Strategic Investment Advisors Incresed Positions in Q4 2024

Strategic Investment Advisors

  • $940 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
222K
+ 182.92%
$81.68 - $82.93 $18.1M - $18.4M
343K $28.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.46K
+ 6.78%
$521.84 - $558.82 $4.94M - $5.29M
149K $80.3M
VUG
Vanguard Growth ETF

ETFs
3.06K
+ 2.28%
$378.79 - $428.11 $1.16M - $1.31M
137K $56.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.33K
+ 0.98%
$316.94 - $357.88 $421K - $476K
137K $46.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29.9K
+ 14.92%
$91.29 - $91.8 $2.73M - $2.74M
230K $21.1M
NVDA
Nvidia Corp

Technology
8.77K
+ 8.47%
$117.0 - $148.88 $1.03M - $1.31M
112K $15.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
94.9K
+ 14.76%
$20.98 - $21.19 $1.99M - $2.01M
738K $15.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
39.2K
+ 16.01%
$51.54 - $52.55 $2.02M - $2.06M
284K $14.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
39.4K
+ 45.65%
$50.14 - $52.56 $1.98M - $2.07M
126K $6.32M
CWB
Spdr Bloomberg Convertible Sec

ETFs
18.9K
+ 11.76%
$76.21 - $82.24 $1.44M - $1.56M
180K $14M
IEMG
Ishares Inc

ETFs
27.5K
+ 9.87%
N/A
306K $16.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.94K
+ 7.4%
$241.48 - $274.89 $709K - $807K
42.6K $10.8M
VXF
Vanguard Extended Market ETF

ETFs
3.48K
+ 5.74%
$179.17 - $207.15 $623K - $721K
64.1K $12.2M
HYG
Ishares Tr

ETFs
16.3K
+ 10.69%
$78.09 - $80.04 $1.27M - $1.3M
169K $13.3M
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 0.34%
$213.65 - $479.86 $5.13K - $11.5K
6.99K $2.82M
SPIB
Spdr Portfolio Intermediate Te

ETFs
29.7K
+ 51.44%
$32.65 - $33.68 $969K - $999K
87.3K $2.86M
VB
Vanguard Small Cap ETF

ETFs
2.47K
+ 3.8%
$233.76 - $261.58 $576K - $645K
67.3K $16.2M
VBR
Vanguard Small Cap Value ETF

ETFs
4.58K
+ 7.1%
$197.36 - $217.3 $904K - $995K
69.1K $13.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.42K
+ 7.13%
$264.18 - $304.19 $376K - $433K
21.4K $5.99M
EMB
Ishares Tr

ETFs
14.2K
+ 10.35%
$88.94 - $93.46 $1.27M - $1.33M
152K $13.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.28K
+ 9.33%
$160.89 - $176.18 $1.01M - $1.11M
73.5K $11.9M
MGV
Vanguard Mega Cap Value

ETFs
10.9K
+ 4.29%
$124.06 - $133.48 $1.35M - $1.46M
265K $33.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.9K
+ 11.89%
$100.22 - $100.73 $491K - $493K
46.1K $4.62M
IVV
Ishares Core S&P 500 ETF

ETFs
751
+ 37.72%
$570.51 - $610.59 $428K - $459K
2.74K $1.61M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.49K
+ 4.93%
$201.32 - $217.44 $301K - $325K
31.8K $6.58M
VO
Vanguard Mid Cap ETF

ETFs
1.55K
+ 7.96%
$261.5 - $284.63 $405K - $441K
21K $5.55M
SPTL
Spdr Portfolio Long Term Treas

ETFs
17.4K
+ 52.36%
$26.05 - $29.17 $454K - $508K
50.7K $1.33M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.02K
+ 44.78%
$173.13 - $258.09 $176K - $262K
3.29K $758K
BNDX
Vanguard Total International B

ETFs
10.9K
+ 5.67%
$48.91 - $50.61 $535K - $554K
204K $10M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
11.1K
+ 36.14%
$27.8 - $29.05 $310K - $324K
42K $1.17M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.9K
+ 7.8%
$45.17 - $47.23 $581K - $607K
178K $8.05M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
9.6K
+ 37.25%
$28.56 - $30.02 $274K - $288K
35.4K $1.01M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.7K
+ 31.9%
$94.77 - $97.36 $256K - $263K
11.2K $1.07M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.82K
+ 11.62%
$115.08 - $119.55 $209K - $217K
17.4K $2.02M
EWC
Ishares Msci Canada ETF

ETFs
6.26K
+ 6.86%
$39.64 - $43.28 $248K - $271K
97.5K $3.93M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4K
+ 12.21%
$51.33 - $53.74 $205K - $215K
36.7K $1.89M
VTV
Vanguard Value ETF

ETFs
8.1K
+ 3.43%
$168.32 - $181.87 $1.36M - $1.47M
244K $41.4M
DTM
Dt Midstream, Inc.

Energy
482
+ 13.84%
$78.85 - $108.56 $38K - $52.3K
3.96K $394K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.43K
+ 9.31%
$42.33 - $43.3 $145K - $148K
40.2K $1.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
152
+ 33.55%
$481.22 - $538.17 $73.1K - $81.8K
605 $309K
DE
Deere & CO

Industrials
187
+ 16.11%
$389.45 - $466.0 $72.8K - $87.1K
1.35K $571K
ATO
Atmos Energy Corp

Utilities
593
+ 17.83%
$136.41 - $151.43 $80.9K - $89.8K
3.92K $545K
GOOG
Alphabet Inc.

Communication Services
41
+ 1.4%
$163.08 - $198.16 $6.69K - $8.12K
2.97K $566K
IR
Ingersoll Rand Inc.

Industrials
1.22K
+ 26.84%
$90.46 - $105.35 $110K - $129K
5.77K $521K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.32K
+ 7.46%
$88.59 - $94.57 $117K - $125K
19.1K $1.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 7.64%
$567.81 - $607.81 $55.6K - $59.6K
1.38K $809K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.56K
+ 7.87%
$80.13 - $83.77 $125K - $131K
21.4K $1.72M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.92%
$873.59 - $994.69 $10.5K - $11.9K
1.32K $1.21M
PCAR
Paccar Inc

Industrials
57
+ 0.72%
$97.92 - $118.41 $5.58K - $6.75K
8K $832K
Activity Summary
Buys All Purchases 119 New Holdings 13 Increased Positions 106 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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