Strategic Investment Solutions, Inc. /Il Reduced Holdings in Q3 2024

Strategic Investment Solutions, Inc. /Il

  • $334 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.89K
- 0.74%
$51.0 - $57.07 $96.5K - $108K
255K $14.1B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-5.44K
- 68.53%
$49.83 - $62.75 $271K - $341K
2.5K $144M
AMD
Advanced Micro Devices Inc

Technology
-2.08K
- 74.84%
$128.67 - $183.96 $267K - $382K
698 $115M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.61K
- 7.59%
$76.94 - $79.54 $278K - $287K
44K $3.49B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-7.13K
- 3.27%
$38.51 - $41.69 $275K - $297K
211K $8.81B
ARKW
Ark Next Generation Internet E

ETFs
-945
- 83.7%
$68.06 - $85.67 $64.3K - $81K
184 $15.7M
SOXX
Ishares Semiconductor ETF

ETFs
-621
- 57.61%
$199.29 - $265.49 $124K - $165K
457 $106M
VDE
Vanguard Energy ETF

ETFs
-962
- 53.41%
$117.44 - $131.06 $113K - $126K
839 $103M
LMT
Lockheed Martin Corp

Industrials
-247
- 57.44%
$460.3 - $584.56 $114K - $144K
183 $107M
RTX
Raytheon Technologies Corp

Industrials
-999
- 76.2%
$99.55 - $123.34 $99.5K - $123K
312 $37.9M
XOM
Exxon Mobil Corp

Energy
-858
- 12.31%
$109.72 - $119.0 $94.1K - $102K
6.11K $716M
T
At&T Inc.

Communication Services
-3.79K
- 31.29%
$18.21 - $22.28 $69.1K - $84.5K
8.33K $183M
Dimensional Global
-2.4K
- 8.28%
N/A
26.5K $1.45B
LCID
Lucid Group, Inc.

Consumer Cyclical
-24K
- 99.57%
$2.64 - $4.26 $63.2K - $102K
104 $367K
XLE
Energy Sector Spdr

ETFs
-850
- 80.95%
$84.35 - $93.39 $71.7K - $79.4K
200 $17.6M
VUSB
Vanguard Bd Index Fds
-1.81K
- 3.63%
N/A
48K $2.39B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-280
- 36.6%
$39.47 - $49.4 $11.1K - $13.8K
485 $23.1M
VGSH
Vanguard

ETFs
-1.32K
- 2.1%
$57.74 - $59.13 $76.4K - $78.3K
61.8K $3.65B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-162
- 5.84%
$8.26 - $12.16 $1.34K - $1.97K
2.61K $23.4M
HYG
Ishares Tr

ETFs
-711
- 47.72%
$76.72 - $80.36 $54.5K - $57.1K
779 $62.5M
PLTR
Palantir Technologies Inc.

Technology
-2.76K
- 58.73%
$24.09 - $37.95 $66.4K - $105K
1.94K $72.1M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-782
- 97.75%
$41.22 - $51.19 $32.2K - $40K
18 $879K
CMCSA
Comcast Corp

Communication Services
-524
- 30.38%
$37.33 - $41.78 $19.6K - $21.9K
1.2K $50.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.06K
- 29.6%
$73.43 - $80.37 $77.8K - $85.2K
2.52K $203M
BA
Boeing CO

Industrials
-50
- 11.16%
$152.04 - $190.6 $7.6K - $9.53K
398 $60.6M
VZ
Verizon Communications Inc

Communication Services
-678
- 17.17%
$38.89 - $45.0 $26.4K - $30.5K
3.27K $147M
ADBE
Adobe Inc.

Technology
-60
- 76.92%
$508.13 - $586.55 $30.5K - $35.2K
18 $9.32M
UPS
United Parcel Service Inc

Industrials
-389
- 8.97%
$123.32 - $147.38 $48K - $57.3K
3.95K $538M
CVS
Cvs Health Corp

Healthcare
-464
- 44.53%
$55.81 - $63.18 $25.9K - $29.3K
578 $36.3M
PEP
Pepsico Inc

Consumer Defensive
-179
- 21.06%
$161.9 - $179.3 $29K - $32.1K
671 $114M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-751
- 2.87%
$49.93 - $51.15 $37.5K - $38.4K
25.5K $1.3B
NVO
Novo Nordisk A S

Healthcare
-175
- 94.09%
$119.07 - $145.42 $20.8K - $25.4K
11 $1.31M
F
Ford Motor CO

Consumer Cyclical
-640
- 6.04%
$9.71 - $14.55 $6.21K - $9.31K
9.95K $105M
QCOM
Qualcomm Inc

Technology
-100
- 18.21%
$156.12 - $209.64 $15.6K - $21K
449 $76.4M
OXY
Occidental Petroleum Corp

Energy
-100
- 5.27%
$49.91 - $63.73 $4.99K - $6.37K
1.8K $92.7M
CRLBF
Cresco Labs Inc.

Healthcare
-350
- 19.36%
$1.38 - $2.0 $483 - $700
1.46K $2.43M
SO
Southern CO

Utilities
-363
- 43.11%
$77.0 - $90.52 $28K - $32.9K
479 $43.2M
GTBIF
Green Thumb Industries Inc.

Healthcare
-440
- 73.33%
$9.35 - $11.87 $4.11K - $5.22K
160 $1.66M
PM
Philip Morris International Inc.

Consumer Defensive
-245
- 17.86%
$101.25 - $127.45 $24.8K - $31.2K
1.13K $137M
BETZ
Listed Fds Trroundhill Sports
-215
- 26.88%
N/A
585 $11.1M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-1.1K
- 8.36%
$23.66 - $26.53 $26K - $29.1K
12K $315M
STAA
Staar Surgical CO

Healthcare
-100
- 66.67%
$29.97 - $47.42 $3K - $4.74K
50 $1.86M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-427
- 10.56%
$75.47 - $83.18 $32.2K - $35.5K
3.62K $300M
BMY
Bristol Myers Squibb CO

Healthcare
-135
- 10.2%
$39.66 - $51.75 $5.35K - $6.99K
1.19K $61.5M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-250
- 7.94%
$40.48 - $45.39 $10.1K - $11.3K
2.9K $128M
DVN
Devon Energy Corp

Energy
-131
- 28.17%
$37.87 - $48.65 $4.96K - $6.37K
334 $13.1M
BP
Bp PLC

Energy
-181
- 8.71%
$30.78 - $37.05 $5.57K - $6.71K
1.9K $59.5M
TLRY
Tilray Brands, Inc.

Healthcare
-350
- 50.0%
$1.62 - $2.03 $567 - $710
350 $616K
PINS
Pinterest, Inc.

Communication Services
-100
- 25.0%
$28.66 - $43.51 $2.87K - $4.35K
300 $9.71M
Activity Summary
Buys All Purchases 333 New Holdings 141 Increased Positions 192 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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