Strategic Investment Solutions
Latest statistics and disclosures from Strategic Investment Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, DFUS, DUHP, DFAC, DFAT, and represent 33.45% of Strategic Investment Solutions's stock portfolio.
- Added to shares of these 10 stocks: SCHD, DFUV, VGSH, VCSH, IXUS, DFCF, DUHP, DFSV, DFAU, SCHG.
- Started 68 new stock positions in SQQQ, JOBY, AHRT, MBLY, SNWV, VFVA, ZM, BLGO, UNH, SLB.
- Reduced shares in these 10 stocks: VUG (-$14M), DFAC (-$5.5M), DFUS, VGT, TLH, VIG, VOO, VGIT, DFVX, NVDA.
- Sold out of its positions in Adelphia Communications Escrow, Agrify Corp, APA, BIT, BMBL, CGC, LOGC, CURLF, HYLB, HAUZ.
- Strategic Investment Solutions was a net seller of stock by $-14M.
- Strategic Investment Solutions has $298M in assets under management (AUM), dropping by -8.23%.
- Central Index Key (CIK): 0001960144
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Portfolio Holdings for Strategic Investment Solutions
Strategic Investment Solutions holds 680 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Strategic Investment Solutions has 680 total positions. Only the first 250 positions are shown.
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- Download the Strategic Investment Solutions December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf Uie (VUG) | 11.0 | $33M | -29% | 80k | 409.47 |
|
| Dimensional Us Equity Uie (DFUS) | 6.7 | $20M | -17% | 313k | 63.74 |
|
| Dimensional Us High Uie (DUHP) | 6.0 | $18M | +7% | 531k | 33.79 |
|
| Dimensional U S Core Uie (DFAC) | 5.1 | $15M | -26% | 436k | 34.59 |
|
| Dimensional U S Targeted Uie (DFAT) | 4.7 | $14M | 251k | 55.66 |
|
|
| Apple (AAPL) | 4.4 | $13M | 53k | 251.32 |
|
|
| Dimensional Us Uie (DFUV) | 3.6 | $11M | +25% | 264k | 40.93 |
|
| Dimensional Wld Ex Us Cr Uie (DFAX) | 3.2 | $9.5M | 382k | 24.87 |
|
|
| Dimensional Us Core Uie (DFAU) | 3.0 | $8.9M | +11% | 220k | 40.49 |
|
| Dimensional Us Small Cap Uie (DFSV) | 2.8 | $8.4M | +18% | 272k | 30.78 |
|
| Schwab Us Dividend Uie (SCHD) | 2.5 | $7.4M | +177% | 271k | 27.33 |
|
| Dimensional Us Sus Core Uie (DFSU) | 2.3 | $6.8M | -2% | 178k | 37.90 |
|
| Dimensional Core Fixed Uie (DFCF) | 2.2 | $6.5M | +34% | 157k | 41.27 |
|
| Dimensnl Ultrashrt Fixed Uie (DUSB) | 2.1 | $6.3M | 125k | 50.65 |
|
|
| Vanguard Short Term Uie (VGSH) | 1.9 | $5.8M | +60% | 99k | 58.13 |
|
| Dimensional Uie (DFIV) | 1.9 | $5.8M | +3% | 162k | 35.48 |
|
| Vanguard Short Term Cor Uie (VCSH) | 1.8 | $5.4M | +57% | 69k | 78.01 |
|
| Vanguard S&p 500 Etf Uie (VOO) | 1.4 | $4.3M | -23% | 8.0k | 538.79 |
|
| Dimensional U S Small Uie (DFAS) | 1.4 | $4.0M | +8% | 62k | 65.08 |
|
| Vanguard Value Etf Uie (VTV) | 1.2 | $3.7M | -12% | 22k | 169.31 |
|
| Berkshire Hathaway (BRK.B) | 1.2 | $3.5M | -6% | 7.7k | 453.28 |
|
| Dimensionl Us Large Cap Uie (DFLV) | 1.1 | $3.2M | +34% | 107k | 30.03 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $3.0M | 3.2k | 916.30 |
|
|
| Ishares Core Msci Totl Uie (IXUS) | 1.0 | $2.8M | +157% | 43k | 66.22 |
|
| Dimensional Us Real Uie (DFAR) | 0.8 | $2.5M | +12% | 105k | 23.27 |
|
| Ishares Core S&p 500 Uie (IVV) | 0.8 | $2.4M | +8% | 4.0k | 591.49 |
|
| Tesla Motors (TSLA) | 0.7 | $2.2M | +11% | 5.4k | 404.00 |
|
| Van Ultra Shrt Bnd Uie (VUSB) | 0.7 | $2.2M | -8% | 44k | 49.42 |
|
| Spdr Gold Shares Etf Uie (GLD) | 0.7 | $2.2M | +2% | 9.0k | 242.13 |
|
