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, VUG, VEA, and represent 34.08% of Strategic Investment Advisors / MI's stock portfolio.
- Added to shares of these 10 stocks: MGK (+$84M), VUG (+$64M), VOO (+$32M), IEFA (+$14M), SHY (+$11M), IEMG (+$7.2M), VO (+$6.9M), KLAC (+$5.7M), VXF, CF.
- Started 38 new stock positions in TT, MDY, CIEN, SPYG, DFTX, VIG, DELL, FITB, FFLC, APP.
- Reduced shares in these 10 stocks: TLT (-$12M), BIL, MRSH, CWB, IGSB, BKLN, FOXA, DAL, AAPL, Carnival Corporation.
- Sold out of its positions in BMO, BDX, Carnival Corporation, DFAC, EOG, ETR, GPC, GFI, CIB, Honeywell International.
- Strategic Investment Advisors / MI was a net buyer of stock by $210M.
- Strategic Investment Advisors / MI has $1.7B in assets under management (AUM), dropping by 14.17%.
- Central Index Key (CIK): 0001760540
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Portfolio Holdings for Strategic Investment Advisors / MI
Strategic Investment Advisors / MI holds 398 positions in its portfolio as reported in the June 2026 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) | 13.0 | $215M | +17% | 313k | 686.81 |
|
| Vanguard World Mega Grwth Ind (MGK) | 6.3 | $105M | +407% | 1.2M | 87.91 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.6 | $92M | +17% | 955k | 96.58 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.7 | $77M | +498% | 896k | 86.14 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.5 | $74M | 1.0M | 71.25 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 4.4 | $72M | 443k | 163.45 |
|
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| Vanguard Index Fds Value Etf (VTV) | 3.4 | $56M | 258k | 217.93 |
|
|
| Ishares Core Msci Emkt (IEMG) | 3.1 | $51M | +16% | 614k | 82.84 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.3 | $38M | +42% | 459k | 82.11 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 2.0 | $34M | -7% | 366k | 91.64 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.8 | $29M | +15% | 118k | 246.21 |
|
| Apple (AAPL) | 1.7 | $29M | -2% | 98k | 289.36 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $27M | 452k | 59.69 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.6 | $26M | 107k | 242.99 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.5 | $25M | +2% | 1.1M | 22.78 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.5 | $24M | 122k | 197.60 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $24M | +4% | 79k | 303.12 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $23M | -2% | 117k | 200.09 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.4 | $23M | -4% | 1.1M | 20.37 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 1.4 | $22M | +2% | 436k | 51.29 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $22M | -5% | 411k | 52.41 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.1 | $19M | 405k | 46.81 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.1 | $19M | 61k | 306.30 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $18M | -3% | 51k | 357.37 |
|
| Microsoft Corporation (MSFT) | 0.9 | $15M | -3% | 40k | 373.02 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.9 | $15M | 163k | 90.79 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.8 | $14M | 38k | 365.70 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.8 | $13M | 258k | 48.43 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $12M | 108k | 109.43 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.7 | $11M | +17% | 188k | 57.64 |
|
| Broadcom (AVGO) | 0.7 | $11M | -3% | 29k | 377.75 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $11M | 31k | 342.83 |
|
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.6 | $10M | -11% | 93k | 107.82 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $9.3M | -3% | 116k | 79.97 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $8.9M | +360% | 110k | 80.57 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $8.8M | -6% | 81k | 109.07 |
|
| Amazon (AMZN) | 0.5 | $8.7M | +2% | 37k | 238.34 |
|
| Meta Platforms Cl A (META) | 0.5 | $8.0M | -2% | 14k | 563.28 |
|
| Coherent Corp (COHR) | 0.5 | $7.7M | +21% | 20k | 394.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $7.1M | -2% | 22k | 327.34 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.4 | $7.0M | +2% | 209k | 33.46 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $6.6M | -4% | 85k | 77.91 |
