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 26.75% of Strategic Investment Advisors / MI's stock portfolio.
- Added to shares of these 10 stocks: TLT (+$26M), BIL (+$13M), BKLN (+$10M), IGSB (+$9.6M), EMB (+$9.6M), LQD (+$9.5M), VOO, VEA, IEFA, CSCO.
- Started 26 new stock positions in XLC, FANG, CNP, EG, ZTS, XLK, EA, VST, TMUS, IGSB.
- Reduced shares in these 10 stocks: SHY (-$27M), TIP (-$17M), , HYG, QCOM, WMB, VRTX, CTRA, , CDNS.
- Sold out of its positions in AMD, ALB, ELV, BKR, CHRW, CTRA, DTM, ES, IPG, TIP. LW, LPX, MTB, PPL, PFG, CWB, FLRN, TIPX, XLY, XLI, TPR, MMM, ULTA, WMB.
- Strategic Investment Advisors / MI was a net buyer of stock by $32M.
- Strategic Investment Advisors / MI has $693M in assets under management (AUM), dropping by 14.11%.
- Central Index Key (CIK): 0001760540
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Strategic Investment Advisors / MI holds 233 positions in its portfolio as reported in the December 2023 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) | 7.1 | $49M | +10% | 112k | 436.80 |
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Vanguard Index Fds Growth Etf (VUG) | 5.5 | $38M | +5% | 122k | 310.88 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.1 | $35M | +7% | 737k | 47.90 |
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Vanguard World Mega Grwth Ind (MGK) | 4.7 | $33M | 127k | 259.51 |
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Vanguard Index Fds Value Etf (VTV) | 4.4 | $30M | +6% | 203k | 149.50 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.8 | $26M | NEW | 264k | 98.88 |
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Ishares Tr Core Msci Eafe (IEFA) | 3.7 | $26M | +10% | 363k | 70.35 |
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Vanguard World Mega Cap Val Etf (MGV) | 3.5 | $25M | 225k | 109.37 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.4 | $17M | -61% | 202k | 82.04 |
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Apple (AAPL) | 2.2 | $15M | -2% | 79k | 192.53 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.0 | $14M | +1554% | 150k | 91.39 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.9 | $13M | +250% | 120k | 110.66 |
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Microsoft Corporation (MSFT) | 1.7 | $12M | 32k | 376.04 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $11M | +9% | 276k | 41.10 |
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Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $11M | +6% | 52k | 213.33 |
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Ishares Core Msci Emkt (IEMG) | 1.6 | $11M | +11% | 213k | 50.58 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.5 | $10M | 57k | 179.97 |
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.5 | $10M | NEW | 480k | 21.18 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 1.4 | $9.9M | +3250% | 111k | 89.06 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $9.6M | NEW | 188k | 51.27 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.4 | $9.6M | -26% | 123k | 77.39 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 1.2 | $8.5M | +9% | 52k | 164.42 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.2 | $8.3M | +4% | 168k | 49.36 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.2 | $8.1M | 56k | 145.01 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.2 | $8.0M | 37k | 219.57 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $7.5M | -6% | 54k | 139.69 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.9 | $6.4M | 278k | 23.04 |
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Broadcom (AVGO) | 0.9 | $6.3M | -2% | 5.7k | 1116.24 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $6.3M | 135k | 46.36 |
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Meta Platforms Cl A (META) | 0.8 | $5.3M | +24% | 15k | 353.97 |
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Builders FirstSource (BLDR) | 0.7 | $4.8M | -3% | 29k | 166.94 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $4.7M | 30k | 156.89 |
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Cisco Systems (CSCO) | 0.7 | $4.6M | +93% | 91k | 50.52 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $4.5M | -4% | 17k | 262.25 |
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NVIDIA Corporation (NVDA) | 0.6 | $4.5M | +73% | 9.1k | 495.25 |
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Gilead Sciences (GILD) | 0.6 | $4.4M | -3% | 55k | 81.01 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $4.3M | +6% | 59k | 73.55 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $4.2M | +2% | 18k | 241.77 |
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Procter & Gamble Company (PG) | 0.6 | $4.1M | 28k | 146.54 |
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Amazon (AMZN) | 0.6 | $3.9M | +3% | 25k | 151.94 |
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Ishares Tr Usd Inv Grde Etf (USIG) | 0.5 | $3.7M | 72k | 51.26 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $3.6M | +10% | 16k | 232.64 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $3.5M | 46k | 77.02 |
