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, MGK, VTV, and represent 28.29% of Strategic Investment Advisors / MI's stock portfolio.
- Added to shares of these 10 stocks: TLT (+$34M), LQD (+$13M), CWB (+$12M), AVGO (+$7.6M), VOO, BIL, BKLN, IGSB, IEFA, MGK.
- Started 12 new stock positions in GLD, XLC, FOXA, XLP, IBM, CHKP, SCHX, RNR, CWB, TLT. ADNT, FDN.
- Reduced shares in these 10 stocks: SHY (-$33M), TIP (-$14M), VRTX, , CDNS, BLDR, SPDW, , , IEI.
- Sold out of its positions in COP, DUK, TIP, PBF, XLE, XLI, UNM.
- Strategic Investment Advisors / MI was a net buyer of stock by $58M.
- Strategic Investment Advisors / MI has $913M in assets under management (AUM), dropping by 11.28%.
- Central Index Key (CIK): 0001760540
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Portfolio Holdings for Strategic Investment Advisors / MI
Strategic Investment Advisors / MI holds 239 positions in its portfolio as reported in the September 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) | 8.1 | $74M | +6% | 140k | 527.67 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.6 | $51M | +2% | 134k | 383.93 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.3 | $48M | +3% | 917k | 52.81 |
|
| Vanguard World Mega Grwth Ind (MGK) | 4.8 | $44M | +4% | 135k | 321.95 |
|
| Vanguard Index Fds Value Etf (VTV) | 4.5 | $41M | +3% | 236k | 174.57 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.0 | $36M | +6% | 465k | 78.05 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.8 | $34M | NEW | 349k | 98.10 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 3.6 | $33M | +4% | 255k | 128.28 |
|
| Apple (AAPL) | 2.3 | $21M | +5% | 91k | 233.00 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.0 | $18M | +25% | 200k | 91.81 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $17M | +3% | 364k | 47.85 |
|
| Ishares Core Msci Emkt (IEMG) | 1.8 | $16M | +6% | 279k | 57.41 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.7 | $15M | +4% | 65k | 237.21 |
|
| Microsoft Corporation (MSFT) | 1.7 | $15M | 36k | 430.30 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.7 | $15M | +511% | 134k | 112.98 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.5 | $14M | +25% | 643k | 21.01 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $13M | +5% | 65k | 200.78 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $13M | +23% | 245k | 52.66 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.4 | $13M | +14% | 138k | 93.58 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $13M | 104k | 121.44 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 1.3 | $12M | NEW | 161k | 76.59 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $12M | +12% | 152k | 80.30 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.2 | $11M | +4% | 67k | 167.67 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.2 | $11M | +6% | 61k | 181.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $10M | +20% | 62k | 165.85 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $10M | -76% | 121k | 83.15 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $9.7M | +2% | 193k | 50.28 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.1 | $9.7M | +5% | 40k | 243.47 |
|
| Broadcom (AVGO) | 0.9 | $8.4M | +922% | 49k | 172.50 |
|
| Amazon (AMZN) | 0.9 | $8.4M | 45k | 186.33 |
|
|
| Meta Platforms Cl A (META) | 0.9 | $8.4M | +2% | 15k | 572.45 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $7.8M | +3% | 165k | 47.21 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $7.4M | +3% | 314k | 23.45 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $6.1M | +3% | 30k | 202.76 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $5.3M | +6% | 20k | 267.37 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $5.1M | +6% | 20k | 263.82 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $5.1M | 16k | 314.38 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.9M | 24k | 210.86 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $4.9M | 28k | 173.20 |
|
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| Gilead Sciences (GILD) | 0.5 | $4.8M | +3% | 58k | 83.84 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.5 | $4.5M | +4% | 86k | 52.58 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $4.3M | 54k | 78.69 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.5 | $4.1M | +12% | 41k | 100.69 |
|
| Ishares Msci Cda Etf (EWC) | 0.4 | $3.8M | +6% | 91k | 41.52 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $3.5M | +3% | 16k | 223.09 |
|
| Verizon Communications (VZ) | 0.4 | $3.3M | +3% | 74k | 44.91 |
|
| Amgen (AMGN) | 0.4 | $3.3M | +9% | 10k | 322.20 |
|
| Builders FirstSource (BLDR) | 0.4 | $3.2M | -16% | 17k | 193.86 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $3.0M | +6% | 24k | 125.96 |
|
| Altria (MO) | 0.3 | $2.9M | +3% | 56k | 51.04 |
|
| Vistra Energy (VST) | 0.3 | $2.6M | +2% | 22k | 118.54 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.6M | +2% | 63k | 41.77 |
|
| Pfizer (PFE) | 0.3 | $2.6M | +4% | 90k | 28.94 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $2.5M | 33k | 75.11 |
|
|
| Everest Re Group (EG) | 0.3 | $2.4M | +91% | 6.1k | 391.83 |
|
| Kla Corp Com New (KLAC) | 0.3 | $2.3M | +2% | 3.0k | 774.42 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.2M | -2% | 2.4k | 885.80 |
|
