Strategic Investment Advisors Reduced Holdings in Q3 2024

Strategic Investment Advisors

  • $909 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-401K
- 76.79%
$81.31 - $83.29 $32.6M - $33.4M
121K $10.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4.01K
- 69.15%
$460.0 - $505.78 $1.84M - $2.03M
1.79K $831K
CDNS
Cadence Design Systems Inc

Technology
-4.06K
- 47.87%
$246.84 - $321.11 $1M - $1.3M
4.43K $1.2M
MSFT
Microsoft Corp

Technology
-49
- 0.14%
$395.15 - $467.56 $19.4K - $22.9K
35.5K $15.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.7K
- 48.5%
$33.74 - $37.96 $494K - $556K
15.6K $584K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.18K
- 16.92%
$114.73 - $120.23 $365K - $383K
15.6K $1.87M
CRWD
Crowd Strike Holdings, Inc.

Technology
-120
- 5.07%
$217.89 - $392.15 $26.1K - $47.1K
2.25K $629K
DELL
Dell Technologies Inc.

Technology
-252
- 2.0%
$87.89 - $145.97 $22.1K - $36.8K
12.3K $1.46M
MCK
Mckesson Corp

Healthcare
-45
- 2.57%
$479.06 - $630.38 $21.6K - $28.4K
1.71K $844K
MRK
Merck & Co., Inc.

Healthcare
-347
- 3.33%
$111.15 - $128.97 $38.6K - $44.8K
10.1K $1.14M
MU
Micron Technology Inc

Technology
-68
- 1.66%
$86.27 - $136.82 $5.87K - $9.3K
4.02K $417K
LLY
Eli Lilly & CO

Healthcare
-60
- 2.39%
$772.14 - $960.02 $46.3K - $57.6K
2.45K $2.17M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-273
- 20.94%
$531.86 - $624.21 $145K - $170K
1.03K $637K
MS
Morgan Stanley

Financial Services
-1.14K
- 21.1%
$92.07 - $106.96 $105K - $122K
4.26K $444K
ADBE
Adobe Inc.

Technology
-35
- 2.17%
$508.13 - $586.55 $17.8K - $20.5K
1.58K $817K
MCHP
Microchip Technology Inc

Technology
-128
- 2.21%
$72.0 - $95.98 $9.22K - $12.3K
5.67K $455K
WFC
Wells Fargo & Company

Financial Services
-448
- 3.14%
$51.58 - $60.97 $23.1K - $27.3K
13.8K $780K
GOOG
Alphabet Inc.

Communication Services
-106
- 3.49%
$149.54 - $192.66 $15.9K - $20.4K
2.93K $490K
EOG
Eog Resources Inc

Energy
-332
- 6.49%
$117.9 - $132.65 $39.1K - $44K
4.79K $588K
MPC
Marathon Petroleum Corp

Energy
-87
- 2.24%
$158.61 - $180.75 $13.8K - $15.7K
3.8K $618K
EEM
Ishares Msci Emerging Markets

ETFs
-1.54K
- 24.14%
$40.42 - $46.7 $62.4K - $72.1K
4.85K $222K
CVX
Chevron Corp

Energy
-193
- 11.94%
$137.88 - $161.97 $26.6K - $31.3K
1.42K $209K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.56K
- 9.67%
$26.69 - $29.87 $95K - $106K
33.3K $966K
CNP
Centerpoint Energy Inc

Utilities
-356
- 2.54%
$25.63 - $30.55 $9.12K - $10.9K
13.7K $401K
SPY
Spdr S&P 500 ETF Trust

ETFs
-129
- 9.14%
$517.38 - $573.86 $66.7K - $74K
1.28K $736K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.46K
- 18.06%
$28.08 - $32.61 $40.9K - $47.5K
6.61K $208K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-941
- 9.5%
$54.33 - $59.01 $51.1K - $55.5K
8.96K $522K
ROP
Roper Technologies Inc

Industrials
-31
- 5.85%
$515.25 - $576.55 $16K - $17.9K
499 $277K
STZ
Constellation Brands, Inc.

Consumer Defensive
-81
- 6.55%
$236.42 - $259.82 $19.2K - $21K
1.16K $297K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.13K
- 13.39%
$41.02 - $46.01 $46.2K - $51.9K
7.29K $331K
XLK
Technology Sector Spdr

ETFs
-61
- 2.61%
$197.34 - $237.68 $12K - $14.5K
2.28K $513K
IVV
Ishares Core S&P 500 ETF

ETFs
-127
- 6.0%
$520.18 - $576.82 $66.1K - $73.3K
1.99K $1.15M
AME
Ametek Inc

Industrials
-160
- 4.8%
$152.74 - $176.01 $24.4K - $28.2K
3.18K $545K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.19K
- 6.84%
$75.32 - $84.37 $89.4K - $100K
16.2K $1.35M
TJX
Tjx Companies Inc

Consumer Cyclical
-748
- 6.75%
$107.93 - $120.23 $80.7K - $89.9K
10.3K $1.21M
MAR
Marriott International Inc

Consumer Cyclical
-103
- 3.52%
$211.35 - $255.11 $21.8K - $26.3K
2.83K $702K
NXST
Nexstar Media Group, Inc.

Communication Services
-15
- 1.1%
$154.25 - $184.79 $2.31K - $2.77K
1.34K $221K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3
- 0.84%
$1024.09 - $1201.76 $3.07K - $3.61K
354 $372K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-240
- 3.06%
$66.55 - $74.93 $16K - $18K
7.62K $549K
Linde PLC
-70
- 3.13%
N/A
2.16K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 2.16%
$434.77 - $502.96 $4.35K - $5.03K
453 $221K
Labcorp Holdings Inc
-42
- 3.46%
N/A
1.17K $0
LSTR
Landstar System Inc

Industrials
-11
- 0.94%
$173.24 - $193.87 $1.91K - $2.13K
1.16K $218K
MNST
Monster Beverage Corp

Consumer Defensive
-82
- 1.8%
$45.01 - $52.47 $3.69K - $4.3K
4.49K $234K
KMB
Kimberly Clark Corp

Consumer Defensive
-100
- 2.08%
$135.05 - $148.35 $13.5K - $14.8K
4.7K $668K
NFLX
Netflix Inc

Communication Services
-33
- 3.67%
$598.55 - $722.26 $19.8K - $23.8K
867 $614K
SYY
Sysco Corp

Consumer Defensive
-647
- 7.45%
$69.16 - $78.98 $44.7K - $51.1K
8.04K $627K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-250
- 6.68%
$162.83 - $179.16 $40.7K - $44.8K
3.49K $625K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-4
- 0.61%
$452.85 - $536.35 $1.81K - $2.15K
648 $319K
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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