Strategic Investment Advisors / MI
Latest statistics and disclosures from Strategic Investment Advisors / MI's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VUG, VEA, SHY, MGK, and represent 28.36% of Strategic Investment Advisors / MI's stock portfolio.
- Added to shares of these 10 stocks: SHY (+$24M), VEA (+$5.6M), VOO, AMZN, IEFA, VTV, VWO, SPIB, VB, IEMG.
- Started 25 new stock positions in DTM, SPBO, IR, NXST, TLH, SNPS, SPIB, GD, SBS, TOL.
- Reduced shares in these 10 stocks: TLT (-$11M), LQD (-$11M), SMCI, BND, NUE, MRNA, BLDR, VYM, AVGO, .
- Sold out of its positions in BA, COP, INTC, QQQ, ILCB, FLOT, USHY, MRNA, NUE, PANW. GWX, DIA, SCHX, XLE, VLO, VIG, VYM.
- Strategic Investment Advisors / MI was a net buyer of stock by $36M.
- Strategic Investment Advisors / MI has $779M in assets under management (AUM), dropping by 12.48%.
- Central Index Key (CIK): 0001760540
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Portfolio Holdings for Strategic Investment Advisors / MI
Strategic Investment Advisors / MI holds 241 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.5 | $58M | +8% | 121k | 480.70 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.6 | $43M | +3% | 126k | 344.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.5 | $43M | +15% | 849k | 50.17 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 5.3 | $41M | +148% | 501k | 81.78 |
|
| Vanguard World Mega Grwth Ind (MGK) | 4.6 | $36M | 125k | 286.61 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 4.6 | $36M | +8% | 220k | 162.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.8 | $30M | +10% | 400k | 74.22 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 3.6 | $28M | +4% | 234k | 119.51 |
|
| Microsoft Corporation (MSFT) | 1.9 | $15M | +7% | 35k | 420.72 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.9 | $14M | +4% | 157k | 91.80 |
|
| Apple (AAPL) | 1.8 | $14M | +5% | 84k | 171.48 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $14M | +22% | 337k | 41.77 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.7 | $14M | -45% | 143k | 94.62 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.7 | $14M | +12% | 59k | 228.59 |
|
| Ishares Core Msci Emkt (IEMG) | 1.6 | $12M | +13% | 241k | 51.60 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.5 | $11M | +3% | 59k | 191.88 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.4 | $11M | +4% | 500k | 21.15 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.3 | $11M | +5% | 117k | 89.67 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $10M | +5% | 130k | 77.73 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $10M | +3% | 195k | 51.28 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.2 | $9.6M | +10% | 62k | 155.91 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $9.5M | +16% | 11k | 903.58 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.2 | $9.2M | 52k | 175.27 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.2 | $9.0M | +8% | 183k | 49.19 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.1 | $8.6M | 36k | 235.79 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $8.1M | 54k | 150.93 |
|
|
| Amazon (AMZN) | 1.0 | $7.8M | +70% | 43k | 180.38 |
|
| Meta Platforms Cl A (META) | 0.9 | $7.1M | -2% | 15k | 485.58 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $6.8M | +10% | 150k | 45.61 |
|
| Broadcom (AVGO) | 0.8 | $6.5M | -13% | 4.9k | 1325.40 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $6.2M | 274k | 22.77 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $5.3M | -6% | 28k | 187.35 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $4.9M | 17k | 288.03 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $4.7M | +3% | 18k | 260.71 |
|
| Builders FirstSource (BLDR) | 0.6 | $4.6M | -23% | 22k | 208.55 |
|
| Procter & Gamble Company (PG) | 0.6 | $4.6M | +2% | 28k | 162.25 |
|
| Cisco Systems (CSCO) | 0.6 | $4.6M | 92k | 49.91 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $4.2M | +8% | 17k | 249.86 |
|
| Gilead Sciences (GILD) | 0.5 | $4.1M | +3% | 56k | 73.25 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.5 | $4.0M | +8% | 78k | 50.77 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $3.9M | +12% | 52k | 76.67 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $3.2M | 16k | 205.98 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.4 | $3.0M | +13% | 79k | 38.28 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $3.0M | +25% | 30k | 100.54 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.8M | 14k | 200.30 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $2.8M | +2% | 64k | 43.35 |