| Cigna Corp (CI) | 0.2 | $2.2M | +2% | 6.2k | 346.44 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $2.2M | +2% | 29k | 75.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.2M | +2% | 4.7k | 460.30 |
|
| United Therapeutics Corporation (UTHR) | 0.2 | $2.1M | +217% | 5.9k | 358.35 |
|
| AFLAC Incorporated (AFL) | 0.2 | $2.1M | +3% | 18k | 111.80 |
|
| Nextera Energy (NEE) | 0.2 | $2.0M | 24k | 84.53 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $2.0M | 26k | 78.37 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.0M | 17k | 117.22 |
|
|
| FedEx Corporation (FDX) | 0.2 | $2.0M | +4% | 7.4k | 273.67 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | 10k | 197.48 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $1.9M | +3% | 58k | 33.71 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $1.9M | -16% | 16k | 119.60 |
|
| UnitedHealth (UNH) | 0.2 | $1.8M | -10% | 3.1k | 584.68 |
|
| Tesla Motors (TSLA) | 0.2 | $1.8M | -2% | 7.0k | 261.65 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $1.8M | +5% | 33k | 53.72 |
|
| Caterpillar (CAT) | 0.2 | $1.7M | 4.4k | 391.10 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.7M | +2% | 20k | 83.75 |
|
| Vici Pptys (VICI) | 0.2 | $1.6M | +3% | 50k | 33.31 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.6M | +2% | 18k | 91.31 |
|
| Williams-Sonoma (WSM) | 0.2 | $1.6M | +107% | 10k | 154.92 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.6M | +8% | 37k | 43.42 |
|
| Public Service Enterprise (PEG) | 0.2 | $1.6M | +3% | 18k | 89.21 |
|
| Qualcomm (QCOM) | 0.2 | $1.6M | 9.3k | 170.06 |
|
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| Consolidated Edison (ED) | 0.2 | $1.5M | +2% | 15k | 104.13 |
|
| Synchrony Financial (SYF) | 0.2 | $1.5M | +4% | 31k | 49.88 |
|
| American Express Company (AXP) | 0.2 | $1.5M | -3% | 5.5k | 271.19 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $1.5M | +3% | 7.9k | 187.48 |
|
| Dell Technologies CL C (DELL) | 0.2 | $1.5M | -2% | 12k | 118.54 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.4M | 8.3k | 170.40 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.4M | -6% | 16k | 83.63 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.3M | +2% | 7.2k | 188.59 |
|
| T. Rowe Price (TROW) | 0.1 | $1.3M | +4% | 12k | 108.93 |
|
| salesforce (CRM) | 0.1 | $1.3M | -3% | 4.7k | 273.69 |
|
| Steel Dynamics (STLD) | 0.1 | $1.3M | +3% | 10k | 126.08 |
|
| Diamondback Energy (FANG) | 0.1 | $1.3M | 7.3k | 172.40 |
|
|
| Visa Com Cl A (V) | 0.1 | $1.2M | -2% | 4.5k | 274.98 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.2M | +77% | 11k | 109.33 |
|
| DTE Energy Company (DTE) | 0.1 | $1.2M | 9.5k | 128.40 |
|
|
| TJX Companies (TJX) | 0.1 | $1.2M | -6% | 10k | 117.54 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $1.2M | +3% | 30k | 40.70 |
|
| Omni (OMC) | 0.1 | $1.2M | +4% | 12k | 103.39 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.2M | -47% | 4.4k | 271.03 |
|
| Iron Mountain (IRM) | 0.1 | $1.2M | -3% | 10k | 118.83 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | +20% | 1.3k | 886.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.1M | -5% | 2.0k | 576.68 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $1.1M | +3% | 8.7k | 131.40 |
|
| Merck & Co (MRK) | 0.1 | $1.1M | -3% | 10k | 113.55 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $1.1M | -2% | 10k | 111.88 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.1M | -3% | 13k | 83.80 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | -2% | 1.8k | 631.71 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $1.1M | +2% | 14k | 77.18 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.1M | 27k | 39.68 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.0M | +36% | 16k | 67.51 |
|
| Pulte (PHM) | 0.1 | $1.0M | -2% | 7.2k | 143.53 |
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| Linde SHS (LIN) | 0.1 | $1.0M | -3% | 2.2k | 476.95 |
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| Cisco Systems (CSCO) | 0.1 | $1.0M | -4% | 19k | 53.22 |
|
| Applied Materials (AMAT) | 0.1 | $1.0M | +2% | 5.0k | 202.06 |
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| General Mills (GIS) | 0.1 | $1.0M | 14k | 73.85 |
|
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| Texas Instruments Incorporated (TXN) | 0.1 | $979k | +2% | 4.7k | 206.59 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $974k | -2% | 7.0k | 139.36 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $967k | -9% | 33k | 29.07 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $943k | -2% | 13k | 71.86 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $942k | -3% | 1.9k | 493.85 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $900k | +7% | 22k | 41.28 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $896k | +2% | 31k | 29.06 |
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| Workday Cl A (WDAY) | 0.1 | $885k | -4% | 3.6k | 244.43 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $883k | +2% | 5.1k | 173.68 |
|
| Wal-Mart Stores (WMT) | 0.1 | $883k | +4% | 11k | 80.75 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $863k | +3% | 7.2k | 119.07 |
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| McKesson Corporation (MCK) | 0.1 | $844k | -2% | 1.7k | 494.30 |
