Strategic Investment Solutions, Inc. /Il Portfolio Holdings

Strategic Investment Solutions, Inc. /Il

  • $334 Billion
  • Q3 2024

Strategic Investment Solutions, Inc. /Il has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $334 Billion distributed in 7258 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $43.5B, Dimensional ETF Tr U S Equity with a value of $23.5B, Dimensional ETF Tr U S Core Eq with a value of $20.4B, Dimensional ETF Tr Dimensional with a value of $16.8B, and Dimensional World Equity with a value of $15.9B.

Examining the 13F form we can see an increase of $24.1B in the current position value, from $310B to 334B.

Strategic Investment Solutions, Inc. /Il is based out at Orland Park, IL

Below you can find more details about Strategic Investment Solutions, Inc. /Il portfolio as well as his latest detailed transactions.

Portfolio value $334 Billion
ETFs: $233 Billion
Technology: $18.5 Billion
Consumer Defensive: $7.9 Billion
Financial Services: $6.6 Billion
Consumer Cyclical: $5.45 Billion
Communication Services: $2.82 Billion
Healthcare: $2.7 Billion
Industrials: $2.68 Billion
Other: $4.54 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$223B
$9.2 Million 0.0% of portfolio
80
Q4 2023 Reduced 98.41%
$150B
$8.86 Million 0.0% of portfolio
137
Q3 2024 Added 315.15%
$8.49B
$13.4 Million 0.0% of portfolio
200
Q4 2023 Reduced 98.41%
$19B
$13.1 Million 0.0% of portfolio
292
Q3 2024 Added 3.18%
$7.7B
$446,000 0.0% of portfolio
4
Q3 2024 New
$78.8B
$8.87 Million 0.0% of portfolio
32
Q3 2024 Added 6.67%
-
$11.1 Million 0.0% of portfolio
-
Q3 2024 Reduced 26.88%
$8.77B
$3.75 Million 0.0% of portfolio
140
Q3 2024 New
$513B
$11.2 Million 0.0% of portfolio
66
Q3 2024 New
$80.7B
$9.46 Million 0.0% of portfolio
9
Q3 2024 New
$418M
$769,000 0.0% of portfolio
62
Q3 2024 New
$298M
$42,000 0.0% of portfolio
4,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 7,258
  • Current Value $334 Billion
  • Prior Value $310 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 141 stocks
  • Additional Purchases 192 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
Track This Portfolio

Track Strategic Investment Solutions, Inc. /Il Portfolio

Follow Strategic Investment Solutions, Inc. /Il and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Investment Solutions, Inc. /Il, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Investment Solutions, Inc. /Il with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email