SEC 13F Intelligence

Managers / Q4 2018 · view latest →

Strategic Investment Advisors / MI

CIK 0001760540 · 27555 EXECUTIVE DRIVE, SUITE 165, FARMINGTON HILLS, MI, 48331 · 2485676688

Reported Value
$111M
Q4 2018
Positions
111
Filings on Record
31
2019–present window
Filed
Feb 8, 2019
original filing

Summary

Strategic Investment Advisors / Mi reported $111M in U.S.-listed holdings across 111 positions for Q4 2018.

Its largest position, Ishares Tr, represents 8.7% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $111MQ4 ’18Q1 ’19: $146MQ2 ’19: $183MQ3 ’19: $209MQ4 ’19: $242MQ4 ’19Q1 ’20: $218MQ2 ’20: $265MQ3 ’20: $296MQ4 ’20: $347MQ4 ’20Q1 ’21: $385MQ2 ’21: $437MQ3 ’21: $456MQ4 ’21: $517MQ4 ’21Q1 ’22: $529MQ2 ’22: $500MQ3 ’22: $444MQ4 ’22: $482MQ4 ’22Q1 ’23: $553MQ2 ’23: $721MQ3 ’23: $607MQ4 ’23: $693MQ4 ’23Q1 ’24: $779MQ2 ’24: $820MQ3 ’24: $913MQ4 ’24: $941MQ4 ’24Q1 ’25: $944MQ2 ’25: $1.0BQ3 ’25: $1.1BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $1.4Bfilingsflow.com

Portfolio Composition

By security type
ETP: 84.8%Common Stock: 12.4%Other: 1.4%ADR: 0.8%REIT: 0.7%
  • ETP · 84.8% · $94M
  • Common Stock · 12.4% · $14M
  • Other · 1.4% · $2M
  • ADR · 0.8% · $851,000
  • REIT · 0.7% · $795,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2018

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.4B386May 18, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B240Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B266Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.0B238Aug 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$944M236Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$941M237Jan 22, 202513F-HRchanges · EDGAR ↗
Q3 2024$913M239Oct 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$820M234Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$779M241Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$693M233Jan 10, 202413F-HRchanges · EDGAR ↗
Q3 2023$607M231Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$721M215Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$553M235Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$482M227Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$444M172Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$500M203Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$529M188Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$517M190Jan 26, 202213F-HRchanges · EDGAR ↗
Q3 2021$456M179Oct 19, 202113F-HRchanges · EDGAR ↗
Q2 2021$437M184Jul 22, 202113F-HRchanges · EDGAR ↗
Q1 2021$385M192Apr 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$347M187Jan 13, 202113F-HRchanges · EDGAR ↗
Q3 2020$296M177Oct 14, 202013F-HRchanges · EDGAR ↗
Q2 2020$265M168Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$218M149Apr 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$242M161Jan 23, 202013F-HRchanges · EDGAR ↗
Q3 2019$209M157Oct 25, 201913F-HRchanges · EDGAR ↗
Q2 2019$183M150Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$146M133Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$111M111Feb 8, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.