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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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