Strategic Point Investment Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $600 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $89.8M, Ishares Barclays 3 7 Yr Treas with a value of $68.6M, Ishares Core S&P 500 ETF with a value of $54.8M, Ishares S&P 500 Value ETF with a value of $44.3M, and Ishares Core S&P Total U.S. St with a value of $41.8M.

Examining the 13F form we can see an decrease of $13.2M in the current position value, from $614M to 600M.

Strategic Point Investment Advisors, LLC is based out at Providence, RI

Below you can find more details about Strategic Point Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $600 Million
ETFs: $598 Million
Technology: $2.12 Million
Consumer Defensive: $242,000
Energy: $214,000
Healthcare: $213,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $600 Million
  • Prior Value $614 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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