| Dimensional Shrt Drt Fxd Uie (DFSD) | 0.7 | $2.2M | +14% | 46k | 46.88 |
|
| Amazon (AMZN) | 0.7 | $2.1M | +7% | 9.6k | 219.39 |
|
| Ishares Gold Etf Uie (IAU) | 0.7 | $2.1M | -7% | 42k | 49.50 |
|
| Microsoft Corporation (MSFT) | 0.6 | $1.9M | 4.4k | 426.93 |
|
|
| Procter & Gamble Company (PG) | 0.6 | $1.9M | 11k | 167.65 |
|
|
| Dimensional Global Uie (DGCB) | 0.6 | $1.7M | +22% | 33k | 52.59 |
|
| Vanguard Dividend Uie (VIG) | 0.6 | $1.7M | -52% | 8.5k | 196.69 |
|
| Dimensional Nationl Uie (DFNM) | 0.5 | $1.6M | +15% | 34k | 47.77 |
|
| Vanguard Muni Bnd Tax Uie (VTEB) | 0.5 | $1.6M | +21% | 31k | 50.12 |
|
| Dimensional Intern Small Uie (DISV) | 0.5 | $1.5M | +11% | 55k | 26.57 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.3M | -37% | 10k | 134.29 |
|
| Dimensional Intern Core Uie (DFAI) | 0.4 | $1.3M | -27% | 45k | 29.20 |
|
| Ishares 20 Pls Year Uie (TLT) | 0.4 | $1.3M | -30% | 15k | 87.32 |
|
| Vanguard Total World Uie (VT) | 0.4 | $1.2M | -16% | 10k | 116.95 |
|
| Schwab Us Large Cap Uie (SCHG) | 0.4 | $1.1M | +296% | 40k | 27.88 |
|
| Vaneck Morningstar Wide Uie (MOAT) | 0.4 | $1.1M | +4% | 12k | 92.73 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.1M | 3.8k | 289.89 |
|
|
| Us Treasury 3 Month Bill Uie (TBIL) | 0.4 | $1.1M | -2% | 21k | 49.86 |
|
| Ishares 10-20 Year Tsury Uie (TLH) | 0.3 | $1.0M | -79% | 10k | 100.10 |
|
| Schwab Us Small Cap Etf Uie (SCHA) | 0.3 | $978k | +98% | 38k | 25.86 |
|
| Facebook Inc cl a (META) | 0.3 | $874k | +8% | 1.5k | 585.50 |
|
| Schwab International Uie (SCHF) | 0.3 | $870k | +104% | 47k | 18.50 |
|
| Wal-Mart Stores (WMT) | 0.3 | $839k | -21% | 9.3k | 90.29 |
|
| Ishares Silver Trust Uie (SLV) | 0.3 | $792k | 30k | 26.33 |
|
|
| Schwab International Uie (SCHY) | 0.3 | $767k | +172% | 33k | 23.36 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $762k | 4.0k | 189.30 |
|
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| United Parcel Service (UPS) | 0.3 | $761k | +22% | 4.8k | 157.24 |
|
| International Business Machines (IBM) | 0.2 | $720k | 3.3k | 220.00 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $700k | 3.7k | 191.22 |
|
|
| Vanguard Small Cap Etf Uie (VB) | 0.2 | $690k | -17% | 2.9k | 240.29 |
|
| Ishares Core Us Uie (AGG) | 0.2 | $679k | +628% | 7.4k | 92.00 |
|
| Coca-Cola Company (KO) | 0.2 | $634k | 10k | 62.26 |
|
|
| Vanguard Information Uie (VGT) | 0.2 | $627k | -86% | 1.0k | 621.80 |
|
| W.W. Grainger (GWW) | 0.2 | $594k | 717.00 | 827.93 |
|
|
| Vanguard Mid Cap Growth Uie (VOT) | 0.2 | $545k | -2% | 2.1k | 253.60 |
|
| Old National Ban (ONB) | 0.2 | $540k | 25k | 21.70 |
|
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| Exxon Mobil Corporation (XOM) | 0.2 | $524k | -20% | 4.9k | 107.56 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $523k | 677.00 | 772.73 |
|
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| Wintrust Financial Corporation (WTFC) | 0.2 | $515k | 4.1k | 124.71 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $479k | +3% | 2.0k | 239.71 |
|
| Spdr S&p 500 Etf Iv Uie (SPY) | 0.2 | $475k | +28% | 811.00 | 586.08 |
|
| Chevron Corporation (CVX) | 0.2 | $472k | 3.3k | 144.83 |
|
|
| Vanguard Mega Cap Growth Uie (MGK) | 0.1 | $444k | +83% | 1.3k | 343.89 |
|
| Linde Plc F Fgo (LIN) | 0.1 | $442k | 1.1k | 418.67 |
|
|
| Ishares Short Term Ntnl Uie (SUB) | 0.1 | $426k | +16% | 4.0k | 105.61 |
|
