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CIK: 0001760540
Total reported value
$1.7B
$1.7B
236 檔
16.2%
The Q1 2025 SEC filing reveals that Strategic Investment Advisors / MI held a total portfolio value of $1.7B, covering 236 public equity positions.
In Q1 2025, Strategic Investment Advisors / MI displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.75% | +1.97% | +7.85% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.58% | -0.12% | +7.37% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.87% | +0.38% | +8.79% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.85% | +0.15% | -9.84% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.32% | -0.09% | -3.30% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.20% | +0.51% | +7.55% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.95% | +0.03% | +8.98% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.73% | +0.45% | -9.34% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.35% | -0.48% | +4.94% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.12% | -0.05% | +0.90% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.06% | -0.06% | +11.60% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.96% | -0.82% | EXIT | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.89% | +0.54% | +8.20% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.87% | -0.13% | +0.62% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.71% | -0.28% | +5.80% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.64% | -0.27% | +4.20% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.61% | -0.13% | +2.94% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.61% | +0.08% | +1.84% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.49% | — | +9.49% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.49% | -0.02% | +1.94% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.45% | -0.10% | +2.94% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.16% | +1.30% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.37% | -0.07% | +9.80% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.28% | +0.31% | +9.20% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | -0.03% | -3.28% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.22% | +0.07% | +10.14% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.05% | -0.11% | -0.50% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.04% | -0.19% | +11.29% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.94% | -0.15% | +7.83% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.05% | -6.04% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.02% | -1.80% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.10% | -4.94% | |
| 33 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.76% | -0.16% | +11.38% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.74% | +0.13% | +8.39% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.01% | -23.70% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.64% | +0.07% | +10.36% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.63% | +0.06% | +10.44% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.57% | -0.17% | +1.86% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.02% | -6.12% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | — | -3.01% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.49% | -0.05% | -0.93% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.05% | -2.03% | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.45% | +0.05% | +8.00% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.45% | -0.08% | -1.70% | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.39% | -0.15% | -5.37% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.09% | -2.39% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.35% | -0.03% | -3.03% | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.34% | +0.03% | +8.25% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.33% | -0.05% | +6.40% | |
| 50 | SYF | Synchrony Financial | Stock-Financials | 0.30% | -0.03% | +79.01% |
According to official SEC Form 13F filings, Strategic Investment Advisors / MI reported a total U.S. public equity portfolio value of $1.7B across 236 disclosed positions in Q1 2025.
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, VEA, MGK) accounted for 16.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $82.6M
During Q1 2025, Strategic Investment Advisors / MI's top holdings by market value included VOO (8.8%)、VEA (5.6%)、MGK (4.9%). The largest single position, VOO, represented 8.8% of total portfolio value.
In Q1 2025, Strategic Investment Advisors / MI made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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