Strategic Point Investment Advisors, LLC Portfolio Holdings

Strategic Point Investment Advisors, LLC

  • $606 Million
  • Q3 2024

Strategic Point Investment Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $606 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $95.5M, Ishares Core S&P 500 ETF with a value of $55.8M, Ishares Barclays 3 7 Yr Treas with a value of $47.5M, Ishares S&P 500 Value ETF with a value of $45.8M, and Ishares Core S&P Total U.S. St with a value of $43.7M.

Examining the 13F form we can see an increase of $47.9M in the current position value, from $558M to 606M.

Strategic Point Investment Advisors, LLC is based out at Providence, RI

Below you can find more details about Strategic Point Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $606 Million
ETFs: $603 Million
Technology: $2.12 Million
Consumer Defensive: $242,000
Healthcare: $228,000
Energy: $214,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $606 Million
  • Prior Value $558 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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