Strategic Investment Advisors Reduced Holdings in Q1 2025

Strategic Investment Advisors

  • $941 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-13.5K
- 9.84%
$369.1 - $427.61 $4.97M - $5.76M
123K $45.8M
AVGO
Broadcom Inc.

Technology
-11.1K
- 23.7%
$167.43 - $244.7 $1.86M - $2.72M
35.8K $6M
NVDA
Nvidia Corp

Technology
-3.68K
- 3.28%
$106.98 - $149.43 $394K - $550K
109K $11.8M
GOOGL
Alphabet Inc.

Communication Services
-3.58K
- 6.04%
$154.33 - $206.19 $553K - $739K
55.7K $8.62M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-32K
- 9.34%
$81.83 - $82.73 $2.62M - $2.65M
311K $25.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-780
- 1.8%
$190.26 - $242.06 $148K - $189K
42.5K $8.08M
PFE
Pfizer Inc

Healthcare
-39K
- 45.37%
$25.01 - $27.13 $976K - $1.06M
47K $1.19M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.71K
- 62.4%
$554.06 - $615.85 $948K - $1.05M
1.03K $579K
CAT
Caterpillar Inc

Industrials
-2.57K
- 60.23%
$326.75 - $407.63 $839K - $1.05M
1.7K $559K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-10.1K
- 68.71%
$64.88 - $72.1 $655K - $728K
4.6K $302K
DELL
Dell Technologies Inc.

Technology
-4.15K
- 37.62%
$90.34 - $124.66 $375K - $517K
6.87K $626K
GILD
Gilead Sciences, Inc.

Healthcare
-7.56K
- 72.38%
$89.14 - $117.41 $674K - $888K
2.88K $323K
META
Meta Platforms, Inc.

Communication Services
-712
- 4.94%
$576.36 - $736.67 $410K - $525K
13.7K $7.9M
IRM
Iron Mountain Inc

Real Estate
-4.49K
- 43.35%
$82.79 - $111.31 $371K - $499K
5.86K $504K
VTV
Vanguard Value ETF

ETFs
-8.05K
- 3.3%
$167.73 - $179.21 $1.35M - $1.44M
236K $40.8M
VST
Vistra Corp.

Utilities
-771
- 3.58%
$108.49 - $191.89 $83.6K - $148K
20.7K $2.44M
NEE
Nextera Energy Inc

Utilities
-6.7K
- 40.73%
$66.96 - $76.16 $448K - $510K
9.74K $690K
MRK
Merck & Co., Inc.

Healthcare
-4.4K
- 51.65%
$83.01 - $101.02 $365K - $445K
4.12K $369K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-2.4K
- 38.78%
$161.03 - $235.53 $386K - $565K
3.79K $626K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-4.39K
- 39.35%
$94.86 - $97.12 $417K - $426K
6.77K $644K
ORCL
Oracle Corp

Technology
-1.24K
- 15.13%
$139.81 - $186.47 $173K - $230K
6.93K $968K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-474
- 3.01%
$302.31 - $337.54 $143K - $160K
15.3K $4.68M
UTHR
United Therapeutics Corp

Healthcare
-382
- 6.38%
$304.42 - $380.78 $116K - $145K
5.6K $1.73M
CRM
Salesforce, Inc.

Technology
-240
- 5.76%
$268.36 - $359.95 $64.4K - $86.4K
3.93K $1.05M
BLDR
Builders First Source, Inc.

Industrials
-266
- 1.62%
$122.8 - $173.51 $32.7K - $46.2K
16.1K $2.02M
WSM
Williams Sonoma Inc

Consumer Cyclical
-138
- 1.38%
$158.1 - $217.71 $21.8K - $30K
9.89K $1.56M
TROW
Price T Rowe Group Inc

Financial Services
-354
- 2.91%
$91.57 - $116.93 $32.4K - $41.4K
11.8K $1.08M
NOW
Service Now, Inc.

Technology
-73
- 9.16%
$783.83 - $1170.39 $57.2K - $85.4K
724 $576K
STLA
Stellantis N.V.

Consumer Cyclical
-16.4K
- 49.32%
$11.21 - $14.21 $184K - $233K
16.8K $188K
STLD
Steel Dynamics Inc

Basic Materials
-2.43K
- 24.08%
N/A
7.67K $752K
AXP
American Express CO

Financial Services
-356
- 6.97%
$255.39 - $325.87 $90.9K - $116K
4.75K $1.28M
DAL
Delta Air Lines, Inc.

Industrials
-854
- 7.21%
$43.6 - $69.06 $37.2K - $59K
11K $479K
CDNS
Cadence Design Systems Inc

Technology
-130
- 2.96%
$233.96 - $324.52 $30.4K - $42.2K
4.27K $1.08M
CSCO
Cisco Systems, Inc.

Technology
-4.49K
- 24.88%
$58.74 - $64.87 $264K - $291K
13.5K $835K
JPM
Jpmorgan Chase & CO

Financial Services
-1.4K
- 6.12%
$225.19 - $279.95 $315K - $392K
21.5K $5.27M
SRE
Sempra Energy

Utilities
-345
- 3.64%
$67.85 - $87.67 $23.4K - $30.2K
9.13K $651K
NVO
Novo Nordisk A S

Healthcare
-713
- 9.38%
$69.3 - $90.95 $49.4K - $64.8K
6.89K $478K
LEN
Lennar Corp

Consumer Cyclical
-49
- 0.62%
$113.93 - $141.54 $5.58K - $6.94K
7.85K $901K
GOOG
Alphabet Inc.

Communication Services
-384
- 12.91%
$156.06 - $207.71 $59.9K - $79.8K
2.59K $404K
GD
General Dynamics Corp

Industrials
-628
- 44.63%
$241.94 - $272.58 $152K - $171K
779 $212K
ADBE
Adobe Inc.

Technology
-117
- 8.19%
$377.84 - $464.11 $44.2K - $54.3K
1.31K $502K
AMAT
Applied Materials Inc

Technology
-257
- 4.98%
$145.06 - $195.51 $37.3K - $50.2K
4.91K $711K
WDAY
Workday, Inc.

Technology
-185
- 5.44%
$233.53 - $277.82 $43.2K - $51.4K
3.21K $750K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.34K
- 17.29%
$37.07 - $40.63 $124K - $136K
16K $629K
PEG
Public Service Enterprise Group Inc

Utilities
-702
- 3.99%
$78.2 - $90.39 $54.9K - $63.5K
16.9K $1.39M
BNDX
Vanguard Total International B

ETFs
-1.02K
- 0.5%
$48.33 - $49.5 $49.3K - $50.5K
203K $9.91M
XLC
Select Sector Spdr Tr Communic

ETFs
-956
- 20.2%
$94.84 - $105.31 $90.7K - $101K
3.78K $364K
PHM
Pultegroup Inc

Consumer Cyclical
-514
- 8.07%
$101.09 - $118.51 $52K - $60.9K
5.86K $602K
SPY
Spdr S&P 500 ETF Trust

ETFs
-89
- 6.44%
$551.42 - $612.93 $49.1K - $54.6K
1.29K $722K
Activity Summary
Buys All Purchases 105 New Holdings 21 Increased Positions 84 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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