Strategic Investment Solutions
Latest statistics and disclosures from Strategic Investment Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, DFUS, DFAW, DFAX, AAPL, and represent 35.21% of Strategic Investment Solutions's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$7.7M), GLD, VTV, VXUS, SLV, VGUS, VB, VGT, DFAX, DFAW.
- Started 63 new stock positions in ONDS, RSP, FERG, ORGO, DASH, EZU, Walgreens Boots Alliance, MDB, AR, IXSBF.
- Reduced shares in these 10 stocks: DUHP, DFAC, DUSB, DFAT, DFAU, IBM, DFSU, DFUV, SCHD, HOOD.
- Sold out of its positions in ANF, AMT, BB, CX, Chargepoint Holdings Inc Com Cl A, CMG, CLSK, YOU, Cnl Strategic Cap Llc Com Cl 1, COIN.
- Strategic Investment Solutions was a net buyer of stock by $23M.
- Strategic Investment Solutions has $378M in assets under management (AUM), dropping by 14.56%.
- Central Index Key (CIK): 0001960144
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Portfolio Holdings for Strategic Investment Solutions
Strategic Investment Solutions holds 632 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Strategic Investment Solutions has 632 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Strategic Investment Solutions Sept. 30, 2025 positions
- Download the Strategic Investment Solutions September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf Uie (VUG) | 17.4 | $66M | +13% | 138k | 479.61 |
|
| Dimensional Us Equity Uie (DFUS) | 5.8 | $22M | -2% | 304k | 72.53 |
|
| Dimensional World Equity Uie (DFAW) | 4.5 | $17M | +8% | 239k | 71.78 |
|
| Dimensional Wld Ex Us Cr Uie (DFAX) | 3.9 | $15M | +12% | 464k | 31.38 |
|
| Apple (AAPL) | 3.6 | $14M | +3% | 53k | 255.35 |
|
| Dimensional U S Core Uie (DFAC) | 3.2 | $12M | -15% | 310k | 38.55 |
|
| Vanguard Value Etf Uie (VTV) | 2.7 | $10M | +68% | 55k | 186.49 |
|
| Spdr Gold Shares Etf Uie (GLD) | 2.3 | $8.9M | +98% | 25k | 355.47 |
|
| Dimensional U S Targeted Uie (DFAT) | 2.0 | $7.4M | -17% | 127k | 58.21 |
|
| Vanguard S&p 500 Etf Uie (VOO) | 1.7 | $6.6M | -2% | 11k | 614.94 |
|
| Dimensional Us Uie (DFUV) | 1.7 | $6.5M | -13% | 146k | 44.84 |
|
| Dimensional Us High Uie (DUHP) | 1.7 | $6.5M | -34% | 172k | 37.77 |
|
| Vanguard Information Uie (VGT) | 1.7 | $6.4M | +33% | 8.6k | 748.96 |
|
| Vanguard Short Term Uie (VGSH) | 1.6 | $5.9M | +19% | 101k | 58.84 |
|
| Dimensnl Ultrashrt Fixed Uie (DUSB) | 1.6 | $5.9M | -21% | 116k | 50.77 |
|
| Dimensional Core Fixed Uie (DFCF) | 1.5 | $5.6M | -7% | 132k | 42.75 |
|
| Dimensional Uie (DFIV) | 1.4 | $5.4M | +7% | 117k | 46.19 |
|
| Dimensional Us Core Uie (DFAU) | 1.3 | $4.9M | -22% | 110k | 44.91 |
|
| Ishares Silver Trust Uie (SLV) | 1.2 | $4.6M | +107% | 109k | 42.36 |
|
| Berkshire Hathaway (BRK.B) | 1.1 | $4.0M | +4% | 8.0k | 502.70 |
|
| Vanguard Consumer Uie (VCR) | 1.1 | $4.0M | +8% | 10k | 397.61 |
|
| Schwab Us Dividend Uie (SCHD) | 1.0 | $3.9M | -13% | 142k | 27.30 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $3.7M | +7% | 20k | 186.58 |
|
| Vanguard Inter-term Uie (VGIT) | 1.0 | $3.7M | +55% | 61k | 59.99 |
|
| Vanguard Ultra Short Uie (VGUS) | 0.9 | $3.6M | +117% | 47k | 75.66 |
|
| Ishares Gold Etf Uie (IAU) | 0.9 | $3.5M | +3% | 49k | 72.77 |
|
| Dimensional U S Small Uie (DFAS) | 0.9 | $3.4M | 49k | 68.46 |
|
|
| Vanguard Total Uie (VXUS) | 0.9 | $3.2M | NEW | 44k | 73.46 |
|
| Vanguard Small Cap Etf Uie (VB) | 0.8 | $3.1M | +128% | 12k | 255.96 |
|
| Amazon (AMZN) | 0.8 | $3.1M | +15% | 14k | 219.57 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $3.0M | 3.2k | 925.63 |