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Marsh & McLennan Companies (MMC) | 0.4 | $3.0M | 16k | 189.47 |
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Comcast Corp Cl A (CMCSA) | 0.4 | $2.8M | +210% | 63k | 43.85 |
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Amgen (AMGN) | 0.4 | $2.6M | -3% | 9.2k | 288.03 |
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Ishares Msci Cda Etf (EWC) | 0.4 | $2.5M | +10% | 69k | 36.68 |
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JPMorgan Chase & Co. (JPM) | 0.4 | $2.4M | +29% | 14k | 170.11 |
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Pfizer (PFE) | 0.3 | $2.4M | -5% | 84k | 28.79 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.4M | -31% | 5.9k | 406.89 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $2.4M | +27% | 24k | 99.79 |
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Cadence Design Systems (CDNS) | 0.3 | $2.3M | -29% | 8.5k | 272.37 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $2.1M | +10% | 18k | 115.03 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.1M | -27% | 5.8k | 356.64 |
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Altria (MO) | 0.3 | $2.0M | +47% | 49k | 40.34 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.0M | +154% | 4.1k | 477.66 |
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UnitedHealth (UNH) | 0.3 | $1.9M | -5% | 3.7k | 526.43 |
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Nucor Corporation (NUE) | 0.3 | $1.9M | -2% | 11k | 174.04 |
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Kla Corp Com New (KLAC) | 0.3 | $1.9M | 3.3k | 581.36 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $1.9M | +27% | 16k | 117.13 |
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Caterpillar (CAT) | 0.3 | $1.8M | -25% | 6.3k | 295.68 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $1.8M | 23k | 76.38 |
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Verizon Communications (VZ) | 0.3 | $1.8M | -3% | 47k | 37.70 |
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Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $1.7M | +2% | 22k | 74.58 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.6M | -4% | 22k | 75.35 |
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Abbvie (ABBV) | 0.2 | $1.6M | -5% | 10k | 154.97 |
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Eli Lilly & Co. (LLY) | 0.2 | $1.5M | +15% | 2.6k | 582.86 |
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Nextera Energy (NEE) | 0.2 | $1.5M | 24k | 60.74 |
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AFLAC Incorporated (AFL) | 0.2 | $1.5M | 18k | 82.50 |
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Moderna (MRNA) | 0.2 | $1.5M | +128% | 15k | 99.45 |
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Pioneer Natural Resources (PXD) | 0.2 | $1.4M | -4% | 6.4k | 224.88 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.4M | +6% | 18k | 81.28 |
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Vici Pptys (VICI) | 0.2 | $1.4M | -4% | 44k | 31.88 |
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Cigna Corp (CI) | 0.2 | $1.4M | 4.5k | 299.44 |
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salesforce (CRM) | 0.2 | $1.3M | -5% | 5.0k | 263.14 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $1.3M | +27% | 25k | 52.00 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $1.3M | -2% | 23k | 55.90 |
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Consolidated Edison (ED) | 0.2 | $1.2M | 14k | 90.97 |
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Visa Com Cl A (V) | 0.2 | $1.2M | -16% | 4.7k | 260.37 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.2M | -3% | 16k | 78.03 |
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T. Rowe Price (TROW) | 0.2 | $1.2M | -5% | 11k | 107.69 |
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DTE Energy Company (DTE) | 0.2 | $1.2M | 11k | 110.26 |
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Steel Dynamics (STLD) | 0.2 | $1.2M | 9.8k | 118.10 |
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American Express Company (AXP) | 0.2 | $1.2M | -19% | 6.2k | 187.33 |
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Workday Cl A (WDAY) | 0.2 | $1.2M | -5% | 4.2k | 276.06 |
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Merck & Co (MRK) | 0.2 | $1.1M | -12% | 10k | 109.02 |
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Everest Re Group (EG) | 0.2 | $1.1M | NEW | 3.1k | 353.59 |
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Dell Technologies CL C (DELL) | 0.2 | $1.1M | -8% | 14k | 76.50 |
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Lennar Corp Cl A (LEN) | 0.2 | $1.1M | 7.3k | 149.04 |
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Public Service Enterprise (PEG) | 0.2 | $1.1M | 18k | 61.15 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.1M | NEW | 9.6k | 111.63 |