| Ishares Us Medical Uie (IHI) | 0.1 | $424k | -12% | 7.3k | 58.35 |
|
| Dimensional Intern High Uie (DIHP) | 0.1 | $417k | +81% | 17k | 25.23 |
|
| Abbvie (ABBV) | 0.1 | $416k | +29% | 2.3k | 178.27 |
|
| Capital Group Dividend Uie (CGDV) | 0.1 | $411k | +24% | 12k | 35.26 |
|
| Visa (V) | 0.1 | $385k | 1.2k | 314.34 |
|
|
| Walt Disney Company (DIS) | 0.1 | $382k | +36% | 3.4k | 112.30 |
|
| Spdr Bloomberg 1 3 Mnth Uie (BIL) | 0.1 | $373k | -32% | 4.1k | 91.43 |
|
| Dimensional Us Lrge Cp Uie (DFVX) | 0.1 | $356k | -72% | 5.4k | 65.28 |
|
| Abbott Laboratories (ABT) | 0.1 | $346k | +56% | 3.1k | 113.10 |
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| Astrazeneca Plc F Adr (AZN) | 0.1 | $300k | 4.6k | 65.52 |
|
|
| Charles Schwab Us Mc Uie (SCHM) | 0.1 | $298k | +197% | 11k | 27.71 |
|
| Vanguard Energy Etf Uie (VDE) | 0.1 | $280k | +174% | 2.3k | 121.31 |
|
| Vanguard Utilities Etf Uie (VPU) | 0.1 | $258k | +11% | 1.6k | 163.11 |
|
| Coinbase Global (COIN) | 0.1 | $257k | +1280% | 1.0k | 248.31 |
|
| Robinhood Mkts (HOOD) | 0.1 | $254k | +170425% | 6.8k | 37.25 |
|
| Constellation Brands (STZ) | 0.1 | $247k | -3% | 1.1k | 220.98 |
|
| MicroStrategy Incorporated (MSTR) | 0.1 | $223k | 770.00 | 289.62 |
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| Mondelez Int (MDLZ) | 0.1 | $221k | 3.7k | 59.73 |
|
|
| Vanguard Total Uie (VTI) | 0.1 | $219k | +135% | 758.00 | 288.35 |
|
| Merck & Co (MRK) | 0.1 | $216k | 2.2k | 99.48 |
|
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| Altria (MO) | 0.1 | $216k | 4.1k | 52.29 |
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| Vaneck Gold Miners Etf Uie (GDX) | 0.1 | $215k | +7% | 6.3k | 33.91 |
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| Nextera Energy (NEE) | 0.1 | $211k | 2.9k | 71.73 |
|
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| Vanguard Small Cap Uie (VBK) | 0.1 | $211k | +39% | 752.00 | 280.35 |
|
| Duke Energy (DUK) | 0.1 | $207k | 1.9k | 107.36 |
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| At&t (T) | 0.1 | $200k | +4% | 8.7k | 23.00 |
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| Netflix (NFLX) | 0.1 | $192k | +95% | 215.00 | 891.33 |
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| Arm Hldgs Plc F Adr (ARM) | 0.1 | $188k | +1437% | 1.5k | 123.37 |
|
| Schwab Us Large Cap Uie (SCHV) | 0.1 | $187k | +184% | 7.2k | 26.07 |
|
| Johnson & Johnson (JNJ) | 0.1 | $187k | -27% | 1.3k | 144.62 |
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| Vanguard Health Care Uie (VHT) | 0.1 | $185k | 729.00 | 253.68 |
|
|
| Dimensional Emerg Core Uie (DFAE) | 0.1 | $185k | +82% | 7.3k | 25.38 |
|
| Ishares S&p 500 Growth Uie (IVW) | 0.1 | $183k | 1.8k | 101.53 |
|
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| Pfizer (PFE) | 0.1 | $178k | +58% | 6.7k | 26.53 |
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| Medtronic Plc F Fgo (MDT) | 0.1 | $168k | 2.1k | 79.88 |
|
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| Vanguard Large Cap Etf Uie (VV) | 0.1 | $164k | -8% | 607.00 | 269.42 |
|
| Advanced Micro Devices (AMD) | 0.1 | $162k | +91% | 1.3k | 120.79 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $161k | +80% | 3.2k | 49.41 |
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| Vanguard Intrmdiat Trm Uie (VGIT) | 0.1 | $156k | -89% | 2.7k | 57.79 |
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| CSX Corporation (CSX) | 0.1 | $154k | 4.8k | 32.29 |
