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, MGK, IEFA, VEA, VUG, and represent 35.28% of Strategic Investment Advisors / MI's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$99M), MGK (+$76M), IEFA (+$65M), MGV (+$47M), BIL (+$27M), VWO (+$23M), IGSB (+$19M), VB (+$19M), VUG (+$16M), GOVT (+$14M).
- Started 17 new stock positions in AMT, XLK, MCD, UNH, STE, SHOP, COF, RYAAY, SCHX, NEM. TMO, BX, VYM, WDC, TOTL, MU, COR.
- Reduced shares in these 10 stocks: EMB (-$55M), IWB (-$34M), VO (-$28M), MTUM (-$28M), IAGG (-$27M), IEI (-$16M), EFA (-$15M), SPYM (-$8.2M), AGG, SPIB.
- Sold out of its positions in ALGN, AME, BJ, FOX, AJG, GLPI, IR, INGR, IRM, EMHY.
- Strategic Investment Advisors / MI was a net buyer of stock by $307M.
- Strategic Investment Advisors / MI has $1.2B in assets under management (AUM), dropping by 3.93%.
- Central Index Key (CIK): 0001760540
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Portfolio Holdings for Strategic Investment Advisors / MI
Strategic Investment Advisors / MI holds 240 positions in its portfolio as reported in the December 2025 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) | 12.4 | $143M | +227% | 228k | 627.50 |
|
| Vanguard World Mega Grwth Ind (MGK) | 6.6 | $76M | +80083% | 184k | 413.05 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.6 | $65M | +368524% | 723k | 89.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.5 | $63M | 1.0M | 62.47 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 5.3 | $61M | +34% | 125k | 487.86 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 4.1 | $47M | +3318590% | 332k | 141.26 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.9 | $45M | 235k | 190.99 |
|
|
| Ishares Core Msci Emkt (IEMG) | 2.7 | $31M | +8% | 463k | 67.26 |
|
| Spdr Series Trust State Street Spd (BIL) | 2.3 | $27M | +14091% | 292k | 91.38 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $23M | +259431% | 423k | 53.76 |
|
| Apple (AAPL) | 1.7 | $20M | 74k | 271.95 |
|
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.7 | $20M | +39% | 958k | 21.00 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.6 | $19M | +525852% | 358k | 52.88 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.6 | $19M | +9% | 90k | 209.25 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.6 | $19M | +256% | 88k | 211.94 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $19M | +143616% | 72k | 258.00 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $17M | 93k | 186.59 |
|
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.5 | $17M | +15% | 97k | 177.49 |
|
| Microsoft Corporation (MSFT) | 1.4 | $16M | 33k | 483.83 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.3 | $15M | +38% | 177k | 82.82 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.2 | $14M | +529446% | 588k | 23.05 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $13M | -12% | 43k | 313.15 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.1 | $13M | +5% | 48k | 279.34 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 1.0 | $12M | +28222% | 234k | 51.82 |
|
| Ishares Tr Tips Bd Etf (TIP) | 1.0 | $12M | +5427% | 105k | 109.91 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $11M | +43223% | 131k | 87.16 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $11M | +5% | 233k | 47.12 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.8 | $9.2M | -85% | 95k | 96.28 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.8 | $9.1M | 189k | 48.32 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.8 | $8.8M | +625% | 109k | 80.63 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.8 | $8.7M | +5143% | 98k | 89.20 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $8.6M | +79725% | 78k | 110.19 |
|
| Broadcom (AVGO) | 0.7 | $8.5M | -10% | 25k | 346.33 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $8.4M | +16561% | 28k | 302.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $7.9M | -78% | 27k | 290.40 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $7.7M | -78% | 31k | 250.48 |
|
| Ishares Msci Cda Etf (EWC) | 0.7 | $7.6M | +538296% | 140k | 53.96 |
|
| Meta Platforms Cl A (META) | 0.6 | $7.3M | -3% | 11k | 660.44 |
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| Amazon (AMZN) | 0.6 | $6.8M | 29k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $6.1M | 19k | 322.38 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $5.6M | -85% | 15k | 373.44 |
|
| Synchrony Financial (SYF) | 0.5 | $5.3M | -7% | 64k | 83.50 |
|
| Fox Corp Cl A Com (FOXA) | 0.4 | $5.1M | -6% | 69k | 73.13 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.4 | $4.9M | +49% | 59k | 82.56 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $4.7M | +2% | 47k | 100.34 |
|
| At&t (T) | 0.4 | $4.4M | -3% | 176k | 24.87 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $4.3M | +12520% | 30k | 143.41 |
|