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Williams-Sonoma (WSM) | 0.2 | $1.1M | -3% | 5.3k | 201.79 |
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Expeditors International of Washington (EXPD) | 0.2 | $1.0M | 8.2k | 127.20 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $1.0M | 14k | 75.53 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | -7% | 1.7k | 596.72 |
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Oracle Corporation (ORCL) | 0.1 | $1.0M | -4% | 9.7k | 105.43 |
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Valero Energy Corporation (VLO) | 0.1 | $1.0M | -3% | 7.8k | 130.00 |
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McKesson Corporation (MCK) | 0.1 | $1.0M | -8% | 2.2k | 463.02 |
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Super Micro Computer (SMCI) | 0.1 | $983k | +2% | 3.5k | 284.26 |
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Qualcomm (QCOM) | 0.1 | $971k | -66% | 6.7k | 144.62 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $960k | -26% | 2.7k | 350.95 |
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Arch Cap Group Ord (ACGL) | 0.1 | $958k | 13k | 74.27 |
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Pulte (PHM) | 0.1 | $948k | -5% | 9.2k | 103.22 |
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Omni (OMC) | 0.1 | $944k | -45% | 11k | 86.51 |
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Parker-Hannifin Corporation (PH) | 0.1 | $932k | -8% | 2.0k | 460.75 |
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Lululemon Athletica (LULU) | 0.1 | $891k | NEW | 1.7k | 511.29 |
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General Mills (GIS) | 0.1 | $876k | +3% | 14k | 65.14 |
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General Electric Com New (GE) | 0.1 | $874k | 6.8k | 127.64 |
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FedEx Corporation (FDX) | 0.1 | $848k | 3.4k | 252.97 |
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Lincoln Electric Holdings (LECO) | 0.1 | $833k | -7% | 3.8k | 217.46 |
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Bank of America Corporation (BAC) | 0.1 | $827k | -42% | 25k | 33.67 |
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TJX Companies (TJX) | 0.1 | $824k | 8.8k | 93.81 |
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Wells Fargo & Company (WFC) | 0.1 | $822k | -6% | 17k | 49.22 |
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Norfolk Southern (NSC) | 0.1 | $820k | -11% | 3.5k | 236.41 |
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Applied Materials (AMAT) | 0.1 | $819k | 5.1k | 162.06 |
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Vistra Energy (VST) | 0.1 | $815k | NEW | 21k | 38.52 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $805k | -9% | 1.9k | 426.44 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $804k | +3% | 1.7k | 475.32 |
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Abbott Laboratories (ABT) | 0.1 | $799k | -8% | 7.3k | 110.06 |
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Bank of New York Mellon Corporation (BK) | 0.1 | $793k | -7% | 15k | 52.05 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $779k | -8% | 23k | 34.01 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $777k | NEW | 3.0k | 255.34 |
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Paccar (PCAR) | 0.1 | $767k | +2% | 7.8k | 97.65 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $757k | -6% | 21k | 35.41 |
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Boston Scientific Corporation (BSX) | 0.1 | $752k | -5% | 13k | 57.81 |
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Fiserv (FI) | 0.1 | $732k | -7% | 5.5k | 132.83 |
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Diamondback Energy (FANG) | 0.1 | $731k | NEW | 4.7k | 155.08 |
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Stellantis SHS (STLA) | 0.1 | $726k | 31k | 23.32 |
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Marriott Intl Cl A (MAR) | 0.1 | $724k | -11% | 3.2k | 225.49 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $722k | +2% | 7.6k | 94.74 |
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Texas Instruments Incorporated (TXN) | 0.1 | $721k | -14% | 4.2k | 170.46 |
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Ford Motor Company (F) | 0.1 | $718k | +5% | 59k | 12.19 |
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $713k | +21% | 18k | 40.25 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $708k | -3% | 6.8k | 103.45 |
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Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $704k | NEW | 9.0k | 78.13 |
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Iron Mountain (IRM) | 0.1 | $698k | -7% | 10k | 69.98 |
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Sempra Energy (SRE) | 0.1 | $689k | -50% | 9.2k | 74.73 |
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SYSCO Corporation (SYY) | 0.1 | $684k | -32% | 9.4k | 73.13 |
