Strategic Investment Advisors Sells in Q1 2025

Strategic Investment Advisors

  • $941 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OMC
Omnicom Group Inc.

Communication Services
-610
- 5.23%
$79.43 - $88.34 $48.5K - $53.9K
11.1K $916K
CMCSA
Comcast Corp

Communication Services
-1.22K
- 2.35%
$33.19 - $38.23 $40.4K - $46.5K
50.6K $1.87M
ACN
Accenture PLC

Technology
-107
- 9.72%
$300.91 - $398.25 $32.2K - $42.6K
994 $310K
IR
Ingersoll Rand Inc.

Industrials
-150
- 2.6%
$79.44 - $94.23 $11.9K - $14.1K
5.62K $449K
RGA
Reinsurance Group Of America Inc

Financial Services
-118
- 4.57%
$186.01 - $231.1 $21.9K - $27.3K
2.47K $485K
GIS
General Mills Inc

Consumer Defensive
-188
- 1.41%
$57.56 - $65.3 $10.8K - $12.3K
13.1K $785K
WFC
Wells Fargo & Company

Financial Services
-1.13K
- 9.0%
$66.78 - $81.42 $75.2K - $91.7K
11.4K $816K
PCAR
Paccar Inc

Industrials
-69
- 0.86%
$96.91 - $112.51 $6.69K - $7.76K
7.93K $772K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-778
- 7.42%
$65.27 - $71.18 $50.8K - $55.4K
9.71K $643K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-1.49K
- 9.17%
$25.27 - $28.3 $37.6K - $42.1K
14.7K $382K
SYY
Sysco Corp

Consumer Defensive
-507
- 7.05%
$70.0 - $77.13 $35.5K - $39.1K
6.69K $501K
DTM
Dt Midstream, Inc.

Energy
-341
- 8.6%
$86.95 - $113.75 $29.6K - $38.8K
3.62K $349K
CTSH
Cognizant Technology Solutions Corp

Technology
-470
- 3.36%
$75.32 - $90.7 $35.4K - $42.6K
13.5K $1.04M
MCD
Mcdonalds Corp

Consumer Cyclical
-270
- 13.8%
$279.74 - $321.29 $75.5K - $86.7K
1.69K $526K
MSI
Motorola Solutions, Inc.

Technology
-16
- 1.16%
$411.73 - $482.1 $6.59K - $7.71K
1.36K $594K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-39
- 5.84%
$435.02 - $515.95 $17K - $20.1K
629 $295K
TXN
Texas Instruments Inc

Technology
-174
- 3.6%
N/A
4.67K $907K
PEP
Pepsico Inc

Consumer Defensive
-181
- 8.68%
$142.64 - $156.42 $25.8K - $28.3K
1.9K $285K
AME
Ametek Inc

Industrials
-58
- 2.13%
$170.39 - $190.43 $9.88K - $11K
2.66K $458K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-427
- 0.93%
$100.32 - $100.76 $42.8K - $43K
45.7K $4.59M
RNR
Renaissancere Holdings LTD

Financial Services
-54
- 3.1%
$226.55 - $263.22 $12.2K - $14.2K
1.69K $405K
OHI
Omega Healthcare Investors Inc

Real Estate
-894
- 3.05%
$35.7 - $38.33 $31.9K - $34.3K
28.4K $1.08M
HD
Home Depot, Inc.

Consumer Cyclical
-33
- 5.01%
$347.25 - $424.87 $11.5K - $14K
626 $229K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-781
- 8.76%
$56.58 - $60.89 $44.2K - $47.6K
8.13K $483K
LOW
Lowes Companies Inc

Consumer Cyclical
-27
- 2.41%
$222.66 - $268.42 $6.01K - $7.25K
1.09K $254K
PG
Procter & Gamble CO

Consumer Defensive
-556
- 2.03%
$158.56 - $176.26 $88.2K - $98K
26.9K $4.58M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-942
- 1.7%
$76.94 - $78.28 $72.5K - $73.7K
54.6K $4.28M
RE
Everest Re Group LTD

Financial Services
-40
- 0.69%
N/A
5.72K $2.12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-48
- 1.52%
$169.43 - $182.84 $8.13K - $8.78K
3.11K $538K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-615
- 10.09%
$45.62 - $51.12 $28.1K - $31.4K
5.48K $278K
ACGL
Arch Capital Group Ltd.

Financial Services
-550
- 5.38%
$88.13 - $96.94 $48.5K - $53.3K
9.67K $930K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.32K
- 3.15%
$27.64 - $28.58 $36.5K - $37.7K
40.6K $1.16M
NSC
Norfolk Southern Corp

Industrials
-34
- 3.38%
$227.69 - $259.76 $7.74K - $8.83K
971 $229K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-680
- 1.92%
$28.27 - $29.28 $19.2K - $19.9K
34.7K $1.01M
JCI
Johnson Controls International PLC

Industrials
-117
- 2.15%
$76.12 - $90.6 $8.91K - $10.6K
5.32K $425K
MFC
Manulife Financial Corp

Financial Services
-262
- 1.39%
$28.41 - $31.82 $7.44K - $8.34K
18.6K $578K
Thomson Reuters Corp
-106
- 4.57%
N/A
2.21K $0
Linde PLC
-18
- 0.92%
N/A
1.93K $0
Arista Networks Inc
-129
- 2.77%
N/A
4.52K $0
KMB
Kimberly Clark Corp

Consumer Defensive
-326
- 7.74%
$124.46 - $147.4 $40.6K - $48.1K
3.89K $552K
BK
Bank Of New York Mellon Corp

Financial Services
-949
- 8.08%
$75.42 - $88.95 $71.6K - $84.4K
10.8K $905K
NFLX
Netflix Inc

Communication Services
-20
- 2.98%
$828.4 - $1058.6 $16.6K - $21.2K
651 $607K
CNP
Centerpoint Energy Inc

Utilities
-1.24K
- 10.18%
$30.87 - $36.25 $38.2K - $44.8K
10.9K $395K
PGR
Progressive Corp

Financial Services
-280
- 13.64%
$235.61 - $291.22 $66K - $81.5K
1.77K $501K
ALL
Allstate Corp

Financial Services
-53
- 3.65%
$180.99 - $210.18 $9.59K - $11.1K
1.4K $289K
TS
Tenaris Sa

Energy
-80
- 0.76%
$35.73 - $40.28 $2.86K - $3.22K
10.4K $408K
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 1.9%
$890.62 - $1076.86 $22.3K - $26.9K
1.29K $1.22M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-361
- 0.98%
$50.82 - $52.7 $18.3K - $19K
36.4K $1.91M
JNJ
Johnson & Johnson

Healthcare
-346
- 9.39%
$142.06 - $167.7 $49.2K - $58K
3.34K $553K
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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