Strategic Investment Advisors Incresed Positions in Q1 2025

Strategic Investment Advisors

  • $941 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
71.1K
+ 7.37%
$47.4 - $52.99 $3.37M - $3.77M
1.04M $52.7M
IEFA
Ishares Tr

ETFs
36.8K
+ 7.55%
$69.57 - $78.65 $2.56M - $2.89M
524K $39.6M
MGV
Vanguard Mega Cap Value

ETFs
23.8K
+ 8.98%
$123.61 - $133.01 $2.95M - $3.17M
289K $37.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
44.6K
+ 11.6%
$42.5 - $46.71 $1.89M - $2.08M
429K $19.4M
FOXA
Fox Corp

Communication Services
40.7K
+ 743.13%
$47.9 - $58.0 $1.95M - $2.36M
46.2K $2.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.7K
+ 7.85%
$507.05 - $563.67 $5.93M - $6.59M
161K $82.6M
IEMG
Ishares Inc

ETFs
25.1K
+ 8.2%
N/A
331K $17.8M
T
At&T Inc.

Communication Services
3.47K
+ 1.86%
$21.56 - $28.28 $74.8K - $98.1K
190K $5.36M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.4K
+ 4.94%
$91.45 - $91.75 $1.04M - $1.04M
242K $22.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.21K
+ 9.8%
$156.61 - $168.02 $1.13M - $1.21M
80.7K $13M
SYF
Synchrony Financial

Financial Services
23.7K
+ 79.01%
$51.9 - $70.63 $1.23M - $1.67M
53.6K $2.84M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
14.3K
+ 11.38%
$49.67 - $51.43 $711K - $736K
140K $7.16M
TIP
Ishares Tr Tips Bd ETF

ETFs
972
+ 0.62%
$106.22 - $111.09 $103K - $108K
159K $17.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.9K
+ 7.83%
$44.68 - $46.49 $621K - $646K
191K $8.87M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.9K
+ 4.2%
$51.52 - $52.37 $615K - $625K
296K $15.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.99K
+ 2.94%
$105.1 - $109.61 $420K - $438K
140K $15.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.32K
+ 10.14%
$237.72 - $276.98 $1.03M - $1.2M
46.9K $11.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
42.8K
+ 5.8%
$20.7 - $21.15 $886K - $906K
781K $16.2M
EMB
Ishares Tr

ETFs
2.94K
+ 1.94%
$88.64 - $92.03 $261K - $271K
155K $14M
VO
Vanguard Mid Cap ETF

ETFs
2.18K
+ 10.36%
$251.87 - $277.95 $548K - $605K
23.2K $5.99M
HYG
Ishares Tr

ETFs
4.95K
+ 2.94%
$78.51 - $80.11 $389K - $397K
174K $13.7M
VBR
Vanguard Small Cap Value ETF

ETFs
6.55K
+ 9.49%
$183.02 - $207.75 $1.2M - $1.36M
75.7K $14.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.67K
+ 8.39%
$196.12 - $229.48 $524K - $613K
34.5K $6.97M
EWC
Ishares Msci Canada ETF

ETFs
7.8K
+ 8.0%
$39.3 - $42.52 $306K - $331K
105K $4.29M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.62K
+ 13.74%
$87.68 - $94.52 $229K - $247K
21.7K $2.03M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.1K
+ 8.25%
$110.75 - $119.78 $233K - $252K
27.6K $3.19M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.43K
+ 15.98%
$42.38 - $43.28 $272K - $278K
46.6K $1.98M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.41K
+ 14.63%
$25.54 - $27.64 $189K - $205K
58.1K $1.58M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.65K
+ 50.09%
$203.38 - $274.79 $335K - $453K
4.94K $1.01M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
488
+ 7.95%
$132.75 - $177.12 $64.8K - $86.4K
6.63K $1.01M
FANG
Diamondback Energy, Inc.

Energy
1.62K
+ 23.88%
$139.9 - $180.18 $226K - $291K
8.38K $1.34M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.59K
+ 6.4%
$32.5 - $33.3 $182K - $186K
92.9K $3.09M
XOM
Exxon Mobil Corp

Energy
16
+ 0.08%
$105.44 - $118.93 $1.69K - $1.9K
19.4K $2.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.98K
+ 31.87%
$33.84 - $37.77 $168K - $188K
20.6K $749K
UBER
Uber Technologies, Inc

Technology
1.59K
+ 21.42%
$63.17 - $81.49 $100K - $129K
9K $655K
CVS
Cvs Health Corp

Healthcare
194
+ 2.35%
$44.22 - $68.64 $8.58K - $13.3K
8.47K $573K
MUB
Ishares National Muni Bond ETF

ETFs
1.96K
+ 26.81%
$104.71 - $107.69 $206K - $211K
9.29K $979K
UNH
Unitedhealth Group Inc

Healthcare
283
+ 10.91%
$461.52 - $548.18 $131K - $155K
2.88K $1.51M
WMT
Walmart Inc.

Consumer Defensive
2.5K
+ 23.33%
$84.5 - $105.05 $211K - $263K
13.2K $1.16M
ABT
Abbott Laboratories

Healthcare
155
+ 2.13%
$111.1 - $140.22 $17.2K - $21.7K
7.43K $985K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.4K
+ 4.76%
$66.9 - $71.57 $93.6K - $100K
30.8K $2.17M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1K
+ 3.74%
$73.78 - $76.59 $73.9K - $76.7K
27.8K $2.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
310
+ 51.24%
$468.34 - $539.52 $145K - $167K
915 $429K
DIS
Walt Disney CO

Communication Services
1.66K
+ 48.19%
$96.87 - $114.0 $160K - $189K
5.09K $502K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.44K
+ 21.33%
$60.44 - $69.57 $86.9K - $100K
8.18K $545K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
518
+ 2.97%
$114.57 - $118.14 $59.3K - $61.2K
18K $2.12M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
469
+ 3.69%
$97.25 - $104.79 $45.6K - $49.1K
13.2K $1.37M
MNST
Monster Beverage Corp

Consumer Defensive
1.29K
+ 30.36%
$46.16 - $58.58 $59.6K - $75.7K
5.55K $324K
COP
Conocophillips

Energy
770
+ 30.6%
$88.6 - $105.85 $68.2K - $81.5K
3.29K $345K
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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