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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 31.20% of Strategic Investment Advisors / MI's stock portfolio.
Added to shares of these 10 stocks: VOO (+$24M), MGK (+$19M), MGV (+$15M), SHY (+$12M), VUG (+$11M), GOVT (+$11M), USIG (+$9.9M), BIL (+$9.6M), SPTM (+$8.0M), IEFA (+$8.0M).
Started 154 new stock positions in MSA, EIX, ZTS, EMR, WPM, CIB, GMAB, BJ, ADP, WEC.
Reduced shares in these 10 stocks: EMB (-$8.2M), VST, , VO, VYM, , , KR, BX, SCHX.
Sold out of its positions in ADBE, BX, BLDR, SCHX, XLP, VYM, VST, WDAY.
Strategic Investment Advisors / MI was a net buyer of stock by $319M.
Strategic Investment Advisors / MI has $1.4B in assets under management (AUM), dropping by 25.20%.
Central Index Key (CIK): 0001760540

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Portfolio Holdings for Strategic Investment Advisors / MI

Strategic Investment Advisors / MI holds 386 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	11.1	$160M	+17%	268k	597.96	View chart
Vanguard Mega Cap Growth Index Fund Mega Grwth Ind (MGK)	6.0	$86M	+27%	235k	367.78	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	5.1	$73M	+12%	811k	90.60	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	4.6	$66M	+2%	1.0M	64.08	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	4.5	$66M	+20%	150k	436.81	View chart
Vanguard Mega Cap Value Index Fund Mega Cap Val Etf (MGV)	4.4	$63M	+30%	434k	145.06	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	3.5	$51M	+9%	257k	196.21	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	2.5	$37M	+14%	528k	69.81	View chart
Spdr Series Trust State Street Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL)	2.5	$36M	+35%	396k	91.64	View chart
Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY)	1.8	$27M	+82%	322k	82.61	View chart
Apple (AAPL)	1.8	$26M	+36%	101k	253.84	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	1.7	$24M	+6%	452k	54.05	View chart
Ishares Tr Us Treas Bd Etf Us Treas Bd Etf (GOVT)	1.7	$24M	+80%	1.1M	22.90	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf Sr Ln Etf (BKLN)	1.7	$24M	+22%	1.2M	20.41	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	1.6	$23M	+19%	105k	217.42	View chart
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs (IGSB)	1.6	$23M	+21%	433k	52.56	View chart
Vanguard Mid-cap Value Index Fund Mcap Vl Idxvip (VOE)	1.5	$22M	+23%	120k	184.42	View chart
Ishares Tr Usd Inv Grde Etf Usd Inv Grde Etf (USIG)	1.5	$22M	+82%	427k	51.20	View chart
Vanguard Extended Markets Index Fund Extend Mkt Etf (VXF)	1.4	$21M	+12%	102k	205.94	View chart
NVIDIA Corporation (NVDA)	1.4	$21M	+29%	119k	174.53	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	1.4	$20M	+5%	76k	261.98	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf Mtg-bkd Secs Etf (VMBS)	1.3	$19M	+72%	401k	46.93	View chart
Vanguard Mid-cap Growth Index Fund Mcap Gr Idxvip (VOT)	1.1	$15M	+25%	60k	257.56	View chart
Microsoft Corporation (MSFT)	1.1	$15M	+27%	41k	370.26	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	1.1	$15M	+23%	53k	288.33	View chart
Spdr Series Trust State Street Portfolio S&p 1500 Composite Stock Market Etf State Street Spd (SPTM)	0.9	$13M	+171%	161k	79.10	View chart
Vanguard Charlotte Fds Total Intl Bd Etf Total Int Bd Etf (BNDX)	0.9	$13M	+38%	262k	48.03	View chart
Ishares Tips Bond Etf Tips Bd Etf (TIP)	0.8	$12M	+4%	110k	110.36	View chart
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT)	0.8	$12M	+4%	137k	86.63	View chart
Vanguard Small-cap Growth Index Fund Sml Cp Grw Etf (VBK)	0.8	$11M	+34%	37k	302.53	View chart
Spdr Series Trust State Street Bloomberg Convertible Securities Etf State Street Spd (CWB)	0.7	$9.7M	+8%	106k	91.34	View chart
Ishares Tr Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG)	0.7	$9.5M	+9%	120k	79.55	View chart