| Newmont Mining Corporation (NEM) | 0.4 | $4.1M | NEW | 41k | 99.95 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.3 | $4.0M | -44% | 119k | 33.84 |
|
| United Therapeutics Corporation (UTHR) | 0.3 | $3.9M | -3% | 8.1k | 487.67 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $3.9M | +54% | 50k | 78.81 |
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| Tesla Motors (TSLA) | 0.3 | $3.2M | 7.2k | 450.00 |
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| Altria (MO) | 0.3 | $3.2M | 55k | 57.72 |
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| Procter & Gamble Company (PG) | 0.2 | $2.8M | -4% | 20k | 143.31 |
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| Verizon Communications (VZ) | 0.2 | $2.8M | 70k | 40.73 |
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| Kla Corp Com New (KLAC) | 0.2 | $2.6M | -5% | 2.1k | 1216.17 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $2.4M | -35% | 33k | 74.07 |
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| Marsh & McLennan Companies | 0.2 | $2.3M | -12% | 13k | 185.52 |
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| Hldgs (UAL) | 0.2 | $2.3M | -12% | 21k | 111.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.3M | 4.6k | 502.60 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.2M | +5433% | 24k | 94.24 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.2M | -4% | 2.0k | 1074.93 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.2 | $2.1M | +131661% | 79k | 26.50 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.0M | -88% | 17k | 119.35 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $2.0M | 25k | 77.88 |
|
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $1.9M | 28k | 69.52 |
|
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| Citizens Financial (CFG) | 0.2 | $1.9M | -4% | 33k | 58.47 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $1.9M | +8134% | 36k | 53.88 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.9M | +299% | 45k | 42.87 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.9M | +4147% | 2.8k | 685.01 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $1.8M | -13% | 6.6k | 278.92 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.8M | +29058% | 22k | 83.75 |
|
| Amgen (AMGN) | 0.2 | $1.7M | 5.3k | 327.32 |
|
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| Vistra Energy (VST) | 0.1 | $1.6M | -41% | 9.9k | 161.54 |
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| Abbvie (ABBV) | 0.1 | $1.6M | 6.8k | 228.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.5M | -90% | 16k | 96.03 |
|
| Williams-Sonoma (WSM) | 0.1 | $1.5M | -3% | 8.5k | 178.59 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.5M | +137% | 8.3k | 177.74 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.4M | 4.6k | 303.91 |
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| Caterpillar (CAT) | 0.1 | $1.4M | +35% | 2.4k | 572.93 |
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| Exelixis (EXEL) | 0.1 | $1.4M | -5% | 32k | 43.87 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | -4% | 12k | 111.41 |
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| Consolidated Edison (ED) | 0.1 | $1.3M | 14k | 99.32 |
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| Visa Com Cl A (V) | 0.1 | $1.3M | +6% | 3.8k | 350.67 |
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| Vici Pptys (VICI) | 0.1 | $1.3M | 46k | 28.12 |
|
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.3M | +2787% | 13k | 101.67 |
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| Public Service Enterprise (PEG) | 0.1 | $1.3M | 16k | 80.40 |
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| Builders FirstSource (BLDR) | 0.1 | $1.2M | -9% | 12k | 102.89 |
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| American Express Company (AXP) | 0.1 | $1.2M | -6% | 3.2k | 369.96 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | -13% | 40k | 29.89 |
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| Omega Healthcare Investors (OHI) | 0.1 | $1.2M | 27k | 44.39 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | +4% | 1.7k | 681.94 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $1.1M | +11182% | 40k | 28.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | +10% | 3.6k | 313.83 |
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| Tyler Technologies (TYL) | 0.1 | $1.1M | -8% | 2.5k | 453.97 |
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| Kinross Gold Corp (KGC) | 0.1 | $1.1M | 38k | 28.16 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | -4% | 4.2k | 257.23 |
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| Qualcomm (QCOM) | 0.1 | $1.0M | -2% | 6.0k | 171.17 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.0M | -6% | 6.9k | 149.17 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | +2% | 1.2k | 862.46 |
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| T. Rowe Price (TROW) | 0.1 | $1.0M | -8% | 9.8k | 102.38 |
