The Analysis of Global Strategic Investment Solutions, LLC's Holdings

Currently, Global Strategic Investment Solutions, LLC holds 153 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in IUSB (+127.2K shares, valued at $5.9M), MUB (+34.1K shares, valued at $3.6M), VONV (+35.2K shares, valued at $3.1M); decreased their positions in VONG (-20.5K shares, valued at $2.5M), POCT (-48.6K shares, valued at $2.1M), IOCT (-47.7K shares, valued at $1.6M); initiated new positions in ABBV (+2.4K shares, valued at $554.1K), PLTR (+1.2K shares, valued at $217.4K), IVW (+1.8K shares, valued at $213.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR1.1M shares-0.43%2025-09-302025-11-10

VONV VANGUARD SCOTTSDALE FDS909.9K shares4.02%2025-09-302025-11-10

VONG VANGUARD SCOTTSDALE FDS638.4K shares-3.11%2025-09-302025-11-10

AVLV AMERICAN CENTY ETF TR692.3K shares2.28%2025-09-302025-11-10

VUG VANGUARD INDEX FDS97.3K shares-0.16%2025-09-302025-11-10

IUSB ISHARES TR991.2K shares14.73%2025-09-302025-11-10

SPDW SPDR INDEX SHS FDS1.1M shares5.08%2025-09-302025-11-10

SPEM SPDR INDEX SHS FDS693.7K shares0.81%2025-09-302025-11-10

Sponsored

IEMG ISHARES INC471.0K shares-2.46%2025-09-302025-11-10

MUB ISHARES TR287.7K shares13.46%2025-09-302025-11-10

VTEB VANGUARD MUN BD FDS598.7K shares4.79%2025-09-302025-11-10

JMST J P MORGAN EXCHANGE TRADED F410.1K shares3.21%2025-09-302025-11-10

SCHG SCHWAB STRATEGIC TR634.5K shares-0.01%2025-09-302025-11-10

ICSH ISHARES TR397.6K shares13.34%2025-09-302025-11-10

IDEV ISHARES TR234.1K shares0.00%2025-09-302025-11-10

AVLC AMERICAN CENTY ETF TR223.4K shares18.98%2025-09-302025-11-10

Sponsored

VTV VANGUARD INDEX FDS90.5K shares0.00%2025-09-302025-11-10

AVIV AMERICAN CENTY ETF TR238.2K shares3.98%2025-09-302025-11-10

SCHV SCHWAB STRATEGIC TR535.1K shares0.25%2025-09-302025-11-10

IUSV ISHARES TR144.8K shares0.34%2025-09-302025-11-10

HDV ISHARES TR94.7K shares0.54%2025-09-302025-11-10

IOCT INNOVATOR ETFS TRUST338.2K shares-12.37%2025-09-302025-11-10

IWF ISHARES TR24.0K shares0.00%2025-09-302025-11-10

IJR ISHARES TR92.6K shares-0.17%2025-09-302025-11-10

Sponsored

IUSG ISHARES TR66.7K shares-1.48%2025-09-302025-11-10

BXSL BLACKSTONE SECD LENDING FD418.8K shares-9.82%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR15.2K shares0.17%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS167.4K shares0.04%2025-09-302025-11-10

AVES AMERICAN CENTY ETF TR146.6K shares3.96%2025-09-302025-11-10

AVUV AMERICAN CENTY ETF TR78.9K shares-3.88%2025-09-302025-11-10

EOCT INNOVATOR ETFS TRUST238.2K shares-1.26%2025-09-302025-11-10

VYM VANGUARD WHITEHALL FDS51.3K shares-0.35%2025-09-302025-11-10

Sponsored

PDEC INNOVATOR ETFS TRUST161.1K shares-17.22%2025-09-302025-11-10

SCHD SCHWAB STRATEGIC TR218.8K shares0.00%2025-09-302025-11-10

PJUL INNOVATOR ETFS TRUST120.4K shares-1.77%2025-09-302025-11-10

IJUL INNOVATOR ETFS TRUST160.2K shares3.89%2025-09-302025-11-10

AVDE AMERICAN CENTY ETF TR65.3K shares14.30%2025-09-302025-11-10

AVEM AMERICAN CENTY ETF TR67.9K shares-0.27%2025-09-302025-11-10

MSFT MICROSOFT CORP8.7K shares2.78%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR171.3K shares-0.01%2025-09-302025-11-10