Ishares Iboxx $ Inv Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)	0.7	$9.5M	+11%	87k	109.10	View chart
Broadcom (AVGO)	0.6	$9.2M	+21%	30k	309.47	View chart
Ishares Inc Msci Cda Etf Msci Cda Etf (EWC)	0.6	$8.8M	+14%	160k	54.83	View chart
Meta Platforms Inc Class A Cl A (META)	0.6	$8.3M	+31%	15k	573.55	View chart
Amazon (AMZN)	0.5	$7.4M	+21%	36k	208.53	View chart
Ishares Tr Msci Usa Mmentm Msci Usa Mmentm (MTUM)	0.5	$7.3M		30k	240.05	View chart
Vanguard Bd Index Fds Short Trm Bond Short Trm Bond (BSV)	0.5	$7.0M	+79%	89k	78.42	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	0.5	$6.9M	-11%	24k	287.38	View chart
Spdr Series Trust State Street Portfolio Intermediate Term Corporate Bond Etf State Street Spd (SPIB)	0.5	$6.9M	+71%	205k	33.52	View chart
JPMorgan Chase & Co. (JPM)	0.5	$6.6M	+18%	22k	294.16	View chart
At&t (T)	0.4	$6.1M	+19%	210k	28.99	View chart
United Therapeutics Corporation (UTHR)	0.4	$5.8M	+20%	9.8k	592.95	View chart
Pimco Etf Trust Enhanced Short Maturity Active Etf Usd Enhan Shrt Ma Ac (MINT)	0.4	$5.4M	+15%	54k	100.54	View chart
Newmont Mining Corporation (NEM)	0.4	$5.3M	+19%	49k	108.29	View chart
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)	0.4	$5.2M	-2%	15k	356.57	View chart
Synchrony Financial (SYF)	0.4	$5.2M	+19%	76k	68.02	View chart
Vanguard Intl Equity Index Fds Ftse Smcap Etf Ftse Smcap Etf (VSS)	0.3	$5.0M	+13%	35k	145.91	View chart
Verizon Communications (VZ)	0.3	$4.9M	+41%	98k	50.20	View chart
Fox Corp Cl A Cl A Com (FOXA)	0.3	$4.9M	+19%	83k	58.44	View chart
Procter & Gamble Company (PG)	0.3	$4.4M	+52%	30k	144.44	View chart
Altria (MO)	0.3	$4.1M	+13%	63k	65.99	View chart
Coherent Corp (COHR)	0.3	$3.8M	NEW	16k	238.21	View chart
Spdr Series Trust State Street Portfolio Long Term Treasury Etf State Street Spd (SPTL)	0.2	$3.5M	+68%	133k	26.28	View chart
Vanguard Bd Index Fds Intermed Term Intermed Term (BIV)	0.2	$3.4M	+73%	44k	77.19	View chart
Vanguard Bd Index Fds Long Term Bond Long Term Bond (BLV)	0.2	$3.3M	+74%	49k	68.79	View chart
Kla Corp Com New (KLAC)	0.2	$3.3M	+5%	2.2k	1474.22	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.2	$3.1M	+73%	4.8k	653.20	View chart
Abbvie (ABBV)	0.2	$3.1M	+106%	14k	217.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Total Bnd Mrkt (BND)	0.2	$3.0M	+24%	40k	73.55	View chart
Tesla Motors (TSLA)	0.2	$3.0M	+11%	8.0k	372.06	View chart
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)	0.2	$2.9M	+32%	31k	92.69	View chart
Amgen (AMGN)	0.2	$2.8M	+50%	8.0k	351.85	View chart
Ishares Trust 0-5yr High Yield Corp Bd Isin #us46434v4077 Sedol #bfs2ll0 0-5yr Hi Yl Cp (SHYG)	0.2	$2.4M	+27%	57k	42.31	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.4M	+102%	11k	214.21	View chart
Eli Lilly & Co. (LLY)	0.2	$2.4M	+29%	2.6k	916.33	View chart
Hldgs (UAL)	0.2	$2.4M	+24%	26k	92.09	View chart
Marsh & McLennan Companies (MRSH)	0.2	$2.3M	+5%	13k	173.45	View chart
Ishares Tr 3 7 Yr Treas Bd 3 7 Yr Treas Bd (IEI)	0.2	$2.3M	+14%	19k	118.62	View chart
Citizens Financial (CFG)	0.2	$2.2M	+12%	37k	59.94	View chart
Ishares Tr Ishs 5-10yr Invt Ishs 5-10yr Invt (IGIB)	0.2	$2.2M	+15%	41k	53.23	View chart
Chevron Corporation (CVX)	0.2	$2.2M	+380%	11k	206.89	View chart
American Tower Reit (AMT)	0.1	$2.2M	+317%	13k	172.75	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.1	$2.1M	-2%	4.5k	479.05	View chart
Royal Caribbean Cruises (RCL)	0.1	$2.1M	+16%	7.7k	275.32	View chart
Diamondback Energy (FANG)	0.1	$2.1M	+68%	11k	197.79	View chart
Exelixis (EXEL)	0.1	$2.0M	+48%	47k	42.89	View chart
Totalenergies Se Eur2.5 Act (TTE)	0.1	$2.0M	NEW	22k	90.98	View chart
Philip Morris International (PM)	0.1	$2.0M	+329%	12k	165.22	View chart
Cisco Systems (CSCO)	0.1	$1.9M	+141%	25k	77.60	View chart
Wal-Mart Stores (WMT)	0.1	$1.9M	+22%	15k	124.30	View chart
