Strategic Point Investment Advisors, LLC Purchases in Q4 2025

Strategic Point Investment Advisors, LLC

  • $746 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
116K
+ 100.62%
$278.39 - $304.13 $32.2M - $35.2M
231K $66.4M
IVV
Ishares Core S&P 500 ETF

ETFs
4.35K
+ 4.3%
$656.2 - $690.71 $2.85M - $3M
105K $71.2M
IAU
Ishares Gold Trust

ETFs
5.82K
+ 1.1%
$72.65 - $82.5 $423K - $480K
533K $41M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
20K
+ 3.36%
$119.13 - $120.38 $2.38M - $2.41M
615K $73.4M
IVE
Ishares S&P 500 Value ETF

ETFs
3.78K
+ 1.59%
$202.52 - $212.07 $766K - $802K
242K $50.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
44.7K
+ 4.12%
$30.13 - $30.32 $1.35M - $1.35M
1.13M $34M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.39K
+ 1.77%
$82.92 - $88.2 $364K - $387K
252K $22.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.13K
+ 1.46%
$142.79 - $150.05 $732K - $769K
355K $52M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.39K
+ 1.44%
$459.47 - $491.71 $638K - $682K
97.6K $46M
VGSH
Vanguard

ETFs
15.3K
+ 3.69%
$58.64 - $58.96 $896K - $901K
429K $25.2M
IXUS
Ishares Tr

ETFs
4.81K
+ 2.32%
$81.21 - $85.27 $390K - $410K
212K $17.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.74K
+ 2.62%
$191.01 - $199.18 $523K - $545K
107K $20.8M
IEFA
Ishares Tr

ETFs
1.59K
+ 0.71%
$86.09 - $89.88 $137K - $143K
227K $20.2M
IEF
Ishares Barclays

ETFs
4.41K
+ 2.9%
$96.12 - $97.72 $424K - $431K
157K $15.1M
LLY
Eli Lilly & CO

Healthcare
258
New
$799.57 - $1025.28 $206K - $265K
258 $263K
JNJ
Johnson & Johnson

Healthcare
1.08K
New
$185.98 - $199.58 $200K - $215K
1.08K $215K
IDXX
Idexx Laboratories Inc

Healthcare
300
New
$616.15 - $722.94 $185K - $217K
300 $206K
XLI
Industrial Sector Spdr

ETFs
1.99K
+ 1.79%
$149.9 - $155.79 $298K - $310K
113K $17.2M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
6.5K
+ 3.09%
$73.1 - $76.24 $475K - $495K
217K $16.1M
VTI
Vanguard Total Stock Market Et

ETFs
31
+ 0.15%
$321.8 - $337.95 $9.98K - $10.5K
20.9K $6.89M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
35
+ 0.26%
$68.22 - $71.43 $2.39K - $2.5K
13.7K $963K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
570
+ 0.75%
$25.18 - $25.37 $14.4K - $14.5K
76.5K $1.93M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
127
+ 0.3%
$92.34 - $95.43 $11.7K - $12.1K
42.8K $4.03M
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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