Strategic Investment Advisors Portfolio Holdings
Strategic Investment Advisors
- $941 Million
- Q1 2025
Strategic Investment Advisors has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $941 Million distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $82.6M, Vanguard Ftse Developed Market with a value of $52.7M, Vanguard Mega Cap Growth ETF with a value of $45.9M, Vanguard Growth ETF with a value of $45.8M, and Vanguard Value ETF with a value of $40.8M.
Examining the 13F form we can see an increase of $1.06M in the current position value, from $940M to 941M.
Strategic Investment Advisors is based out at Farmington Hills, MI
Below you can find more details about Strategic Investment Advisors portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 236
- Current Value $941 Million
- Prior Value $940 Million
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 21 stocks
- Additional Purchases 84 stocks
- Sold out of 0 stocks
- Reduced holdings in 128 stocks