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| Abbott Laboratories (ABT) | 0.1 | $838k | -6% | 7.3k | 114.01 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $831k | -69% | 1.8k | 465.05 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $827k | -18% | 8.5k | 97.79 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $817k | -2% | 1.6k | 517.83 |
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| Sempra Energy (SRE) | 0.1 | $797k | +3% | 9.5k | 83.63 |
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| Uber Technologies (UBER) | 0.1 | $796k | 11k | 75.16 |
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $795k | 35k | 22.53 |
|
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $788k | +28% | 19k | 41.40 |
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| Servicenow (NOW) | 0.1 | $786k | -2% | 879.00 | 894.39 |
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| Paccar (PCAR) | 0.1 | $784k | 7.9k | 98.68 |
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| Wells Fargo & Company (WFC) | 0.1 | $781k | -3% | 14k | 56.49 |
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| Toll Brothers (TOL) | 0.1 | $779k | +120% | 5.0k | 154.49 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $775k | +2% | 7.1k | 108.63 |
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| Spdr Ser Tr Portfolio Crport (SPBO) | 0.1 | $774k | +2% | 26k | 30.03 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $736k | -9% | 1.3k | 573.64 |
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| Motorola Solutions Com New (MSI) | 0.1 | $727k | -5% | 1.6k | 449.64 |
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| Metropcs Communications (TMUS) | 0.1 | $717k | -2% | 3.5k | 206.36 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $702k | -3% | 10k | 67.27 |
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| Marriott Intl Cl A (MAR) | 0.1 | $702k | -3% | 2.8k | 248.59 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $701k | 6.3k | 110.41 |
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| Iqvia Holdings (IQV) | 0.1 | $696k | -2% | 2.9k | 236.97 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
|
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $676k | -3% | 13k | 50.79 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $668k | -2% | 4.7k | 142.28 |
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| Ford Motor Company (F) | 0.1 | $657k | 62k | 10.56 |
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| Kroger (KR) | 0.1 | $645k | -3% | 11k | 57.30 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $638k | -20% | 1.0k | 618.52 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $631k | -2% | 2.9k | 217.87 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $630k | -5% | 2.2k | 280.50 |
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| SYSCO Corporation (SYY) | 0.1 | $627k | -7% | 8.0k | 78.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $626k | -6% | 3.5k | 179.15 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $619k | -2% | 3.8k | 162.93 |
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| Super Micro Computer (SMCI) | 0.1 | $615k | +10% | 1.5k | 416.40 |
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| Netflix (NFLX) | 0.1 | $615k | -3% | 867.00 | 708.92 |
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| McDonald's Corporation (MCD) | 0.1 | $609k | -2% | 2.0k | 304.50 |
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| Tyson Foods Cl A (TSN) | 0.1 | $597k | +3% | 10k | 59.56 |
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| EOG Resources (EOG) | 0.1 | $588k | -6% | 4.8k | 122.92 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $584k | -48% | 16k | 37.56 |
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| Johnson & Johnson (JNJ) | 0.1 | $581k | -3% | 3.6k | 162.07 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $580k | -3% | 7.9k | 73.67 |
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| Manulife Finl Corp (MFC) | 0.1 | $559k | 19k | 29.55 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $549k | -3% | 7.6k | 72.12 |
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| CVS Caremark Corporation (CVS) | 0.1 | $549k | +2% | 8.7k | 62.88 |
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| Ametek (AME) | 0.1 | $545k | -4% | 3.2k | 171.69 |
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| Graphic Packaging Holding Company (GPK) | 0.1 | $541k | -3% | 18k | 29.59 |
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| Skyworks Solutions (SWKS) | 0.1 | $536k | +3% | 5.4k | 98.78 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $523k | -9% | 9.0k | 58.32 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $521k | 4.5k | 115.01 |
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| General Dynamics Corporation (GD) | 0.1 | $514k | +9% | 1.7k | 302.18 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $514k | -2% | 2.3k | 225.79 |
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| Progressive Corporation (PGR) | 0.1 | $513k | -15% | 2.0k | 253.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $490k | -3% | 2.9k | 167.18 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $488k | NEW | 5.4k | 90.40 |
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| Deere & Company (DE) | 0.1 | $485k | -4% | 1.2k | 417.30 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $472k | NEW | 1.7k | 272.40 |
