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CIK: 0001760540
Total reported value
$1.7B
$1.7B
239 檔
15.6%
At the close of Q3 2024, Strategic Investment Advisors / MI disclosed equity holdings valued at approximately $1.7B, spread across 239 reported holdings.
In Q3 2024, Strategic Investment Advisors / MI displayed an active expansion posture, initiating 12 new positions and adding to 111 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.07% | +1.97% | +6.04% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.63% | +0.15% | +2.97% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.31% | -0.12% | +3.80% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.77% | +0.38% | +4.44% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.52% | -0.09% | +3.66% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.98% | +0.51% | +6.59% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.75% | -0.82% | EXIT | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.58% | +0.03% | +4.85% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.33% | -0.05% | +5.89% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.02% | -0.48% | +25.57% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.91% | -0.06% | +3.87% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.75% | +0.54% | +6.26% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.69% | +0.08% | +4.33% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.16% | -0.14% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.66% | -0.13% | +511.70% | |
| 16 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.48% | -0.28% | +25.75% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.42% | — | +5.07% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.41% | -0.27% | +23.02% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.41% | -0.02% | +14.04% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | -0.03% | +1.04% | |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.35% | -0.06% | — | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.34% | -0.10% | +12.22% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.23% | -0.07% | +4.91% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.21% | +0.31% | +6.69% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.05% | +20.67% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.10% | +0.45% | -76.79% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.06% | -0.11% | +2.29% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.06% | +0.07% | +5.03% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.01% | +922.18% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.02% | +0.80% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.10% | +2.33% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.85% | -0.15% | +3.48% | |
| 33 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.81% | -0.19% | +3.92% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.67% | +0.13% | +3.88% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.58% | +0.06% | +6.42% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | +0.07% | +6.75% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.56% | — | -1.34% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.02% | +1.52% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.05% | +0.83% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.53% | -0.01% | +3.37% | |
| 41 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.50% | -0.16% | +4.08% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.08% | +1.71% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.45% | -0.05% | +12.93% | |
| 44 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.41% | +0.05% | +6.36% | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.39% | -0.15% | +3.35% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.37% | -0.09% | +3.72% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.36% | -0.02% | +9.83% | |
| 48 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.36% | — | -16.33% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.32% | +0.03% | +6.49% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | -0.03% | +3.95% |
According to official SEC Form 13F filings, Strategic Investment Advisors / MI reported a total U.S. public equity portfolio value of $1.7B across 239 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, VEA) accounted for 15.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
TLT
市值: $34.3M
Top Position Liquidated / Trimmed
TIP
前期市值: $13.5M
During Q3 2024, Strategic Investment Advisors / MI's top holdings by market value included VOO (8.1%)、VUG (5.6%)、VEA (5.3%). The largest single position, VOO, represented 8.1% of total portfolio value.
In Q3 2024, Strategic Investment Advisors / MI made 199 total portfolio adjustments, initiating 12 new buys, adding to 111 positions, trimming 69 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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