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| Marvell Technology (MRVL) | 0.1 | $151k | +182% | 1.4k | 110.45 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $148k | 341.00 | 434.93 |
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| Ishares Global Utilities Uie (JXI) | 0.0 | $145k | -7% | 2.3k | 64.15 |
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| Caterpillar (CAT) | 0.0 | $137k | +14% | 378.00 | 362.77 |
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| salesforce (CRM) | 0.0 | $134k | +297% | 401.00 | 334.38 |
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| Dimensional Infltn Prtd Uie (DFIP) | 0.0 | $132k | +43% | 3.3k | 40.49 |
|
| Verizon Communications (VZ) | 0.0 | $125k | -4% | 3.1k | 39.99 |
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| Microchip Technology (MCHP) | 0.0 | $121k | 1.3k | 90.17 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $119k | 688.00 | 172.42 |
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| Marriott International (MAR) | 0.0 | $118k | 523.00 | 225.51 |
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| Wisdomtree Emrg Mrkt Hg Uie (DEM) | 0.0 | $117k | 2.9k | 40.49 |
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| Fidelity Wise Origin Uie (FBTC) | 0.0 | $116k | +6% | 1.4k | 81.58 |
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| Ford Motor Company (F) | 0.0 | $115k | +17% | 12k | 9.90 |
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| Vanguard Intermediate Uie (BIV) | 0.0 | $114k | 1.5k | 74.73 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $113k | 600.00 | 187.51 |
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| General Electric (GE) | 0.0 | $112k | -25% | 670.00 | 166.86 |
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| Public Service Enterprise (PEG) | 0.0 | $111k | 1.3k | 84.49 |
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| American Express Company (AXP) | 0.0 | $110k | 584.00 | 187.45 |
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| Energy Transfer MLP (ET) | 0.0 | $109k | +6% | 5.6k | 19.59 |
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| Invsc Qqq Trust Srs 1 Uie (QQQ) | 0.0 | $107k | -29% | 210.00 | 511.21 |
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| Pepsi (PEP) | 0.0 | $104k | 683.00 | 152.07 |
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| Philip Morris International (PM) | 0.0 | $103k | -2% | 1.1k | 94.11 |
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| Boeing Company (BA) | 0.0 | $103k | +46% | 582.00 | 177.00 |
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| Proshares Ultra Uie (UYG) | 0.0 | $103k | 1.2k | 85.46 |
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| Dimensional Califrna Uie (DFCA) | 0.0 | $101k | 2.0k | 50.73 |
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| Wisdomtree Us Qlt Div Uie (DGRW) | 0.0 | $99k | 1.2k | 80.93 |
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| Invesco Aerospace & Uie (PPA) | 0.0 | $99k | 859.00 | 114.72 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $98k | 210.00 | 466.66 |
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| Constellation Energy (CEG) | 0.0 | $95k | +51% | 809.00 | 116.89 |
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| Fifth Third Ban (FITB) | 0.0 | $93k | 2.2k | 42.56 |