British American Tobacco Lvl Ii Adr Each Rep 1 Ord Gbp0.25 Bny Sponsored Adr (BTI)	0.1	$1.8M	+244%	31k	58.47	View chart
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)	0.1	$1.8M	+148%	37k	49.90	View chart
Edison International (EIX)	0.1	$1.8M	NEW	24k	73.24	View chart
American Express Company (AXP)	0.1	$1.8M	+80%	5.9k	303.53	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.8M	+81%	10k	169.68	View chart
Visa Com Cl A (V)	0.1	$1.8M	+53%	5.8k	303.30	View chart
Micron Technology (MU)	0.1	$1.7M	+430%	5.0k	337.86	View chart
Williams-Sonoma (WSM)	0.1	$1.7M	+7%	9.2k	182.35	View chart
Vanguard Scottsdale Funds Vanguard Inter-term Corp Bd Etf Int-term Corp (VCIT)	0.1	$1.7M	-7%	20k	82.66	View chart
Applied Materials (AMAT)	0.1	$1.6M	+14%	4.7k	341.81	View chart
Oracle Corporation (ORCL)	0.1	$1.6M	+210%	12k	139.96	View chart
PNC Financial Services (PNC)	0.1	$1.6M	NEW	7.6k	208.09	View chart
Consolidated Edison (ED)	0.1	$1.6M	+2%	14k	113.14	View chart
Caterpillar (CAT)	0.1	$1.5M	-9%	2.2k	708.61	View chart
Spdr Series Trust State Street Portfolio Corporate Bond Etf State Street Spd (SPBO)	0.1	$1.5M	+60%	53k	29.00	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.1	$1.5M		16k	97.13	View chart
Pepsi (PEP)	0.1	$1.5M	NEW	9.8k	155.46	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.5M	+87%	13k	119.16	View chart
Linde Plc Com Eur0.001 SHS (LIN)	0.1	$1.5M	+101%	3.0k	495.45	View chart
Nextpower Inc. Class A Class A Com (NXT)	0.1	$1.5M	NEW	12k	120.48	View chart
Ishares Tr 10-20 Yr Trs Etf 10-20 Yr Trs Etf (TLH)	0.1	$1.5M	+14%	14k	100.75	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.1	$1.4M	-7%	4.3k	338.58	View chart
Enbridge (ENB)	0.1	$1.4M	NEW	27k	54.14	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.4M	+24%	50k	28.73	View chart
Pulte (PHM)	0.1	$1.4M	+182%	12k	117.61	View chart
Sanofi Adr Rep 1 1/2 Ord Sponsored Adr (SNY)	0.1	$1.4M	NEW	29k	48.18	View chart
TJX Companies (TJX)	0.1	$1.4M	+34%	8.7k	159.69	View chart
Pfizer (PFE)	0.1	$1.4M	+22%	49k	28.08	View chart
State Street Spdr S&p 500 Etf Units Tr Unit (SPY)	0.1	$1.4M	+25%	2.1k	650.29	View chart
Us Bancorp Com New (USB)	0.1	$1.4M	NEW	26k	52.01	View chart
Spdr Series Trust State Street Bloomberg High Yield Bond Etf State Street Spd (JNK)	0.1	$1.4M	+115%	14k	95.72	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	+15%	1.4k	996.07	View chart
PPL Corporation (PPL)	0.1	$1.3M	+256%	35k	38.20	View chart
Public Service Enterprise (PEG)	0.1	$1.3M	+5%	17k	80.95	View chart
Spdr Series Trust State Street Portfolio Intermediate Term Treasury Etf State Street Spd (SPTI)	0.1	$1.3M	+16%	46k	28.62	View chart
Ishares Intl Aggregate Bond Core Intl Aggr (IAGG)	0.1	$1.3M	+135%	26k	49.98	View chart
FirstEnergy (FE)	0.1	$1.3M	NEW	26k	50.66	View chart
Cme (CME)	0.1	$1.3M	NEW	4.4k	295.37	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.3M	+48%	1.4k	895.86	View chart
Slb Limited Trading Com Stk (SLB)	0.1	$1.3M	+108%	25k	51.39	View chart
Prologis (PLD)	0.1	$1.3M	NEW	9.7k	132.18	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.1	$1.2M	+2%	8.5k	146.26	View chart
Vici Pptys (VICI)	0.1	$1.2M		46k	27.32	View chart
Omega Healthcare Investors (OHI)	0.1	$1.2M	+7%	28k	43.82	View chart
Iqvia Holdings (IQV)	0.1	$1.2M	+160%	7.3k	170.61	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.1	$1.2M	+19%	4.3k	285.58	View chart
Everest Re Group (EG)	0.1	$1.2M	+73%	3.7k	326.00	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M	+81%	15k	79.61	View chart
Paychex (PAYX)	0.1	$1.2M	NEW	13k	92.12	View chart
Vertiv Holdings Co Com Cl A Com Cl A (VRT)	0.1	$1.2M	+66%	4.8k	251.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M	+143%	6.1k	193.22	View chart
Analog Devices (ADI)	0.1	$1.2M	+44%	3.7k	318.00	View chart
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Com New (DUK)	0.1	$1.2M	+390%	8.8k	130.95	View chart
