CMCSA
Comcast Corp

Communication Services
1.39K
+ 2.25%
$37.33 - $41.78 $51.9K - $58.1K
63.1K $2.64M
GLD
Spdr Gold Trust

ETFs
831
New
$215.56 - $246.98 $179K - $205K
831 $202K
FDN
First Tr Fd Dow Jones

ETFs
955
New
$183.68 - $212.48 $175K - $203K
955 $202K
OMC
Omnicom Group Inc.

Communication Services
478
+ 4.29%
$87.69 - $103.9 $41.9K - $49.7K
11.6K $1.2M
PFE
Pfizer Inc

Healthcare
4.1K
+ 4.76%
$27.7 - $31.39 $114K - $129K
90.3K $2.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.97K
New
$61.11 - $67.85 $181K - $201K
2.97K $201K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.26K
+ 28.85%
$39.37 - $41.68 $168K - $178K
19K $787K
WSM
Williams Sonoma Inc

Consumer Cyclical
5.39K
+ 107.01%
$128.47 - $280.94 $692K - $1.51M
10.4K $1.62M
DTE
Dte Energy CO

Utilities
182
+ 1.95%
$108.67 - $128.41 $19.8K - $23.4K
9.5K $1.22M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
574
+ 2.04%
$69.16 - $76.64 $39.7K - $44K
28.7K $2.16M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
914
+ 1.71%
$76.38 - $78.87 $69.8K - $72.1K
54.4K $4.28M
WMT
Walmart Inc.

Consumer Defensive
512
+ 4.92%
$66.91 - $81.4 $34.3K - $41.7K
10.9K $882K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.76K
+ 5.67%
$50.85 - $53.88 $89.3K - $94.6K
32.7K $1.76M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.8K
+ 8.22%
$41.95 - $43.42 $117K - $121K
36.8K $1.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
374
+ 2.15%
$83.76 - $91.82 $31.3K - $34.3K
17.7K $1.62M
CI
Cigna Corp

Healthcare
181
+ 2.99%
$319.12 - $367.1 $57.8K - $66.4K
6.23K $2.16M
CTSH
Cognizant Technology Solutions Corp

Technology
294
+ 2.14%
$66.89 - $77.87 $19.7K - $22.9K
14K $1.08M
BND
Vanguard Bd Index Fd Inc Total

ETFs
647
+ 1.99%
$71.45 - $75.64 $46.2K - $48.9K
33.1K $2.49M
SYF
Synchrony Financial

Financial Services
1.26K
+ 4.3%
$43.77 - $52.22 $55K - $65.6K
30.5K $1.52M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.15K
+ 3.88%
$32.36 - $33.78 $69.7K - $72.8K
57.7K $1.94M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.46K
+ 7.17%
$36.02 - $41.68 $52.5K - $60.8K
21.8K $899K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
500
+ 1.96%
$74.26 - $78.84 $37.1K - $39.4K
26K $2.04M
K
Kellogg CO

Consumer Defensive
95
+ 1.89%
$56.19 - $80.81 $5.34K - $7.68K
5.12K $413K
VCIT
Vanguard Intermediate Term Cor

ETFs
534
+ 2.77%
$79.29 - $84.02 $42.3K - $44.9K
19.8K $1.66M
EXPD
Expeditors International Of Washington Inc

Industrials
316
+ 3.76%
$116.1 - $131.42 $36.7K - $41.5K
8.71K $1.14M
SRE
Sempra Energy

Utilities
287
+ 3.11%
$74.97 - $84.04 $21.5K - $24.1K
9.53K $796K
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.44%
$99.55 - $123.34 $1.59K - $1.97K
3.68K $445K
LOW
Lowes Companies Inc

Consumer Cyclical
30
+ 2.72%
$213.3 - $270.78 $6.4K - $8.12K
1.13K $306K
GD
General Dynamics Corp

Industrials
149
+ 9.59%
$279.51 - $308.09 $41.6K - $45.9K
1.7K $514K
JCI
Johnson Controls International PLC

Industrials
39
+ 0.72%
$65.52 - $77.61 $2.56K - $3.03K
5.44K $421K
NKE
Nike, Inc.

Consumer Cyclical
198
+ 5.99%
$71.09 - $89.44 $14.1K - $17.7K
3.51K $309K
MFC
Manulife Financial Corp

Financial Services
10
+ 0.05%
$24.13 - $29.63 $241 - $296
18.9K $559K
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 6.47%
$333.64 - $405.2 $13.7K - $16.6K
675 $273K
IR
Ingersoll Rand Inc.

Industrials
187
+ 4.29%
$86.9 - $100.4 $16.3K - $18.8K
4.55K $446K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
633
+ 2.1%
$27.8 - $29.26 $17.6K - $18.5K
30.8K $895K
Activity Summary
Buys All Purchases 138 New Holdings 12 Increased Positions 126 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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