Strategic Point Investment Advisors, LLC Top Holdings and 13F Report (2025) About Strategic Point Investment Advisors, LLCInvestment ActivityStrategic Point Investment Advisors, LLC has $613.53 million in total holdings as of December 31, 2024.Strategic Point Investment Advisors, LLC owns shares of 34 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 8.81% of the portfolio was purchased this quarter.About 6.80% of the portfolio was sold this quarter.This quarter, Strategic Point Investment Advisors, LLC has purchased 34 new stocks and bought additional shares in 17 stocks.Strategic Point Investment Advisors, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $95,625,016iShares 3-7 Year Treasury Bond ETF $67,532,648iShares Core S&P 500 ETF $58,324,245iShares S&P 500 Value ETF $44,914,604iShares Core S&P Total U.S. Stock Market ETF $44,704,064 Largest New Holdings this Quarter Fidelity MSCI Financials Index ETF $14,099,317 HoldingFidelity MSCI Information Technology Index ETF $279,539 Holding Largest Purchases this Quarter iShares 3-7 Year Treasury Bond ETF 187,607 shares (about $21.68M)Fidelity MSCI Financials Index ETF 205,290 shares (about $14.10M)iShares Russell 1000 Growth ETF 33,078 shares (about $13.28M)iShares Core S&P 500 ETF 2,316 shares (about $1.36M)SPDR Portfolio Short Term Corporate Bond ETF 34,818 shares (about $1.04M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 169,012 shares (about $11.88M)iShares 7-10 Year Treasury Bond ETF 118,675 shares (about $10.97M)SPDR S&P 500 ETF Trust 3,220 shares (about $1.89M)Vanguard Total Stock Market ETF 1,137 shares (about $329.52K)iShares MSCI USA Quality Factor ETF 1,033 shares (about $183.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Point Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$95,625,016$1,887,182 ▼-1.9%163,16015.6%FinanceIEIiShares 3-7 Year Treasury Bond ETF$67,532,648$21,677,998 ▲47.3%584,44511.0%ETFIVViShares Core S&P 500 ETF$58,324,245$1,363,387 ▲2.4%99,0769.5%ETFIVEiShares S&P 500 Value ETF$44,914,604$552,788 ▲1.2%235,3037.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$44,704,064$60,580 ▼-0.1%347,5677.3%ETFIWFiShares Russell 1000 Growth ETF$38,266,661$13,283,499 ▲53.2%95,2906.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$30,937,124$1,039,666 ▲3.5%1,036,0725.0%ETFXLKTechnology Select Sector SPDR Fund$27,098,792$111,842 ▼-0.4%116,5444.4%ETFIAUiShares Gold Trust$26,968,871$87,781 ▲0.3%544,7164.4%FinanceVGSHVanguard Short-Term Treasury Index ETF$22,681,298$288,107 ▲1.3%389,8473.7%ETFSHViShares Short Treasury Bond ETF$20,119,785$458,940 ▲2.3%182,7243.3%ETFQUALiShares MSCI USA Quality Factor ETF$18,347,760$183,957 ▼-1.0%103,0313.0%ETFVYMIVanguard International High Dividend Yield ETF$16,535,137$293,716 ▲1.8%243,5942.7%ETFIEFAiShares Core MSCI EAFE ETF$16,234,817$11,878,161 ▼-42.3%231,0022.6%ETFXLIIndustrial Select Sector SPDR Fund$14,986,438$95,263 ▼-0.6%113,7402.4%ETFFNCLFidelity MSCI Financials Index ETF$14,099,317$14,099,317 ▲New Holding205,2902.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$13,707,064$10,971,476 ▼-44.5%148,2652.2%ETFIXUSiShares Core MSCI Total International Stock ETF$13,539,541$250,605 ▲1.9%204,7102.2%ManufacturingDSIiShares MSCI KLD 400 Social ETF$7,073,750$5,071 ▲0.1%64,1611.2%ETFVTIVanguard Total Stock Market ETF$6,459,947$329,518 ▼-4.9%22,2901.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,488,380$52,031 ▼-1.5%39,2880.6%ETFAAPLApple$2,077,985$259,435 ▲14.3%8,2980.3%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,949,818$43,719 ▲2.3%78,9400.3%ManufacturingNULVNuveen ESG Large-Cap Value ETF$1,870,666$9,646 ▲0.5%47,5150.3%ETFESGUiShares ESG Aware MSCI USA ETF$1,757,749$15,458 ▲0.9%13,6450.3%ManufacturingESGVVanguard ESG US Stock ETF$1,728,063$34,089 ▲2.0%16,4750.3%ETFVSGXVanguard ESG International Stock ETF$543,186$22,680 ▲4.4%9,5800.1%ETFMSFTMicrosoft$415,5990.0%9860.1%Computer and TechnologyQQQInvesco QQQ$308,272$4,601 ▼-1.5%6030.1%FinanceIVWiShares S&P 500 Growth ETF$292,406$49,750 ▼-14.5%2,8800.0%ETFFTECFidelity MSCI Information Technology Index ETF$279,539$279,539 ▲New Holding1,5120.0%ETFTIPiShares TIPS Bond ETF$247,1960.0%2,3200.0%ETFKOCoca-Cola$210,4390.0%3,3800.0%Consumer StaplesCOPConocoPhillips$202,3070.0%2,0400.0%Oils/EnergyVHTVanguard Health Care ETF$0$15,870,902 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$228,573 ▼-100.0%00.0%MedicalShowing 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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