Uber Technologies (UBER)	0.1	$1.2M	+59%	16k	72.33	View chart
Delta Air Lines Com New (DAL)	0.1	$1.1M	+113%	17k	66.32	View chart
Kinross Gold Corp (KGC)	0.1	$1.1M		38k	30.55	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M	+26%	4.7k	244.43	View chart
Wec Energy Group (WEC)	0.1	$1.1M	NEW	9.7k	115.82	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$1.1M	+22%	10k	105.80	View chart
Allstate Corporation (ALL)	0.1	$1.1M	+110%	5.2k	207.35	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	+103%	22k	48.75	View chart
DTE Energy Company (DTE)	0.1	$1.1M		7.4k	146.21	View chart
Expeditors International of Washington (EXPD)	0.1	$1.1M	+9%	7.6k	143.23	View chart
Qualcomm (QCOM)	0.1	$1.0M	+34%	8.1k	128.69	View chart
Truist Financial Corp equities (TFC)	0.1	$1.0M	NEW	22k	45.97	View chart
McKesson Corporation (MCK)	0.1	$1.0M	+40%	1.2k	865.64	View chart
National Grid Spon Adr Each Rep 5 Ord Shs Post Splt Sponsored Adr Ne (NGG)	0.1	$1.0M	NEW	12k	84.60	View chart
Johnson Controls International Plc Com Usd1.00 SHS (JCI)	0.1	$996k	+41%	7.6k	130.95	View chart
Amcor Plc Ord Usd0.05 Com New (AMCR)	0.1	$982k	NEW	25k	39.75	View chart
Nextera Energy (NEE)	0.1	$968k	+15%	10k	92.88	View chart
Arch Capital Group Com Stk Usd0.01 Ord (ACGL)	0.1	$962k	+71%	10k	95.99	View chart
Omni (OMC)	0.1	$959k	+5%	13k	75.33	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.1	$940k	+17%	1.9k	498.45	View chart
L3harris Technologies (LHX)	0.1	$937k	+42%	2.7k	345.16	View chart
Tc Energy Corp (TRP)	0.1	$931k	NEW	15k	62.60	View chart
T. Rowe Price (TROW)	0.1	$921k	+3%	10k	90.14	View chart
Interactive Brokers Group Inc Com Cl A Com Cl A (IBKR)	0.1	$896k	+48%	13k	67.09	View chart
Spdr Series Trust State Street Portfolio Mortgage Backed Bond Etf State Street Spd (SPMB)	0.1	$883k	+6%	40k	22.36	View chart
Servicenow (NOW)	0.1	$858k	+112%	8.2k	104.55	View chart
Sempra Energy (SRE)	0.1	$853k	+8%	8.8k	97.12	View chart
Merck & Co (MRK)	0.1	$853k	NEW	7.1k	120.29	View chart
Accenture Shs Class A (ACN)	0.1	$849k	+166%	4.3k	198.74	View chart
Hartford Financial Services (HIG)	0.1	$813k	NEW	6.0k	135.24	View chart
Boston Scientific Corporation (BSX)	0.1	$812k	NEW	14k	58.77	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.1	$810k	+77%	11k	73.99	View chart
Tyler Technologies (TYL)	0.1	$805k	-5%	2.4k	342.41	View chart
Kimberly-Clark Corporation (KMB)	0.1	$802k	NEW	8.3k	96.48	View chart
SYSCO Corporation (SYY)	0.1	$792k	+139%	11k	70.54	View chart
Xcel Energy (XEL)	0.1	$779k	NEW	9.8k	79.44	View chart
Netflix (NFLX)	0.1	$776k	+14%	7.6k	101.72	View chart
Spdr Portfolio S&p 500 Etf State Street Spd (SPYM)	0.1	$774k	+11%	10k	76.54	View chart
Medtronic SHS (MDT)	0.1	$769k	+148%	8.9k	86.61	View chart
Unilever Plc Sponsored Ads Each 1 Ord Spon Adr New (UL)	0.1	$767k	NEW	14k	56.97	View chart
Cognizant Technology Solutions Corp Com Cl A Usd0.01 Cl A (CTSH)	0.1	$758k	+4%	12k	61.35	View chart
Metropcs Communications (TMUS)	0.1	$736k	+69%	3.5k	210.06	View chart
Western Digital (WDC)	0.1	$727k	+73%	2.7k	270.11	View chart
Home Depot (HD)	0.1	$726k	+181%	2.2k	328.87	View chart
Coca-Cola Company (KO)	0.0	$721k	NEW	9.5k	76.05	View chart
Berkshire Hathaway Cl A (BRK.A)	0.0	$718k		1.00	718140.00	View chart
Walt Disney Company (DIS)	0.0	$712k	+103%	7.4k	96.38	View chart
Ford Motor Company (F)	0.0	$711k	+58%	62k	11.54	View chart
Abbott Laboratories (ABT)	0.0	$701k	+10%	6.8k	102.63	View chart
CVS Caremark Corporation (CVS)	0.0	$700k	+9%	9.7k	71.82	View chart
Gilead Sciences (GILD)	0.0	$700k		5.0k	139.39	View chart
AFLAC Incorporated (AFL)	0.0	$695k	NEW	6.3k	109.70	View chart
Carnival Corp Com Usd0.01 Common Stock (CCL)	0.0	$670k	+135%	26k	26.01	View chart
Lowe's Companies (LOW)	0.0	$656k	+48%	2.8k	235.94	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.0	$652k	NEW	2.0k	320.83	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$647k	NEW	11k	57.64	View chart