Sponsored

SCHA SCHWAB STRATEGIC TR141.6K shares-0.02%2025-09-302025-11-10

AAPL APPLE INC15.4K shares-2.03%2025-09-302025-11-10

AVSC AMERICAN CENTY ETF TR61.4K shares29.00%2025-09-302025-11-10

IVV ISHARES TR5.2K shares0.02%2025-09-302025-11-10

VOO VANGUARD INDEX FDS5.6K shares0.02%2025-09-302025-11-10

SPYD SPDR SERIES TRUST75.8K shares0.65%2025-09-302025-11-10

POCT INNOVATOR ETFS TRUST74.3K shares-39.52%2025-09-302025-11-10

NVDA NVIDIA CORPORATION16.6K shares-0.87%2025-09-302025-11-10

Sponsored

SPYG SPDR SERIES TRUST28.5K shares0.00%2025-09-302025-11-10

IJAN INNOVATOR ETFS TRUST75.0K shares-15.11%2025-09-302025-11-10

KOCT INNOVATOR ETFS TRUST74.4K shares-16.48%2025-09-302025-11-10

VAW VANGUARD WORLD FD11.6K shares0.10%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F40.8K shares-0.77%2025-09-302025-11-10

IWP ISHARES TR14.9K shares-4.51%2025-09-302025-11-10

XLE SELECT SECTOR SPDR TR23.1K shares0.23%2025-09-302025-11-10

IXUS ISHARES TR23.8K shares0.00%2025-09-302025-11-10

Sponsored

EFA ISHARES TR20.8K shares0.00%2025-09-302025-11-10

ORCL ORACLE CORP6.8K shares138.44%2025-09-302025-11-10

GOOGL ALPHABET INC7.9K shares-2.74%2025-09-302025-11-10

VTWO VANGUARD SCOTTSDALE FDS16.8K shares-13.34%2025-09-302025-11-10

VDE VANGUARD WORLD FD12.7K shares0.00%2025-09-302025-11-10

VSGX VANGUARD WORLD FD22.9K shares0.55%2025-09-302025-11-10

SPSM SPDR SERIES TRUST34.2K shares-6.25%2025-09-302025-11-10

GNR SPDR INDEX SHS FDS26.7K shares-2.45%2025-09-302025-11-10

Sponsored

QQQ INVESCO QQQ TR2.6K shares0.00%2025-09-302025-11-10

PFEB INNOVATOR ETFS TRUST38.5K shares-0.01%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW1.6K shares-0.95%2025-09-302025-11-10

