Strategic-Investment-Advisors--Mi
AI_NATIVE detailed information: This accession holds the following tickers:[ "TROW", "QSR", "ACN", "ABT", "ABBV", "ADBE", "ALL", null, "GOOGL", "AXP", "T", "CAT", "AVGO", "LOW", "BSX", "DUK", "EXPD", "IBKR", "GD", "GILD", "GIS", "HD", "MCD", null, "QCOM", "GLPI", "LEN", "INGR", "AMAT", null, "MUB", "META", null, null, "IQV", null, null, "KGC", "LHX", "LRCX", "LIN", null, "MMC", "MA", "EXEL", "MDT", "MSFT", "TMUS", "NDAQ", "GE", "NVS", null, "OMC", null, "PCAR", "ANET", "KLAC", "KR", "ORCL", null, null, "PEP", "IRM", "PGR", "IEMG", "IVV", null, null, "PBR", null, "PHM", "UNH", "AAPL", "SPY", "NVDA", "PFE", "PG", "MRK", "VZ", null, "AMGN", "REGN", "IEFA", "NOW", "SHW", "ROP", "SRE", "RTX", "SPDW", null, null, null, null, null, null, null, "RSG", "SPLG", null, null, null, null, null, "IBM", "STLD", "TXN", "TMO", "TJX", "TSN", "TYL", "UBER", "UTHR", "BIV", "VO", "DTM", "VXF", "RCL", "VOE", "MNST", "PPC", "VWO", "VSS", null, "VCIT", null, "TSM", "OHI", "VRTX", "K", "GPK", "VRT", "MUSA", "ATO", "SFM", "ACGL", "TOL", "AFL", "AMD", "SONY", "F", "WEC", "IR", "PEG", "NVO", "AMZN", "MSI", null, null, "RGA", "VUG", "VEA", "BLV", "MGK", "VBK", "BNDX", "MGV", "BND", "VBR", "VOT", "BSV", "VB", "VOO", "VTV", "V", "VST", "VICI", "WMT", "WFC", "WELL", "WSM", "WDAY", null, "DTE", "NXST", "FOXA", "NSC", "JCI", "LH", "MFC", "KDP", "PPL", "CRM", "RNR", "SYY", "TS", null, "MTUM", "TRI.TO", "MCK", "SYF", "EG", "FDX", "AME", "STLA", "KMB", "BAC", "BK", "BRK-A", "BRK-B", "BLDR", "CM", "CDNS", "CNP", "CVX", "CSCO", "CFG", "CMCSA", "CTSH", "COP", "ED", "COST", "CVS", "DELL", "FANG", "DAL", "RSP", "EFA", "USMV", "IWB", "NEE", "NKE", "QQQ", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PH", null, null, "MO", "XLK", "MCHP", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 236
- Total Value
- 943708255
- Accession Number
- 0001754960-25-000242
- Form Type
- 13F-HR
- Manager Name
- Strategic-Investment-Advisors--Mi
Data Enrichment
85% identified200 identified36 unidentified
Holdings
236 positions
Manager:
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Page 3 of 12
72201R833
Shares:45.7K
Value:$4.6M
464286509
Shares:105.3K
Value:$4.3M
78464A375
Shares:92.9K
Value:$3.1M
464288661
Shares:18.0K
Value:$2.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip72201R833)✕ | 45.7K | All Managers (Combined) | $4.6M | ||
26.9K | All Managers (Combined) | $4.6M | |||
(cusip464286509)✕ | 105.3K | All Managers (Combined) | $4.3M | ||
54.6K | All Managers (Combined) | $4.3M | |||
15.0K | QoQ -5.36% (-849)YoY -4.88% (-768) | All Managers (Combined) | $3.7M | ||
72.3K | All Managers (Combined) | $3.3M | |||
54.6K | All Managers (Combined) | $3.3M | |||
27.6K | All Managers (Combined) | $3.2M | |||
(cusip78464A375)✕ | 92.9K | All Managers (Combined) | $3.1M | ||
53.6K | YoY NEW(+53.6K) | All Managers (Combined) | $2.8M | YoY NEW(+$2.8M) | |
46.2K | YoY NEW(+46.2K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) | |
33.7K | QoQ -0.14% (-49) | All Managers (Combined) | $2.5M | ||
4.6K | QoQ 0.00% (+0)YoY -9.32% (-478) | All Managers (Combined) | $2.5M | ||
Vistra Corp.(VSTcusip92840M102) | 20.7K | QoQ -3.58% (-771)YoY -0.22% (-47) | All Managers (Combined) | $2.4M | |
EXXON MOBIL CORP(XOMcusip30231G102) | 19.4K | All Managers (Combined) | $2.3M | ||
30.8K | All Managers (Combined) | $2.2M | |||
27.8K | All Managers (Combined) | $2.1M | |||
FEDEX CORP(FDXcusip31428X106) | 8.7K | All Managers (Combined) | $2.1M | ||
(cusip464288661)✕ | 18.0K | All Managers (Combined) | $2.1M | ||
5.7K | All Managers (Combined) | $2.1M |