Nrg Energy Com New (NRG)	0.0	$643k	NEW	4.4k	146.14	View chart
Kimco Realty Corporation (KIM)	0.0	$639k	NEW	28k	22.47	View chart
FedEx Corporation (FDX)	0.0	$635k	+3%	1.8k	356.11	View chart
Ssga Active Tr State Street Doubleline Total Return Tactical Etf State Street Dou (TOTL)	0.0	$624k	+184%	16k	39.73	View chart
Msa Safety Inc equity (MSA)	0.0	$623k	NEW	3.8k	163.97	View chart
Goldman Sachs (GS)	0.0	$614k	+20%	727.00	844.95	View chart
Novartis Sponsored Adr (NVS)	0.0	$593k		3.9k	152.73	View chart
Lennar Corp Com Usd0.10 Class A Cl A (LEN)	0.0	$590k	-4%	6.8k	86.82	View chart
Sony Group Corporation Spon Ads Each Repr 1 Ord Sponsored Adr (SONY)	0.0	$586k	-21%	28k	20.70	View chart
Ingredion Incorporated (INGR)	0.0	$585k	NEW	5.2k	112.41	View chart
Invesco Exchange Traded Fd Tr S&p500 Quality S&p500 Quality (SPHQ)	0.0	$584k	-12%	7.8k	75.19	View chart
CenterPoint Energy (CNP)	0.0	$584k	+70%	14k	43.16	View chart
Toll Brothers (TOL)	0.0	$583k	-3%	4.3k	136.78	View chart
Ge Aerospace Com New (GE)	0.0	$582k	+23%	2.0k	284.19	View chart
Tyson Foods Cl A (TSN)	0.0	$575k	+8%	9.0k	64.07	View chart
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB)	0.0	$575k	-93%	6.2k	92.44	View chart
Cadence Design Systems (CDNS)	0.0	$574k	+13%	2.1k	278.41	View chart
McDonald's Corporation (MCD)	0.0	$567k	+162%	1.8k	310.73	View chart
Smucker J M Com New (SJM)	0.0	$567k	NEW	5.9k	96.44	View chart
Spdr Index Shares Funds State Street Spdr Portfolio Developed World Ex-us Etf State Street Spd (SPDW)	0.0	$551k	-4%	12k	45.65	View chart
Advanced Micro Devices (AMD)	0.0	$549k	+26%	2.7k	203.55	View chart
Vanguard Total International Stock Index Fund Vg Tl Intl Stk F (VXUS)	0.0	$548k	+86%	7.1k	77.10	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.0	$545k	+150%	4.1k	132.90	View chart
Realty Income (O)	0.0	$523k	NEW	8.5k	61.18	View chart
Embraer Adr Rep Four Ord Sponsored Ads (EMBJ)	0.0	$520k	-6%	8.8k	59.34	View chart
Spdr Index Shares Funds State Street Spdr Portfolio Emerging Markets Etf State Street Spd (SPEM)	0.0	$512k	+41%	11k	46.91	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.0	$501k	-24%	868.00	577.14	View chart
Dt Midstream Common Stock (DTM)	0.0	$498k		3.7k	134.66	View chart
Vaneck Etf Trust High Yld Munietf High Yld Munietf (HYD)	0.0	$498k	+30%	10k	49.98	View chart
Tenaris S.a. Spons Ads Each Rep 2 Ord Sponsored Ads (TS)	0.0	$496k	-10%	8.5k	58.18	View chart
Select Sector Spdr Trust State Street Communication Services Select Sector Spdr Etf State Street Com (XLC)	0.0	$483k	+107%	4.4k	110.85	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$482k	NEW	2.1k	233.65	View chart
Invesco Exchange Traded Fd Tr Large Cap Value Large Cap Value (PWV)	0.0	$482k	-5%	6.9k	69.71	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$481k	NEW	3.6k	135.34	View chart
Sherwin-Williams Company (SHW)	0.0	$474k	NEW	1.5k	320.17	View chart
General Mills (GIS)	0.0	$471k	+11%	13k	37.22	View chart
Nxp Semiconductors N V (NXPI)	0.0	$470k	NEW	2.4k	194.93	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP)	0.0	$463k	-27%	2.4k	191.91	View chart
Welltower Inc Com reit (WELL)	0.0	$454k	-15%	2.3k	198.10	View chart
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf State Street Hea (XLV)	0.0	$453k	NEW	3.1k	146.61	View chart
Southern Company (SO)	0.0	$438k	NEW	4.5k	96.52	View chart
Pilgrim's Pride Corporation (PPC)	0.0	$437k	NEW	12k	37.76	View chart
Chubb (CB)	0.0	$426k	+35%	1.3k	325.78	View chart
D.R. Horton (DHI)	0.0	$422k	NEW	3.1k	137.21	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$419k	NEW	27k	15.65	View chart
Microchip Technology (MCHP)	0.0	$404k	+6%	6.3k	64.61	View chart
Cibc Cad (CM)	0.0	$401k	-5%	4.2k	94.75	View chart
Saneamen Sao Pau Adr Rep 1 Ord Sponsored Adr (SBS)	0.0	$398k	-3%	13k	30.51	View chart
Norfolk Southern (NSC)	0.0	$396k	+40%	1.4k	286.98	View chart
