Strategic Investment Solutions, Inc. /Il Incresed Positions in Q1 2025

Strategic Investment Solutions, Inc. /Il

  • $345 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
242
+ 11.27%
$237.72 - $276.98 $57.5K - $67K
2.39K $585M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.06K
+ 4.96%
N/A
22.3K $1.12B
MO
Altria Group, Inc.

Consumer Defensive
116
+ 2.81%
$50.81 - $60.02 $5.89K - $6.96K
4.25K $255M
SOFI
So Fi Technologies, Inc.

Financial Services
3.77K
+ 754.6%
$11.18 - $18.03 $42.2K - $68K
4.27K $49.7M
GS
Goldman Sachs Group Inc

Financial Services
7
+ 3.1%
$524.81 - $672.19 $3.67K - $4.71K
233 $127M
DUK
Duke Energy Corp

Utilities
36
+ 1.86%
$105.87 - $121.97 $3.81K - $4.39K
1.97K $240M
QQQ
Invesco Qqq Trust, Series 1

ETFs
102
+ 48.57%
$468.34 - $539.52 $47.8K - $55K
312 $146M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.15%
$725.72 - $929.72 $726 - $930
678 $560M
ADBE
Adobe Inc.

Technology
119
+ 77.27%
$377.84 - $464.11 $45K - $55.2K
273 $105M
AXP
American Express CO

Financial Services
7
+ 1.2%
$255.39 - $325.87 $1.79K - $2.28K
591 $159M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
96
+ 47.06%
$165.25 - $224.62 $15.9K - $21.6K
300 $49.8M
FLR
Fluor Corp

Industrials
800
+ 800.0%
$34.29 - $55.28 $27.4K - $44.2K
900 $32.2M
AEE
Ameren Corp

Utilities
40
+ 5.08%
$86.87 - $103.67 $3.47K - $4.15K
828 $83.1M
TRGP
Targa Resources Corp.

Energy
6
+ 2.82%
$178.44 - $217.22 $1.07K - $1.3K
219 $43.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
21
+ 0.57%
$56.12 - $68.15 $1.18K - $1.43K
3.71K $252M
VZ
Verizon Communications Inc

Communication Services
89
+ 2.85%
$37.81 - $46.49 $3.37K - $4.14K
3.22K $146M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 1.31%
$232.43 - $265.13 $930 - $1.06K
310 $82M
OPFI
Opp Fi Inc.

Technology
1.28K
+ 65.49%
$7.18 - $16.94 $9.17K - $21.6K
3.23K $30M
WEC
Wec Energy Group, Inc.

Utilities
5
+ 0.59%
$92.12 - $108.98 $461 - $545
850 $92.7M
GILD
Gilead Sciences, Inc.

Healthcare
15
+ 4.6%
$89.14 - $117.41 $1.34K - $1.76K
341 $38.2M
CAT
Caterpillar Inc

Industrials
6
+ 1.59%
$326.75 - $407.63 $1.96K - $2.45K
384 $127M
Capital Group Dividend
320
+ 27.4%
N/A
1.49K $46M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
403
+ 26.85%
$26.64 - $27.14 $10.7K - $10.9K
1.9K $51M
D
Dominion Energy, Inc

Utilities
54
+ 4.85%
$52.85 - $57.43 $2.85K - $3.1K
1.17K $65.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
5
+ 0.75%
$92.71 - $107.38 $464 - $537
674 $62.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
179
+ 471.05%
$56.17 - $59.71 $10.1K - $10.7K
217 $12.4M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.48%
$433.45 - $513.82 $433 - $514
211 $108M
SO
Southern CO

Utilities
7
+ 1.5%
$80.96 - $92.96 $567 - $651
473 $43.5M
PANW
Palo Alto Networks Inc

Technology
83
+ 58.87%
$167.82 - $208.28 $13.9K - $17.3K
224 $38.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
91
+ 27.41%
$78.97 - $85.82 $7.19K - $7.81K
423 $35.1M
MKC
Mccormick & CO Inc

Consumer Defensive
15
+ 3.0%
$71.24 - $84.73 $1.07K - $1.27K
515 $42.4M
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.96%
$237.01 - $304.45 $1.19K - $1.52K
528 $126M
OGE
Oge Energy Corp.

Utilities
31
+ 5.7%
$39.76 - $46.32 $1.23K - $1.44K
575 $26.4M
CNP
Centerpoint Energy Inc

Utilities
20
+ 1.7%
$30.87 - $36.25 $617 - $725
1.2K $43.5M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.32%
$123.25 - $162.53 $123 - $163
313 $49.2M
BMY
Bristol Myers Squibb CO

Healthcare
23
+ 2.48%
$53.9 - $63.11 $1.24K - $1.45K
952 $58.1M
VV
Vanguard Large Cap ETF

ETFs
8
+ 1.32%
$253.32 - $282.66 $2.03K - $2.26K
615 $158M
PRU
Prudential Financial Inc

Financial Services
69
+ 27.71%
$105.04 - $122.33 $7.25K - $8.44K
318 $35.5M
C
Citigroup Inc

Financial Services
12
+ 2.08%
$67.23 - $84.63 $807 - $1.02K
589 $41.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.42K
+ 1798.73%
$47.79 - $59.89 $67.9K - $85.1K
1.5K $75.3M
CGDV
Capital Group Divid Value ETF

ETFs
40
+ 0.34%
$34.95 - $37.36 $1.4K - $1.49K
11.7K $417M
EPD
Enterprise Products Partners L.P.

Energy
140
+ 39.77%
$31.75 - $34.14 $4.45K - $4.78K
492 $16.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 2.5%
$308.86 - $455.36 $1.24K - $1.82K
164 $57.8M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
28
+ 350.0%
$175.5 - $209.86 $4.91K - $5.88K
36 $6.53M
DLR
Digital Realty Trust, Inc.

Real Estate
15
+ 4.84%
$142.1 - $183.56 $2.13K - $2.75K
325 $46.6M
MET
Metlife Inc

Financial Services
55
+ 29.41%
$77.7 - $87.0 $4.27K - $4.79K
242 $19.4M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 3.17%
$347.25 - $424.87 $1.39K - $1.7K
130 $47.7M
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.63%
$121.01 - $149.31 $121 - $149
161 $23.7M
LNT
Alliant Energy Corp

Utilities
10
+ 4.33%
$56.66 - $66.04 $567 - $660
241 $15.5M
Activity Summary
Buys All Purchases 223 New Holdings 56 Increased Positions 167 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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