|
|
| Dimensional Us Sus Core Uie (DFSU) | 0.8 | $3.0M | -27% | 70k | 42.32 |
|
| Dimensional Intern Core Uie (DFAI) | 0.8 | $2.9M | 81k | 36.35 |
|
|
| Tesla Motors (TSLA) | 0.7 | $2.8M | -15% | 6.3k | 444.72 |
|
| Vanguard Energy Etf Uie (VDE) | 0.7 | $2.6M | -3% | 21k | 125.93 |
|
| Palantir Technologies (PLTR) | 0.7 | $2.5M | +27% | 14k | 182.42 |
|
| Dimensionl Us Large Cap Uie (DFLV) | 0.6 | $2.5M | -6% | 75k | 32.90 |
|
| Vanguard Mega Cap Growth Uie (MGK) | 0.6 | $2.4M | 6.0k | 403.86 |
|
|
| Dimensional Us Small Cap Uie (DFSV) | 0.6 | $2.4M | -14% | 75k | 31.85 |
|
| Vanguard Dividend Uie (VIG) | 0.6 | $2.3M | -12% | 11k | 216.72 |
|
| Microsoft Corporation (MSFT) | 0.6 | $2.3M | -3% | 4.4k | 517.95 |
|
| Ishares 10-20 Year Tsury Uie (TLH) | 0.6 | $2.2M | -15% | 22k | 103.04 |
|
| Ishares Core S&p 500 Uie (IVV) | 0.6 | $2.1M | 3.2k | 669.31 |
|
|
| Dimensional Shrt Drt Fxd Uie (DFSD) | 0.5 | $2.0M | -11% | 42k | 48.20 |
|
| Van Ultra Shrt Bnd Uie (VUSB) | 0.5 | $2.0M | -3% | 40k | 50.07 |
|
| Ishares Bitcoin Etf Uie (IBIT) | 0.5 | $1.9M | +13% | 30k | 65.00 |
|
| Vanguard Total World Uie (VT) | 0.5 | $1.7M | +85% | 13k | 137.80 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.7M | +2% | 11k | 153.65 |
|
| Vanguard Utilities Etf Uie (VPU) | 0.4 | $1.6M | +33% | 8.6k | 189.25 |
|
| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.5M | +260% | 6.3k | 243.76 |
|
| Dimensional Intern Small Uie (DISV) | 0.4 | $1.5M | +6% | 41k | 36.02 |
|
| Dimensional Intern High Uie (DIHP) | 0.4 | $1.3M | -9% | 44k | 30.39 |
|
| Dimensional Intern Core Uie (DFIC) | 0.4 | $1.3M | +7% | 41k | 32.76 |
|
| Vanguard Ftse Europe Uie (VGK) | 0.4 | $1.3M | +90% | 17k | 79.80 |
|
| Schwab Us Large Cap Uie (SCHG) | 0.3 | $1.3M | +7% | 42k | 31.91 |
|
| Facebook Inc cl a (META) | 0.3 | $1.3M | -9% | 1.8k | 734.33 |
|
| Vanguard Total Bond Uie (BND) | 0.3 | $1.3M | +349580% | 18k | 74.37 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.2M | 11k | 103.06 |
|
|
| Vanguard Short Term Cor Uie (VCSH) | 0.3 | $1.2M | -14% | 15k | 79.78 |
|
| Us Treasury 3 Month Bill Uie (TBIL) | 0.3 | $1.1M | 21k | 49.97 |
|
|
| Schwab International Uie (SCHF) | 0.3 | $1.1M | 45k | 23.28 |
|
|
| Dimensional Us Real Uie (DFAR) | 0.3 | $991k | -16% | 42k | 23.85 |
|
| Vaneck Morningstar Wide Uie (MOAT) | 0.3 | $988k | 10k | 99.12 |
|
|
| Vanguard Financials Etf Uie (VFH) | 0.3 | $985k | -12% | 7.5k | 131.31 |
|
| Crh Public Limited Co F Fgo (CRH) | 0.3 | $954k | 8.0k | 119.90 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $944k | -3% | 3.1k | 303.89 |
|
| International Business Machines (IBM) | 0.2 | $899k | -61% | 3.2k | 282.33 |
|
| Schwab Us Small Cap Etf Uie (SCHA) | 0.2 | $878k | 32k | 27.90 |
|
|
| Vanguard Health Care Uie (VHT) | 0.2 | $870k | -26% | 3.4k | 259.60 |
|
| Vanguard Communication Uie (VOX) | 0.2 | $860k | -27% | 4.6k | 187.86 |
|
| Vanguard Small Cap Uie (VBK) | 0.2 | $843k | 2.8k | 298.06 |
|
|
| Capital Group Dividend Uie (CGDV) | 0.2 | $830k | +58% | 20k | 42.03 |
|
| Ge Vernova (GEV) | 0.2 | $821k | -31% | 1.3k | 615.15 |
|
| Advanced Micro Devices (AMD) | 0.2 | $715k | -18% | 4.4k | 161.80 |
|
| Baidu Inc F Adr (BIDU) | 0.2 | $696k | +8850% | 5.3k | 131.77 |
|
| Coca-Cola Company (KO) | 0.2 | $678k | 10k | 66.33 |
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| W.W. Grainger (GWW) | 0.2 | $678k | 711.00 | 953.91 |
|
|
| Vanguard Shrt Inf Prot Uie (VTIP) | 0.2 | $678k | +963% | 13k | 50.63 |
|
| Terawulf (WULF) | 0.2 | $673k | NEW | 59k | 11.42 |