Snap-on Incorporated (SNA)	0.0	$393k	NEW	1.1k	363.20	View chart
International Business Machines (IBM)	0.0	$384k	+31%	1.6k	242.39	View chart
MGIC Investment (MTG)	0.0	$382k	NEW	15k	26.25	View chart
Paccar (PCAR)	0.0	$382k	-8%	3.3k	115.66	View chart
Howmet Aerospace (HWM)	0.0	$380k	NEW	1.7k	230.41	View chart
Renaissance Re Holdings Ltd Cmn (RNR)	0.0	$379k	-11%	1.3k	297.33	View chart
Marriott International Inc Com Usd0.01 Class A Cl A (MAR)	0.0	$378k		1.2k	325.95	View chart
Charles Schwab Corporation (SCHW)	0.0	$378k	NEW	4.0k	93.99	View chart
Principal Financial (PFG)	0.0	$367k	NEW	4.1k	90.10	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$362k	-46%	809.00	447.15	View chart
Spdr Series Trust State Street Portfolio High Yield Bond Etf State Street Spd (SPHY)	0.0	$359k	+21%	15k	23.29	View chart
Manulife Finl Corp (MFC)	0.0	$352k	-3%	10k	34.44	View chart
Crh Ord Eur 0.32 Ord (CRH)	0.0	$351k	NEW	3.3k	105.13	View chart
Motorola Solutions Com New (MSI)	0.0	$348k	-2%	802.00	434.38	View chart
Williams Companies (WMB)	0.0	$341k	+28%	4.7k	72.76	View chart
3M Company (MMM)	0.0	$339k	+22%	2.3k	145.20	View chart
Tapestry (TPR)	0.0	$336k	NEW	2.4k	141.11	View chart
Asml Holding Nv Eur0.09 Ny Registry Shs 2012 N Y Registry Shs (ASML)	0.0	$334k	NEW	253.00	1320.84	View chart
Corning Incorporated (GLW)	0.0	$334k	NEW	2.4k	136.41	View chart
Petroleo Brasileiro Sa Petrobras Spon Ads Each Rep 2 Ord Sponsored Adr (PBR)	0.0	$316k	+10%	15k	20.75	View chart
Cigna Corp (CI)	0.0	$313k	NEW	1.2k	266.84	View chart
Check Point Software Technologies Ord (CHKP)	0.0	$309k	-2%	2.2k	142.85	View chart
Republic Services (RSG)	0.0	$306k	+15%	1.4k	218.56	View chart
Aramark Hldgs (ARMK)	0.0	$300k	NEW	7.4k	40.62	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.0	$298k	-13%	3.0k	99.26	View chart
Taylor Morrison Hom (TMHC)	0.0	$295k	NEW	5.1k	58.24	View chart
Intercontinental Exchange (ICE)	0.0	$291k	+27%	1.9k	156.33	View chart
Thermo Fisher Scientific (TMO)	0.0	$289k	+40%	587.00	491.51	View chart
Steris Plc Ord Usd0.001 Shs Usd (STE)	0.0	$283k	-42%	1.3k	221.14	View chart
UnitedHealth (UNH)	0.0	$281k	+70%	1.0k	270.56	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.0	$278k	NEW	1.7k	164.61	View chart
ResMed (RMD)	0.0	$276k	NEW	1.2k	224.46	View chart
Zoetis Cl A (ZTS)	0.0	$275k	NEW	2.3k	118.19	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.0	$273k	NEW	2.2k	124.33	View chart
Atmos Energy Corporation (ATO)	0.0	$271k	-6%	1.5k	184.76	View chart
Monster Beverage Corp (MNST)	0.0	$269k	+31%	3.7k	72.58	View chart
Banco Bilbao Vizcaya Argentar Ads Each Repr 1 Ord Eur0.49 Sponsored Adr (BBVA)	0.0	$262k		12k	21.66	View chart
Boeing Company (BA)	0.0	$260k	NEW	1.3k	198.96	View chart
Select Sector Spdr Trust State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	0.0	$260k	NEW	5.3k	49.37	View chart
AmerisourceBergen (COR)	0.0	$253k	-7%	804.00	314.31	View chart
BP Sponsored Adr (BP)	0.0	$252k	NEW	5.4k	47.00	View chart
Ge Vernova (GEV)	0.0	$250k	NEW	287.00	872.14	View chart
Labcorp Holdings Com Shs (LH)	0.0	$249k	-6%	931.00	266.90	View chart
Spdr Series Trust Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 Etf State Stret Spdr (CERY)	0.0	$247k	NEW	7.0k	35.24	View chart
Nasdaq Omx (NDAQ)	0.0	$241k		2.8k	85.04	View chart
Astrazeneca Plc Ord Usd0.25 Isin #gb0009895292 Sedol #bpy0jg9 Ord (AZN)	0.0	$240k	NEW	1.2k	197.23	View chart
Capital One Financial (COF)	0.0	$237k	+47%	1.3k	182.40	View chart
ConocoPhillips (COP)	0.0	$237k	NEW	1.8k	132.01	View chart
Palo Alto Networks (PANW)	0.0	$236k	+33%	1.5k	160.32	View chart
Hca Holdings (HCA)	0.0	$232k	NEW	502.00	462.67	View chart
Proshares Ultrapro Dow30 Ultrpro Dow30 (UDOW)	0.0	$231k	NEW	4.6k	50.18	View chart
Ryanair Holdings Plc Ads Each Repr 5 Ord Eur0.012 Post Rev Sp Sponsored Adr (RYAAY)	0.0	$230k	+4%	4.0k	57.94	View chart
