Strategic Investment Solutions, Inc. /Il Incresed Positions in Q4 2024

Strategic Investment Solutions, Inc. /Il

  • $299 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
44
+ 0.93%
$31.58 - $36.88 $1.39K - $1.62K
4.76K $163M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1
+ 2.7%
$57.53 - $60.83 $57.5 - $60.8
38 $2.77M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.97K
+ 194.55%
$22.4 - $68.28 $44K - $134K
2.98K $69M
BHF
Brighthouse Financial, Inc.

Financial Services
7
+ 175.0%
$43.95 - $52.91 $308 - $370
11 $562K
RTX
Raytheon Technologies Corp

Industrials
103
+ 33.01%
$114.45 - $127.21 $11.8K - $13.1K
415 $38.2M
FDX
Fedex Corp

Industrials
1
+ 3.13%
$260.5 - $305.15 $261 - $305
33 $9.16M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
166
+ 100.0%
$27.45 - $55.56 $4.56K - $9.22K
332 $9.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2
+ 1.2%
$100.22 - $100.73 $200 - $201
169 $17M
TFC
Truist Financial Corp

Financial Services
1
+ 0.72%
$41.51 - $48.1 $41.5 - $48.1
139 $6.04M
Yieldmax Nvda Optn Inc
6
+ 16.22%
N/A
43 $1.01M
TCNNF
Trulieve Cannabis Corp.

Healthcare
50
+ 200.0%
$4.49 - $13.49 $225 - $675
75 $391K
TAP
Molson Coors Beverage CO

Consumer Defensive
3
+ 0.83%
$53.97 - $63.88 $162 - $192
363 $20.8M
BETZ
Listed Fds Trroundhill Sports
4
+ 0.68%
N/A
589 $11.2M
VVR
Invesco Senior Income Trust

Financial Services
13
+ 3.3%
$3.83 - $4.07 $49.8 - $52.9
407 $1.61M
Annaly Cap Mgmt Inc
1
+ 6.25%
N/A
17 $302K
SPH
Suburban Propane Partners LP

Utilities
2
+ 1.36%
$17.0 - $19.85 $34 - $39.7
149 $2.57M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
15
+ 2.89%
$13.12 - $14.37 $197 - $216
534 $7.26M
OGN
Organon & Co.

Healthcare
1
+ 4.17%
$14.44 - $18.83 $14.4 - $18.8
25 $368K
T
At&T Inc.

Communication Services
381
+ 4.57%
$21.22 - $23.88 $8.08K - $9.1K
8.71K $183M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5
+ 0.99%
$22.39 - $23.45 $112 - $117
512 $11.8M
PANW
Palo Alto Networks Inc

Technology
55
+ 63.95%
$181.96 - $405.9 $10K - $22.3K
141 $29.2M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2
+ 1.57%
$61.87 - $64.86 $124 - $130
129 $8.02M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 1.56%
$57.29 - $63.1 $57.3 - $63.1
65 $3.74M
RXO
Rxo, Inc.
1
+ 1.0%
$23.46 - $31.9 $23.5 - $31.9
101 $2.41M
Oil CO Lukoil Pjsc Xxx
8.63K
+ 379.67%
N/A
10.9K $25.1M
TSCO
Tractor Supply CO

Consumer Cyclical
120
+ 400.0%
$52.59 - $303.74 $6.31K - $36.4K
150 $7.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.9%
$44.04 - $49.49 $88.1 - $99
224 $9.85M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
484
+ 102.11%
$22.63 - $47.53 $11K - $23K
958 $21.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
548
+ 4.85%
N/A
11.8K $1.09B
EEM
Ishares Msci Emerging Markets

ETFs
4
+ 1.54%
$41.82 - $47.36 $167 - $189
264 $11M
KMB
Kimberly Clark Corp

Consumer Defensive
54
+ 11.18%
$130.37 - $146.09 $7.04K - $7.89K
537 $67.8M
CVX
Chevron Corp

Energy
15
+ 0.46%
$141.15 - $162.53 $2.12K - $2.44K
3.26K $477M
WY
Weyerhaeuser CO

Real Estate
2
+ 0.95%
$27.21 - $33.7 $54.4 - $67.4
212 $5.96M
SWBI
Smith & Wesson Brands, Inc.

Industrials
5
+ 1.17%
$9.79 - $14.1 $48.9 - $70.5
432 $4.36M
WEC
Wec Energy Group, Inc.

Utilities
5
+ 0.6%
$92.94 - $101.82 $465 - $509
845 $79.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9
+ 0.65%
$48.33 - $49.08 $435 - $442
1.39K $66.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
60
+ 5.04%
$26.63 - $30.23 $1.6K - $1.81K
1.25K $33.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.25%
$106.33 - $110.69 $106 - $111
405 $43.1M
IEFA
Ishares Tr

ETFs
3
+ 1.35%
$70.06 - $77.43 $210 - $232
226 $15.9M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.32%
$130.36 - $139.54 $130 - $140
312 $41.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 0.79%
$71.75 - $75.11 $359 - $376
634 $45.6M
KRG
Kite Realty Group Trust

Real Estate
17
+ 0.99%
$24.49 - $27.85 $416 - $473
1.73K $43.6M
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.43%
$29.69 - $38.02 $29.7 - $38
233 $7.03M
DG
Dollar General Corp

Consumer Defensive
1
+ 0.43%
$73.27 - $84.47 $73.3 - $84.5
235 $17.8M
DVN
Devon Energy Corp

Energy
2
+ 0.6%
$30.52 - $42.96 $61 - $85.9
336 $11M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.14K
+ 197.37%
$27.54 - $83.04 $196K - $592K
10.8K $298M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.38%
$131.66 - $144.0 $132 - $144
264 $34.8M
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.63%
$123.83 - $146.07 $124 - $146
160 $19.9M
KR
Kroger CO

Consumer Defensive
81
+ 6.82%
$55.21 - $63.3 $4.47K - $5.13K
1.27K $64.2M
Activity Summary
Buys All Purchases 245 New Holdings 68 Increased Positions 177 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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