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| ConocoPhillips (COP) | 0.0 | $92k | +5% | 919.00 | 99.59 |
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| Ishares S&p 500 Value Uie (IVE) | 0.0 | $91k | 477.00 | 190.88 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $91k | 180.00 | 505.50 |
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| Goldman Sachs (GS) | 0.0 | $87k | 226.00 | 385.58 |
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| Starbucks Corporation (SBUX) | 0.0 | $87k | +144% | 967.00 | 90.11 |
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| RPM International (RPM) | 0.0 | $81k | 659.00 | 122.99 |
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| Lowe's Companies (LOW) | 0.0 | $80k | 324.00 | 247.12 |
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| Wec Energy Group (WEC) | 0.0 | $80k | 845.00 | 94.06 |
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| Paypal Holdings (PYPL) | 0.0 | $79k | +16% | 930.00 | 85.35 |
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| Southwest Airlines (LUV) | 0.0 | $79k | -56% | 2.3k | 33.63 |
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| Kroger (KR) | 0.0 | $78k | +6% | 1.3k | 61.20 |
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| Nike (NKE) | 0.0 | $74k | +222% | 713.00 | 104.38 |
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| Capital Group U S Multi Uie (CGMS) | 0.0 | $74k | +50% | 2.7k | 27.28 |
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| Travelers Companies (TRV) | 0.0 | $74k | 306.00 | 240.89 |
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| Snowflake Inc Cl A (SNOW) | 0.0 | $73k | +829% | 474.00 | 154.00 |
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| Redfin Corp (RDFN) | 0.0 | $73k | +18368% | 9.2k | 7.88 |
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| Ishares Us Utilities Uie (IDU) | 0.0 | $72k | 752.00 | 96.21 |
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| Norfolk Southern (NSC) | 0.0 | $71k | +16% | 304.00 | 234.70 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $70k | +11% | 537.00 | 130.75 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $70k | +755% | 154.00 | 451.84 |
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| Cognizant Technology Solutions (CTSH) | 0.0 | $70k | NEW | 921.00 | 75.53 |
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| Schwab Us Large Cap Etf Uie (SCHX) | 0.0 | $69k | +194% | 3.0k | 23.25 |
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| Qualcomm (QCOM) | 0.0 | $69k | 449.00 | 153.74 |
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| Phillips 66 (PSX) | 0.0 | $69k | 605.00 | 114.06 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $68k | 54.00 | 1260.00 |
|
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| Vanguard Shrt Inf Prot Uie (VTIP) | 0.0 | $67k | 1.4k | 48.07 |
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| T Rowe Price Dividend Uie (TDVG) | 0.0 | $66k | 1.7k | 39.59 |
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| BP PLC F Adr (BP) | 0.0 | $65k | -2% | 1.8k | 35.41 |
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| Schwab Us Broad Market Uie (SCHB) | 0.0 | $62k | +244% | 2.7k | 22.70 |
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| NiSource (NI) | 0.0 | $61k | 1.7k | 36.76 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $61k | +133% | 6.1k | 10.00 |
