Strategic Point Investment Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $614 Million distributed in 34 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 $95.6M, Ishares Barclays 3 7 Yr Treas with a value of $67.5M, Ishares Core S&P 500 ETF with a value of $58.3M, Ishares S&P 500 Value ETF with a value of $44.9M, and Ishares Core S&P Total U.S. St with a value of $44.7M.

Examining the 13F form we can see an increase of $7.32M in the current position value, from $606M to 614M.

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 $614 Million
ETFs: $611 Million
Technology: $2.49 Million
Consumer Defensive: $210,000
Energy: $202,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $614 Million
  • Prior Value $606 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Strategic Point Investment Advisors, LLC Portfolio

Follow Strategic Point Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Point Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Point Investment Advisors, LLC with notifications on news.