|
| Dimensional Emerg Core Uie (DFAE) | 0.2 | $665k | +332% | 21k | 31.58 |
|
| Vanguard Mega Cap Value Uie (MGV) | 0.2 | $653k | 4.7k | 137.74 |
|
|
| General Electric (GE) | 0.2 | $609k | -21% | 2.0k | 300.78 |
|
| Wintrust Financial Corporation (WTFC) | 0.2 | $602k | 4.5k | 132.44 |
|
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| UnitedHealth (UNH) | 0.2 | $598k | +766% | 1.7k | 345.30 |
|
| Invsc Qqq Trust Srs 1 Uie (QQQ) | 0.2 | $585k | 975.00 | 600.38 |
|
|
| Echostar Corporation (SATS) | 0.2 | $576k | NEW | 7.5k | 76.36 |
|
| Intel Corporation (INTC) | 0.2 | $570k | +467% | 17k | 33.55 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $565k | 741.00 | 763.00 |
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| Constellation Energy (CEG) | 0.1 | $565k | 1.7k | 329.07 |
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| Coreweave Inc Com Cl A (CRWV) | 0.1 | $562k | -39% | 4.1k | 136.85 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $535k | 4.7k | 112.75 |
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| Vaneck Gold Miners Etf Uie (GDX) | 0.1 | $528k | +11% | 6.9k | 76.40 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $521k | -5% | 1.7k | 315.43 |
|
| Dimensional Global Uie (DGCB) | 0.1 | $507k | -4% | 9.1k | 55.45 |
|
| Spdr S&p 500 Etf Uie (SPY) | 0.1 | $502k | +14% | 753.00 | 666.18 |
|
| Linde Plc F Fgo (LIN) | 0.1 | $502k | 1.1k | 475.00 |
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| Alphabet Inc Class A cs (GOOGL) | 0.1 | $491k | +2% | 2.0k | 242.31 |
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| Old National Ban (ONB) | 0.1 | $457k | -16% | 21k | 21.95 |
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| Marathon Digital Holdings In (MARA) | 0.1 | $435k | +7831% | 24k | 18.26 |
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| Ishares Us Aerospace Uie (ITA) | 0.1 | $416k | NEW | 2.0k | 209.26 |
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| Galaxy Digital (GLXY) | 0.1 | $412k | +239% | 12k | 33.81 |
|
| Ishares Us Medical Uie (IHI) | 0.1 | $410k | +5% | 6.8k | 60.08 |
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| Dimensional Infltn Prtd Uie (DFIP) | 0.1 | $395k | +63% | 9.3k | 42.24 |
|
| Broadcom (AVGO) | 0.1 | $368k | +4368% | 1.1k | 329.75 |
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| Ishares Core Us Uie (AGG) | 0.1 | $368k | 3.7k | 100.25 |
|
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| Northrop Grumman Corporation (NOC) | 0.1 | $367k | +186% | 604.00 | 608.06 |
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| Chevron Corporation (CVX) | 0.1 | $365k | 2.3k | 155.28 |
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|
| Ishares 20 Pls Year Uie (TLT) | 0.1 | $360k | -43% | 4.0k | 89.59 |
|
| Astrazeneca Plc F Adr (AZN) | 0.1 | $355k | 4.6k | 76.72 |
|
|
| Boeing Company (BA) | 0.1 | $355k | +6% | 1.6k | 215.82 |
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| Oracle Corporation (ORCL) | 0.1 | $344k | +1753% | 1.2k | 281.23 |
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| Dimensional Nationl Uie (DFNM) | 0.1 | $344k | -34% | 7.2k | 47.97 |
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| Capital Group U S Multi Uie (CGMS) | 0.1 | $332k | +84% | 12k | 27.75 |
|
| Vgrd Ftse All Wrld Ex Us Uie (VSS) | 0.1 | $320k | NEW | 2.2k | 142.51 |
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| Dimensional Us Lrge Cp Uie (DFVX) | 0.1 | $309k | -27% | 4.2k | 72.87 |