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| Pfizer (PFE) | 0.1 | $1.0M | -6% | 40k | 24.90 |
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| TJX Companies (TJX) | 0.1 | $1.0M | -22% | 6.5k | 153.62 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $981k | -3% | 12k | 83.00 |
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| Omni (OMC) | 0.1 | $973k | +19% | 12k | 80.75 |
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| Spdr Series Trust State Street Spd (SPBO) | 0.1 | $970k | +12963% | 33k | 29.34 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $950k | -26% | 5.5k | 171.19 |
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| Diamondback Energy (FANG) | 0.1 | $945k | -17% | 6.3k | 150.34 |
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| DTE Energy Company (DTE) | 0.1 | $940k | 7.3k | 128.98 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $918k | 36k | 25.60 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $918k | -4% | 1.6k | 570.91 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $901k | +87% | 8.4k | 107.11 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $889k | NEW | 6.2k | 143.52 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $850k | -20% | 967.00 | 878.53 |
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| Spdr Series Trust State Street Spd (SPMB) | 0.1 | $829k | +527% | 37k | 22.42 |
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| Uber Technologies (UBER) | 0.1 | $817k | +55% | 10k | 81.71 |
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| Cisco Systems (CSCO) | 0.1 | $792k | +7% | 10k | 77.03 |
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| Wells Fargo & Company (WFC) | 0.1 | $779k | 8.4k | 93.20 |
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| Abbott Laboratories (ABT) | 0.1 | $778k | -2% | 6.2k | 125.30 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $775k | -3% | 6.7k | 116.10 |
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| Johnson & Johnson (JNJ) | 0.1 | $767k | +3% | 3.7k | 206.93 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Lennar Corp Cl A (LEN) | 0.1 | $734k | +22916% | 7.1k | 102.80 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $730k | -91% | 9.1k | 80.22 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $729k | +11% | 15k | 49.46 |
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| Everest Re Group (EG) | 0.1 | $726k | -60% | 2.1k | 339.36 |
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| Oracle Corporation (ORCL) | 0.1 | $724k | -10% | 3.7k | 194.92 |
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| Nextera Energy (NEE) | 0.1 | $723k | -8% | 9.0k | 80.28 |
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| Sempra Energy (SRE) | 0.1 | $717k | 8.1k | 88.29 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $710k | +11% | 1.2k | 614.30 |
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| CVS Caremark Corporation (CVS) | 0.1 | $705k | +4% | 8.9k | 79.36 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $693k | -63% | 5.8k | 120.34 |
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| McKesson Corporation (MCK) | 0.1 | $691k | -6% | 842.00 | 820.72 |
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| Analog Devices (ADI) | 0.1 | $688k | -3% | 2.5k | 271.23 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $685k | -8% | 1.5k | 453.33 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $669k | +1664% | 8.9k | 75.05 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $645k | 5.4k | 119.75 |
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| Spdr Series Trust State Street Spd (JNK) | 0.1 | $645k | +194% | 6.6k | 97.21 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $635k | +1072% | 3.3k | 191.54 |
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| Linde SHS (LIN) | 0.1 | $633k | +92% | 1.5k | 426.26 |
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| Iqvia Holdings (IQV) | 0.1 | $631k | -8% | 2.8k | 225.41 |
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| Netflix (NFLX) | 0.1 | $626k | +856% | 6.7k | 93.76 |
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| Gilead Sciences (GILD) | 0.1 | $616k | -7% | 5.0k | 122.73 |
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| Embraer Sponsored Ads (EMBJ) | 0.1 | $603k | -5% | 9.4k | 64.37 |
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| Bank of America Corporation (BAC) | 0.1 | $603k | +6% | 11k | 55.00 |
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| Arista Networks Com Shs (ANET) | 0.1 | $602k | +2% | 4.6k | 131.04 |
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| Toll Brothers (TOL) | 0.1 | $597k | -9% | 4.4k | 135.23 |
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| Servicenow (NOW) | 0.1 | $593k | +527% | 3.9k | 153.20 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $576k | -5% | 9.0k | 64.31 |
