Strategic Investment Advisors Incresed Positions in Q2 2025

Strategic Investment Advisors

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
456K
+ 146.66%
$82.21 - $83.12 $37.5M - $37.9M
767K $63.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25.2K
+ 15.65%
$456.74 - $568.03 $11.5M - $14.3M
186K $106M
MGK
Vanguard Mega Cap Growth ETF

ETFs
14.9K
+ 10.01%
$273.67 - $366.17 $4.07M - $5.45M
164K $59.9M
IEFA
Ishares Tr

ETFs
58.7K
+ 11.21%
$67.83 - $84.09 $3.98M - $4.93M
582K $48.6M
VUG
Vanguard Growth ETF

ETFs
889
+ 0.72%
$329.49 - $438.4 $293K - $390K
124K $54.5M
MGV
Vanguard Mega Cap Value

ETFs
24.8K
+ 8.58%
$114.87 - $131.25 $2.85M - $3.26M
314K $41.2M
VXF
Vanguard Extended Market ETF

ETFs
12.3K
+ 17.56%
$150.43 - $192.71 $1.85M - $2.37M
82.3K $15.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.35K
+ 9.27%
$216.28 - $284.39 $941K - $1.24M
51.3K $14.6M
VBR
Vanguard Small Cap Value ETF

ETFs
9.62K
+ 12.71%
$162.76 - $195.77 $1.57M - $1.88M
85.3K $16.6M
IEMG
Ishares Inc

ETFs
41.9K
+ 12.67%
N/A
373K $20M
VB
Vanguard Small Cap ETF

ETFs
3.91K
+ 5.7%
$193.73 - $237.37 $757K - $927K
72.5K $17.2M
VO
Vanguard Mid Cap ETF

ETFs
4.25K
+ 18.35%
$228.54 - $279.83 $972K - $1.19M
27.4K $7.68M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.28K
+ 9.02%
$141.87 - $164.49 $1.03M - $1.2M
88K $14.5M
FOXA
Fox Corp

Communication Services
24K
+ 51.91%
$47.21 - $57.04 $1.13M - $1.37M
70.2K $3.93M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.49K
+ 10.52%
$219.76 - $276.94 $546K - $688K
26.1K $7.23M
EWC
Ishares Msci Canada ETF

ETFs
12.8K
+ 12.15%
$37.17 - $46.2 $476K - $591K
118K $5.46M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
50.7K
+ 11.82%
$22.54 - $23.17 $1.14M - $1.17M
480K $11M
VTV
Vanguard Value ETF

ETFs
869
+ 0.37%
$153.67 - $176.74 $134K - $154K
237K $41.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.83K
+ 13.88%
$104.23 - $134.39 $399K - $514K
31.4K $4.22M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
16.9K
+ 12.05%
$49.73 - $51.44 $840K - $868K
157K $8.07M
UTHR
United Therapeutics Corp

Healthcare
3.15K
+ 56.2%
$276.47 - $328.4 $870K - $1.03M
8.75K $2.51M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.4K
+ 8.05%
$45.2 - $46.6 $697K - $718K
207K $9.59M
SONY
Sony Group Corp

Technology
25.1K
+ 200.24%
$21.24 - $26.88 $533K - $675K
37.6K $979K
TSLA
Tesla, Inc.

Consumer Cyclical
401
+ 5.17%
$221.86 - $362.89 $89K - $146K
8.16K $2.59M
NFLX
Netflix Inc

Communication Services
123
+ 18.89%
$855.86 - $1339.13 $105K - $165K
774 $1.04M
KGC
Kinross Gold Corp

Basic Materials
21.9K
+ 115.7%
$11.79 - $15.85 $258K - $347K
40.9K $638K
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.1K
+ 10.83%
$32.62 - $33.58 $328K - $338K
103K $3.46M
GILD
Gilead Sciences, Inc.

Healthcare
3.14K
+ 108.91%
$96.91 - $113.0 $304K - $355K
6.03K $667K
ACN
Accenture PLC

Technology
1.04K
+ 104.23%
$279.23 - $323.21 $289K - $335K
2.03K $606K
GOOG
Alphabet Inc.

Communication Services
939
+ 36.25%
$146.58 - $180.01 $138K - $169K
3.53K $626K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.13K
+ 9.81%
$85.42 - $94.39 $182K - $201K
23.8K $2.23M
WMT
Walmart Inc.

Consumer Defensive
348
+ 2.63%
$81.79 - $99.98 $28.5K - $34.8K
13.6K $1.33M
JCI
Johnson Controls International PLC

Industrials
81
+ 1.52%
$71.14 - $105.62 $5.76K - $8.56K
5.4K $570K
CAT
Caterpillar Inc

Industrials
120
+ 7.08%
$273.94 - $388.21 $32.9K - $46.6K
1.82K $704K
MCHP
Microchip Technology Inc

Technology
254
+ 4.5%
$35.34 - $71.6 $8.98K - $18.2K
5.9K $415K
CSCO
Cisco Systems, Inc.

Technology
497
+ 3.67%
$53.19 - $69.38 $26.4K - $34.5K
14K $974K
IQV
Iqvia Holdings Inc.

Healthcare
1.13K
+ 53.09%
$137.0 - $174.37 $155K - $198K
3.27K $515K
IVV
Ishares Core S&P 500 ETF

ETFs
104
+ 10.09%
$498.8 - $620.9 $51.9K - $64.6K
1.14K $704K
EFA
Ishares Tr Msci Eafe ETF

ETFs
24
+ 0.15%
$72.96 - $90.39 $1.75K - $2.17K
15.6K $1.39M
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.79K
+ 9.97%
$25.48 - $27.78 $148K - $161K
63.9K $1.7M
AMD
Advanced Micro Devices Inc

Technology
235
+ 11.99%
$78.21 - $143.81 $18.4K - $33.8K
2.2K $311K
ADBE
Adobe Inc.

Technology
257
+ 19.6%
$340.0 - $420.68 $87.4K - $108K
1.57K $606K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
869
+ 18.9%
$58.41 - $72.69 $50.8K - $63.2K
5.47K $397K
QQQ
Invesco Qqq Trust, Series 1

ETFs
21
+ 2.3%
$416.06 - $551.64 $8.74K - $11.6K
936 $516K
IBM
International Business Machines Corp

Technology
124
+ 11.46%
$221.03 - $294.78 $27.4K - $36.6K
1.21K $355K
JNK
Spdr Bloomberg High Yield Bond

ETFs
683
+ 10.09%
$91.23 - $97.27 $62.3K - $66.4K
7.45K $724K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.15%
$496.48 - $617.85 $993 - $1.24K
1.29K $799K
IBKR
Interactive Brokers Group, Inc.

Financial Services
8.76K
+ 231.55%
$50.53 - $212.53 $443K - $1.86M
12.5K $695K
WEC
Wec Energy Group, Inc.

Utilities
672
+ 30.55%
$102.24 - $109.76 $68.7K - $73.8K
2.87K $299K
Activity Summary
Buys All Purchases 90 New Holdings 18 Increased Positions 72 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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