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
CVX
Chevron Corp

Energy
15
+ 0.46%
$141.15 - $162.53 $2.12K - $2.44K
3.26K $477M
WY
Weyerhaeuser CO

Real Estate
2
+ 0.95%
$27.21 - $33.7 $54.4 - $67.4
212 $5.96M
SWBI
Smith & Wesson Brands, Inc.

Industrials
5
+ 1.17%
$9.79 - $14.1 $48.9 - $70.5
432 $4.36M
WEC
Wec Energy Group, Inc.

Utilities
5
+ 0.6%
$92.94 - $101.82 $465 - $509
845 $79.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9
+ 0.65%
$48.33 - $49.08 $435 - $442
1.39K $66.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
60
+ 5.04%
$26.63 - $30.23 $1.6K - $1.81K
1.25K $33.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.25%
$106.33 - $110.69 $106 - $111
405 $43.1M
IEFA
Ishares Tr

ETFs
3
+ 1.35%
$70.06 - $77.43 $210 - $232
226 $15.9M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.32%
$130.36 - $139.54 $130 - $140
312 $41.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 0.79%
$71.75 - $75.11 $359 - $376
634 $45.6M
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.43%
$29.69 - $38.02 $29.7 - $38
233 $7.03M
DG
Dollar General Corp

Consumer Defensive
1
+ 0.43%
$73.27 - $84.47 $73.3 - $84.5
235 $17.8M
DVN
Devon Energy Corp

Energy
2
+ 0.6%
$30.52 - $42.96 $61 - $85.9
336 $11M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.14K
+ 197.37%
$27.54 - $83.04 $196K - $592K
10.8K $298M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.38%
$131.66 - $144.0 $132 - $144
264 $34.8M
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.63%
$123.83 - $146.07 $124 - $146
160 $19.9M
KR
Kroger CO

Consumer Defensive
81
+ 6.82%
$55.21 - $63.3 $4.47K - $5.13K
1.27K $64.2M
RING
Ishares Inc Msci Global Gold M

ETFs
273
+ 21.56%
$27.93 - $36.45 $7.62K - $9.95K
1.54K $37.8M
EMN
Eastman Chemical CO

Basic Materials
1
+ 0.48%
$90.03 - $110.64 $90 - $111
210 $19.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.7K
+ 98.04%
$25.33 - $51.16 $474K - $958K
37.8K $978M
KHC
Kraft Heinz CO

Consumer Defensive
10
+ 0.58%
$30.1 - $36.02 $301 - $360
1.74K $53.3M
PEP
Pepsico Inc

Consumer Defensive
12
+ 1.79%
$151.29 - $176.1 $1.82K - $2.11K
683 $107M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.31%
$244.52 - $284.07 $245 - $284
324 $80.1M
BBY
Best Buy CO Inc

Consumer Cyclical
7
+ 1.01%
$85.2 - $101.35 $596 - $709
697 $59.8M
CAT
Caterpillar Inc

Industrials
48
+ 14.55%
$360.37 - $416.88 $17.3K - $20K
378 $115M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.65K
+ 184.37%
$25.79 - $80.4 $120K - $374K
7.17K $187M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
439
+ 7.43%
$33.77 - $44.09 $14.8K - $19.4K
6.34K $215M
GLD
Spdr Gold Trust

ETFs
197
+ 2.25%
$236.59 - $257.5 $46.6K - $50.7K
8.95K $2.1B
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.05%
$96.31 - $114.76 $96.3 - $115
2.17K $216M
CEG
Constellation Energy Corp

Utilities
274
+ 51.21%
$224.28 - $285.52 $61.5K - $78.2K
809 $94.6M
NEE
Nextera Energy Inc

Utilities
47
+ 1.62%
$69.77 - $85.43 $3.28K - $4.02K
2.94K $193M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24K
+ 104.68%
$18.41 - $40.87 $443K - $983K
47K $891M
SLV
I Shares Silver Trust

ETFs
413
+ 1.39%
$26.33 - $31.74 $10.9K - $13.1K
30.1K $770M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.15%
$727.2 - $932.06 $727 - $932
677 $523M
META
Meta Platforms, Inc.

Communication Services
113
+ 8.19%
$554.08 - $632.68 $62.6K - $71.5K
1.49K $701M
DFIV
Dimensional ETF Tr

ETFs
5.69K
+ 3.64%
$34.86 - $37.97 $198K - $216K
162K $5.86B
KO
Coca Cola CO

Consumer Defensive
184
+ 1.84%
$61.74 - $71.71 $11.4K - $13.2K
10.2K $612M
IBM
International Business Machines Corp

Technology
2
+ 0.06%
$204.9 - $238.04 $410 - $476
3.27K $607M
MSFT
Microsoft Corp

Technology
85
+ 1.95%
$406.35 - $454.46 $34.5K - $38.6K
4.44K $1.75B
AMZN
Amazon Com Inc

Consumer Cyclical
638
+ 7.1%
$180.88 - $232.93 $115K - $149K
9.62K $1.54B
PG
Procter & Gamble CO

Consumer Defensive
20
+ 0.18%
$161.05 - $179.7 $3.22K - $3.59K
11.2K $1.77B
IVV
Ishares Core S&P 500 ETF

ETFs
301
+ 8.04%
$570.51 - $610.59 $172K - $184K
4.05K $1.95B
DFAX
Dimensional ETF Tr
7.03K
+ 1.87%
$24.76 - $27.04 $174K - $190K
382K $9.47B
DUHP
Dimensional ETF Tr Dimensional

ETFs
37.9K
+ 7.68%
$33.62 - $35.69 $1.27M - $1.35M
531K $16B
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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