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CIK: 0001295044
Total reported value
$767.5M
$767.5M
35 檔
39.0%
According to the latest 13F quarterly dataset, Strategic Point Investment Advisors, LLC managed an equity portfolio of $767.5M at the end of Q1 2025, spanning 35 distinct U.S. exchange-listed positions.
In Q1 2025, Strategic Point Investment Advisors, LLC displayed an active expansion posture, initiating 35 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IEI, IVV) accounted for 39.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $89.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.96% | +0.37% | -1.57% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 11.43% | -0.81% | -0.59% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.13% | +0.65% | -1.57% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.37% | -0.13% | -1.32% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.96% | +0.37% | -1.54% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.67% | +0.39% | -0.99% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 5.24% | -1.39% | -2.12% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 5.20% | -0.37% | +0.05% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 3.94% | +1.34% | -1.62% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.84% | -0.31% | +0.69% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.37% | — | +0.32% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.97% | -0.18% | -0.62% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.91% | +0.12% | -0.84% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.86% | -0.09% | -1.82% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 2.43% | +0.11% | -1.99% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.37% | +0.01% | -0.44% | |
| 17 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.37% | +0.01% | -0.48% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.36% | -0.23% | +0.08% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.09% | +0.07% | -0.76% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | +0.01% | -2.76% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.62% | -0.05% | +0.92% | |
| 22 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.33% | -0.02% | +0.91% | |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.32% | — | -0.14% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.01% | -4.90% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.28% | +0.01% | -0.51% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.27% | +0.02% | +0.52% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.09% | — | -0.16% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.05% | +0.01% | -2.16% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.04% | +0.01% | — | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.04% | -0.01% | — | |
| 32 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.04% | — | +0.20% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.04% | — | — | |
| 34 | COP | Conocophillips | Stock-Energy | 0.04% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.01% | — |
According to official SEC Form 13F filings, Strategic Point Investment Advisors, LLC reported a total U.S. public equity portfolio value of $767.5M across 35 disclosed positions in Q1 2025.
During Q1 2025, Strategic Point Investment Advisors, LLC's top holdings by market value included SPY (15.0%)、IEI (11.4%)、IVV (9.1%). The largest single position, SPY, represented 15.0% of total portfolio value.
In Q1 2025, Strategic Point Investment Advisors, LLC made 35 total portfolio adjustments, initiating 35 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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