Strategic Investment Advisors / Mi Top Holdings and 13F Report (2025) About Strategic Investment Advisors / MiInvestment ActivityStrategic Investment Advisors / Mi has $943.71 million in total holdings as of March 31, 2025.Strategic Investment Advisors / Mi owns shares of 236 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 7.62% of the portfolio was purchased this quarter.About 5.23% of the portfolio was sold this quarter.This quarter, Strategic Investment Advisors / Mi has purchased 237 new stocks and bought additional shares in 84 stocks.Strategic Investment Advisors / Mi sold shares of 128 stocks and completely divested from 22 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $82,585,739Vanguard FTSE Developed Markets ETF $52,676,751Vanguard Mega Cap Growth ETF $45,916,901Vanguard Growth ETF $45,752,087Vanguard Value ETF $40,814,024 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $18,469,896 Holding174610105 - Citizens Financial Group $1,591,527 Holding902252105 - Tyler Technologies $1,287,779 Holding502431109 - L3Harris Technologies $547,310 Holding92537N108 - Vertiv $493,325 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 202,899 shares (about $18.47M)Vanguard S&P 500 ETF 11,694 shares (about $6.01M)Vanguard Mega Cap Growth ETF 12,011 shares (about $3.71M)Vanguard FTSE Developed Markets ETF 71,091 shares (about $3.61M)Vanguard Mega Cap Value ETF 23,828 shares (about $3.07M) Largest Sales this Quarter Vanguard Growth ETF 13,468 shares (about $4.99M)iShares 1-3 Year Treasury Bond ETF 32,036 shares (about $2.65M)Broadcom 11,133 shares (about $1.86M)Vanguard Value ETF 8,054 shares (about $1.39M)Amgen 3,905 shares (about $1.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Investment Advisors / Mi Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$82,585,739$6,009,655 ▲7.8%160,7018.8%ETFVEAVanguard FTSE Developed Markets ETF$52,676,751$3,613,555 ▲7.4%1,036,3325.6%ETFMGKVanguard Mega Cap Growth ETF$45,916,901$3,709,961 ▲8.8%148,6564.9%ETFVUGVanguard Growth ETF$45,752,087$4,994,198 ▼-9.8%123,3814.8%ETFVTVVanguard Value ETF$40,814,024$1,391,250 ▼-3.3%236,2744.3%ETFIEFAiShares Core MSCI EAFE ETF$39,616,504$2,782,480 ▲7.6%523,6824.2%ETFMGVVanguard Mega Cap Value ETF$37,264,025$3,070,001 ▲9.0%289,2273.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$25,717,897$2,650,342 ▼-9.3%310,8652.7%ManufacturingBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$22,166,466$1,042,512 ▲4.9%241,6492.3%ETFAAPLApple$19,971,266$177,704 ▲0.9%89,9082.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$19,417,043$2,017,963 ▲11.6%429,0112.1%ETFTLTiShares 20+ Year Treasury Bond ETF$18,469,896$18,469,896 ▲New Holding202,8992.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$17,870,392$1,353,946 ▲8.2%331,1171.9%ETFTIPiShares TIPS Bond ETF$17,610,191$107,979 ▲0.6%158,5221.9%ETFBKLNInvesco Senior Loan ETF$16,164,963$886,457 ▲5.8%780,9161.