SPAB SPDR SERIES TRUST53.8K shares27.64%2025-09-302025-11-10

VXF VANGUARD INDEX FDS6.6K shares-12.57%2025-09-302025-11-10

IWD ISHARES TR6.8K shares0.09%2025-09-302025-11-10

VB VANGUARD INDEX FDS5.3K shares-1.23%2025-09-302025-11-10

APP APPLOVIN CORP1.9K shares0.27%2025-09-302025-11-10

Sponsored

AMZN AMAZON COM INC5.6K shares-2.77%2025-09-302025-11-10

GOOG ALPHABET INC4.8K shares-2.07%2025-09-302025-11-10

PNOV INNOVATOR ETFS TRUST28.3K shares0.00%2025-09-302025-11-10

AVGO BROADCOM INC3.3K shares-3.36%2025-09-302025-11-10

HD HOME DEPOT INC2.5K shares-0.53%2025-09-302025-11-10

XLK SELECT SECTOR SPDR TR3.5K shares0.11%2025-09-302025-11-10

TSLA TESLA INC2.1K shares-0.79%2025-09-302025-11-10

EMXC ISHARES INC13.9K shares-3.02%2025-09-302025-11-10

Sponsored

JPM JPMORGAN CHASE & CO.2.6K shares-2.85%2025-09-302025-11-10

TMO THERMO FISHER SCIENTIFIC INC1.7K shares-1.36%2025-09-302025-11-10

USRT ISHARES TR13.7K shares0.12%2025-09-302025-11-10

META META PLATFORMS INC1.1K shares-5.33%2025-09-302025-11-10

NVO NOVO-NORDISK A S13.4K shares0.00%2025-09-302025-11-10

OFIX ORTHOFIX MED INC50.0K shares0.00%2025-09-302025-11-10

SYK STRYKER CORPORATION1.9K shares-0.71%2025-09-302025-11-10

V VISA INC2.0K shares-1.09%2025-09-302025-11-10

Sponsored

PJAN INNOVATOR ETFS TRUST14.5K shares-1.92%2025-09-302025-11-10

KJUL INNOVATOR ETFS TRUST21.3K shares-4.78%2025-09-302025-11-10

XOM EXXON MOBIL CORP5.8K shares-2.90%2025-09-302025-11-10

DIS DISNEY WALT CO5.5K shares-0.81%2025-09-302025-11-10

SPYM SPDR SERIES TRUST8.0K shares0.00%2025-09-302025-11-10

VO VANGUARD INDEX FDS2.1K shares0.05%2025-09-302025-11-10

PJUN INNOVATOR ETFS TRUST14.9K shares-0.25%2025-09-302025-11-10

ECL ECOLAB INC2.2K shares0.00%2025-09-302025-11-10

Sponsored

JPST J P MORGAN EXCHANGE TRADED F11.5K shares-29.76%2025-09-302025-11-10

XLG INVESCO EXCHANGE TRADED FD T10.1K shares0.03%2025-09-302025-11-10

AMAT APPLIED MATLS INC2.8K shares-0.56%2025-09-302025-11-10

KLAC KLA CORP530 shares0.00%2025-09-302025-11-10

ABBV ABBVIE INC2.4K sharesnew addition2025-09-302025-11-10

VTI VANGUARD INDEX FDS1.6K shares0.12%2025-09-302025-11-10

AMD ADVANCED MICRO DEVICES INC3.2K shares-1.28%2025-09-302025-11-10

NFLX NETFLIX INC437 shares-0.23%2025-09-302025-11-10

Sponsored

ITW ILLINOIS TOOL WKS INC2.0K shares-4.11%2025-09-302025-11-10

MSI MOTOROLA SOLUTIONS INC1.1K shares0.00%2025-09-302025-11-10

IJH ISHARES TR7.8K shares-2.82%2025-09-302025-11-10

COHR COHERENT CORP4.2K shares0.00%2025-09-302025-11-10

DE DEERE & CO992 shares0.00%2025-09-302025-11-10

MCD MCDONALDS CORP1.5K shares59.04%2025-09-302025-11-10

DGRW WISDOMTREE TR5.1K shares0.00%2025-09-302025-11-10

MPC MARATHON PETE CORP2.2K shares-0.68%2025-09-302025-11-10

Sponsored

CRL CHARLES RIV LABS INTL INC2.7K shares0.00%2025-09-302025-11-10

UNP UNION PAC CORP1.8K shares-1.13%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO2.5K shares2.67%2025-09-302025-11-10

COR CENCORA INC1.2K shares0.00%2025-09-302025-11-10

ACWI ISHARES TR2.7K shares0.00%2025-09-302025-11-10

EDIV SPDR INDEX SHS FDS9.6K shares0.00%2025-09-302025-11-10

MS MORGAN STANLEY2.3K shares-3.35%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON1.9K shares-2.91%2025-09-302025-11-10

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL662 shares-1.78%2025-09-302025-11-10

SCHE SCHWAB STRATEGIC TR9.6K shares-0.17%2025-09-302025-11-10

ABT ABBOTT LABS2.3K shares0.00%2025-09-302025-11-10

NOBL PROSHARES TR3.0K shares0.00%2025-09-302025-11-10

AVXC AMERICAN CENTY ETF TR5.2K shares-1.81%2025-09-302025-11-10

VONE VANGUARD SCOTTSDALE FDS1.0K shares0.20%2025-09-302025-11-10

PMAR INNOVATOR ETFS TRUST7.0K shares-0.10%2025-09-302025-11-10

EJUL INNOVATOR ETFS TRUST10.4K shares-58.34%2025-09-302025-11-10

Sponsored

MSDL MORGAN STANLEY DIRECT LENDIN18.4K shares6.53%2025-09-302025-11-10

NEE NEXTERA ENERGY INC3.9K shares-3.36%2025-09-302025-11-10

HON HONEYWELL INTL INC1.4K shares0.00%2025-09-302025-11-10

TRV TRAVELERS COMPANIES INC985 shares0.00%2025-09-302025-11-10

EEM ISHARES TR5.0K shares0.00%2025-09-302025-11-10

PEP PEPSICO INC1.8K shares-3.80%2025-09-302025-11-10

MA MASTERCARD INCORPORATED454 shares-6.39%2025-09-302025-11-10

RTX RTX CORPORATION1.5K shares0.00%2025-09-302025-11-10

Sponsored

LLY ELI LILLY & CO328 shares-2.67%2025-09-302025-11-10

BAC BANK AMERICA CORP4.8K shares0.15%2025-09-302025-11-10

BLK BLACKROCK INC209 shares4.50%2025-09-302025-11-10

WMT WALMART INC2.4K shares-6.77%2025-09-302025-11-10

SSNC SS&C TECHNOLOGIES HLDGS INC2.6K shares0.00%2025-09-302025-11-10

QLYS QUALYS INC1.8K shares0.00%2025-09-302025-11-10

USMV ISHARES TR2.4K shares0.00%2025-09-302025-11-10

EAPR INNOVATOR ETFS TRUST7.7K shares-64.62%2025-09-302025-11-10

Sponsored

HUBS HUBSPOT INC465 shares0.00%2025-09-302025-11-10

PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP433 shares-5.46%2025-09-302025-11-10

IVW ISHARES TR1.8K sharesnew addition2025-09-302025-11-10

MO ALTRIA GROUP INC3.1K sharesnew addition2025-09-302025-11-10

CTSH COGNIZANT TECHNOLOGY SOLUTIO3.0K shares0.00%2025-09-302025-11-10

SCHX SCHWAB STRATEGIC TR7.7K sharesnew addition2025-09-302025-11-10

TER TERADYNE INC1.5K sharesnew addition2025-09-302025-11-10

Sponsored

HQI HIREQUEST INC18.5K shares0.21%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available