Strategic Investment Advisors Incresed Positions in Q1 2025

Strategic Investment Advisors

  • $941 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
183
+ 4.93%
$114.1 - $135.66 $20.9K - $24.8K
3.9K $515K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.39K
+ 14.07%
$48.43 - $49.9 $67.1K - $69.2K
11.2K $560K
FDX
Fedex Corp

Industrials
1.43K
+ 19.62%
$230.33 - $281.53 $329K - $402K
8.71K $2.12M
RSG
Republic Services, Inc.

Industrials
19
+ 1.23%
$200.09 - $242.16 $3.8K - $4.6K
1.57K $379K
CVX
Chevron Corp

Energy
196
+ 12.79%
$146.71 - $167.97 $28.8K - $32.9K
1.73K $289K
TMO
Thermo Fisher Scientific Inc.

Healthcare
148
+ 17.27%
$497.6 - $606.74 $73.6K - $89.8K
1.01K $500K
TJX
Tjx Companies Inc

Consumer Cyclical
311
+ 3.18%
$112.81 - $126.16 $35.1K - $39.2K
10.1K $1.23M
MA
Mastercard Inc

Financial Services
6
+ 0.32%
$504.67 - $576.31 $3.03K - $3.46K
1.91K $1.05M
MDT
Medtronic PLC

Healthcare
40
+ 1.07%
$79.84 - $94.5 $3.19K - $3.78K
3.77K $338K
HYD
Vaneck High Yield Muni ETF

ETFs
871
+ 12.51%
$50.79 - $52.53 $44.2K - $45.8K
7.83K $400K
IBM
International Business Machines Corp

Technology
1
+ 0.09%
$217.4 - $264.74 $217 - $265
1.08K $269K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
459
+ 3.78%
$38.99 - $40.37 $17.9K - $18.5K
12.6K $507K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
22
+ 0.12%
$12.61 - $14.92 $277 - $328
18.3K $262K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
400
+ 1.08%
$21.23 - $22.14 $8.49K - $8.86K
37.4K $825K
NDAQ
Nasdaq, Inc.

Financial Services
284
+ 7.74%
$72.17 - $83.76 $20.5K - $23.8K
3.95K $299K
PH
Parker Hannifin Corp

Industrials
96
+ 6.12%
$591.65 - $707.05 $56.8K - $67.9K
1.66K $1.01M
QCOM
Qualcomm Inc

Technology
91
+ 1.33%
$151.94 - $175.86 $13.8K - $16K
6.95K $1.07M
K
Kellogg CO

Consumer Defensive
35
+ 0.68%
$81.06 - $82.9 $2.84K - $2.9K
5.18K $427K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
113
+ 0.9%
$23.32 - $23.84 $2.64K - $2.69K
12.7K $297K
Labcorp Holdings Inc
74
+ 6.2%
N/A
1.27K $0
NKE
Nike, Inc.

Consumer Cyclical
550
+ 17.24%
$63.29 - $81.72 $34.8K - $44.9K
3.74K $237K
AMD
Advanced Micro Devices Inc

Technology
150
+ 8.29%
$96.63 - $129.55 $14.5K - $19.4K
1.96K $201K
BAC
Bank Of America Corp

Financial Services
810
+ 3.08%
$39.61 - $47.74 $32.1K - $38.7K
27.1K $1.13M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.23K
+ 10.44%
$247.97 - $296.33 $554K - $662K
23.6K $5.95M
MCHP
Microchip Technology Inc

Technology
20
+ 0.36%
$48.41 - $64.3 $968 - $1.29K
5.65K $273K
TOL
Toll Brothers, Inc.

Consumer Cyclical
182
+ 3.61%
$103.02 - $140.69 $18.7K - $25.6K
5.23K $552K
VXF
Vanguard Extended Market ETF

ETFs
5.9K
+ 9.2%
$170.36 - $201.04 $1.01M - $1.19M
70K $12.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
87
+ 1.73%
$165.25 - $224.62 $14.4K - $19.5K
5.12K $849K
TSLA
Tesla, Inc.

Consumer Cyclical
764
+ 10.93%
$222.15 - $428.22 $170K - $327K
7.75K $2.01M
VB
Vanguard Small Cap ETF

ETFs
1.24K
+ 1.84%
$217.89 - $252.64 $270K - $313K
68.6K $15.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
12K
+ 8.79%
$307.43 - $357.48 $3.69M - $4.29M
149K $45.9M
MSFT
Microsoft Corp

Technology
458
+ 1.3%
$375.39 - $447.2 $172K - $205K
35.7K $13.4M
AAPL
Apple Inc.

Technology
800
+ 0.9%
$209.68 - $247.1 $168K - $198K
89.9K $20M
Activity Summary
Buys All Purchases 105 New Holdings 21 Increased Positions 84 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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