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Costco Wholesale Corporation (COST) | 0.1 | $673k | -14% | 1.0k | 659.80 |
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Servicenow (NOW) | 0.1 | $666k | NEW | 943.00 | 706.49 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $665k | -7% | 9.2k | 72.43 |
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Iqvia Holdings (IQV) | 0.1 | $662k | -20% | 2.9k | 231.38 |
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Pbf Energy Cl A (PBF) | 0.1 | $642k | -3% | 15k | 43.96 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $634k | -8% | 5.2k | 121.51 |
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Marathon Petroleum Corp (MPC) | 0.1 | $629k | -11% | 4.2k | 148.36 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $618k | +2% | 3.9k | 157.81 |
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Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $615k | -17% | 7.4k | 82.90 |
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Palo Alto Networks (PANW) | 0.1 | $614k | +2% | 2.1k | 294.88 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $598k | -4% | 5.5k | 108.41 |
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Extra Space Storage (EXR) | 0.1 | $591k | -6% | 3.7k | 160.31 |
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Ametek (AME) | 0.1 | $580k | 3.5k | 164.89 |
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $578k | -3% | 11k | 54.08 |
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McDonald's Corporation (MCD) | 0.1 | $574k | -11% | 1.9k | 296.46 |
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Skyworks Solutions (SWKS) | 0.1 | $571k | -2% | 5.1k | 112.42 |
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Linde SHS (LIN) | 0.1 | $563k | NEW | 1.4k | 410.63 |
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Motorola Solutions Com New (MSI) | 0.1 | $563k | -2% | 1.8k | 313.16 |
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Kroger (KR) | 0.1 | $562k | -36% | 12k | 45.71 |
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Microchip Technology (MCHP) | 0.1 | $560k | -59% | 6.2k | 90.18 |
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EOG Resources (EOG) | 0.1 | $560k | -16% | 4.6k | 120.94 |
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Thermo Fisher Scientific (TMO) | 0.1 | $544k | -27% | 1.0k | 531.01 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $543k | 1.00 | 542625.00 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $531k | NEW | 2.8k | 192.46 |
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Johnson Ctls Intl SHS (JCI) | 0.1 | $528k | -7% | 9.2k | 57.64 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $528k | NEW | 9.4k | 56.40 |
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Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $524k | -7% | 10k | 50.74 |
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Johnson & Johnson (JNJ) | 0.1 | $523k | -61% | 3.3k | 156.73 |
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Select Sector Spdr Tr Communication (XLC) | 0.1 | $519k | NEW | 7.1k | 72.66 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $509k | 6.1k | 83.84 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $500k | -22% | 12k | 42.18 |
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Tyson Foods Cl A (TSN) | 0.1 | $497k | -6% | 9.3k | 53.75 |
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Huntington Ingalls Inds (HII) | 0.1 | $476k | NEW | 1.8k | 259.64 |
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CVS Caremark Corporation (CVS) | 0.1 | $474k | -6% | 6.0k | 78.96 |
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Tesla Motors (TSLA) | 0.1 | $458k | +4% | 1.8k | 248.42 |
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CenterPoint Energy (CNP) | 0.1 | $446k | NEW | 16k | 28.57 |
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Graphic Packaging Holding Company (GPK) | 0.1 | $444k | -23% | 18k | 24.65 |
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Novartis Sponsored Adr (NVS) | 0.1 | $440k | +3% | 4.4k | 100.97 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $436k | -4% | 4.2k | 104.00 |
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ConocoPhillips (COP) | 0.1 | $426k | -6% | 3.7k | 116.08 |
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Morgan Stanley Com New (MS) | 0.1 | $423k | -19% | 4.5k | 93.25 |
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Bristol Myers Squibb (BMY) | 0.1 | $423k | NEW | 8.2k | 51.31 |
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Deere & Company (DE) | 0.1 | $422k | -5% | 1.1k | 399.95 |
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Manulife Finl Corp (MFC) | 0.1 | $416k | 19k | 22.10 |
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United Therapeutics Corporation (UTHR) | 0.1 | $409k | -4% | 1.9k | 219.89 |
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Reinsurance Grp Of America I Com New (RGA) | 0.1 | $398k | -7% | 2.5k | 161.78 |
