Strategic Investment Advisors Reduced Holdings in Q4 2024

Strategic Investment Advisors

  • $940 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-314
- 8.96%
$73.36 - $89.13 $23K - $28K
3.19K $241K
SWKS
Skyworks Solutions, Inc.

Technology
-117
- 2.16%
$83.18 - $99.15 $9.73K - $11.6K
5.31K $470K
ORCL
Oracle Corp

Technology
-179
- 2.15%
$165.41 - $192.43 $29.6K - $34.4K
8.16K $1.36M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-735
- 10.76%
$46.46 - $51.66 $34.1K - $38K
6.09K $293K
AME
Ametek Inc

Industrials
-454
- 14.29%
$165.89 - $197.38 $75.3K - $89.6K
2.72K $490K
PEP
Pepsico Inc

Consumer Defensive
-82
- 3.78%
$151.29 - $176.1 $12.4K - $14.4K
2.09K $317K
ACN
Accenture PLC

Technology
-139
- 11.21%
$343.9 - $376.86 $47.8K - $52.4K
1.1K $387K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-31
- 0.66%
$442.29 - $483.08 $13.7K - $15K
4.65K $2.11M
MCD
Mcdonalds Corp

Consumer Cyclical
-44
- 2.2%
$288.47 - $316.54 $12.7K - $13.9K
1.96K $567K
BK
Bank Of New York Mellon Corp

Financial Services
-1.38K
- 10.51%
$70.82 - $81.87 $97.7K - $113K
11.7K $902K
TJX
Tjx Companies Inc

Consumer Cyclical
-554
- 5.36%
$112.15 - $127.2 $62.1K - $70.5K
9.77K $1.18M
LOW
Lowes Companies Inc

Consumer Cyclical
-12
- 1.06%
$244.52 - $284.07 $2.93K - $3.41K
1.12K $276K
XLC
Select Sector Spdr Tr Communic

ETFs
-665
- 12.32%
$89.66 - $102.16 $59.6K - $67.9K
4.73K $458K
KR
Kroger CO

Consumer Defensive
-1.2K
- 10.63%
$55.21 - $63.3 $66K - $75.7K
10.1K $615K
TSN
Tyson Foods, Inc.

Consumer Defensive
-101
- 1.01%
$57.14 - $64.54 $5.77K - $6.52K
9.93K $570K
TMUS
T Mobile Us, Inc.

Communication Services
-346
- 9.96%
$206.1 - $246.94 $71.3K - $85.4K
3.13K $690K
ROP
Roper Technologies Inc

Industrials
-4
- 0.8%
$519.85 - $575.95 $2.08K - $2.3K
495 $257K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-315
- 4.32%
$44.33 - $49.55 $14K - $15.6K
6.97K $313K
HD
Home Depot, Inc.

Consumer Cyclical
-16
- 2.37%
$385.02 - $431.37 $6.16K - $6.9K
659 $256K
BSX
Boston Scientific Corp

Healthcare
-1.01K
- 7.57%
$83.62 - $91.5 $84.5K - $92.5K
12.3K $1.1M
CNP
Centerpoint Energy Inc

Utilities
-1.51K
- 11.04%
$28.58 - $32.66 $43.1K - $49.2K
12.1K $385K
NFLX
Netflix Inc

Communication Services
-196
- 22.61%
$687.65 - $936.56 $135K - $184K
671 $598K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-53
- 0.59%
$56.33 - $61.73 $2.99K - $3.27K
8.91K $506K
ABT
Abbott Laboratories

Healthcare
-71
- 0.97%
$111.93 - $119.39 $7.95K - $8.48K
7.28K $822K
SPMD
Spdr Portfolio

ETFs
-246
- 5.83%
$54.13 - $59.56 $13.3K - $14.7K
3.97K $217K
NXST
Nexstar Media Group, Inc.

Communication Services
-24
- 1.79%
$157.01 - $188.5 $3.77K - $4.52K
1.32K $208K
MNST
Monster Beverage Corp

Consumer Defensive
-231
- 5.15%
$49.24 - $56.38 $11.4K - $13K
4.26K $223K
WDAY
Workday, Inc.

Technology
-221
- 6.11%
$233.85 - $279.91 $51.7K - $61.9K
3.4K $876K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-405
- 2.51%
$311.11 - $335.64 $126K - $136K
15.7K $5.07M
CTSH
Cognizant Technology Solutions Corp

Technology
-21
- 0.15%
$74.37 - $82.32 $1.56K - $1.73K
14K $1.08M
Linde PLC
-213
- 9.85%
N/A
1.95K $0
MAR
Marriott International Inc

Consumer Cyclical
-288
- 10.19%
$246.06 - $292.59 $70.9K - $84.3K
2.54K $707K
JCI
Johnson Controls International PLC

Industrials
-1
- 0.02%
$74.23 - $86.6 $74.2 - $86.6
5.43K $428K
MFC
Manulife Financial Corp

Financial Services
-102
- 0.54%
$29.21 - $32.87 $2.98K - $3.35K
18.8K $578K
FDX
Fedex Corp

Industrials
-112
- 1.51%
$260.5 - $305.15 $29.2K - $34.2K
7.28K $2.05M
MCK
Mckesson Corp

Healthcare
-174
- 10.19%
$482.27 - $628.5 $83.9K - $109K
1.53K $874K
FOXA
Fox Corp

Communication Services
-77
- 1.39%
$41.35 - $49.99 $3.18K - $3.85K
5.48K $266K
AXP
American Express CO

Financial Services
-354
- 6.48%
$267.35 - $305.57 $94.6K - $108K
5.11K $1.52M
SRE
Sempra Energy

Utilities
-51
- 0.54%
$80.81 - $94.77 $4.12K - $4.83K
9.48K $831K
TROW
Price T Rowe Group Inc

Financial Services
-110
- 0.9%
$106.48 - $124.69 $11.7K - $13.7K
12.2K $1.37M
CSCO
Cisco Systems, Inc.

Technology
-1.25K
- 6.49%
$52.45 - $60.02 $65.7K - $75.1K
18K $1.07M
DAL
Delta Air Lines, Inc.

Industrials
-1.46K
- 10.94%
$47.46 - $65.77 $69.1K - $95.7K
11.8K $716K
NOW
Service Now, Inc.

Technology
-82
- 9.33%
$867.18 - $1148.42 $71.1K - $94.2K
797 $844K
MA
Mastercard Inc

Financial Services
-6
- 0.31%
$491.3 - $536.15 $2.95K - $3.22K
1.9K $1M
TS
Tenaris Sa

Energy
-110
- 1.03%
$31.3 - $39.08 $3.44K - $4.3K
10.5K $397K
CRWD
Crowd Strike Holdings, Inc.

Technology
-221
- 9.84%
$275.15 - $388.2 $60.8K - $85.8K
2.03K $692K
MO
Altria Group, Inc.

Consumer Defensive
-16
- 0.03%
$49.06 - $57.74 $785 - $924
56.3K $2.94M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-206
- 3.25%
$110.69 - $154.48 $22.8K - $31.8K
6.14K $780K
WMT
Walmart Inc.

Consumer Defensive
-211
- 1.93%
$79.1 - $95.7 $16.7K - $20.2K
10.7K $968K
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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