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CIK: 0001760540
Total reported value
$1.7B
$1.7B
237 檔
16.4%
In Q4 2024, Strategic Investment Advisors / MI's U.S. equity holdings reached a combined market value of $1.7B, distributed across 237 disclosed stock positions.
Strategic Investment Advisors / MI executed strategic sector rebalancing during Q4 2024, establishing 13 new positions while fully exiting 15 holdings and trimming 92 positions.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.53% | +1.97% | +6.78% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.97% | +0.15% | +2.28% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.98% | +0.38% | +0.98% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.90% | -0.12% | +5.23% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.39% | -0.09% | +3.43% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.63% | +0.51% | +4.63% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.52% | +0.03% | +4.29% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.99% | +0.45% | +182.92% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.05% | -2.55% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.24% | -0.48% | +14.92% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.80% | -0.06% | +5.72% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.78% | -0.13% | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.72% | +0.08% | +3.80% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.70% | +0.54% | +9.87% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.65% | -0.28% | +14.76% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | -0.03% | +8.47% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.16% | -0.76% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.56% | -0.27% | +16.01% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.54% | -0.13% | +1.49% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.49% | -0.06% | +11.76% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.45% | — | +7.10% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.44% | -0.02% | +10.35% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.41% | -0.10% | +10.69% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.29% | +0.31% | +5.74% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.26% | -0.07% | +9.33% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.05% | -4.34% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.01% | -3.58% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.15% | +0.07% | +7.40% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.06% | -0.11% | +5.67% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.02% | -3.89% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.94% | -0.19% | +22.69% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.10% | -1.40% | |
| 33 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.86% | -0.15% | +7.80% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.70% | +0.13% | +4.93% | |
| 35 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.67% | -0.16% | +45.65% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.64% | +0.06% | +7.13% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | +0.07% | +7.96% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.02% | -2.49% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | — | -2.51% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.49% | -0.05% | +11.89% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.05% | -2.46% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | -0.08% | +2.10% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.17% | — | |
| 44 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.42% | +0.05% | +6.86% | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.36% | -0.15% | -0.11% | |
| 46 | VST | Vistra CORP | Stock-Utilities | 0.31% | — | -3.75% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.09% | -0.32% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | -0.03% | -0.03% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.31% | +0.03% | +8.58% | |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.30% | -0.05% | +51.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +1.9% | +182.92% | Add |
| 2 | TIP | Ishares Tips Bond ETF | +1.8% | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | +6.78% | Add |
| 4 | T | At&t Inc | +0.5% | NEW | New buy |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +2.28% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | -3.58% | Trim |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +14.92% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +8.47% | Add |
| 9 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +0.98% | Add |
| 10 | BKLN | Invesco Senior Loan ETF | +0.2% | +14.76% | Add |
| 11 | USIG | Ishares Broad Usd Investment | +0.2% | +45.65% | Add |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +16.01% | Add |
| 13 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +11.76% | Add |
| 14 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +22.69% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +0.34% | Add |
| 16 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +7.40% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | -3.89% | Trim |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +51.44% | Add |
| 19 | VXF | Vanguard Extended Market ETF | +0.1% | +5.74% | Add |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +10.69% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.34% | Trim |
| 22 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +7.13% | Add |
| 23 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 24 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 25 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | New buy |
| 26 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | New buy |
| 27 | AAPL | Apple Inc | 0% | -2.55% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -2.49% | Trim |
| 29 | MINT | Pimco Enhanced Short Maturit | 0% | +11.89% | Add |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +37.72% | Add |
| 31 | SYF | Synchrony Financial | 0% | -1.81% | Trim |
| 32 | DIS | Walt Disney Co/the | 0% | NEW | New buy |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 0% | +44.78% | Add |
| 34 | VB | Vanguard Small-cap ETF | 0% | +3.80% | Add |
| 35 | VBR | Vanguard Small-cap Value ETF | 0% | +7.10% | Add |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +10.35% | Add |
| 37 | VOE | Vanguard Mid-cap Value ETF | 0% | +9.33% | Add |
| 38 | MTUM | Ishares Msci USA Momentum Fa | 0% | +4.93% | Add |
| 39 | VO | Vanguard Mid-cap ETF | 0% | +7.96% | Add |
| 40 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +52.36% | Add |
| 41 | VST | Vistra CORP | 0% | -3.75% | Trim |
| 42 | RSG | Republic Services Inc | 0% | NEW | New buy |
| 43 | NDAQ | Nasdaq Inc | 0% | NEW | New buy |
| 44 | COP | Conocophillips | 0% | NEW | New buy |
| 45 | SPBO | Ss Spdr P CORP Bond ETF | 0% | +37.25% | Add |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +36.14% | Add |
| 47 | WSM | Williams-sonoma Inc | 0% | -3.79% | Trim |
| 48 | JNK | Ss Spdr Bb High Yield Bond | 0% | +31.90% | Add |
| 49 | WEC | Wec Energy Group Inc | 0% | NEW | New buy |
| 50 | SBS | Cia Saneamento Basico De-adr | 0% | NEW | New buy |
According to official SEC Form 13F filings, Strategic Investment Advisors / MI reported a total U.S. public equity portfolio value of $1.7B across 237 disclosed positions in Q4 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, MGK) accounted for 16.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
TIP
市值: $16.8M
Top Position Liquidated / Trimmed
TLT
前期市值: $34.3M
During Q4 2024, Strategic Investment Advisors / MI's top holdings by market value included VOO (8.5%)、VUG (6.0%)、MGK (5.0%). The largest single position, VOO, represented 8.5% of total portfolio value.
In Q4 2024, Strategic Investment Advisors / MI made 200 total portfolio adjustments, initiating 13 new buys, adding to 80 positions, trimming 92 holdings, and fully liquidating 15 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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