Itt (ITT)	0.0	$229k	NEW	1.2k	192.13	View chart
Genuine Parts Company (GPC)	0.0	$227k	NEW	2.2k	105.74	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.0	$227k	NEW	528.00	430.29	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$227k	NEW	2.3k	98.41	View chart
Fidelity Msci Information Technology Index Etf Msci Info Tech I (FTEC)	0.0	$226k		1.1k	207.96	View chart
Portland General Electric Com New (POR)	0.0	$224k	NEW	4.2k	52.77	View chart
First Tr Exchange Traded Fd Dow Jones Internet Index Dj Internt Idx (FDN)	0.0	$224k		955.00	234.03	View chart
Vanguard World Fd Inf Tech Etf Inf Tech Etf (VGT)	0.0	$224k	NEW	320.00	698.33	View chart
Dominion Resources (D)	0.0	$223k	NEW	3.6k	61.72	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.0	$218k		3.8k	56.79	View chart
Intel Corporation (INTC)	0.0	$217k	NEW	4.9k	44.13	View chart
Autoliv (ALV)	0.0	$216k	NEW	2.1k	105.25	View chart
Schwab Strategic Tr Us Tips Etf Us Tips Etf (SCHP)	0.0	$211k	NEW	7.9k	26.61	View chart
Carrier Global Corporation (CARR)	0.0	$210k	NEW	3.7k	56.31	View chart
Ishares Tr 10 Yr Invst Grd 10+ Yr Invst Grd (IGLB)	0.0	$207k	NEW	4.2k	49.70	View chart
Eaton Corporation SHS (ETN)	0.0	$206k	NEW	577.00	357.47	View chart
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.0	$199k	NEW	1.2k	161.74	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP)	0.0	$198k	+33%	1.7k	118.63	View chart
Intuitive Surgical Com New (ISRG)	0.0	$194k	NEW	421.00	460.26	View chart
Citigroup Com New (C)	0.0	$193k	NEW	1.7k	113.41	View chart
Spdr Series Trust State Street Portfolio S&p 600 Small Cap Etf State Street Spd (SPSM)	0.0	$192k	NEW	4.0k	48.32	View chart
Lockheed Martin Corporation (LMT)	0.0	$191k	NEW	316.00	604.86	View chart
Marathon Petroleum Corp (MPC)	0.0	$189k	NEW	773.00	244.31	View chart
O'reilly Automotive (ORLY)	0.0	$189k	NEW	2.0k	92.31	View chart
Blackrock (BLK)	0.0	$185k	NEW	192.00	961.71	View chart
Union Pacific Corporation (UNP)	0.0	$184k	NEW	759.00	242.55	View chart
Honeywell International (HON)	0.0	$181k	NEW	801.00	226.17	View chart
Amphenol Corp Class A Com Usd0.001 Cl A (APH)	0.0	$181k	NEW	1.4k	126.32	View chart
Spdr Series Trust State Street Portfolio S&p 400 Mid Cap Etf State Street Spd (SPMD)	0.0	$179k	NEW	3.0k	59.21	View chart
Deere & Company (DE)	0.0	$177k	NEW	315.00	562.51	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$177k	NEW	1.2k	145.49	View chart
Texas Instruments Incorporated (TXN)	0.0	$174k	NEW	895.00	194.06	View chart
Travelers Companies (TRV)	0.0	$172k	NEW	590.00	291.51	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.0	$172k	-7%	403.00	426.40	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$167k	NEW	752.00	221.40	View chart
Prudential Adr Each Repr 2 Ord Gbp0.05 Adr (PUK)	0.0	$166k	NEW	5.8k	28.43	View chart
Rio Tinto Adr Each Rep 1 Ord Sponsored Adr (RIO)	0.0	$166k	NEW	1.8k	93.30	View chart
Emerson Electric (EMR)	0.0	$163k	NEW	1.2k	131.06	View chart
Intuit (INTU)	0.0	$161k	NEW	368.00	436.26	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$159k	NEW	1.2k	131.03	View chart
Constellation Energy (CEG)	0.0	$159k	NEW	568.00	279.58	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$154k	NEW	853.00	180.83	View chart
Dimensional Etf Trust Us Core Equity 2 Us Core Equity 2 (DFAC)	0.0	$151k	NEW	3.9k	38.86	View chart
Warner Music Group Corp Com Cl A Com Cl A (WMG)	0.0	$149k	NEW	5.8k	25.54	View chart
Arista Networks Com Shs (ANET)	0.0	$144k	-74%	1.2k	122.82	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Units Ut Ser 1 (DIA)	0.0	$142k	NEW	307.00	462.58	View chart
Willis Towers Watson Plc Com Usd0.000304635 SHS (WTW)	0.0	$140k	NEW	482.00	290.79	View chart
Cameco Corporation (CCJ)	0.0	$140k	NEW	1.3k	108.61	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.0	$139k	NEW	1.4k	100.59	View chart
Agnico (AEM)	0.0	$139k	NEW	685.00	202.96	View chart
