Strategic Point Investment Advisors, LLC Portfolio Holdings

Strategic Point Investment Advisors, LLC

  • $648 Million
  • Q2 2025

Strategic Point Investment Advisors, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $648 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 $98M, Ishares Barclays 3 7 Yr Treas with a value of $69.6M, Ishares Core S&P 500 ETF with a value of $61.1M, Ishares Core S&P Total U.S. St with a value of $46.6M, and Ishares S&P 500 Value ETF with a value of $45.8M.

Examining the 13F form we can see an increase of $48.1M in the current position value, from $600M to 648M.

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 $648 Million
ETFs: $646 Million
Technology: $2.13 Million
Consumer Defensive: $239,000
Healthcare: $201,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $648 Million
  • Prior Value $600 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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