Strategic Investment Advisors has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 238 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 $106M, Ishares Barclays 1 3 Year Trea with a value of $63.5M, Vanguard Mega Cap Growth ETF with a value of $59.9M, Vanguard Ftse Developed Market with a value of $58.4M, and Vanguard Growth ETF with a value of $54.5M.
Examining the 13F form we can see an increase of $82.6M in the current position value, from $941M to 1.02B.
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
$1.02 Billion
ETFs: $795 Million
Technology: $76.2 Million
Communication Services: $36 Million
Financial Services: $32.2 Million
Consumer Cyclical: $18 Million
Consumer Defensive: $16.4 Million
Healthcare: $15.8 Million
Industrials: $13.6 Million
Other: $20.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