|
| Cadence Design Systems (CDNS) | 0.3 | $2.7M | 8.6k | 311.28 |
|
|
| Amgen (AMGN) | 0.3 | $2.7M | +2% | 9.4k | 284.31 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.5M | 6.0k | 418.00 |
|
|
| Pfizer (PFE) | 0.3 | $2.4M | +2% | 86k | 27.75 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $2.4M | +12% | 20k | 116.84 |
|
| Altria (MO) | 0.3 | $2.3M | +8% | 54k | 43.62 |
|
| Kla Corp Com New (KLAC) | 0.3 | $2.3M | 3.3k | 698.47 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $2.3M | -46% | 31k | 72.63 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $2.3M | -82% | 21k | 108.92 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.2M | -11% | 5.1k | 420.55 |
|
| Verizon Communications (VZ) | 0.3 | $2.1M | +4% | 49k | 41.96 |
|
| FedEx Corporation (FDX) | 0.3 | $2.0M | +109% | 7.0k | 289.73 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $2.0M | +21% | 27k | 72.33 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.0M | -2% | 2.5k | 777.98 |
|
| Abbvie (ABBV) | 0.2 | $1.9M | 10k | 182.10 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $1.8M | +4% | 25k | 75.40 |
|
| UnitedHealth (UNH) | 0.2 | $1.8M | 3.6k | 494.76 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $1.8M | -4% | 15k | 115.81 |
|
| Cigna Corp (CI) | 0.2 | $1.8M | +7% | 4.9k | 363.18 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $1.7M | NEW | 52k | 32.69 |
|
| Pioneer Natural Resources (PXD) | 0.2 | $1.7M | 6.4k | 262.50 |
|
|
| Caterpillar (CAT) | 0.2 | $1.7M | -27% | 4.5k | 366.45 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.6M | -5% | 21k | 79.86 |
|
| Williams-Sonoma (WSM) | 0.2 | $1.6M | -2% | 5.1k | 317.52 |
|
| Nextera Energy (NEE) | 0.2 | $1.6M | 24k | 63.91 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.5M | -28% | 2.9k | 525.70 |
|
| AFLAC Incorporated (AFL) | 0.2 | $1.5M | 18k | 85.86 |
|
|
| salesforce (CRM) | 0.2 | $1.5M | 5.0k | 301.20 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.5M | +5% | 19k | 80.51 |
|
| Extra Space Storage (EXR) | 0.2 | $1.5M | +171% | 10k | 147.00 |
|
| Steel Dynamics (STLD) | 0.2 | $1.5M | 9.9k | 148.23 |
|
|
| T. Rowe Price (TROW) | 0.2 | $1.5M | +7% | 12k | 121.92 |
|
| Dell Technologies CL C (DELL) | 0.2 | $1.5M | -9% | 13k | 114.11 |
|
| Vistra Energy (VST) | 0.2 | $1.4M | 21k | 69.65 |
|
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| Vici Pptys (VICI) | 0.2 | $1.4M | +11% | 48k | 29.79 |
|
| Diamondback Energy (FANG) | 0.2 | $1.4M | +51% | 7.1k | 198.17 |
|
| Merck & Co (MRK) | 0.2 | $1.4M | 10k | 131.96 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.3M | +2% | 16k | 83.58 |
|
| American Express Company (AXP) | 0.2 | $1.3M | -6% | 5.8k | 227.70 |
|
| Consolidated Edison (ED) | 0.2 | $1.3M | +5% | 15k | 90.81 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $1.3M | +2% | 25k | 51.60 |
|
| Visa Com Cl A (V) | 0.2 | $1.3M | 4.7k | 279.06 |
|
|
| Lennar Corp Cl A (LEN) | 0.2 | $1.3M | +2% | 7.4k | 171.98 |
|
| Everest Re Group (EG) | 0.2 | $1.3M | 3.2k | 397.51 |
|
|
| Tesla Motors (TSLA) | 0.2 | $1.2M | +275% | 6.9k | 175.80 |
|
| General Electric Com New (GE) | 0.2 | $1.2M | 6.8k | 175.52 |
|
|
| Public Service Enterprise (PEG) | 0.2 | $1.2M | 18k | 66.78 |
|
|
| DTE Energy Company (DTE) | 0.1 | $1.2M | -3% | 10k | 112.14 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | -5% | 9.2k | 125.62 |
|
| Super Micro Computer (SMCI) | 0.1 | $1.1M | -67% | 1.1k | 1010.03 |
|
| Qualcomm (QCOM) | 0.1 | $1.1M | 6.7k | 169.31 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.1M | -19% | 18k | 61.53 |
|
| Applied Materials (AMAT) | 0.1 | $1.1M | +5% | 5.3k | 206.23 |
|
| Omni (OMC) | 0.1 | $1.1M | +2% | 11k | 96.76 |
|
| Workday Cl A (WDAY) | 0.1 | $1.0M | -8% | 3.8k | 272.77 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.0M | -7% | 1.9k | 555.77 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.0M | +42% | 11k | 95.20 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.0M | +10% | 27k | 37.92 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $1.0M | +2% | 14k | 73.29 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $1.0M | +2% | 8.4k | 121.57 |
|