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| Ishares Core Msci Totl Uie (IXUS) | 0.1 | $295k | -24% | 3.6k | 82.56 |
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| United Parcel Service (UPS) | 0.1 | $290k | -2% | 3.5k | 83.54 |
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| Charles Schwab Us Mc Uie (SCHM) | 0.1 | $290k | -4% | 9.8k | 29.64 |
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| Altria (MO) | 0.1 | $270k | 4.1k | 66.06 |
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| Spdr Bloomberg 1 3 Mnth Uie (BIL) | 0.1 | $264k | 2.9k | 91.75 |
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| Johnson & Johnson (JNJ) | 0.1 | $260k | 1.4k | 185.42 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $255k | +296% | 1.5k | 167.33 |
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| Duke Energy (DUK) | 0.1 | $245k | 2.0k | 123.75 |
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| Netflix (NFLX) | 0.1 | $240k | +90% | 200.00 | 1198.86 |
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| Mondelez Int (MDLZ) | 0.1 | $233k | 3.7k | 62.47 |
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| Ishares S&p 100 Etf Uie (OEF) | 0.1 | $230k | +1816% | 690.00 | 332.84 |
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| Vanguard Muni Bnd Tax Uie (VTEB) | 0.1 | $227k | -29% | 4.5k | 50.10 |
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| MicroStrategy Incorporated (MSTR) | 0.1 | $220k | +410% | 684.00 | 322.21 |
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| At&t (T) | 0.1 | $220k | 7.8k | 28.24 |
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| Unity Software (U) | 0.1 | $209k | +23% | 5.2k | 40.04 |
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| Vanguard Large Cap Etf Uie (VV) | 0.1 | $204k | 663.00 | 307.85 |
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| Applovin Corp Class A (APP) | 0.1 | $203k | NEW | 283.00 | 718.54 |
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| Merck & Co (MRK) | 0.1 | $200k | 2.4k | 83.93 |
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| Iron Mtn Ret (IRM) | 0.1 | $196k | 1.9k | 101.94 |
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| Vanguard Industrials Uie (VIS) | 0.1 | $195k | -15% | 657.00 | 296.02 |
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| Walt Disney Company (DIS) | 0.1 | $194k | -36% | 1.7k | 114.50 |
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| American Express Company (AXP) | 0.1 | $191k | -71% | 573.00 | 332.51 |
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| Philip Morris International (PM) | 0.1 | $190k | 1.2k | 162.20 |
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| Goldman Sachs (GS) | 0.0 | $187k | 235.00 | 795.72 |
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| Ishares Global Utilities Uie (JXI) | 0.0 | $184k | 2.4k | 77.66 |
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| Vanguard Glbal Ex Us Uie (VNQI) | 0.0 | $182k | +18% | 3.8k | 47.74 |
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| Exelon Corporation (EXC) | 0.0 | $181k | -21% | 4.0k | 45.01 |
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| Constellation Brands (STZ) | 0.0 | $181k | +27% | 1.3k | 134.67 |
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| Ishares Short Term Ntnl Uie (SUB) | 0.0 | $179k | -4% | 1.7k | 106.62 |
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| Fidelity Wise Origin Uie (FBTC) | 0.0 | $174k | +6% | 1.7k | 99.82 |
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| Vanguard Intermediate Uie (BIV) | 0.0 | $170k | 2.2k | 78.06 |
