Strategic Investment Advisors Reduced Holdings in Q4 2024

Strategic Investment Advisors

  • $940 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
-47.2K
- 81.89%
$83.95 - $97.9 $3.96M - $4.62M
10.4K $964K
BLDR
Builders First Source, Inc.

Industrials
-334
- 1.99%
$142.93 - $198.25 $47.7K - $66.2K
16.4K $2.35M
NEE
Nextera Energy Inc

Utilities
-7.79K
- 32.15%
$69.77 - $85.43 $543K - $665K
16.4K $1.18M
CMCSA
Comcast Corp

Communication Services
-11.3K
- 17.9%
$37.39 - $45.14 $422K - $510K
51.8K $1.94M
CI
Cigna Corp

Healthcare
-489
- 7.85%
$265.59 - $358.58 $130K - $175K
5.74K $1.58M
QCOM
Qualcomm Inc

Technology
-2.46K
- 26.36%
$150.4 - $178.04 $369K - $437K
6.86K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
-545
- 17.36%
$485.52 - $625.25 $265K - $341K
2.6K $1.31M
MSFT
Microsoft Corp

Technology
-271
- 0.76%
$406.35 - $454.46 $110K - $123K
35.2K $14.8M
VZ
Verizon Communications Inc

Communication Services
-241
- 0.32%
$39.6 - $45.21 $9.54K - $10.9K
74K $2.96M
UBER
Uber Technologies, Inc

Technology
-3.18K
- 30.04%
$59.93 - $86.34 $191K - $275K
7.41K $446K
PFE
Pfizer Inc

Healthcare
-4.29K
- 4.75%
$24.8 - $30.19 $106K - $130K
86K $2.28M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-6.89K
- 36.21%
$39.3 - $41.34 $271K - $285K
12.1K $477K
MRK
Merck & Co., Inc.

Healthcare
-1.55K
- 15.35%
$96.31 - $114.76 $149K - $177K
8.52K $847K
PG
Procter & Gamble CO

Consumer Defensive
-691
- 2.46%
$161.05 - $179.7 $111K - $124K
27.4K $4.6M
VICI
Vici Properties Inc.

Real Estate
-1.09K
- 2.21%
$28.27 - $33.19 $30.9K - $36.2K
48.4K $1.41M
GE
General Electric CO

Industrials
-239
- 3.34%
$159.95 - $194.23 $38.2K - $46.4K
6.91K $1.15M
DELL
Dell Technologies Inc.

Technology
-1.33K
- 10.73%
$111.96 - $144.21 $148K - $191K
11K $1.27M
EXPD
Expeditors International Of Washington Inc

Industrials
-123
- 1.41%
$110.5 - $128.26 $13.6K - $15.8K
8.59K $951K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-174
- 16.88%
$501.29 - $612.85 $87.2K - $107K
857 $445K
CAT
Caterpillar Inc

Industrials
-157
- 3.55%
$360.37 - $416.88 $56.6K - $65.5K
4.26K $1.55M
ADBE
Adobe Inc.

Technology
-150
- 9.51%
$437.39 - $552.96 $65.6K - $82.9K
1.43K $635K
CVS
Cvs Health Corp

Healthcare
-456
- 5.22%
$43.78 - $67.46 $20K - $30.8K
8.27K $371K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-18
- 0.11%
$209.89 - $233.24 $3.78K - $4.2K
15.8K $3.36M
AFL
Aflac Inc

Financial Services
-172
- 0.93%
$100.37 - $115.27 $17.3K - $19.8K
18.3K $1.89M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-878
- 11.15%
$59.25 - $72.99 $52K - $64.1K
6.99K $417K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.47K
- 11.35%
$38.37 - $42.82 $94.9K - $106K
19.3K $741K
GIS
General Mills Inc

Consumer Defensive
-265
- 1.95%
$62.78 - $74.62 $16.6K - $19.8K
13.3K $850K
FANG
Diamondback Energy, Inc.

Energy
-511
- 7.02%
$153.06 - $199.5 $78.2K - $102K
6.76K $1.11M
GD
General Dynamics Corp

Industrials
-295
- 17.33%
$260.28 - $314.03 $76.8K - $92.6K
1.41K $370K
MPC
Marathon Petroleum Corp

Energy
-374
- 9.85%
$131.65 - $174.84 $49.2K - $65.4K
3.42K $477K
MCHP
Microchip Technology Inc

Technology
-45
- 0.79%
$55.51 - $79.05 $2.5K - $3.56K
5.63K $322K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-29
- 0.18%
$75.1 - $82.99 $2.18K - $2.41K
16.1K $1.22M
RE
Everest Re Group LTD

Financial Services
-331
- 5.43%
N/A
5.76K $2.14M
KMB
Kimberly Clark Corp

Consumer Defensive
-483
- 10.28%
$130.37 - $146.09 $63K - $70.6K
4.21K $552K
PH
Parker Hannifin Corp

Industrials
-190
- 10.81%
$621.74 - $709.46 $118K - $135K
1.57K $997K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.06%
$396.64 - $516.74 $397 - $517
1.79K $719K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-873
- 11.46%
$64.91 - $73.47 $56.7K - $64.1K
6.74K $439K
AMD
Advanced Micro Devices Inc

Technology
-148
- 7.56%
$118.88 - $172.8 $17.6K - $25.6K
1.81K $218K
PEG
Public Service Enterprise Group Inc

Utilities
-195
- 1.1%
$81.87 - $94.51 $16K - $18.4K
17.6K $1.49M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-2.04K
- 11.17%
$26.79 - $30.35 $54.7K - $61.9K
16.2K $440K
OHI
Omega Healthcare Investors Inc

Real Estate
-271
- 0.92%
$37.51 - $42.56 $10.2K - $11.5K
29.3K $1.11M
DHR
Danaher Corp

Healthcare
-89
- 5.94%
$226.16 - $274.52 $20.1K - $24.4K
1.41K $323K
MSI
Motorola Solutions, Inc.

Technology
-242
- 14.98%
$449.08 - $504.6 $109K - $122K
1.37K $635K
DTE
Dte Energy CO

Utilities
-115
- 1.21%
$117.04 - $129.77 $13.5K - $14.9K
9.39K $1.13M
STZ
Constellation Brands, Inc.

Consumer Defensive
-181
- 15.66%
$219.66 - $257.62 $39.8K - $46.6K
975 $215K
RGA
Reinsurance Group Of America Inc

Financial Services
-311
- 10.75%
$201.26 - $231.95 $62.6K - $72.1K
2.58K $551K
SYY
Sysco Corp

Consumer Defensive
-842
- 10.48%
$73.63 - $81.77 $62K - $68.9K
7.2K $550K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-335
- 9.59%
$174.22 - $187.62 $58.4K - $62.9K
3.16K $553K
F
Ford Motor CO

Consumer Cyclical
-2.97K
- 4.77%
$9.69 - $11.4 $28.8K - $33.8K
59.3K $586K
Activity Summary
Buys All Purchases 119 New Holdings 13 Increased Positions 106 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Strategic Investment Advisors Portfolio

Follow Strategic Investment Advisors 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 Advisors , based on Form 13F filings with the SEC.

News

Stay updated on Strategic Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email