Strategic Investment Advisors Incresed Positions in Q4 2024

Strategic Investment Advisors

  • $940 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.1K
+ 12.56%
$48.33 - $49.08 $53.1K - $53.9K
9.85K $476K
XOM
Exxon Mobil Corp

Energy
1.97K
+ 11.33%
$105.51 - $125.37 $208K - $247K
19.4K $2.08M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.46K
+ 12.99%
$99.04 - $109.59 $145K - $160K
12.7K $1.27M
SONY
Sony Group Corp

Technology
10.9K
+ 405.1%
$17.53 - $96.8 $191K - $1.05M
13.6K $286K
TXN
Texas Instruments Inc

Technology
102
+ 2.15%
N/A
4.84K $941K
MUSA
Murphy Usa Inc.

Consumer Cyclical
20
+ 3.09%
$473.11 - $555.48 $9.46K - $11.1K
668 $335K
CVX
Chevron Corp

Energy
109
+ 7.65%
$141.15 - $162.53 $15.4K - $17.7K
1.53K $222K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.14K
+ 2.1%
$77.02 - $78.58 $87.9K - $89.7K
55.6K $4.29M
ALL
Allstate Corp

Financial Services
30
+ 2.11%
$181.25 - $208.2 $5.44K - $6.25K
1.45K $279K
STLD
Steel Dynamics Inc

Basic Materials
66
+ 0.66%
N/A
10.1K $990K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.75K
+ 4.95%
$21.43 - $22.55 $37.5K - $39.4K
37K $798K
K
Kellogg CO

Consumer Defensive
26
+ 0.51%
$80.34 - $81.29 $2.09K - $2.11K
5.15K $416K
UTHR
United Therapeutics Corp

Healthcare
95
+ 1.61%
$348.66 - $410.0 $33.1K - $39K
5.98K $2.11M
IBM
International Business Machines Corp

Technology
18
+ 1.69%
$204.9 - $238.04 $3.69K - $4.28K
1.08K $237K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.76K
+ 193.84%
$22.4 - $68.28 $129K - $393K
8.72K $202K
GLD
Spdr Gold Trust

ETFs
4
+ 0.48%
$236.59 - $257.5 $946 - $1.03K
835 $202K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.42%
$65.67 - $69.79 $2.89K - $3.07K
10.5K $702K
Labcorp Holdings Inc
22
+ 1.88%
N/A
1.19K $0
Thomson Reuters Corp
62
+ 2.75%
N/A
2.32K $0
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
264
+ 2.15%
$23.29 - $23.93 $6.15K - $6.32K
12.6K $294K
HYD
Vaneck High Yield Muni ETF

ETFs
137
+ 2.01%
$51.09 - $53.06 $7K - $7.27K
6.96K $361K
CHKP
Check Point Software Technologies LTD

Technology
60
+ 2.72%
$170.18 - $209.01 $10.2K - $12.5K
2.26K $422K
NSC
Norfolk Southern Corp

Industrials
5
+ 0.5%
$230.6 - $277.0 $1.15K - $1.39K
1.01K $235K
LSTR
Landstar System Inc

Industrials
42
+ 3.64%
$171.86 - $192.81 $7.22K - $8.1K
1.2K $205K
RTX
Raytheon Technologies Corp

Industrials
37
+ 1.01%
$114.45 - $127.21 $4.23K - $4.71K
3.71K $429K
EEM
Ishares Msci Emerging Markets

ETFs
1
+ 0.02%
$41.82 - $47.36 $41.8 - $47.4
4.85K $202K
PGR
Progressive Corp

Financial Services
30
+ 1.48%
$239.6 - $268.88 $7.19K - $8.07K
2.05K $491K
STLA
Stellantis N.V.

Consumer Cyclical
607
+ 1.86%
$12.37 - $13.99 $7.51K - $8.49K
33.2K $433K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
178
+ 0.98%
$12.61 - $15.33 $2.24K - $2.73K
18.3K $234K
MDT
Medtronic PLC

Healthcare
8
+ 0.21%
$79.61 - $92.24 $637 - $738
3.73K $298K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
747
+ 2.87%
$74.5 - $78.37 $55.7K - $58.5K
26.8K $2M
RNR
Renaissancere Holdings LTD

Financial Services
9
+ 0.52%
$241.97 - $287.47 $2.18K - $2.59K
1.74K $433K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.01K
+ 8.58%
$114.08 - $125.68 $230K - $253K
25.5K $2.92M
JNJ
Johnson & Johnson

Healthcare
100
+ 2.79%
$143.34 - $165.86 $14.3K - $16.6K
3.69K $533K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
58
+ 0.37%
$34.13 - $37.35 $1.98K - $2.17K
15.6K $533K
BND
Vanguard Bd Index Fd Inc Total

ETFs
651
+ 1.97%
$71.75 - $75.11 $46.7K - $48.9K
33.8K $2.43M
NVS
Novartis Ag

Healthcare
148
+ 3.27%
$96.78 - $117.18 $14.3K - $17.3K
4.68K $455K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
31
+ 8.76%
$701.85 - $1046.91 $21.8K - $32.5K
385 $274K
IRM
Iron Mountain Inc

Real Estate
255
+ 2.53%
$101.62 - $128.14 $25.9K - $32.7K
10.3K $1.09M
TOL
Toll Brothers, Inc.

Consumer Cyclical
3
+ 0.06%
$123.8 - $167.8 $371 - $503
5.05K $635K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
693
+ 2.42%
$68.25 - $75.42 $47.3K - $52.3K
29.4K $2.01M
LLY
Eli Lilly & CO

Healthcare
134
+ 5.48%
$727.2 - $932.06 $97.4K - $125K
2.58K $1.99M
AMAT
Applied Materials Inc

Technology
125
+ 2.48%
$161.44 - $213.89 $20.2K - $26.7K
5.16K $839K
ACGL
Arch Capital Group Ltd.

Financial Services
59
+ 0.58%
$88.71 - $114.86 $5.23K - $6.78K
10.2K $943K
ABBV
Abb Vie Inc.

Healthcare
32
+ 0.31%
$164.99 - $203.87 $5.28K - $6.52K
10.2K $1.81M
OMC
Omnicom Group Inc.

Communication Services
53
+ 0.46%
$85.82 - $105.47 $4.55K - $5.59K
11.7K $1M
NVO
Novo Nordisk A S

Healthcare
360
+ 4.97%
$85.0 - $120.04 $30.6K - $43.2K
7.61K $654K
ED
Consolidated Edison Inc

Utilities
18
+ 0.12%
$88.87 - $107.38 $1.6K - $1.93K
14.9K $1.33M
KLAC
Kla Corp

Technology
61
+ 2.02%
$614.46 - $829.55 $37.5K - $50.6K
3.08K $1.94M
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
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