|
| Kla Corp Com New (KLAC) | 0.4 | $6.4M | +850% | 21k | 301.71 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $6.3M | +17% | 41k | 154.29 |
|
| Micron Technology (MU) | 0.4 | $6.2M | +7% | 5.4k | 1154.38 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $5.9M | 15k | 409.51 |
|
|
| Synchrony Financial (SYF) | 0.3 | $5.4M | -6% | 71k | 76.05 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $5.3M | -2% | 52k | 100.81 |
|
| United Therapeutics Corporation (UTHR) | 0.3 | $4.9M | -6% | 9.1k | 541.83 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.9M | +35% | 6.5k | 748.89 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $4.7M | -2% | 11k | 433.33 |
|
| Altria (MO) | 0.3 | $4.3M | -4% | 60k | 71.95 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $4.3M | -5% | 46k | 93.40 |
|
| Verizon Communications (VZ) | 0.2 | $4.1M | 97k | 42.34 |
|
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| At&t (T) | 0.2 | $4.1M | -5% | 199k | 20.70 |
|
| Procter & Gamble Company (PG) | 0.2 | $4.1M | -7% | 28k | 146.64 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.2 | $3.7M | +5% | 140k | 26.23 |
|
| Western Digital (WDC) | 0.2 | $3.6M | +111% | 5.7k | 638.74 |
|
| Abbvie (ABBV) | 0.2 | $3.6M | 14k | 251.63 |
|
|
| Applied Materials (AMAT) | 0.2 | $3.5M | +2% | 4.9k | 722.95 |
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| Tesla Motors (TSLA) | 0.2 | $3.3M | 7.9k | 420.58 |
|
|
| Hldgs (UAL) | 0.2 | $3.3M | -6% | 24k | 135.99 |
|
| Fox Corp Cl A Com (FOXA) | 0.2 | $3.2M | -25% | 62k | 52.16 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $3.2M | -4% | 46k | 68.93 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $3.2M | -4% | 42k | 76.70 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $3.1M | 32k | 96.46 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $3.0M | +2% | 42k | 73.41 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.8M | -9% | 2.4k | 1199.23 |
|
| Ford Motor Company (F) | 0.2 | $2.8M | +230% | 204k | 13.90 |
|
| Amgen (AMGN) | 0.2 | $2.8M | -4% | 7.7k | 362.10 |
|
| Cisco Systems (CSCO) | 0.2 | $2.7M | -7% | 23k | 117.46 |
|
| Citizens Financial (CFG) | 0.2 | $2.5M | -3% | 36k | 70.07 |
|
| Exelixis (EXEL) | 0.1 | $2.3M | -8% | 43k | 54.41 |
|
| CF Industries Holdings (CF) | 0.1 | $2.3M | NEW | 21k | 108.26 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $2.3M | -7% | 7.1k | 317.54 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $2.3M | +10% | 4.7k | 477.57 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.2M | 19k | 117.45 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $2.2M | -7% | 53k | 42.41 |
|
| Caterpillar (CAT) | 0.1 | $2.2M | -4% | 2.1k | 1064.67 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $2.1M | -3% | 40k | 53.17 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.1M | +33% | 3.6k | 580.85 |
|
| Williams-Sonoma (WSM) | 0.1 | $2.1M | -2% | 8.9k | 233.09 |
|
| Philip Morris International (PM) | 0.1 | $2.0M | -5% | 11k | 180.90 |
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| Visa Com Cl A (V) | 0.1 | $2.0M | -2% | 5.7k | 343.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.8M | -17% | 3.7k | 500.34 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.8M | 36k | 50.23 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $1.8M | +61% | 12k | 146.11 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.8M | +5% | 12k | 146.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.8M | +15% | 5.0k | 353.35 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.8M | +595% | 9.9k | 176.32 |
|
| Diamondback Energy (FANG) | 0.1 | $1.7M | -7% | 9.9k | 175.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.7M | +4% | 17k | 103.88 |
|
| American Tower Reit (AMT) | 0.1 | $1.7M | -17% | 10k | 163.57 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.7M | +2% | 21k | 82.65 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.7M | +6% | 2.2k | 746.90 |
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| Edison International (EIX) | 0.1 | $1.7M | -7% | 23k | 74.45 |
