Strategic Investment Advisors Reduced Holdings in Q2 2025

Strategic Investment Advisors

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.03K
- 5.73%
$116.93 - $119.39 $120K - $123K
16.9K $2.02M
PGR
Progressive Corp

Financial Services
-287
- 16.19%
$255.27 - $288.74 $73.3K - $82.9K
1.49K $396K
MSI
Motorola Solutions, Inc.

Technology
-186
- 13.7%
$394.72 - $440.39 $73.4K - $81.9K
1.17K $492K
ATO
Atmos Energy Corp

Utilities
-635
- 16.52%
$145.06 - $162.66 $92.1K - $103K
3.21K $494K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-710
- 5.38%
$97.29 - $105.63 $69.1K - $75K
12.5K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
-158
- 12.22%
$908.13 - $1056.85 $143K - $167K
1.14K $1.12M
AME
Ametek Inc

Industrials
-656
- 24.62%
$151.41 - $182.75 $99.3K - $120K
2.01K $363K
IRM
Iron Mountain Inc

Real Estate
-1.85K
- 31.6%
$76.93 - $105.25 $142K - $195K
4.01K $411K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-2.28K
- 15.87%
$32.56 - $35.71 $74.1K - $81.3K
12.1K $399K
OHI
Omega Healthcare Investors Inc

Real Estate
-1.33K
- 4.68%
$35.55 - $39.05 $47.3K - $51.9K
27.1K $993K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.23K
- 3.63%
$72.02 - $73.82 $88.2K - $90.4K
32.5K $2.39M
RE
Everest Re Group LTD

Financial Services
-225
- 3.93%
N/A
5.5K $2.04M
COP
Conocophillips

Energy
-342
- 10.41%
$82.66 - $106.1 $28.3K - $36.3K
2.94K $264K
SYY
Sysco Corp

Consumer Defensive
-1.13K
- 16.91%
$68.0 - $75.91 $76.9K - $85.9K
5.56K $420K
PHM
Pultegroup Inc

Consumer Cyclical
-897
- 15.32%
$92.02 - $106.54 $82.5K - $95.6K
4.96K $523K
WSM
Williams Sonoma Inc

Consumer Cyclical
-804
- 8.13%
$137.62 - $174.44 $111K - $140K
9.09K $1.48M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.14K
- 30.16%
$86.13 - $108.53 $98.1K - $124K
2.64K $286K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-950
- 14.33%
$144.63 - $179.53 $137K - $171K
5.68K $935K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-723
- 1.58%
$100.04 - $100.54 $72.3K - $72.7K
44.9K $4.52M
V
Visa Inc.

Financial Services
-250
- 6.26%
$308.27 - $373.31 $77.1K - $93.3K
3.74K $1.33M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.19K
- 4.29%
$75.05 - $77.34 $89.5K - $92.2K
26.6K $2.05M
LEN
Lennar Corp

Consumer Cyclical
-323
- 4.11%
$102.76 - $115.66 $33.2K - $37.4K
7.53K $833K
KR
Kroger CO

Consumer Defensive
-1.48K
- 14.98%
$64.62 - $74.0 $95.8K - $110K
8.41K $603K
CNP
Centerpoint Energy Inc

Utilities
-1.88K
- 17.22%
$35.5 - $39.05 $66.7K - $73.4K
9.03K $331K
MUB
Ishares National Muni Bond ETF

ETFs
-474
- 5.1%
$102.31 - $105.8 $48.5K - $50.1K
8.81K $920K
PEG
Public Service Enterprise Group Inc

Utilities
-1.07K
- 6.32%
$77.13 - $84.18 $82.3K - $89.8K
15.8K $1.33M
RGA
Reinsurance Group Of America Inc

Financial Services
-284
- 11.52%
$168.32 - $209.71 $47.8K - $59.6K
2.18K $432K
CTSH
Cognizant Technology Solutions Corp

Technology
-894
- 6.6%
$66.47 - $81.81 $59.4K - $73.1K
12.6K $986K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-984
- 5.38%
$11.11 - $14.46 $10.9K - $14.2K
17.3K $216K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.7K
- 4.89%
$28.18 - $29.22 $47.8K - $49.6K
33K $963K
VCIT
Vanguard Intermediate Term Cor

ETFs
-810
- 3.81%
$79.56 - $82.92 $64.4K - $67.2K
20.5K $1.7M
CVX
Chevron Corp

Energy
-6
- 0.35%
$133.73 - $168.51 $802 - $1.01K
1.72K $246K
ROP
Roper Technologies Inc

Industrials
-54
- 11.07%
$519.19 - $590.78 $28K - $31.9K
434 $246K
TS
Tenaris Sa

Energy
-578
- 5.53%
$30.71 - $39.46 $17.8K - $22.8K
9.87K $369K
MA
Mastercard Inc

Financial Services
-113
- 5.92%
$479.92 - $590.74 $54.2K - $66.8K
1.8K $1.01M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.47K
- 3.63%
$28.21 - $28.85 $41.6K - $42.5K
39.2K $1.13M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-731
- 5.8%
$39.34 - $40.41 $28.8K - $29.5K
11.9K $475K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.49K
- 3.97%
$21.55 - $22.2 $32K - $33K
36K $794K
HYD
Vaneck High Yield Muni ETF

ETFs
-442
- 5.64%
$49.08 - $51.35 $21.7K - $22.7K
7.39K $371K
NXST
Nexstar Media Group, Inc.

Communication Services
-103
- 7.85%
$144.68 - $181.86 $14.9K - $18.7K
1.21K $209K
WFC
Wells Fargo & Company

Financial Services
-1.5K
- 13.16%
$60.98 - $80.12 $91.3K - $120K
9.88K $791K
PH
Parker Hannifin Corp

Industrials
-249
- 14.96%
$517.23 - $700.54 $129K - $174K
1.42K $988K
RSG
Republic Services, Inc.

Industrials
-116
- 7.41%
$227.2 - $258.07 $26.4K - $29.9K
1.45K $357K
IR
Ingersoll Rand Inc.

Industrials
-450
- 8.01%
$66.75 - $84.94 $30K - $38.2K
5.17K $429K
MFC
Manulife Financial Corp

Financial Services
-1.03K
- 5.56%
$26.93 - $32.44 $27.8K - $33.5K
17.5K $560K
TROW
Price T Rowe Group Inc

Financial Services
-753
- 6.38%
$80.27 - $98.06 $60.4K - $73.8K
11.1K $1.07M
ALL
Allstate Corp

Financial Services
-36
- 2.57%
$180.53 - $212.64 $6.5K - $7.66K
1.36K $274K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1K
- 2.15%
$40.82 - $43.14 $40.9K - $43.3K
45.6K $1.97M
INGR
Ingredion Inc

Consumer Defensive
-108
- 4.81%
$123.22 - $140.95 $13.3K - $15.2K
2.14K $289K
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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