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| Cigna Corp (CI) | 0.0 | $60k | NEW | 201.00 | 299.19 |
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| Best Buy (BBY) | 0.0 | $60k | 697.00 | 85.77 |
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| Clorox Company (CLX) | 0.0 | $59k | NEW | 415.00 | 142.59 |
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| Dominion Resources (D) | 0.0 | $59k | -2% | 1.1k | 53.00 |
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| Envestnet (ENV) | 0.0 | $59k | NEW | 1.2k | 49.52 |
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| Trade Desk (TTD) | 0.0 | $58k | 800.00 | 71.96 |
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| Ishares Short Treasury Uie (SHV) | 0.0 | $57k | +249% | 521.00 | 110.15 |
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| Ameren Corporation (AEE) | 0.0 | $57k | -3% | 788.00 | 72.35 |
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| Micron Technology (MU) | 0.0 | $57k | +108% | 672.00 | 84.40 |
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| Sea Ltd F Adr (SE) | 0.0 | $56k | NEW | 1.4k | 40.50 |
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| Lululemon Athletica (LULU) | 0.0 | $56k | +1360% | 146.00 | 382.40 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $55k | -68% | 160.00 | 342.20 |
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| Entergy Corporation (ETR) | 0.0 | $54k | +100% | 718.00 | 75.82 |
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| Exelon Corporation (EXC) | 0.0 | $54k | -3% | 1.3k | 42.00 |
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| Broadcom (AVGO) | 0.0 | $53k | 230.00 | 231.84 |
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| Kraft Heinz (KHC) | 0.0 | $53k | 1.7k | 30.71 |
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| Comcast Corporation (CMCSA) | 0.0 | $53k | +16% | 1.4k | 37.53 |
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| Etsy (ETSY) | 0.0 | $53k | NEW | 648.00 | 81.05 |
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| Vanguard Russell 1000 Uie (VONG) | 0.0 | $52k | 669.00 | 78.07 |
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| JetBlue Airways Corporation (JBLU) | 0.0 | $52k | +1769% | 9.3k | 5.55 |
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| Mongodb Inc. Class A (MDB) | 0.0 | $51k | NEW | 125.00 | 408.85 |
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| Republic Services (RSG) | 0.0 | $50k | 250.00 | 201.18 |
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| stock | 0.0 | $50k | NEW | 330.00 | 152.35 |
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| Roper Industries (ROP) | 0.0 | $50k | NEW | 92.00 | 545.17 |
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| Air Products & Chemicals (APD) | 0.0 | $50k | NEW | 183.00 | 273.80 |
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| SoundHound AI (SOUN) | 0.0 | $50k | -28% | 2.5k | 19.84 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $48k | +33% | 415.00 | 115.72 |
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| Bristol Myers Squibb (BMY) | 0.0 | $48k | -21% | 929.00 | 51.39 |
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| Palantir Technologies (PLTR) | 0.0 | $47k | -67% | 623.00 | 75.63 |
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| Clear Secure (YOU) | 0.0 | $47k | +113800% | 2.3k | 20.65 |
