Strategic Investment Advisors Incresed Positions in Q3 2024

Strategic Investment Advisors

  • $909 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
112K
+ 511.7%
$106.11 - $113.72 $11.9M - $12.8M
134K $15.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.95K
+ 6.04%
$475.2 - $527.7 $3.78M - $4.19M
140K $73.6M
VEA
Vanguard Ftse Developed Market

ETFs
33.6K
+ 3.8%
$47.6 - $53.31 $1.6M - $1.79M
917K $48.4M
VTV
Vanguard Value ETF

ETFs
8.35K
+ 3.66%
$159.75 - $174.57 $1.33M - $1.46M
236K $41.2M
IEFA
Ishares Tr

ETFs
28.8K
+ 6.59%
$70.09 - $78.74 $2.02M - $2.26M
465K $36.3M
MGV
Vanguard Mega Cap Value

ETFs
11.8K
+ 4.85%
$118.0 - $128.28 $1.39M - $1.51M
254K $32.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
40.8K
+ 25.57%
$91.42 - $91.82 $3.73M - $3.75M
200K $18.4M
AAPL
Apple Inc.

Technology
5.09K
+ 5.89%
$207.23 - $234.82 $1.05M - $1.19M
91.4K $21.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.75K
+ 4.44%
$285.48 - $330.24 $1.64M - $1.9M
135K $43.6M
VUG
Vanguard Growth ETF

ETFs
3.86K
+ 2.97%
$341.08 - $391.94 $1.32M - $1.51M
134K $51.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
45.8K
+ 23.02%
$51.02 - $52.74 $2.34M - $2.41M
245K $12.9M
EMB
Ishares Tr

ETFs
16.9K
+ 14.04%
$87.75 - $93.74 $1.49M - $1.59M
138K $12.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.5K
+ 3.87%
$41.9 - $48.26 $567K - $654K
364K $17.4M
VB
Vanguard Small Cap ETF

ETFs
2.69K
+ 4.33%
$214.77 - $237.72 $578K - $639K
64.9K $15.4M
HYG
Ishares Tr

ETFs
16.6K
+ 12.22%
$76.72 - $80.36 $1.27M - $1.33M
152K $12.2M
VBR
Vanguard Small Cap Value ETF

ETFs
3.11K
+ 5.07%
$179.99 - $201.6 $560K - $627K
64.5K $13M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.15K
+ 4.91%
$149.02 - $167.67 $469K - $528K
67.2K $11.3M
UTHR
United Therapeutics Corp

Healthcare
4.03K
+ 217.58%
$311.04 - $363.55 $1.25M - $1.47M
5.89K $2.11M
VXF
Vanguard Extended Market ETF

ETFs
3.8K
+ 6.69%
$163.98 - $182.92 $624K - $696K
60.7K $11M
META
Meta Platforms, Inc.

Communication Services
333
+ 2.33%
$453.41 - $572.44 $151K - $191K
14.6K $8.37M
RE
Everest Re Group LTD

Financial Services
2.9K
+ 91.09%
N/A
6.09K $2.26M
GILD
Gilead Sciences, Inc.

Healthcare
1.88K
+ 3.37%
$66.59 - $83.99 $125K - $158K
57.7K $4.83M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.9K
+ 5.03%
$218.05 - $243.47 $415K - $463K
39.7K $9.66M
GOOGL
Alphabet Inc.

Communication Services
10.6K
+ 20.67%
$148.65 - $191.18 $1.58M - $2.03M
62K $10.3M
IEMG
Ishares Inc

ETFs
16.4K
+ 6.26%
$53.64 - $53.64 $880K - $880K
279K $14.9M
VST
Vistra Corp.

Utilities
448
+ 2.05%
$69.0 - $119.06 $30.9K - $53.3K
22.3K $2.65M
AVGO
Broadcom Inc.

Technology
44K
+ 922.18%
$136.27 - $1745.86 $5.99M - $76.7M
48.7K $8.4M
VO
Vanguard Mid Cap ETF

ETFs
1.23K
+ 6.75%
$237.84 - $263.83 $293K - $325K
19.5K $5.13M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.2K
+ 6.42%
$240.48 - $267.94 $290K - $323K
20K $5.34M
EWC
Ishares Msci Canada ETF

ETFs
5.46K
+ 6.36%
$36.52 - $41.67 $199K - $227K
91.2K $3.79M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.91K
+ 77.37%
$100.75 - $111.62 $495K - $548K
11.3K $1.23M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.55K
+ 3.48%
$44.9 - $47.55 $249K - $264K
165K $7.78M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.8K
+ 3.92%
$22.38 - $23.66 $265K - $280K
314K $7.37M
BNDX
Vanguard Total International B

ETFs
4.32K
+ 2.29%
$48.42 - $50.35 $209K - $218K
193K $9.7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.76K
+ 120.55%
$109.16 - $155.35 $301K - $428K
5.04K $779K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.71K
+ 12.93%
$100.09 - $100.69 $472K - $475K
41.2K $4.15M
AFL
Aflac Inc

Financial Services
619
+ 3.47%
$88.52 - $111.8 $54.8K - $69.2K
18.4K $2.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.13K
+ 3.88%
$175.46 - $203.3 $199K - $230K
30.3K $6.15M
MO
Altria Group, Inc.

Consumer Defensive
2.14K
+ 3.95%
$45.95 - $54.71 $98.4K - $117K
56.3K $2.87M
AMGN
Amgen Inc

Healthcare
919
+ 9.83%
$309.38 - $337.38 $284K - $310K
10.3K $3.31M
VZ
Verizon Communications Inc

Communication Services
2.67K
+ 3.72%
$38.89 - $45.0 $104K - $120K
74.3K $3.34M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.38K
+ 4.08%
$49.82 - $52.8 $169K - $179K
86.3K $4.54M
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
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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