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| American Express Company (AXP) | 0.1 | $1.6M | -18% | 4.8k | 338.22 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.6M | -16% | 26k | 61.76 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $1.6M | -11% | 11k | 144.61 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.6M | -8% | 14k | 113.26 |
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| Spdr Series Trust St Str Corpo Etf (SPBO) | 0.1 | $1.5M | 53k | 29.04 |
|
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| Consolidated Edison (ED) | 0.1 | $1.5M | 14k | 110.63 |
|
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| Linde SHS (LIN) | 0.1 | $1.5M | -5% | 2.8k | 519.00 |
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| Spdr Series Trust St Bloo High Etf (JNK) | 0.1 | $1.4M | +4% | 15k | 96.37 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.4M | -10% | 4.2k | 334.84 |
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| Analog Devices (ADI) | 0.1 | $1.4M | -3% | 3.5k | 397.12 |
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| Nextpower Class A Com (NXT) | 0.1 | $1.4M | -3% | 12k | 119.14 |
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| Qualcomm (QCOM) | 0.1 | $1.4M | -6% | 7.6k | 184.80 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.4M | -3% | 14k | 100.35 |
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| Us Bancorp Com New (USB) | 0.1 | $1.4M | -15% | 22k | 60.40 |
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| PNC Financial Services (PNC) | 0.1 | $1.4M | -27% | 5.5k | 246.22 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $1.3M | 26k | 50.60 |
|
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| Spdr Series Trust St Inter Etf (SPTI) | 0.1 | $1.3M | 46k | 28.39 |
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| Omega Healthcare Investors (OHI) | 0.1 | $1.3M | -5% | 27k | 47.68 |
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| Public Service Enterprise (PEG) | 0.1 | $1.3M | -4% | 16k | 81.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | 1.4k | 935.63 |
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| Iqvia Holdings (IQV) | 0.1 | $1.3M | -9% | 6.6k | 193.22 |
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| Chevron Corporation (CVX) | 0.1 | $1.3M | -27% | 7.7k | 165.75 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | +9% | 6.7k | 189.73 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.3M | 7.7k | 162.97 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | -12% | 9.1k | 136.72 |
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| Enbridge (ENB) | 0.1 | $1.2M | -14% | 23k | 54.21 |
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| PPL Corporation (PPL) | 0.1 | $1.2M | -4% | 34k | 36.35 |
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| Everest Re Group (EG) | 0.1 | $1.2M | -7% | 3.4k | 357.27 |
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| Pulte (PHM) | 0.1 | $1.2M | -25% | 8.9k | 137.22 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.2M | -13% | 1.2k | 977.91 |
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| Allstate Corporation (ALL) | 0.1 | $1.2M | -2% | 5.1k | 237.96 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.2M | +8% | 11k | 107.62 |
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| DTE Energy Company (DTE) | 0.1 | $1.2M | +6% | 7.9k | 152.36 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.2M | +19% | 12k | 103.45 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $1.2M | +34% | 14k | 87.88 |
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| T. Rowe Price (TROW) | 0.1 | $1.2M | +2% | 11k | 113.69 |
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| Bank of America Corporation (BAC) | 0.1 | $1.2M | -7% | 21k | 56.98 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | -4% | 47k | 24.55 |
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| Vici Pptys (VICI) | 0.1 | $1.2M | -4% | 44k | 26.55 |
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| Pfizer (PFE) | 0.1 | $1.2M | -2% | 48k | 24.08 |
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| FirstEnergy (FE) | 0.1 | $1.2M | -6% | 24k | 47.54 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.1M | -3% | 4.5k | 253.98 |
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| Pepsi (PEP) | 0.1 | $1.1M | -13% | 8.5k | 135.40 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.1M | -8% | 14k | 82.64 |