| Paccar (PCAR) | 0.1 | $1.0M | +4% | 8.2k | 123.89 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $985k | +3% | 2.8k | 346.60 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $982k | NEW | 23k | 42.55 |
|
| McKesson Corporation (MCK) | 0.1 | $971k | -16% | 1.8k | 536.94 |
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| General Mills (GIS) | 0.1 | $968k | +2% | 14k | 69.97 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $957k | +5% | 2.0k | 481.58 |
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| Pulte (PHM) | 0.1 | $955k | -13% | 7.9k | 120.62 |
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| Pbf Energy Cl A (PBF) | 0.1 | $929k | +10% | 16k | 57.57 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $922k | +4% | 7.2k | 128.41 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $920k | -5% | 2.9k | 320.62 |
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| Stellantis SHS (STLA) | 0.1 | $903k | +2% | 32k | 28.30 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $886k | NEW | 32k | 28.18 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $879k | -10% | 3.4k | 255.44 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $873k | -26% | 9.4k | 92.44 |
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| Abbott Laboratories (ABT) | 0.1 | $855k | +3% | 7.5k | 113.66 |
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| Boston Scientific Corporation (BSX) | 0.1 | $835k | -6% | 12k | 68.49 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $835k | 7.5k | 111.71 |
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| Wells Fargo & Company (WFC) | 0.1 | $834k | -13% | 14k | 57.96 |
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| Linde SHS (LIN) | 0.1 | $830k | +30% | 1.8k | 464.42 |
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| Norfolk Southern (NSC) | 0.1 | $829k | -6% | 3.3k | 254.86 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $817k | +10% | 4.7k | 174.19 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $814k | -6% | 1.6k | 504.65 |
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| Costco Wholesale Corporation (COST) | 0.1 | $800k | +7% | 1.1k | 732.46 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $796k | -9% | 14k | 57.62 |
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| Ford Motor Company (F) | 0.1 | $781k | 59k | 13.28 |
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| Iqvia Holdings (IQV) | 0.1 | $773k | +6% | 3.1k | 252.89 |
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| Marriott Intl Cl A (MAR) | 0.1 | $769k | -5% | 3.0k | 252.29 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $764k | NEW | 27k | 27.94 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $750k | +26% | 1.3k | 581.01 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $741k | -16% | 1.4k | 522.92 |
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $727k | NEW | 34k | 21.72 |
|
| Iron Mountain (IRM) | 0.1 | $721k | -9% | 9.0k | 80.21 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $719k | -15% | 3.6k | 201.50 |
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| Spdr Ser Tr Portfolio Crport (SPBO) | 0.1 | $710k | NEW | 24k | 29.11 |
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| SYSCO Corporation (SYY) | 0.1 | $697k | -8% | 8.6k | 81.18 |
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| Kroger (KR) | 0.1 | $695k | 12k | 57.13 |
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| EOG Resources (EOG) | 0.1 | $695k | +17% | 5.4k | 127.85 |
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| Servicenow (NOW) | 0.1 | $685k | -4% | 899.00 | 762.40 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $682k | +19% | 5.0k | 136.05 |
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| Sempra Energy (SRE) | 0.1 | $675k | 9.4k | 71.83 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $672k | +13% | 6.2k | 107.60 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $671k | -13% | 19k | 36.19 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $649k | -9% | 8.2k | 79.45 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $641k | -5% | 5.0k | 129.36 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | 1.00 | 634440.00 |
|
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $633k | 11k | 60.42 |
|
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| Ametek (AME) | 0.1 | $629k | -2% | 3.4k | 182.88 |
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| Lululemon Athletica (LULU) | 0.1 | $627k | -7% | 1.6k | 390.65 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $627k | -23% | 18k | 35.84 |