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| CSX Corporation (CSX) | 0.0 | $170k | 4.8k | 35.51 |
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| General Dynamics Corporation (GD) | 0.0 | $169k | NEW | 494.00 | 341.00 |
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| Southwest Airlines (LUV) | 0.0 | $168k | 5.3k | 31.91 |
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| Nextera Energy (NEE) | 0.0 | $167k | 2.2k | 75.49 |
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| Vanguard Mid Cap Growth Uie (VOT) | 0.0 | $167k | -14% | 567.00 | 293.66 |
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| Schwab Us Large Cap Uie (SCHV) | 0.0 | $160k | -7% | 5.5k | 29.13 |
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| Waste Management (WM) | 0.0 | $145k | 658.00 | 220.83 |
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| Marriott International (MAR) | 0.0 | $138k | 531.00 | 260.40 |
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| Wisdomtree Emrg Mrkt Hg Uie (DEM) | 0.0 | $133k | 2.9k | 45.99 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $130k | -56% | 18k | 7.22 |
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| Medtronic Plc F Fgo (MDT) | 0.0 | $130k | -3% | 1.4k | 95.24 |
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| Ishares Msci Usa Momntum Uie (MTUM) | 0.0 | $123k | -62% | 464.00 | 266.00 |
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| Invesco Aerospace & Uie (PPA) | 0.0 | $122k | 785.00 | 155.44 |
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| Energy Transfer MLP (ET) | 0.0 | $122k | +24% | 7.1k | 17.16 |
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| Proshares Ultra Uie (UYG) | 0.0 | $119k | 1.2k | 99.25 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $118k | 237.00 | 499.36 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $118k | 688.00 | 170.85 |
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| Pfizer (PFE) | 0.0 | $115k | +11% | 4.5k | 25.48 |
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| Vanguard Total Uie (VTI) | 0.0 | $115k | 351.00 | 328.17 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $115k | 2.4k | 47.25 |
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| Altc Acquisition Corp (OKLO) | 0.0 | $114k | NEW | 1.0k | 111.63 |
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| Verizon Communications (VZ) | 0.0 | $112k | 2.5k | 43.94 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $110k | -4% | 600.00 | 183.73 |
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| Public Service Enterprise (PEG) | 0.0 | $110k | 1.3k | 83.46 |
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| Wisdomtree Us Qlt Div Uie (DGRW) | 0.0 | $109k | 1.2k | 88.96 |
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| Fifth Third Ban (FITB) | 0.0 | $100k | 2.2k | 44.54 |
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| Wec Energy Group (WEC) | 0.0 | $99k | 862.00 | 114.59 |
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| Pepsi (PEP) | 0.0 | $98k | 701.00 | 140.44 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $98k | +12% | 199.00 | 490.38 |
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| Vanguard 0-3 Month Uie (VBIL) | 0.0 | $94k | 1.2k | 75.73 |
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| Ishares Semiconductor Uie (SOXX) | 0.0 | $93k | -76% | 343.00 | 271.12 |
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| ConocoPhillips (COP) | 0.0 | $90k | 951.00 | 94.59 |