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| Atmos Energy Corporation (ATO) | 0.1 | $461k | -6% | 3.3k | 138.71 |
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| Stellantis SHS (STLA) | 0.1 | $459k | 33k | 14.05 |
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| Microchip Technology (MCHP) | 0.0 | $456k | -2% | 5.7k | 80.29 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $455k | NEW | 5.5k | 83.00 |
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| Ingersoll Rand (IR) | 0.0 | $446k | +4% | 4.5k | 98.16 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $445k | 3.7k | 121.17 |
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| Morgan Stanley Com New (MS) | 0.0 | $445k | -21% | 4.3k | 104.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $438k | -8% | 1.2k | 353.55 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $431k | +9% | 8.7k | 49.31 |
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| Huntington Ingalls Inds (HII) | 0.0 | $425k | -2% | 1.6k | 264.38 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $425k | NEW | 2.2k | 192.81 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $422k | 5.4k | 77.61 |
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| Micron Technology (MU) | 0.0 | $417k | 4.0k | 103.71 |
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| Danaher Corporation (DHR) | 0.0 | $417k | -3% | 1.5k | 278.00 |
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| Arista Networks (ANET) | 0.0 | $414k | 1.1k | 383.82 |
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| Kellogg Company (K) | 0.0 | $414k | 5.1k | 80.71 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $403k | 2.3k | 177.36 |
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| CenterPoint Energy (CNP) | 0.0 | $402k | -2% | 14k | 29.42 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $385k | 2.3k | 170.60 |
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| Adient Ord Shs (ADNT) | 0.0 | $384k | NEW | 17k | 22.57 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $373k | 354.00 | 1052.40 |
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| Pepsi (PEP) | 0.0 | $369k | +3% | 2.2k | 170.08 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $362k | +2% | 6.8k | 53.07 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $351k | -2% | 6.8k | 51.45 |
|
| Zoetis Cl A (ZTS) | 0.0 | $346k | +3% | 1.8k | 195.34 |
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $338k | +2% | 11k | 31.79 |
|
| Medtronic SHS (MDT) | 0.0 | $335k | 3.7k | 90.02 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $332k | -13% | 7.3k | 45.51 |
|
| Advanced Micro Devices (AMD) | 0.0 | $321k | +4% | 2.0k | 164.07 |
|
| Murphy Usa (MUSA) | 0.0 | $319k | 648.00 | 492.90 |
|
|
| Nike CL B (NKE) | 0.0 | $310k | +5% | 3.5k | 88.40 |
|
| Lowe's Companies (LOW) | 0.0 | $307k | +2% | 1.1k | 270.74 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $298k | -6% | 1.2k | 257.76 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $296k | +2% | 12k | 24.05 |
|
| Roper Industries (ROP) | 0.0 | $278k | -5% | 499.00 | 556.50 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $274k | 3.5k | 78.66 |
|
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| Home Depot (HD) | 0.0 | $274k | +6% | 675.00 | 405.20 |
|
| Allstate Corporation (ALL) | 0.0 | $270k | 1.4k | 189.64 |
|
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| Labcorp Holdings Com Shs (LH) | 0.0 | $262k | -3% | 1.2k | 223.46 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $261k | 18k | 14.41 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $259k | 2.7k | 96.57 |
|
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| Norfolk Southern (NSC) | 0.0 | $248k | +3% | 1.0k | 248.40 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $235k | NEW | 5.6k | 42.33 |
|
| International Business Machines (IBM) | 0.0 | $235k | NEW | 1.1k | 221.12 |
|
| Monster Beverage Corp (MNST) | 0.0 | $234k | 4.5k | 52.17 |
|
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $231k | +3% | 4.2k | 54.68 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $222k | -24% | 4.9k | 45.86 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $222k | 1.3k | 165.35 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $221k | -2% | 453.00 | 487.92 |
|
| Landstar System (LSTR) | 0.0 | $218k | 1.2k | 188.91 |
|
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| Chevron Corporation (CVX) | 0.0 | $210k | -11% | 1.4k | 147.28 |
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| Interpublic Group of Companies (IPG) | 0.0 | $209k | -18% | 6.6k | 31.63 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $206k | 3.5k | 59.74 |
|
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| Lauder Estee Cos Cl A (EL) | 0.0 | $204k | +4% | 2.0k | 99.69 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $202k | NEW | 955.00 | 211.83 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $202k | NEW | 831.00 | 243.06 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $201k | NEW | 3.0k | 67.85 |
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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 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
- 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