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| Fiserv (FI) | 0.1 | $624k | -29% | 3.9k | 159.82 |
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| TJX Companies (TJX) | 0.1 | $622k | -30% | 6.1k | 101.42 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $617k | -7% | 3.6k | 169.35 |
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| Motorola Solutions Com New (MSI) | 0.1 | $615k | -3% | 1.7k | 355.01 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $611k | -13% | 15k | 40.05 |
|
| Johnson & Johnson (JNJ) | 0.1 | $597k | +13% | 3.8k | 158.19 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $587k | -8% | 8.4k | 70.00 |
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| Metropcs Communications (TMUS) | 0.1 | $584k | +73% | 3.6k | 163.20 |
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| Tyson Foods Cl A (TSN) | 0.1 | $576k | +6% | 9.8k | 58.73 |
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| Graphic Packaging Holding Company (GPK) | 0.1 | $575k | +9% | 20k | 29.18 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $572k | -2% | 10k | 56.68 |
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| Skyworks Solutions (SWKS) | 0.1 | $564k | +2% | 5.2k | 108.33 |
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| Morgan Stanley Com New (MS) | 0.1 | $553k | +29% | 5.9k | 94.16 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $543k | NEW | 17k | 31.67 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $525k | +9% | 6.6k | 79.76 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $524k | NEW | 5.0k | 105.03 |
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| McDonald's Corporation (MCD) | 0.1 | $521k | -4% | 1.8k | 281.98 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $517k | -10% | 2.5k | 208.27 |
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| Microchip Technology (MCHP) | 0.1 | $516k | -7% | 5.8k | 89.72 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $500k | NEW | 4.0k | 125.96 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $494k | -15% | 6.1k | 81.66 |
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| Huntington Ingalls Inds (HII) | 0.1 | $494k | -7% | 1.7k | 291.47 |
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| Progressive Corporation (PGR) | 0.1 | $491k | 2.4k | 206.80 |
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| Bristol Myers Squibb (BMY) | 0.1 | $487k | +8% | 9.0k | 54.23 |
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| Manulife Finl Corp (MFC) | 0.1 | $481k | +2% | 19k | 24.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $468k | +38% | 3.1k | 152.26 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $454k | +6% | 2.0k | 229.72 |
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| American Electric Power Company (AEP) | 0.1 | $444k | +28% | 5.2k | 86.11 |
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| General Dynamics Corporation (GD) | 0.1 | $440k | NEW | 1.6k | 282.48 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $436k | -14% | 10k | 43.04 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $436k | -8% | 2.3k | 192.88 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $432k | +2% | 4.5k | 96.72 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $426k | 6.6k | 64.48 |
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| CenterPoint Energy (CNP) | 0.1 | $414k | -6% | 15k | 28.49 |
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| Deere & Company (DE) | 0.1 | $404k | -6% | 985.00 | 410.55 |
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| Netflix (NFLX) | 0.1 | $403k | +24% | 664.00 | 606.94 |
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| Wal-Mart Stores (WMT) | 0.0 | $383k | +385% | 6.4k | 60.17 |
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| Danaher Corporation (DHR) | 0.0 | $375k | +14% | 1.5k | 249.65 |
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| Ingersoll Rand (IR) | 0.0 | $373k | NEW | 3.9k | 94.95 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $372k | +5% | 386.00 | 963.46 |
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| Unum (UNM) | 0.0 | $363k | +10% | 6.8k | 53.66 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $361k | +3% | 2.3k | 155.83 |