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| Wec Energy Group (WEC) | 0.1 | $1.1M | 9.7k | 116.77 |
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| TJX Companies (TJX) | 0.1 | $1.1M | -15% | 7.4k | 151.50 |
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| Medtronic SHS (MDT) | 0.1 | $1.1M | +60% | 14k | 78.23 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $1.1M | -10% | 26k | 42.66 |
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| Totalenergies Se Act (TTE) | 0.1 | $1.1M | -34% | 14k | 77.76 |
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| Paychex (PAYX) | 0.1 | $1.1M | -14% | 11k | 98.33 |
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| Prologis (PLD) | 0.1 | $1.1M | -17% | 8.0k | 135.47 |
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| Uber Technologies (UBER) | 0.1 | $1.1M | -7% | 15k | 72.16 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | +3% | 8.8k | 116.67 |
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| Walt Disney Company (DIS) | 0.1 | $1.0M | +44% | 11k | 96.25 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | +4% | 2.0k | 513.57 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $988k | +144% | 3.1k | 316.90 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $976k | -12% | 7.7k | 126.57 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $949k | -18% | 11k | 87.04 |
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| Ge Aerospace Com New (GE) | 0.1 | $947k | +23% | 2.5k | 373.75 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $935k | -3% | 9.6k | 97.06 |
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| SLB Com Stk (SLB) | 0.1 | $932k | -19% | 20k | 46.49 |
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| Omni (OMC) | 0.1 | $928k | 13k | 72.83 |
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| Nextera Energy (NEE) | 0.1 | $926k | 11k | 87.77 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $923k | -7% | 11k | 82.87 |
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| Amcor Com New (AMCR) | 0.1 | $892k | -16% | 21k | 43.35 |
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| Spdr Series Trust St Str Backe Etf (SPMB) | 0.1 | $881k | 40k | 22.31 |
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| Merck & Co (MRK) | 0.1 | $860k | -5% | 6.7k | 128.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $856k | +13% | 2.3k | 370.03 |
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| Tc Energy Corp (TRP) | 0.1 | $831k | -15% | 13k | 66.29 |
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| SYSCO Corporation (SYY) | 0.0 | $826k | -11% | 9.9k | 83.58 |
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| Cme (CME) | 0.0 | $817k | -16% | 3.7k | 220.83 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $789k | -13% | 7.2k | 109.76 |
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| Cadence Design Systems (CDNS) | 0.0 | $772k | 2.1k | 375.32 |
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| Toll Brothers (TOL) | 0.0 | $771k | +9% | 4.7k | 164.74 |
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| Sempra Energy (SRE) | 0.0 | $764k | -6% | 8.2k | 92.71 |
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| McKesson Corporation (MCK) | 0.0 | $760k | -14% | 1.0k | 755.86 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $749k | 1.00 | 748850.00 |
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| Goldman Sachs (GS) | 0.0 | $729k | 720.00 | 1011.82 |
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| Servicenow (NOW) | 0.0 | $722k | -11% | 7.3k | 99.28 |
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| L3harris Technologies (LHX) | 0.0 | $709k | -10% | 2.4k | 290.62 |
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| Kinross Gold Corp (KGC) | 0.0 | $705k | -20% | 30k | 23.62 |
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| Unilever Spon Adr New (UL) | 0.0 | $704k | -13% | 12k | 60.12 |
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| Regions Financial Corporation (RF) | 0.0 | $703k | NEW | 23k | 30.20 |