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$15,489,005$624,722 ▲4.2%295,7611.6%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$15,223,204$434,107 ▲2.9%140,0611.6%FinanceVBVanguard Small-Cap ETF$15,202,758$274,527 ▲1.8%68,5581.6%ETFVBRVanguard Small-Cap Value ETF$14,093,278$1,220,950 ▲9.5%75,6521.5%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$14,028,852$266,697 ▲1.9%154,8611.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$13,699,321$390,821 ▲2.9%173,6511.5%ETFMSFTMicrosoft$13,393,668$171,930 ▲1.3%35,6791.4%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$12,956,023$1,156,848 ▲9.8%80,7031.4%ETFVXFVanguard Extended Market ETF$12,063,648$1,016,673 ▲9.2%70,0321.3%ETFNVDANVIDIA$11,780,234$398,946 ▼-3.3%108,6941.2%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$11,482,834$1,056,838 ▲10.1%46,9381.2%ETFBNDXVanguard Total International Bond ETF$9,906,119$49,845 ▼-0.5%202,9111.0%ETFGOVTiShares U.S. Treasury Bond ETF$9,858,863$999,870 ▲11.3%428,9261.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$8,866,092$643,894 ▲7.8%191,4510.9%ETFGOOGLAlphabet$8,618,826$553,918 ▼-6.0%55,7350.9%Computer and TechnologyAMZNAmazon.com$8,078,898$148,404 ▼-1.8%42,4620.9%Retail/WholesaleMETAMeta Platforms$7,895,286$410,354 ▼-4.9%13,6990.8%Computer and TechnologyUSIGiShares Broad USD Investment Grade Corporate Bond ETF$7,155,124$730,954 ▲11.4%140,0770.8%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$6,968,949$539,680 ▲8.4%34,4780.7%ETFAVGOBroadcom$6,000,657$1,863,988 ▼-23.7%35,8400.6%Computer and TechnologyVOVanguard Mid-Cap ETF$5,994,489$562,751 ▲10.4%23,1790.6%ETFVBKVanguard Small-Cap Growth ETF$5,949,293$562,451 ▲10.4%23,6300.6%ETFTAT&T$5,359,760$98,075 ▲1.9%189,5250.6%Computer and TechnologyJPMJPMorgan Chase & Co.$5,268,645$343,671 ▼-6.1%21,4780.6%FinanceIWBiShares Russell 1000 ETF$4,678,939$145,392 ▼-3.0%15,2540.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,593,404$42,965 ▼-0.9%45,6510.5%ETFPGProcter & Gamble$4,578,846$94,754 ▼-2.0%26,8680.5%Consumer StaplesEWCiShares MSCI Canada ETF$4,290,198$317,646 ▲8.0%105,2810.5%ETFBSVVanguard Short-Term Bond ETF$4,275,768$73,740 ▼-1.7%54,6210.5%ETFMMCMarsh & McLennan Companies$3,652,612$207,180 ▼-5.4%14,9680.4%FinanceVZVerizon Communications$3,277,649$80,332 ▼-2.4%72,2590.3%Computer and TechnologyMOAltria Group$3,276,086$102,455 ▼-3.0%54,5830.3%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,188,318$242,988 ▲8.2%27,5810.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,088,518$185,778 ▲6.4%92,9160.3%ETFSYFSynchrony Financial$2,839,013$1,253,037 ▲79.0%53,6270.3%FinanceFOXAFOX$2,613,648$2,303,653 ▲743.1%46,1780.3%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$2,476,132$3,599 ▼-0.1%33,7120.3%ETFBRK.BBerkshire Hathaway$2,474,5670.0%4,6460.3%FinanceVSTVistra$2,435,588$90,546 ▼-3.6%20,7390.3%UtilitiesXOMExxon Mobil$2,304,516$1,903 ▲0.1%19,3770.2%EnergyBLVVanguard Long-Term Bond ETF$2,167,341$98,519 ▲4.8%30,7770.2%ETFBIVVanguard Intermediate-Term Bond ETF$2,125,734$76,723 ▲3.7%27,7620.2%ETFFDXFedEx$2,124,144$348,376 ▲19.6%8,7130.2%TransportationIEIiShares 3-7 Year Treasury Bond ETF$2,121,835$61,194 ▲3.0%17,9610.2%ETFEGEverest Group$2,078,636$14,533 ▼-0.7%5,7210.2%FinanceLLYEli Lilly and Company$2,070,208$61,107 ▼-2.9%2,5070.2%MedicalABBVAbbVie$2,060,580$75,216 ▼-3.5%9,8350.2%MedicalUSMViShares MSCI USA Min Vol Factor ETF$2,029,625$245,110 ▲13.7%21,6700.2%ETFBLDRBuilders FirstSource$2,017,531$33,234 ▼-1.6%16,1480.2%Retail/WholesaleTSLATesla$2,009,608$198,006 ▲10.9%7,7540.2%Auto/Tires/TrucksAMGNAmgen$1,992,122$1,216,646 ▼-37.9%6,3940.2%MedicalKLACKLA$1,990,991$101,283 ▼-4.8%2,9290.2%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,983,345$273,233 ▲16.0%46,6450.2%ETFAFLAflac$1,929,025$103,073 ▼-5.1%17,3490.2%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,910,568$18,960 ▼-1.0%36,3780.2%ManufacturingCMCSAComcast$1,866,844$44,907 ▼-2.3%50,5920.2%Consumer DiscretionaryVCITVanguard Intermediate-Term Corporate Bond ETF$1,740,449$6,541 ▼-0.4%21,2870.2%ETFUTHRUnited Therapeutics$1,726,620$117,759 ▼-6.4%5,6010.2%MedicalCFGCitizens Financial Group$1,591,527$1,591,527 ▲New Holding38,8460.2%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$1,583,462$202,080 ▲14.6%58,0870.2%ETFEDConsolidated Edison$1,572,793$71,772 ▼-4.4%14,2220.2%UtilitiesWSMWilliams-Sonoma$1,563,862$21,817 ▼-1.4%9,8920.2%Retail/WholesaleVICIVICI Properties$1,556,463$22,051 ▼-1.4%47,7150.2%FinanceUNHUnitedHealth Group$1,507,333$148,219 ▲10.9%2,8780.2%MedicalVVisa$1,399,073$83,061 ▼-5.6%3,9920.1%Business ServicesPEGPublic Service Enterprise Group$1,390,354$57,774 ▼-4.0%16,8940.1%UtilitiesTLHiShares 10-20 Year Treasury Bond ETF$1,367,980$48,660 ▲3.7%13,1850.1%ETFFANGDiamondback Energy$1,339,672$258,213 ▲23.9%8,3790.1%EnergyGEGE Aerospace$1,318,853$64,652 ▼-4.7%6,5890.1%IndustrialsTYLTyler Technologies$1,287,779$1,287,779 ▲New Holding2,2150.1%Computer and TechnologyAXPAmerican Express$1,277,587$95,772 ▼-7.0%4,7490.1%FinanceEFAiShares MSCI EAFE ETF$1,271,233$48,139 ▼-3.6%15,5540.1%FinanceTJXTJX Companies$1,228,411$37,882 ▲3.2%10,0850.1%Retail/WholesaleCOSTCostco Wholesale$1,222,653$23,640 ▼-1.9%1,2930.1%Retail/WholesaleDTEDTE Energy$1,217,227$80,476 ▼-6.2%8,8030.1%UtilitiesPFEPfizer$1,190,940$989,105 ▼-45.4%46,9980.1%MedicalBSXBoston Scientific$1,163,780$81,311 ▼-6.5%11,5360.1%MedicalSPTISPDR Portfolio Intermediate Term Treasury ETF$1,161,577$37,726 ▼-3.1%40,6430.1%ETFWMTWalmart$1,160,504$219,564 ▲23.3%13,2190.1%Retail/WholesaleBACBank of America$1,132,721$33,801 ▲3.1%27,1440.1%FinanceCDNSCadence Design Systems$1,084,722$33,063 ▼-3.0%4,2650.1%Computer and TechnologyTROWT. Rowe Price Group$1,084,408$32,521 ▼-2.9%11,8040.1%FinanceOHIOmega Healthcare Investors$1,083,355$34,044 ▼-3.0%28,4490.1%FinanceQCOMQUALCOMM$1,067,706$13,978 ▲1.3%6,9510.1%Computer and TechnologyCRMSalesforce$1,054,552$64,400 ▼-5.8%3,9300.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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