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Gaming & Leisure Pptys (GLPI) | 0.1 | $388k | -7% | 7.9k | 49.35 |
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Progressive Corporation (PGR) | 0.1 | $383k | 2.4k | 159.25 |
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Nike CL B (NKE) | 0.1 | $378k | -3% | 3.5k | 108.57 |
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Prologis (PLD) | 0.1 | $373k | 2.8k | 133.28 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $366k | -21% | 9.1k | 40.21 |
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Constellation Brands Cl A (STZ) | 0.0 | $334k | -33% | 1.4k | 241.81 |
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Metropcs Communications (TMUS) | 0.0 | $330k | NEW | 2.1k | 160.35 |
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Thomson Reuters Corp. (TRI) | 0.0 | $328k | 2.2k | 146.21 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $327k | 6.9k | 47.49 |
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ON Semiconductor (ON) | 0.0 | $327k | -4% | 3.9k | 83.53 |
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American Electric Power Company (AEP) | 0.0 | $326k | -28% | 4.0k | 81.22 |
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Pepsi (PEP) | 0.0 | $324k | -9% | 1.9k | 169.84 |
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Monster Beverage Corp (MNST) | 0.0 | $322k | -3% | 5.6k | 57.61 |
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Regeneron Pharmaceuticals (REGN) | 0.0 | $321k | 365.00 | 878.29 |
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Sprouts Fmrs Mkt (SFM) | 0.0 | $316k | 6.6k | 48.11 |
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Alphabet Cap Stk Cl C (GOOG) | 0.0 | $313k | 2.2k | 140.90 |
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PPG Industries (PPG) | 0.0 | $308k | 2.1k | 149.52 |
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Danaher Corporation (DHR) | 0.0 | $304k | -17% | 1.3k | 231.38 |
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Duke Energy Corp Com New (DUK) | 0.0 | $302k | -8% | 3.1k | 97.05 |
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Royal Caribbean Cruises (RCL) | 0.0 | $292k | NEW | 2.3k | 129.49 |
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Zoetis Cl A (ZTS) | 0.0 | $280k | NEW | 1.4k | 197.37 |
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Unum (UNM) | 0.0 | $277k | -7% | 6.1k | 45.22 |
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Kellogg Company (K) | 0.0 | $276k | 4.9k | 55.91 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $276k | 1.2k | 227.23 |
|
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Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $275k | -4% | 5.3k | 51.63 |
|
Medtronic SHS (MDT) | 0.0 | $272k | -9% | 3.3k | 82.39 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $266k | -9% | 5.5k | 48.72 |
|
Ishares Tr Broad Usd High (USHY) | 0.0 | $264k | +4% | 7.3k | 36.35 |
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Netflix (NFLX) | 0.0 | $260k | NEW | 534.00 | 487.19 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $255k | +4% | 677.00 | 377.01 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $252k | +7% | 616.00 | 409.24 |
|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $245k | -31% | 4.8k | 50.62 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $242k | -70% | 2.9k | 84.13 |
|
Murphy Usa (MUSA) | 0.0 | $239k | 669.00 | 356.57 |
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Sony Group Corp Sponsored Adr (SONY) | 0.0 | $238k | 2.5k | 94.70 |
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Chevron Corporation (CVX) | 0.0 | $237k | -9% | 1.6k | 149.14 |
|
Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $237k | 3.6k | 65.76 |
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Exxon Mobil Corporation (XOM) | 0.0 | $228k | +4% | 2.3k | 100.00 |
|
Lowe's Companies (LOW) | 0.0 | $227k | -5% | 1.0k | 222.50 |
|
Landstar System (LSTR) | 0.0 | $224k | 1.2k | 193.67 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $221k | NEW | 1.2k | 191.17 |
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Archer Daniels Midland Company (ADM) | 0.0 | $217k | -54% | 3.0k | 72.23 |
|
Electronic Arts (EA) | 0.0 | $215k | NEW | 1.6k | 136.78 |
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $214k | -5% | 6.7k | 31.76 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $207k | -14% | 1.0k | 200.63 |
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Wal-Mart Stores (WMT) | 0.0 | $207k | -8% | 1.3k | 157.63 |
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Intel Corporation (INTC) | 0.0 | $205k | NEW | 4.1k | 50.25 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $202k | -10% | 1.2k | 170.35 |
|
Boeing Company (BA) | 0.0 | $201k | NEW | 771.00 | 260.82 |
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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 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
- Strategic Investment Advisors / MI 2020 Q1 filed April 13, 2020