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| Intel Corporation (INTC) | 0.0 | $702k | +2% | 5.0k | 139.64 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $700k | -11% | 9.7k | 72.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $697k | +8% | 946.00 | 736.63 |
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| Automatic Data Processing (ADP) | 0.0 | $688k | +466% | 3.1k | 223.94 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $686k | 7.6k | 90.10 |
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| Hartford Financial Services (HIG) | 0.0 | $685k | -14% | 5.2k | 132.53 |
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| Gilead Sciences (GILD) | 0.0 | $675k | +6% | 5.3k | 126.33 |
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| Tyler Technologies (TYL) | 0.0 | $665k | -3% | 2.3k | 292.49 |
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| Corning Incorporated (GLW) | 0.0 | $664k | +6% | 2.6k | 255.46 |
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| Carnival Corp Common Shares (CCL) | 0.0 | $657k | NEW | 23k | 28.57 |
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| AFLAC Incorporated (AFL) | 0.0 | $649k | -12% | 5.5k | 117.25 |
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| Netflix (NFLX) | 0.0 | $618k | +13% | 8.7k | 71.40 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $618k | -20% | 3.2k | 190.55 |
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| Kimco Realty Corporation (KIM) | 0.0 | $609k | -15% | 24k | 25.35 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $608k | 7.1k | 85.48 |
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| Lennar Corp Cl A (LEN) | 0.0 | $602k | -2% | 6.7k | 90.48 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $601k | +5% | 30k | 20.06 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $595k | -2% | 3.8k | 156.71 |
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| CenterPoint Energy (CNP) | 0.0 | $590k | 13k | 44.04 |
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| Microchip Technology (MCHP) | 0.0 | $575k | 6.3k | 91.20 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $571k | +5% | 3.9k | 146.73 |
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| Smucker J M Com New (SJM) | 0.0 | $570k | -13% | 5.1k | 112.50 |
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| Palo Alto Networks (PANW) | 0.0 | $570k | +13% | 1.7k | 341.02 |
|
| Lowe's Companies (LOW) | 0.0 | $566k | -7% | 2.6k | 220.46 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $565k | -13% | 9.8k | 57.84 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $554k | -65% | 5.9k | 93.66 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $539k | -20% | 1.9k | 280.96 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $537k | +118% | 33k | 16.16 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $529k | 2.3k | 226.93 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $527k | +4% | 265.00 | 1989.60 |
|
| FedEx Corporation (FDX) | 0.0 | $523k | -6% | 1.7k | 313.06 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $512k | -2% | 6.8k | 75.78 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $509k | -4% | 4.1k | 124.45 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $496k | -3% | 8.7k | 57.25 |
|
| Eaton Corp SHS (ETN) | 0.0 | $496k | +101% | 1.2k | 426.05 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $492k | -3% | 2.3k | 212.80 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $492k | NEW | 3.1k | 158.03 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $489k | +83% | 1.6k | 298.03 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $485k | -4% | 1.4k | 344.38 |
|
| General Mills (GIS) | 0.0 | $483k | +9% | 14k | 34.80 |
|
| Xcel Energy (XEL) | 0.0 | $479k | -39% | 6.0k | 80.30 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $471k | -20% | 11k | 42.68 |
|
| Cibc Cad (CM) | 0.0 | $469k | -3% | 4.1k | 115.00 |
|
| Abbott Laboratories (ABT) | 0.0 | $469k | -24% | 5.2k | 90.73 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $465k | -58% | 9.3k | 49.82 |
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $462k | -2% | 8.3k | 55.49 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $461k | -3% | 12k | 38.73 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.0 | $455k | -19% | 8.8k | 51.78 |
|