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| Invesco Preferred Etf Uie (PGX) | 0.0 | $46k | +41% | 4.0k | 11.53 |
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| Agnc Invt Corp Ret (AGNC) | 0.0 | $46k | +150% | 5.0k | 9.21 |
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| Vanguard Mid Cap Etf Uie (VO) | 0.0 | $46k | -67% | 174.00 | 264.12 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $46k | +77% | 1.0k | 44.88 |
|
| First Merchants Corporation (FRME) | 0.0 | $46k | 1.2k | 39.89 |
|
|
| Alibaba Group Hldg Ltd F Adr (BABA) | 0.0 | $46k | +58% | 539.00 | 84.79 |
|
| Ishares Us Healthcare Uie (IYH) | 0.0 | $45k | -80% | 157.00 | 286.50 |
|
| Vanguard Total Bond Uie (BND) | 0.0 | $45k | 634.00 | 70.38 |
|
|
| Enbridge Inc F FGC (ENB) | 0.0 | $45k | 1.1k | 42.45 |
|
|
| Home Depot (HD) | 0.0 | $44k | -2% | 126.00 | 347.48 |
|
| Pinterest Inc Cl A (PINS) | 0.0 | $44k | +401% | 1.5k | 29.00 |
|
| Kite Rlty Group Tr Ret (KRG) | 0.0 | $44k | 1.7k | 25.25 |
|
|
| Ishares Tips Bond Etf Uie (TIP) | 0.0 | $43k | 405.00 | 106.55 |
|
|
| Ishares Iboxx High Yield Uie (HYG) | 0.0 | $43k | -28% | 555.00 | 77.30 |
|
| Barrick Gold Corp F FGC (GOLD) | 0.0 | $43k | NEW | 2.4k | 18.09 |
|
| Intel Corporation (INTC) | 0.0 | $42k | -69% | 2.1k | 20.05 |
|
| Clearbridge Enrgy Mdstra Cem (EMO) | 0.0 | $42k | NEW | 899.00 | 46.54 |
|
| Yum! Brands (YUM) | 0.0 | $42k | 312.00 | 134.09 |
|
|
| Digital Realty Trust Ret (DLR) | 0.0 | $42k | -3% | 310.00 | 134.65 |
|
| Equitrans Midstream Corp (ETRN) | 0.0 | $41k | NEW | 4.0k | 10.18 |
|
| Citigroup (C) | 0.0 | $41k | +21% | 577.00 | 70.39 |
|
| Ishares Fallen Angels Uie (FALN) | 0.0 | $40k | -19% | 1.5k | 26.71 |
|
| Motorola Solutions (MSI) | 0.0 | $40k | 86.00 | 466.11 |
|
|
| Mobileye Global (MBLY) | 0.0 | $40k | NEW | 2.0k | 19.92 |
|
| Bank Montreal Que F FGC (BMO) | 0.0 | $40k | 400.00 | 98.94 |
|
|
| Hldgs (UAL) | 0.0 | $39k | 402.00 | 97.10 |
|
|
| Direxion Daily Energy Uie (ERX) | 0.0 | $39k | NEW | 700.00 | 55.70 |
|
| General Mills (GIS) | 0.0 | $39k | +1096% | 598.00 | 65.12 |
|
| MasterCard Incorporated (MA) | 0.0 | $38k | 73.00 | 526.67 |
|
|
| Southern Company (SO) | 0.0 | $38k | -2% | 466.00 | 82.32 |
|
| Ishares Msci Glo Gold Uie (RING) | 0.0 | $38k | +21% | 1.5k | 24.58 |
|
| CenterPoint Energy (CNP) | 0.0 | $37k | 1.2k | 31.74 |
|
|
| Lucid Group (LCID) | 0.0 | $37k | +11756% | 12k | 3.02 |
|
| Cheniere Energy (LNG) | 0.0 | $37k | 172.00 | 215.86 |
|
|
| Rockwell Automation (ROK) | 0.0 | $37k | 129.00 | 285.79 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $37k | +38% | 161.00 | 228.00 |
|
| Waste Management (WM) | 0.0 | $36k | 180.00 | 201.79 |
|
|
| Ishares Preferred Income Uie (PFF) | 0.0 | $35k | NEW | 1.1k | 31.20 |
|
| Wolfspeed (WOLF) | 0.0 | $35k | NEW | 802.00 | 43.51 |
|
| Spdr S&p Dividend Etf Uie (SDY) | 0.0 | $35k | 264.00 | 132.10 |
|
|
| Capital Group Dividend Uie (CGDG) | 0.0 | $35k | 1.2k | 29.64 |
|
|
| Ishares Core S&p Mid Cap Uie (IJH) | 0.0 | $35k | 555.00 | 62.31 |
|
|
| Affirm Hldgs (AFRM) | 0.0 | $34k | NEW | 700.00 | 49.14 |
|
| Ishares Total Us Uie (ITOT) | 0.0 | $34k | 267.00 | 128.70 |
|
|
| McCormick & Company, Incorporated (MKC) | 0.0 | $34k | 500.00 | 68.42 |
|
Past Filings by Strategic Investment Solutions
SEC 13F filings are viewable for Strategic Investment Solutions going back to 2022
- 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