Strategic Investment Advisors Portfolio Holdings

Strategic Investment Advisors

  • $940 Million
  • Q4 2024

Strategic Investment Advisors has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $940 Million distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $80.3M, Vanguard Growth ETF with a value of $56.2M, Vanguard Mega Cap Growth ETF with a value of $46.9M, Vanguard Ftse Developed Market with a value of $46.2M, and Vanguard Value ETF with a value of $41.4M.

Examining the 13F form we can see an increase of $30.3M in the current position value, from $909M to 940M.

Strategic Investment Advisors is based out at Farmington Hills, MI

Below you can find more details about Strategic Investment Advisors portfolio as well as his latest detailed transactions.

Portfolio value $940 Million
ETFs: $699 Million
Technology: $82.9 Million
Communication Services: $32.6 Million
Financial Services: $30.4 Million
Consumer Cyclical: $22.8 Million
Healthcare: $22.5 Million
Consumer Defensive: $15.2 Million
Industrials: $14.4 Million
Other: $20.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$22.3 Million 2.37% of portfolio
89,108
Q4 2024 Reduced 2.55%
$308B
$15.1 Million 1.61% of portfolio
112,375
Q4 2024 Added 8.47%
$3.3T
$14.8 Million 1.58% of portfolio
35,221
Q4 2024 Reduced 0.76%
$1.16T
$11.2 Million 1.19% of portfolio
59,317
Q4 2024 Reduced 4.34%
$83.6B
$10.9 Million 1.16% of portfolio
46,973
Q4 2024 Reduced 3.58%
$2.42T
$9.49 Million 1.01% of portfolio
43,242
Q4 2024 Reduced 3.89%
$1.53T
$8.5 Million 0.9% of portfolio
14,411
Q4 2024 Reduced 1.4%
$782B
$5.48 Million 0.58% of portfolio
22,879
Q4 2024 Reduced 2.49%
$394B
$4.6 Million 0.49% of portfolio
27,424
Q4 2024 Reduced 2.46%
$173B
$4.24 Million 0.45% of portfolio
186,057
Q4 2024 New
$109B
$3.36 Million 0.36% of portfolio
15,817
Q4 2024 Reduced 0.11%
$64.6B
$2.97 Million 0.32% of portfolio
21,510
Q4 2024 Reduced 3.75%
$169B
$2.96 Million 0.31% of portfolio
74,030
Q4 2024 Reduced 0.32%
$94.4B
$2.94 Million 0.31% of portfolio
56,290
Q4 2024 Reduced 0.03%
$1.23T
$2.82 Million 0.3% of portfolio
6,990
Q4 2024 Added 0.34%
$151B
$2.68 Million 0.29% of portfolio
10,299
Q4 2024 Added 0.28%
$149B
$2.28 Million 0.24% of portfolio
86,031
Q4 2024 Reduced 4.75%
$14.5B
$2.14 Million 0.23% of portfolio
5,761
Q4 2024 Reduced 5.43%
$453B
$2.08 Million 0.22% of portfolio
19,361
Q4 2024 Added 11.33%
$611B
$2.11 Million 0.22% of portfolio
4,646
Q4 2024 Reduced 0.66%
$71.6B
$2.05 Million 0.22% of portfolio
7,284
Q4 2024 Reduced 1.51%
$17B
$2.11 Million 0.22% of portfolio
5,983
Q4 2024 Added 1.61%
$764B
$1.99 Million 0.21% of portfolio
2,581
Q4 2024 Added 5.48%
$101B
$1.94 Million 0.21% of portfolio
3,078
Q4 2024 Added 2.02%
$31B
$1.95 Million 0.21% of portfolio
29,958
Q4 2024 Reduced 1.81%
$165B
$1.94 Million 0.21% of portfolio
51,809
Q4 2024 Reduced 17.9%
$14.5B
$1.86 Million 0.2% of portfolio
10,030
Q4 2024 Reduced 3.79%
$68B
$1.89 Million 0.2% of portfolio
18,276
Q4 2024 Reduced 0.93%
$310B
$1.81 Million 0.19% of portfolio
10,194
Q4 2024 Added 0.31%
$92.5B
$1.58 Million 0.17% of portfolio
5,737
Q4 2024 Reduced 7.85%
$236B
$1.52 Million 0.16% of portfolio
5,105
Q4 2024 Reduced 6.48%
$40.8B
$1.49 Million 0.16% of portfolio
17,596
Q4 2024 Reduced 1.1%
$208B
$1.55 Million 0.16% of portfolio
4,264
Q4 2024 Reduced 3.55%
$354B
$1.39 Million 0.15% of portfolio
4,170
Q4 2024 Reduced 10.86%
$25.8B
$1.37 Million 0.15% of portfolio
12,158
Q4 2024 Reduced 0.9%
$28.5B
$1.41 Million 0.15% of portfolio
48,391
Q4 2024 Reduced 2.21%
$549B
$1.34 Million 0.14% of portfolio
4,229
Q4 2024 Reduced 6.64%
$79.5B
$1.32 Million 0.14% of portfolio
4,395
Q4 2024 Reduced 0.7%
$32.8B
$1.33 Million 0.14% of portfolio
14,871
Q4 2024 Added 0.12%
$503B
$1.31 Million 0.14% of portfolio
2,595
Q4 2024 Reduced 17.36%
$437B
$1.36 Million 0.14% of portfolio
8,160
Q4 2024 Reduced 2.15%
$26.7B
$1.27 Million 0.14% of portfolio
11,020
Q4 2024 Reduced 10.73%
$427B
$1.21 Million 0.13% of portfolio
1,318
Q4 2024 Added 0.92%
$139B
$1.18 Million 0.13% of portfolio
16,439
Q4 2024 Reduced 32.15%
$144B
$1.18 Million 0.13% of portfolio
9,774
Q4 2024 Reduced 5.36%
$375B
$1.16 Million 0.12% of portfolio
26,334
Q4 2024 Reduced 0.54%
$8.47B
$1.11 Million 0.12% of portfolio
29,343
Q4 2024 Reduced 0.92%
$147B
$1.1 Million 0.12% of portfolio
12,342
Q4 2024 Reduced 7.57%
$19.2B
$1.09 Million 0.12% of portfolio
6,183
Q4 2024 Reduced 11.57%

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $940 Million
  • Prior Value $909 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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