| Ingredion Incorporated (INGR) | 0.0 | $449k | -8% | 4.7k | 94.71 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $445k | +85% | 2.3k | 197.12 |
|
| UnitedHealth (UNH) | 0.0 | $442k | +2% | 1.1k | 415.48 |
|
| Ge Vernova (GEV) | 0.0 | $440k | +30% | 375.00 | 1174.10 |
|
| Chubb (CB) | 0.0 | $440k | 1.3k | 340.62 |
|
|
| Home Depot (HD) | 0.0 | $421k | -45% | 1.2k | 352.78 |
|
| International Business Machines (IBM) | 0.0 | $414k | -7% | 1.5k | 281.13 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $412k | -4% | 1.1k | 370.61 |
|
| Coca-Cola Company (KO) | 0.0 | $412k | -46% | 5.1k | 81.27 |
|
| D.R. Horton (DHI) | 0.0 | $411k | -18% | 2.5k | 162.88 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $406k | -32% | 4.2k | 96.44 |
|
| Manulife Finl Corp (MFC) | 0.0 | $404k | -2% | 10k | 40.51 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $399k | -18% | 1.7k | 237.32 |
|
| First Solar (FSLR) | 0.0 | $398k | NEW | 1.7k | 235.93 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $392k | +49% | 5.7k | 68.41 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $392k | -16% | 3.7k | 107.13 |
|
| General Motors Company (GM) | 0.0 | $392k | +211% | 5.1k | 77.08 |
|
| Principal Financial (PFG) | 0.0 | $388k | -11% | 3.6k | 107.79 |
|
| Realty Income (O) | 0.0 | $384k | -27% | 6.2k | 61.96 |
|
| Paccar (PCAR) | 0.0 | $378k | -4% | 3.1k | 120.11 |
|
| Howmet Aerospace (HWM) | 0.0 | $375k | -15% | 1.4k | 268.95 |
|
| Morgan Stanley Com New (MS) | 0.0 | $373k | +5% | 1.8k | 209.02 |
|
| Aramark Hldgs (ARMK) | 0.0 | $371k | -11% | 6.5k | 56.90 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $371k | -7% | 746.00 | 496.80 |
|
| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.0 | $367k | -40% | 9.3k | 39.47 |
|
| Williams Companies (WMB) | 0.0 | $362k | +3% | 4.9k | 74.35 |
|
| 3M Company (MMM) | 0.0 | $360k | -4% | 2.2k | 161.89 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.0 | $360k | 15k | 23.44 |
|
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $358k | +374% | 62k | 5.78 |
|
| Darden Restaurants (DRI) | 0.0 | $354k | NEW | 1.7k | 206.01 |
|
| Snap-on Incorporated (SNA) | 0.0 | $353k | -18% | 878.00 | 402.49 |
|
| Southern Company (SO) | 0.0 | $353k | -18% | 3.7k | 95.70 |
|
| Monster Beverage Corp (MNST) | 0.0 | $352k | 3.7k | 96.12 |
|
|
| Ishares Msci Equal Weite (EUSA) | 0.0 | $346k | NEW | 3.0k | 114.19 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $345k | -32% | 6.7k | 51.51 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $342k | +237% | 6.4k | 53.11 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $341k | -43% | 6.8k | 50.39 |
|
| Hershey Company (HSY) | 0.0 | $341k | NEW | 1.9k | 175.45 |
|
| MGIC Investment (MTG) | 0.0 | $340k | -17% | 12k | 28.20 |
|
| CRH Ord (CRH) | 0.0 | $330k | -7% | 3.1k | 107.00 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $330k | +23% | 432.00 | 762.82 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $327k | -11% | 3.5k | 92.27 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $320k | +85% | 1.4k | 229.54 |
|
| Embraer Sponsored Ads (EMBJ) | 0.0 | $320k | -42% | 5.0k | 63.80 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $319k | +8% | 636.00 | 501.42 |
|
| Norfolk Southern (NSC) | 0.0 | $318k | -26% | 1.0k | 314.60 |
|
| Fifth Third Ban (FITB) | 0.0 | $316k | NEW | 5.6k | 56.37 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $315k | +38% | 1.7k | 185.26 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $311k | 1.1k | 285.46 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $310k | +4% | 3.1k | 98.99 |
|
| Cigna Corp (CI) | 0.0 | $308k | -4% | 1.1k | 275.73 |
|
| Citigroup Com New (C) | 0.0 | $308k | +29% | 2.2k | 139.97 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $302k | 853.00 | 354.57 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $297k | +4% | 2.3k | 131.43 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $295k | +672% | 2.5k | 119.52 |
|
| McDonald's Corporation (MCD) | 0.0 | $289k | -41% | 1.1k | 270.41 |
|
| Nrg Energy Com New (NRG) | 0.0 | $289k | -55% | 2.0k | 146.08 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $282k | 5.3k | 53.61 |
|
|
| Tapestry (TPR) | 0.0 | $269k | -22% | 1.8k | 146.37 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $266k | +2% | 950.00 | 280.04 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $259k | +12% | 4.5k | 57.66 |