Genmab As Spon Ads Each Rep 0.1 Ord Sponsored Ads (GMAB)	0.0	$137k	NEW	5.1k	26.83	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.0	$137k	NEW	350.00	390.21	View chart
Spdr Series Trust State Street Portfolio Long Term Corporate Bond Etf State Street Spd (SPLB)	0.0	$137k	NEW	6.1k	22.22	View chart
Docusign (DOCU)	0.0	$135k	-10%	2.9k	47.41	View chart
Grupo Cibest Sa Spon Ads Each Rep 4 Prf Spon Ads (CIB)	0.0	$134k	NEW	1.8k	72.81	View chart
Ishares Inc Jp Mrgn Em Hi Bd Jp Mrgn Em Hi Bd (EMHY)	0.0	$134k	NEW	3.4k	39.37	View chart
Yum China Holdings (YUMC)	0.0	$133k	NEW	2.7k	49.00	View chart
Arm Holdings Plc Spon Ads Each Rep 1 Ord Sponsored Ads (ARM)	0.0	$131k	NEW	865.00	151.28	View chart
Ishares Europe Etf Europe Etf (IEV)	0.0	$131k	NEW	1.9k	67.95	View chart
Spdr Series Trust State Street Bloomberg Emerging Markets Usd Bond Etf State Street Spd (EMHC)	0.0	$131k	NEW	5.3k	24.80	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$129k	NEW	518.00	248.04	View chart
General Dynamics Corporation (GD)	0.0	$127k	NEW	371.00	343.50	View chart
Quanta Services (PWR)	0.0	$127k	NEW	231.00	549.45	View chart
Xp Inc Com Usd0.00001 Class A Cl A (XP)	0.0	$126k	NEW	6.6k	19.04	View chart
Otis Worldwide Corp (OTIS)	0.0	$124k	NEW	1.6k	77.10	View chart
Stryker Corporation (SYK)	0.0	$122k	NEW	372.00	328.64	View chart
General Motors Company (GM)	0.0	$121k	NEW	1.6k	74.50	View chart
Progressive Corporation (PGR)	0.0	$121k	NEW	612.00	198.24	View chart
Ssga Active Tr State Street Blackstone Senior Loan Etf State Street Bla (SRLN)	0.0	$119k	NEW	3.0k	40.14	View chart
Gold Fields Ltd Spon Adr Each Repr 1 Ord Zar0.50 Lvl Ii Sponsored Adr (GFI)	0.0	$118k	NEW	2.6k	45.41	View chart
Entergy Corporation (ETR)	0.0	$117k	NEW	1.0k	112.32	View chart
Select Sector Spdr Trust State Street Energy Select Sector Spdr Etf State Street Ene (XLE)	0.0	$117k	NEW	1.9k	61.26	View chart
Netease Inc Spon Adr Each Rep 25 Ord Sponsored Ads (NTES)	0.0	$116k	NEW	1.0k	111.94	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.0	$114k	NEW	596.00	191.89	View chart
Ishares Core Msci Europe Etf Core Msci Euro (IEUR)	0.0	$113k	NEW	1.6k	70.29	View chart
salesforce (CRM)	0.0	$111k	NEW	595.00	186.74	View chart
Automatic Data Processing (ADP)	0.0	$110k	NEW	542.00	203.10	View chart
NOVA MEASURING Instruments L (NVMI)	0.0	$109k	NEW	252.00	434.28	View chart
EOG Resources (EOG)	0.0	$109k	NEW	754.00	144.52	View chart
Shell Plc Spon Ads Ea Rep 2 Ord Spon Ads (SHEL)	0.0	$108k	NEW	1.2k	93.00	View chart
Spdr Index Shares Funds State Street Spdr S&p International Small Cap Etf State Street Spd (GWX)	0.0	$107k	NEW	2.5k	42.23	View chart
American Electric Power Company (AEP)	0.0	$107k	NEW	817.00	131.09	View chart
Ftai Aviation Ltd Shs Isin #kyg3730v1059 SHS (FTAI)	0.0	$107k	NEW	436.00	244.80	View chart
Becton, Dickinson and (BDX)	0.0	$107k	NEW	679.00	157.14	View chart
Starbucks Corporation (SBUX)	0.0	$107k	NEW	1.2k	89.60	View chart
Snowflake Com Shs (SNOW)	0.0	$105k	NEW	697.00	150.83	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	0.0	$105k	NEW	1.4k	75.10	View chart
Topbuild (BLD)	0.0	$105k	NEW	297.00	352.81	View chart
Select Sector Spdr Trust State Street Consumer Discretionary Select Sector Spdr Etf State Street Con (XLY)	0.0	$104k	NEW	949.00	109.01	View chart
CSX Corporation (CSX)	0.0	$103k	NEW	2.5k	41.05	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.0	$102k	NEW	483.00	211.15	View chart
Pan American Silver Corp Can (PAAS)	0.0	$102k	NEW	1.9k	54.62	View chart
Kroger (KR)	0.0	$101k	-81%	1.4k	72.36	View chart
Bristol Myers Squibb (BMY)	0.0	$101k	NEW	1.7k	60.64	View chart

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 2026 Q1 filed May 18, 2026
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

View all past filings

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