Strategic Investment Solutions, Inc. /Il Purchases in Q4 2024

Strategic Investment Solutions, Inc. /Il

  • $299 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
4
+ 1.02%
$43.98 - $53.66 $176 - $215
398 $19M
CTRA
Coterra Energy Inc.

Energy
3
+ 0.51%
$22.71 - $27.63 $68.1 - $82.9
592 $15.1M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
2.9K
+ 40.85%
$1.07 - $1.47 $3.1K - $4.26K
10K $10.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.38%
$124.26 - $134.12 $124 - $134
267 $34.3M
ALB
Albemarle Corp

Basic Materials
10
New
$86.08 - $111.3 $861 - $1.11K
10 $861K
WPC
W. P. Carey Inc.

Real Estate
16
+ 400.0%
$53.44 - $61.33 $855 - $981
20 $1.09M
AES
Aes Corp

Utilities
203
+ 81.2%
$12.44 - $20.24 $2.53K - $4.11K
453 $5.83M
XLF
Financial Sector Spdr

ETFs
1
+ 0.4%
$44.89 - $51.34 $44.9 - $51.3
251 $12.1M
SLB
Schlumberger Limited

Energy
15
New
$36.83 - $45.59 $552 - $684
15 $801K
CSX
Csx Corp

Industrials
44
+ 0.93%
$31.58 - $36.88 $1.39K - $1.62K
4.76K $163M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1
+ 2.7%
$57.53 - $60.83 $57.5 - $60.8
38 $2.77M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.97K
+ 194.55%
$22.4 - $68.28 $44K - $134K
2.98K $69M
BYRN
Byrna Technologies Inc.

Industrials
75
New
$13.96 - $31.14 $1.05K - $2.34K
75 $479K
JOBY
Joby Aviation, Inc.

Industrials
50
New
$4.8 - $9.16 $240 - $458
50 $406K
BHF
Brighthouse Financial, Inc.

Financial Services
7
+ 175.0%
$43.95 - $52.91 $308 - $370
11 $562K
RTX
Raytheon Technologies Corp

Industrials
103
+ 33.01%
$114.45 - $127.21 $11.8K - $13.1K
415 $38.2M
FDX
Fedex Corp

Industrials
1
+ 3.13%
$260.5 - $305.15 $261 - $305
33 $9.16M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
166
+ 100.0%
$27.45 - $55.56 $4.56K - $9.22K
332 $9.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2
+ 1.2%
$100.22 - $100.73 $200 - $201
169 $17M
TFC
Truist Financial Corp

Financial Services
1
+ 0.72%
$41.51 - $48.1 $41.5 - $48.1
139 $6.04M
IIPR
Innovative Industrial Properties Inc

Real Estate
1
New
$66.64 - $135.61 $66.6 - $136
1 $131K
Yieldmax Nvda Optn Inc
6
+ 16.22%
N/A
43 $1.01M
Dimensionl Global Real
23
+ 15.23%
N/A
174 $4.45M
TCNNF
Trulieve Cannabis Corp.

Healthcare
50
+ 200.0%
$4.49 - $13.49 $225 - $675
75 $391K
TAP
Molson Coors Beverage CO

Consumer Defensive
3
+ 0.83%
$53.97 - $63.88 $162 - $192
363 $20.8M
BETZ
Listed Fds Trroundhill Sports
4
+ 0.68%
N/A
589 $11.2M
BLGO
Biolargo, Inc.

Basic Materials
40
New
$0.17 - $0.25 $6.8 - $10
40 $7K
ACB
Aurora Cannabis Inc

Healthcare
12
New
$4.1 - $6.11 $49.2 - $73.3
12 $6K
VVR
Invesco Senior Income Trust

Financial Services
13
+ 3.3%
$3.83 - $4.07 $49.8 - $52.9
407 $1.61M
Ballistic Recovery Sys I
300
New
N/A
300 $0
Yandex N V F
50
New
N/A
50 $0
UPST
Upstart Holdings, Inc.

Financial Services
203
New
$37.78 - $84.46 $7.67K - $17.1K
203 $0
Annaly Cap Mgmt Inc
1
+ 6.25%
N/A
17 $302K
SPH
Suburban Propane Partners LP

Utilities
2
+ 1.36%
$17.0 - $19.85 $34 - $39.7
149 $2.57M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
15
+ 2.89%
$13.12 - $14.37 $197 - $216
534 $7.26M
OGN
Organon & Co.

Healthcare
1
+ 4.17%
$14.44 - $18.83 $14.4 - $18.8
25 $368K
T
At&T Inc.

Communication Services
381
+ 4.57%
$21.22 - $23.88 $8.08K - $9.1K
8.71K $183M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5
+ 0.99%
$22.39 - $23.45 $112 - $117
512 $11.8M
PANW
Palo Alto Networks Inc

Technology
55
+ 63.95%
$181.96 - $405.9 $10K - $22.3K
141 $29.2M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2
+ 1.57%
$61.87 - $64.86 $124 - $130
129 $8.02M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 1.56%
$57.29 - $63.1 $57.3 - $63.1
65 $3.74M
RXO
Rxo, Inc.
1
+ 1.0%
$23.46 - $31.9 $23.5 - $31.9
101 $2.41M
Oil CO Lukoil Pjsc Xxx
8.63K
+ 379.67%
N/A
10.9K $25.1M
TSCO
Tractor Supply CO

Consumer Cyclical
120
+ 400.0%
$52.59 - $303.74 $6.31K - $36.4K
150 $7.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.9%
$44.04 - $49.49 $88.1 - $99
224 $9.85M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
484
+ 102.11%
$22.63 - $47.53 $11K - $23K
958 $21.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
548
+ 4.85%
N/A
11.8K $1.09B
EEM
Ishares Msci Emerging Markets

ETFs
4
+ 1.54%
$41.82 - $47.36 $167 - $189
264 $11M
KMB
Kimberly Clark Corp

Consumer Defensive
54
+ 11.18%
$130.37 - $146.09 $7.04K - $7.89K
537 $67.8M
Activity Summary
Buys All Purchases 245 New Holdings 68 Increased Positions 177 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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