|
| Dominion Resources (D) | 0.0 | $258k | +4% | 3.8k | 68.28 |
|
| Carrier Global Corporation (CARR) | 0.0 | $256k | -6% | 3.5k | 73.35 |
|
| Boeing Company (BA) | 0.0 | $253k | -10% | 1.2k | 216.39 |
|
| Travelers Companies (TRV) | 0.0 | $249k | +27% | 754.00 | 329.91 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $243k | -3% | 1.4k | 172.31 |
|
| Steris Shs Usd (STE) | 0.0 | $239k | -11% | 1.1k | 210.58 |
|
| Fidelity Covington Trust Fun Lar Cor Etf (FFLC) | 0.0 | $239k | NEW | 4.1k | 58.91 |
|
| Hca Holdings (HCA) | 0.0 | $229k | +17% | 588.00 | 389.76 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $229k | NEW | 237.00 | 965.86 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $225k | NEW | 927.00 | 242.53 |
|
| Sandisk Corp (SNDK) | 0.0 | $218k | NEW | 96.00 | 2273.73 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.0 | $218k | NEW | 5.4k | 40.13 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $217k | -33% | 1.5k | 148.36 |
|
| Curtiss-Wright (CW) | 0.0 | $217k | NEW | 286.00 | 757.87 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $216k | +2% | 8.1k | 26.50 |
|
| Intercontinental Exchange (ICE) | 0.0 | $216k | -5% | 1.8k | 123.12 |
|
| Itt (ITT) | 0.0 | $215k | -8% | 1.1k | 197.76 |
|
| Deere & Company (DE) | 0.0 | $214k | +7% | 338.00 | 633.88 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $214k | -4% | 2.7k | 78.82 |
|
| Dell Technologies CL C (DELL) | 0.0 | $212k | NEW | 492.00 | 431.07 |
|
| Union Pacific Corporation (UNP) | 0.0 | $212k | +2% | 778.00 | 271.98 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $209k | +4% | 1.2k | 169.93 |
|
| Autoliv (ALV) | 0.0 | $209k | -12% | 1.8k | 116.20 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $206k | +7% | 1.8k | 114.19 |
|
| AmerisourceBergen (COR) | 0.0 | $202k | -11% | 714.00 | 283.08 |
|
| Capital One Financial (COF) | 0.0 | $200k | -23% | 998.00 | 200.68 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $198k | NEW | 1.2k | 168.54 |
|
| American Electric Power Company (AEP) | 0.0 | $196k | +75% | 1.4k | 136.83 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $195k | -22% | 738.00 | 264.72 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $195k | -91% | 1.2k | 166.62 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $193k | -24% | 3.0k | 64.74 |
|
| Spdr Series Trust State Stret Spdr (CERY) | 0.0 | $192k | -17% | 5.7k | 33.43 |
|
| Astrazeneca Ord (AZN) | 0.0 | $190k | -17% | 1.0k | 189.63 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $188k | +17% | 361.00 | 521.99 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $186k | -71% | 1.1k | 174.64 |
|
| Cintas Corporation (CTAS) | 0.0 | $186k | NEW | 1.1k | 170.09 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $186k | +19% | 618.00 | 300.67 |
|
| ConocoPhillips (COP) | 0.0 | $185k | 1.8k | 103.98 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $182k | +13% | 358.00 | 509.30 |
|
| Pilgrim's Pride Corporation (PPC) | 0.0 | $181k | -44% | 6.4k | 28.11 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $177k | -9% | 480.00 | 368.38 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $173k | +2% | 1.8k | 94.93 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $171k | NEW | 1.7k | 100.67 |
|
| Blackrock (BLK) | 0.0 | $170k | -7% | 177.00 | 961.60 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $169k | -23% | 3.3k | 51.82 |
|
| O'reilly Automotive (ORLY) | 0.0 | $169k | -10% | 1.8k | 92.08 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $163k | 1.4k | 117.49 |
|
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $159k | +4% | 892.00 | 178.59 |
|
| Metropcs Communications (TMUS) | 0.0 | $159k | -72% | 947.00 | 167.66 |
|
| Emerson Electric (EMR) | 0.0 | $158k | -10% | 1.1k | 143.10 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $156k | +17% | 1.2k | 128.14 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $155k | +10% | 5.7k | 27.47 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $155k | -21% | 606.00 | 255.85 |
|
