Strategic Investment Advisors Purchases in Q4 2024

Strategic Investment Advisors

  • $940 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.43K
+ 9.31%
$42.33 - $43.3 $145K - $148K
40.2K $1.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
152
+ 33.55%
$481.22 - $538.17 $73.1K - $81.8K
605 $309K
DE
Deere & CO

Industrials
187
+ 16.11%
$389.45 - $466.0 $72.8K - $87.1K
1.35K $571K
ATO
Atmos Energy Corp

Utilities
593
+ 17.83%
$136.41 - $151.43 $80.9K - $89.8K
3.92K $545K
GOOG
Alphabet Inc.

Communication Services
41
+ 1.4%
$163.08 - $198.16 $6.69K - $8.12K
2.97K $566K
IR
Ingersoll Rand Inc.

Industrials
1.22K
+ 26.84%
$90.46 - $105.35 $110K - $129K
5.77K $521K
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 7.64%
$567.81 - $607.81 $55.6K - $59.6K
1.38K $809K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.32K
+ 7.46%
$88.59 - $94.57 $117K - $125K
19.1K $1.69M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.56K
+ 7.87%
$80.13 - $83.77 $125K - $131K
21.4K $1.72M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.92%
$873.59 - $994.69 $10.5K - $11.9K
1.32K $1.21M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
42.7K
New
$1.07 - $1.47 $45.7K - $62.7K
42.7K $45K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.1K
+ 12.56%
$48.33 - $49.08 $53.1K - $53.9K
9.85K $476K
XOM
Exxon Mobil Corp

Energy
1.97K
+ 11.33%
$105.51 - $125.37 $208K - $247K
19.4K $2.08M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.46K
+ 12.99%
$99.04 - $109.59 $145K - $160K
12.7K $1.27M
SONY
Sony Group Corp

Technology
10.9K
+ 405.1%
$17.53 - $96.8 $191K - $1.05M
13.6K $286K
TXN
Texas Instruments Inc

Technology
102
+ 2.15%
N/A
4.84K $941K
MUSA
Murphy Usa Inc.

Consumer Cyclical
20
+ 3.09%
$473.11 - $555.48 $9.46K - $11.1K
668 $335K
CVX
Chevron Corp

Energy
109
+ 7.65%
$141.15 - $162.53 $15.4K - $17.7K
1.53K $222K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.14K
+ 2.1%
$77.02 - $78.58 $87.9K - $89.7K
55.6K $4.29M
ALL
Allstate Corp

Financial Services
30
+ 2.11%
$181.25 - $208.2 $5.44K - $6.25K
1.45K $279K
STLD
Steel Dynamics Inc

Basic Materials
66
+ 0.66%
N/A
10.1K $990K
MUB
Ishares National Muni Bond ETF

ETFs
191
+ 2.68%
$105.78 - $108.7 $20.2K - $20.8K
7.32K $780K
K
Kellogg CO

Consumer Defensive
26
+ 0.51%
$80.34 - $81.29 $2.09K - $2.11K
5.15K $416K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.75K
+ 4.95%
$21.43 - $22.55 $37.5K - $39.4K
37K $798K
IBM
International Business Machines Corp

Technology
18
+ 1.69%
$204.9 - $238.04 $3.69K - $4.28K
1.08K $237K
UTHR
United Therapeutics Corp

Healthcare
95
+ 1.61%
$348.66 - $410.0 $33.1K - $39K
5.98K $2.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.76K
+ 193.84%
$22.4 - $68.28 $129K - $393K
8.72K $202K
Thomson Reuters Corp
62
+ 2.75%
N/A
2.32K $0
Labcorp Holdings Inc
22
+ 1.88%
N/A
1.19K $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.42%
$65.67 - $69.79 $2.89K - $3.07K
10.5K $702K
Arista Networks Inc
4.65K
New
N/A
4.65K $0
GLD
Spdr Gold Trust

ETFs
4
+ 0.48%
$236.59 - $257.5 $946 - $1.03K
835 $202K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
264
+ 2.15%
$23.29 - $23.93 $6.15K - $6.32K
12.6K $294K
HYD
Vaneck High Yield Muni ETF

ETFs
137
+ 2.01%
$51.09 - $53.06 $7K - $7.27K
6.96K $361K
CHKP
Check Point Software Technologies LTD

Technology
60
+ 2.72%
$170.18 - $209.01 $10.2K - $12.5K
2.26K $422K
NSC
Norfolk Southern Corp

Industrials
5
+ 0.5%
$230.6 - $277.0 $1.15K - $1.39K
1.01K $235K
LSTR
Landstar System Inc

Industrials
42
+ 3.64%
$171.86 - $192.81 $7.22K - $8.1K
1.2K $205K
RTX
Raytheon Technologies Corp

Industrials
37
+ 1.01%
$114.45 - $127.21 $4.23K - $4.71K
3.71K $429K
EEM
Ishares Msci Emerging Markets

ETFs
1
+ 0.02%
$41.82 - $47.36 $41.8 - $47.4
4.85K $202K
PGR
Progressive Corp

Financial Services
30
+ 1.48%
$239.6 - $268.88 $7.19K - $8.07K
2.05K $491K
STLA
Stellantis N.V.

Consumer Cyclical
607
+ 1.86%
$12.37 - $13.99 $7.51K - $8.49K
33.2K $433K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
178
+ 0.98%
$12.61 - $15.33 $2.24K - $2.73K
18.3K $234K
MDT
Medtronic PLC

Healthcare
8
+ 0.21%
$79.61 - $92.24 $637 - $738
3.73K $298K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.01K
+ 8.58%
$114.08 - $125.68 $230K - $253K
25.5K $2.92M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
747
+ 2.87%
$74.5 - $78.37 $55.7K - $58.5K
26.8K $2M
RNR
Renaissancere Holdings LTD

Financial Services
9
+ 0.52%
$241.97 - $287.47 $2.18K - $2.59K
1.74K $433K
JNJ
Johnson & Johnson

Healthcare
100
+ 2.79%
$143.34 - $165.86 $14.3K - $16.6K
3.69K $533K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
58
+ 0.37%
$34.13 - $37.35 $1.98K - $2.17K
15.6K $533K
BND
Vanguard Bd Index Fd Inc Total

ETFs
651
+ 1.97%
$71.75 - $75.11 $46.7K - $48.9K
33.8K $2.43M
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
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