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| Cadence Design Systems (CDNS) | 0.0 | $570k | 1.8k | 312.55 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $565k | -10% | 8.1k | 69.40 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $563k | +58% | 13k | 44.41 |
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| Steris Shs Usd (STE) | 0.0 | $561k | NEW | 2.2k | 253.52 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $560k | -4% | 5.8k | 95.92 |
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| L3harris Technologies (LHX) | 0.0 | $559k | -3% | 1.9k | 293.61 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $558k | -97% | 11k | 50.01 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $543k | -2% | 3.9k | 137.86 |
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| Goldman Sachs (GS) | 0.0 | $529k | +25% | 602.00 | 878.76 |
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| General Mills (GIS) | 0.0 | $528k | -6% | 11k | 46.50 |
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| American Tower Reit (AMT) | 0.0 | $527k | NEW | 3.0k | 175.55 |
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| Allstate Corporation (ALL) | 0.0 | $519k | -9% | 2.5k | 208.16 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $515k | -2% | 9.1k | 56.62 |
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| Ge Aerospace Com New (GE) | 0.0 | $511k | -3% | 1.7k | 308.06 |
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| Ford Motor Company (F) | 0.0 | $510k | -30% | 39k | 13.12 |
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| Welltower Inc Com reit (WELL) | 0.0 | $501k | -8% | 2.7k | 185.63 |
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| FedEx Corporation (FDX) | 0.0 | $498k | 1.7k | 288.92 |
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| Pulte (PHM) | 0.0 | $497k | -8% | 4.2k | 117.26 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $489k | +1783% | 7.3k | 66.52 |
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| Tyson Foods Cl A (TSN) | 0.0 | $485k | -3% | 8.3k | 58.62 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $482k | -17% | 1.4k | 349.94 |
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| Kroger (KR) | 0.0 | $468k | 7.5k | 62.48 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $462k | -36% | 2.9k | 162.00 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $461k | -28% | 2.5k | 183.41 |
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| SLB Com Stk (SLB) | 0.0 | $460k | -5% | 12k | 38.38 |
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| Advanced Micro Devices (AMD) | 0.0 | $457k | +29% | 2.1k | 214.13 |
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| Workday Cl A (WDAY) | 0.0 | $454k | -4% | 2.1k | 214.78 |
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| Lowe's Companies (LOW) | 0.0 | $451k | +73% | 1.9k | 241.14 |
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| Philip Morris International (PM) | 0.0 | $441k | -24% | 2.7k | 160.43 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $441k | 3.7k | 119.69 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $435k | NEW | 2.8k | 154.14 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $431k | -25% | 1.6k | 268.28 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $422k | NEW | 16k | 26.91 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $421k | -4% | 6.2k | 68.23 |
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| Metropcs Communications (TMUS) | 0.0 | $420k | 2.1k | 203.02 |
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| Walt Disney Company (DIS) | 0.0 | $414k | -15% | 3.6k | 113.76 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $412k | -21% | 2.2k | 185.56 |
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| Cibc Cad (CM) | 0.0 | $407k | -4% | 4.5k | 90.61 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $405k | -5% | 1.4k | 281.16 |
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| Paccar (PCAR) | 0.0 | $395k | -5% | 3.6k | 109.52 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $389k | 7.6k | 51.12 |
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| Manulife Finl Corp (MFC) | 0.0 | $384k | -37% | 11k | 36.28 |
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| Microchip Technology (MCHP) | 0.0 | $375k | 5.9k | 63.72 |
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| Tenaris S A Sponsored Ads (TS) | 0.0 | $366k | -3% | 9.5k | 38.45 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $360k | +283% | 7.7k | 46.81 |
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| Marriott Intl Cl A (MAR) | 0.0 | $358k | -9% | 1.2k | 310.32 |
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| International Business Machines (IBM) | 0.0 | $357k | -14% | 1.2k | 296.32 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $347k | -92% | 3.5k | 99.88 |
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| PPL Corporation (PPL) | 0.0 | $347k | -4% | 9.9k | 35.02 |
