The Analysis of Strategic Point Investment Advisors, LLC's Holdings
Currently, Strategic Point Investment Advisors, LLC holds 37 types of securities in its portfolio with a total value $723.2M. In the most recent quarter, they have increased their positions in XLK (+115.6K shares, valued at $16.6M), IVV (+4.3K shares, valued at $3.0M), IEI (+20.0K shares, valued at $2.4M); decreased their positions in SPY (-4.5K shares, valued at $3.0M), DSI (-1.2K shares, valued at $151.4K), FTEC (-120 shares, valued at $27.0K); initiated new positions in LLY (+258 shares, valued at $277.3K), JNJ (+1.1K shares, valued at $223.1K), IDXX (+300 shares, valued at $203.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR153.4K shares-2.82%2025-12-312026-01-15
IEI ISHARES TR614.8K shares3.36%2025-12-312026-01-15 IVV ISHARES TR105.4K shares4.30%2025-12-312026-01-15 ITOT ISHARES TR355.3K shares1.46%2025-12-312026-01-15 IVE ISHARES TR241.7K shares1.59%2025-12-312026-01-15 IWF ISHARES TR97.6K shares1.44%2025-12-312026-01-15 SPSB SPDR SERIES TRUST1.1M shares4.12%2025-12-312026-01-15 XLK SELECT SECTOR SPDR TR230.6K shares100.62%2025-12-312026-01-15 VGSH VANGUARD SCOTTSDALE FDS429.2K shares3.69%2025-12-312026-01-15 VYMI VANGUARD WHITEHALL FDS252.0K shares1.77%2025-12-312026-01-15 SHV ISHARES TR198.7K shares4.14%2025-12-312026-01-15 QUAL ISHARES TR107.2K shares2.62%2025-12-312026-01-15 IEFA ISHARES TR227.1K shares0.71%2025-12-312026-01-15 IXUS ISHARES TR212.0K shares2.32%2025-12-312026-01-15 XLI SELECT SECTOR SPDR TR113.3K shares1.79%2025-12-312026-01-15 FNCL FIDELITY COVINGTON TRUST216.6K shares3.09%2025-12-312026-01-15 IEF ISHARES TR156.6K shares2.90%2025-12-312026-01-15 DSI ISHARES TR58.5K shares-1.97%2025-12-312026-01-15 VTI VANGUARD INDEX FDS20.9K shares0.15%2025-12-312026-01-15 USMV ISHARES TR42.8K shares0.30%2025-12-312026-01-15 ESGV VANGUARD WORLD FD24.2K shares0.00%2025-12-312026-01-15 AAPL APPLE INC7.9K shares0.00%2025-12-312026-01-15 NULV NUSHARES ETF TR45.4K shares-0.45%2025-12-312026-01-15 SUSB ISHARES TR76.5K shares0.75%2025-12-312026-01-15 ESGU ISHARES TR12.7K shares-1.21%2025-12-312026-01-15 VSGX VANGUARD WORLD FD13.7K shares0.26%2025-12-312026-01-15 MSFT MICROSOFT CORP961 shares0.00%2025-12-312026-01-15 IVW ISHARES TR2.8K shares-1.39%2025-12-312026-01-15 FTEC FIDELITY COVINGTON TRUST1.3K shares-8.28%2025-12-312026-01-15 LLY ELI LILLY & CO258 sharesnew addition2025-12-312026-01-15 TIP ISHARES TR2.3K shares0.00%2025-12-312026-01-15 VGT VANGUARD WORLD FD296 shares0.00%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-12-312026-01-15 KO COCA COLA CO3.0K shares-10.65%2025-12-312026-01-15 IDXX IDEXX LABS INC300 sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available