| Docusign (DOCU) | 0.0 | $154k | +21% | 3.5k | 44.42 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $152k | -9% | 383.00 | 398.02 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $149k | -55% | 359.00 | 415.53 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.0 | $149k | -27% | 2.2k | 67.56 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $146k | -17% | 573.00 | 254.51 |
|
| Marvell Technology (MRVL) | 0.0 | $143k | NEW | 480.00 | 297.83 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $143k | 2.0k | 72.85 |
|
|
| Republic Services (RSG) | 0.0 | $142k | -52% | 668.00 | 213.13 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $141k | -29% | 1.6k | 87.20 |
|
| Warner Music Group Corp Com Cl A (WMG) | 0.0 | $141k | -10% | 5.2k | 27.07 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $141k | NEW | 1.5k | 95.08 |
|
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $138k | 3.4k | 40.66 |
|
|
| Booking Holdings (BKNG) | 0.0 | $138k | NEW | 773.00 | 178.31 |
|
| Prudential Adr (PUK) | 0.0 | $137k | -12% | 5.1k | 26.81 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $137k | 1.2k | 112.32 |
|
|
| Rockwell Automation (ROK) | 0.0 | $135k | NEW | 273.00 | 495.39 |
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.0 | $135k | +13% | 3.4k | 40.29 |
|
| BP Sponsored Adr (BP) | 0.0 | $133k | -32% | 3.6k | 36.95 |
|
| Cameco Corporation (CCJ) | 0.0 | $132k | 1.3k | 101.86 |
|
|
| Constellation Energy (CEG) | 0.0 | $130k | -8% | 522.00 | 248.24 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $130k | +2% | 496.00 | 261.15 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $129k | NEW | 1.3k | 100.30 |
|
| General Dynamics Corporation (GD) | 0.0 | $129k | -2% | 363.00 | 353.87 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $126k | +4% | 1.7k | 75.16 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $126k | NEW | 833.00 | 151.00 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $124k | NEW | 253.00 | 490.56 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $124k | NEW | 1.0k | 118.94 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $123k | -9% | 227.00 | 542.94 |
|
| Trane Technologies SHS (TT) | 0.0 | $123k | NEW | 251.00 | 490.35 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $122k | NEW | 515.00 | 236.75 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $121k | -75% | 762.00 | 158.59 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $120k | +25% | 2.1k | 57.61 |
|
| Ishares Tr Futu Expo Te Etf (XT) | 0.0 | $119k | NEW | 1.4k | 82.63 |
|
| Stryker Corporation (SYK) | 0.0 | $119k | 377.00 | 315.11 |
|
|
| Spdr Series Trust St Str Usd Etf (EMHC) | 0.0 | $117k | -12% | 4.6k | 25.44 |
|
| Quanta Services (PWR) | 0.0 | $117k | -29% | 162.00 | 720.86 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $114k | NEW | 8.2k | 13.80 |
|
| Starbucks Corporation (SBUX) | 0.0 | $114k | -6% | 1.1k | 102.16 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $111k | -63% | 4.4k | 25.06 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $111k | NEW | 80.00 | 1380.70 |
|
| Definium Therapeutics Com Shs (DFTX) | 0.0 | $110k | NEW | 2.3k | 47.04 |
|
| Ftai Aviation SHS (FTAI) | 0.0 | $110k | -6% | 408.00 | 270.30 |
|
| Progressive Corporation (PGR) | 0.0 | $110k | -17% | 503.00 | 218.23 |
|
| S&p Global (SPGI) | 0.0 | $109k | NEW | 266.00 | 407.95 |
|
| salesforce (CRM) | 0.0 | $108k | +16% | 691.00 | 156.74 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $107k | -7% | 1.5k | 71.59 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $106k | NEW | 1.4k | 77.08 |
|
| CSX Corporation (CSX) | 0.0 | $106k | -11% | 2.2k | 47.53 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $105k | NEW | 150.00 | 701.03 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $105k | -10% | 1.3k | 83.75 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $104k | NEW | 884.00 | 117.66 |
|
| Shell Spon Ads (SHEL) | 0.0 | $104k | +14% | 1.3k | 77.53 |
|
| XP Cl A (XP) | 0.0 | $103k | -4% | 6.3k | 16.26 |
|
| Agnico (AEM) | 0.0 | $102k | -3% | 659.00 | 155.21 |
|
| Yum China Holdings (YUMC) | 0.0 | $102k | -7% | 2.5k | 40.87 |
|
| Spdr Series Trust St Long Bd Etf (SPLB) | 0.0 | $101k | -26% | 4.5k | 22.40 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $101k | NEW | 195.00 | 515.21 |
|
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 Q2 filed Aug. 14, 2026
- 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