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| Ameren Corporation (AEE) | 0.0 | $88k | 840.00 | 104.33 |
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| Capital Group Core Uie (CGBL) | 0.0 | $85k | 2.4k | 34.72 |
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| Ishares Us Utilities Uie (IDU) | 0.0 | $83k | 752.00 | 110.90 |
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| Ishares Msci Glo Gold Uie (RING) | 0.0 | $83k | 1.3k | 64.64 |
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| Lowe's Companies (LOW) | 0.0 | $83k | 329.00 | 251.46 |
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| Vanguard Russell 1000 Uie (VONG) | 0.0 | $82k | 676.00 | 120.51 |
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| Micron Technology (MU) | 0.0 | $81k | +77% | 484.00 | 168.05 |
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| Schwab Us Broad Market Uie (SCHB) | 0.0 | $81k | +20% | 3.1k | 25.71 |
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| Vanguard Mid Cap Etf Uie (VO) | 0.0 | $81k | +57% | 274.00 | 293.75 |
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| Caterpillar (CAT) | 0.0 | $80k | -65% | 168.00 | 477.15 |
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| Norfolk Southern (NSC) | 0.0 | $78k | 260.00 | 300.41 |
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| Capital Group Dividend Uie (CGDG) | 0.0 | $78k | +35% | 2.2k | 34.65 |
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| Circle Internet Group (CRCL) | 0.0 | $74k | +833% | 560.00 | 132.58 |
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| T Rowe Price Dividend Uie (TDVG) | 0.0 | $73k | 1.7k | 43.96 |
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| NiSource (NI) | 0.0 | $72k | 1.7k | 43.30 |
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| Abbott Laboratories (ABT) | 0.0 | $67k | 500.00 | 133.88 |
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| Kroger (KR) | 0.0 | $67k | 986.00 | 67.39 |
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| BP P L C F Adr (BP) | 0.0 | $65k | +4% | 1.9k | 34.45 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $63k | 540.00 | 117.16 |
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| Global X Uranium Etf Uie (URA) | 0.0 | $62k | 1.3k | 47.68 |
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| Schwab Us Large Cap Etf Uie (SCHX) | 0.0 | $62k | -4% | 2.3k | 26.26 |
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| Vanguard Intermediate Uie (VCIT) | 0.0 | $61k | 722.00 | 84.15 |
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| Fidelity Total Bond Etf Uie (FBND) | 0.0 | $59k | -2% | 1.3k | 46.22 |
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| Republic Services (RSG) | 0.0 | $57k | 250.00 | 229.48 |
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| Ishares Tips Bond Etf Uie (TIP) | 0.0 | $57k | 512.00 | 111.22 |
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| Square Inc cl a (XYZ) | 0.0 | $57k | +293% | 787.00 | 72.27 |
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| Hldgs (UAL) | 0.0 | $56k | 579.00 | 96.50 |
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| Invsc S P 500 Equal Uie (RSP) | 0.0 | $56k | NEW | 294.00 | 189.97 |
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| Cisco Systems (CSCO) | 0.0 | $54k | +14% | 792.00 | 68.42 |
|
| Home Depot (HD) | 0.0 | $53k | 132.00 | 404.42 |
|
|
| Travelers Companies (TRV) | 0.0 | $53k | 191.00 | 279.22 |
|
|
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $53k | -88% | 1.1k | 47.94 |