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| SYSCO Corporation (SYY) | 0.0 | $346k | -7% | 4.7k | 73.69 |
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| Medtronic SHS (MDT) | 0.0 | $343k | 3.6k | 96.05 |
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| Chevron Corporation (CVX) | 0.0 | $336k | +34% | 2.2k | 152.38 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $334k | -33% | 11k | 30.54 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $322k | -5% | 14k | 23.85 |
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| Motorola Solutions Com New (MSI) | 0.0 | $314k | -15% | 820.00 | 383.44 |
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| CenterPoint Energy (CNP) | 0.0 | $304k | -5% | 7.9k | 38.34 |
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| 3M Company (MMM) | 0.0 | $304k | -24% | 1.9k | 160.11 |
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| Chubb (CB) | 0.0 | $302k | -6% | 969.00 | 312.05 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $301k | -66% | 13k | 23.67 |
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| AmerisourceBergen (COR) | 0.0 | $294k | NEW | 871.00 | 337.86 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $288k | 3.8k | 75.45 |
|
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| Norfolk Southern (NSC) | 0.0 | $283k | 981.00 | 288.69 |
|
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $280k | -2% | 12k | 23.31 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $279k | -11% | 2.9k | 97.12 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $273k | NEW | 3.8k | 72.18 |
|
| Micron Technology (MU) | 0.0 | $271k | NEW | 949.00 | 285.49 |
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| Home Depot (HD) | 0.0 | $270k | +12% | 784.00 | 344.19 |
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| Western Digital (WDC) | 0.0 | $267k | NEW | 1.6k | 172.23 |
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| Atmos Energy Corporation (ATO) | 0.0 | $264k | -43% | 1.6k | 167.64 |
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| Republic Services (RSG) | 0.0 | $258k | -8% | 1.2k | 211.88 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $257k | 955.00 | 269.18 |
|
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| Labcorp Holdings Com Shs (LH) | 0.0 | $250k | -4% | 998.00 | 250.87 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $247k | +1327% | 2.1k | 117.72 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $244k | 1.1k | 224.76 |
|
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| Thermo Fisher Scientific (TMO) | 0.0 | $243k | NEW | 419.00 | 578.92 |
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| Intercontinental Exchange (ICE) | 0.0 | $236k | -30% | 1.5k | 161.95 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $236k | NEW | 1.6k | 143.97 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $226k | +3236% | 2.9k | 77.68 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.0 | $222k | NEW | 5.5k | 40.25 |
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| Williams Companies (WMB) | 0.0 | $220k | -21% | 3.7k | 60.11 |
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| Docusign (DOCU) | 0.0 | $219k | -18% | 3.2k | 68.40 |
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| Monster Beverage Corp (MNST) | 0.0 | $216k | -38% | 2.8k | 76.67 |
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| Capital One Financial (COF) | 0.0 | $213k | NEW | 878.00 | 242.42 |
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| McDonald's Corporation (MCD) | 0.0 | $213k | NEW | 695.00 | 305.71 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $211k | -2% | 1.8k | 117.18 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $210k | +1693% | 3.8k | 54.71 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $207k | +103% | 437.00 | 473.47 |
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| Palo Alto Networks (PANW) | 0.0 | $203k | +4% | 1.1k | 184.20 |
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| UnitedHealth (UNH) | 0.0 | $201k | NEW | 609.00 | 330.30 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $201k | NEW | 1.2k | 160.96 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $163k | -18% | 14k | 11.85 |
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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 2025 Q4 filed Feb. 17, 2026
- Strategic Investment Advisors / MI 2025 Q3 restated filed Dec. 17, 2025
- Strategic Investment Advisors / MI 2025 Q3 filed Nov. 14, 2025
- Strategic Investment Advisors / MI 2025 Q2 filed Aug. 15, 2025
- Strategic Investment Advisors / MI 2025 Q1 filed April 23, 2025
- Strategic Investment Advisors / MI 2024 Q4 filed Jan. 22, 2025
- Strategic Investment Advisors / MI 2024 Q3 filed Oct. 21, 2024
- Strategic Investment Advisors / MI 2024 Q2 filed July 23, 2024
- 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