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| Prologis (PLD) | 0.0 | $357k | -2% | 2.7k | 130.20 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $351k | -41% | 5.4k | 65.32 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $351k | +6% | 7.3k | 47.89 |
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| Pepsi (PEP) | 0.0 | $348k | +4% | 2.0k | 174.97 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $348k | +24% | 3.6k | 97.53 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $344k | -8% | 1.3k | 271.67 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $332k | -8% | 7.2k | 46.07 |
|
| Monster Beverage Corp (MNST) | 0.0 | $331k | 5.6k | 59.28 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $328k | +9% | 3.4k | 96.72 |
|
| Advanced Micro Devices (AMD) | 0.0 | $326k | NEW | 1.8k | 180.47 |
|
| Medtronic SHS (MDT) | 0.0 | $322k | +12% | 3.7k | 87.15 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $320k | 2.3k | 139.01 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $317k | +13% | 6.1k | 52.26 |
|
| Arista Networks (ANET) | 0.0 | $313k | NEW | 1.1k | 289.98 |
|
| Toll Brothers (TOL) | 0.0 | $311k | NEW | 2.4k | 129.37 |
|
| ON Semiconductor (ON) | 0.0 | $307k | +6% | 4.2k | 73.56 |
|
| Nike CL B (NKE) | 0.0 | $304k | -6% | 3.2k | 93.97 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $301k | -19% | 7.3k | 41.08 |
|
| Roper Industries (ROP) | 0.0 | $294k | NEW | 524.00 | 560.88 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $293k | +10% | 2.5k | 116.23 |
|
| PPG Industries (PPG) | 0.0 | $288k | -3% | 2.0k | 144.93 |
|
| Kellogg Company (K) | 0.0 | $286k | 5.0k | 57.29 |
|
|
| Lowe's Companies (LOW) | 0.0 | $285k | +9% | 1.1k | 254.64 |
|
| Murphy Usa (MUSA) | 0.0 | $284k | 678.00 | 419.22 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $276k | NEW | 18k | 15.21 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $274k | NEW | 12k | 23.46 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $270k | NEW | 1.8k | 154.15 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $269k | 1.2k | 218.44 |
|
|
| Allstate Corporation (ALL) | 0.0 | $250k | NEW | 1.4k | 173.04 |
|
| Synopsys (SNPS) | 0.0 | $244k | NEW | 427.00 | 571.39 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $242k | NEW | 1.4k | 172.29 |
|
| Zoetis Cl A (ZTS) | 0.0 | $240k | 1.4k | 169.16 |
|
|
| Chevron Corporation (CVX) | 0.0 | $230k | -8% | 1.5k | 157.79 |
|
| Landstar System (LSTR) | 0.0 | $230k | +3% | 1.2k | 192.80 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $227k | +5% | 2.6k | 85.75 |
|
| Home Depot (HD) | 0.0 | $225k | NEW | 587.00 | 383.63 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $225k | NEW | 4.1k | 54.81 |
|
| Electronic Arts (EA) | 0.0 | $220k | +5% | 1.7k | 132.66 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $219k | +16% | 3.5k | 62.81 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $214k | -26% | 4.0k | 53.34 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $208k | -12% | 1.0k | 205.72 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $207k | -5% | 982.00 | 210.40 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $206k | NEW | 3.4k | 61.10 |
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $170k | NEW | 10k | 16.83 |
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Past Filings by Strategic Investment Advisors / MI
SEC 13F filings are viewable for Strategic Investment Advisors / MI going back to 2018
- Strategic Investment Advisors / MI 2024 Q1 filed April 23, 2024
- Strategic Investment Advisors / MI 2023 Q4 filed Jan. 10, 2024
- Strategic Investment Advisors / MI 2023 Q3 filed Oct. 25, 2023
- Strategic Investment Advisors / MI 2023 Q2 filed Aug. 14, 2023
- Strategic Investment Advisors / MI 2023 Q1 filed April 27, 2023
- Strategic Investment Advisors / MI 2022 Q4 filed Jan. 20, 2023
- Strategic Investment Advisors / MI 2022 Q3 filed Oct. 27, 2022
- Strategic Investment Advisors / MI 2022 Q2 filed Aug. 15, 2022
- Strategic Investment Advisors / MI 2022 Q1 filed April 28, 2022
- Strategic Investment Advisors / MI 2021 Q4 filed Jan. 26, 2022
- Strategic Investment Advisors / MI 2021 Q3 filed Oct. 19, 2021
- Strategic Investment Advisors / MI 2021 Q2 filed July 22, 2021
- Strategic Investment Advisors / MI 2021 Q1 filed April 14, 2021
- Strategic Investment Advisors / MI 2020 Q4 filed Jan. 13, 2021
- Strategic Investment Advisors / MI 2020 Q3 filed Oct. 14, 2020
- Strategic Investment Advisors / MI 2020 Q2 filed Aug. 4, 2020