|
| Enbridge Inc F FGC (ENB) | 0.0 | $53k | 1.1k | 50.46 |
|
|
| Visa (V) | 0.0 | $52k | 153.00 | 341.40 |
|
|
| Bank Montreal Que F FGC (BMO) | 0.0 | $52k | 400.00 | 130.25 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $51k | +11% | 249.00 | 203.60 |
|
| Sanuwave Health (SNWV) | 0.0 | $50k | 1.3k | 37.48 |
|
|
| Vanguard Ftse Emerging Uie (VWO) | 0.0 | $49k | +302% | 901.00 | 54.39 |
|
| Eightco Holdings | 0.0 | $49k | NEW | 5.3k | 9.15 |
|
| Yum! Brands (YUM) | 0.0 | $48k | 318.00 | 152.00 |
|
|
| SoundHound AI (SOUN) | 0.0 | $48k | 3.0k | 16.08 |
|
|
| Spdr S&p Metals & Mining Uie (XME) | 0.0 | $48k | 515.00 | 93.27 |
|
|
| Ishares Us Healthcare Uie (IYH) | 0.0 | $47k | 802.00 | 58.69 |
|
|
| Kraft Heinz (KHC) | 0.0 | $46k | 1.8k | 26.04 |
|
|
| Rockwell Automation (ROK) | 0.0 | $45k | 129.00 | 349.53 |
|
|
| First Merchants Corporation (FRME) | 0.0 | $45k | 1.2k | 37.70 |
|
|
| Southern Company (SO) | 0.0 | $44k | 465.00 | 94.74 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $44k | 976.00 | 45.09 |
|
|
| Ishares Fallen Angels Uie (FALN) | 0.0 | $44k | -54% | 1.6k | 27.81 |
|
| Ishares Iboxx High Yield Uie (HYG) | 0.0 | $43k | 534.00 | 81.17 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $43k | -26% | 79.00 | 546.75 |
|
| MasterCard Incorporated (MA) | 0.0 | $42k | 73.00 | 568.67 |
|
|
| Citigroup (C) | 0.0 | $41k | 407.00 | 101.50 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $41k | 331.00 | 124.07 |
|
|
| Cheniere Energy (LNG) | 0.0 | $41k | 173.00 | 234.37 |
|
|
| Arm Hldgs Plc Equity A F Adr (ARM) | 0.0 | $40k | +238% | 284.00 | 141.48 |
|
| Corning Incorporated (GLW) | 0.0 | $40k | +26% | 488.00 | 82.03 |
|
| Kite Rlty Group Tr Ret (KRG) | 0.0 | $40k | 1.8k | 22.30 |
|
|
| Motorola Solutions (MSI) | 0.0 | $40k | 87.00 | 456.46 |
|
|
| Ford Motor Company (F) | 0.0 | $39k | 3.3k | 11.96 |
|
|
| Clearbridge Enrgy Mdstra Cem (EMO) | 0.0 | $38k | -5% | 854.00 | 44.92 |
|
| Abbvie (ABBV) | 0.0 | $38k | -12% | 165.00 | 231.18 |
|
| Comcast Corporation (CMCSA) | 0.0 | $38k | 1.2k | 31.42 |
|
|
| Spdr S&p Dividend Etf Uie (SDY) | 0.0 | $37k | 266.00 | 140.05 |
|
|
| Vanguard High Dividend Uie (VYM) | 0.0 | $37k | 263.00 | 141.35 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $37k | 221.00 | 167.86 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $37k | +300% | 200.00 | 184.66 |
|
| OppFi Inc - a (OPFI) | 0.0 | $37k | 3.2k | 11.33 |
|
|
| Ishares Russell 2000 Uie (IWM) | 0.0 | $36k | NEW | 200.00 | 181.47 |
|
| Cava Group Ord (CAVA) | 0.0 | $36k | 600.00 | 60.41 |
|
|
| Alibaba Group Hldg Ltd F Adr (BABA) | 0.0 | $36k | -19% | 201.00 | 178.73 |
|
| McCormick & Company, Incorporated (MKC) | 0.0 | $35k | 521.00 | 66.93 |
|
Past Filings by Strategic Investment Solutions
SEC 13F filings are viewable for Strategic Investment Solutions going back to 2022
- Strategic Investment Solutions 2025 Q3 filed Dec. 3, 2025
- Strategic Investment Solutions 2025 Q2 filed July 16, 2025
- Strategic Investment Solutions 2025 Q1 filed May 9, 2025
- Strategic Investment Solutions 2024 Q4 filed Feb. 13, 2025
- Strategic Investment Solutions 2024 Q3 filed Oct. 23, 2024
- Strategic Investment Solutions 2024 Q2 filed Aug. 30, 2024
- Strategic Investment Solutions 2023 Q4 filed Feb. 13, 2024
- Strategic Investment Solutions 2023 Q3 filed Nov. 14, 2023
- Strategic Investment Solutions 2023 Q2 filed Aug. 15, 2023
- Strategic Investment Solutions 2023 Q1 filed May 15, 2023
- Strategic Investment Solutions 2022 Q4 filed Feb. 14, 2023