STRATEGIC INVESTMENT ADVISORS / MI
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DTM | 4K | $414.30K |
 | PM | 4K | $587.11K |
 | JNJ | 4K | $665.35K |
 | MDT | 4K | $340.17K |
 | V | 4K | $1.21M |
 | RTX | 4K | $587.90K |
 | PLTR | 3K | $638.11K |
 | AXP | 3K | $1.15M |
 | GOOG | 3K | $792.51K |
 | NDAQ | 3K | $285.58K |
 | IQV | 3K | $584.07K |
 | KMB | 3K | $372.03K |
 | WELL | 3K | $526.62K |
 | ALGN | 3K | $355.00K |
 | CHKP | 3K | $585.35K |
 | ATO | 3K | $473.33K |
 | ALL | 3K | $588.05K |
 | TYL | 3K | $1.42M |
 | BJ | 3K | $253.68K |
 | ADI | 3K | $645.86K |
DT Midstream, Inc.
DTM
Shares Held
4K
Value
$414.30K
Philip Morris International Inc.
PM
Shares Held
4K
Value
$587.11K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$665.35K
Medtronic plc
MDT
Shares Held
4K
Value
$340.17K
Visa Inc.
V
Shares Held
4K
Value
$1.21M
RTX Corporation
RTX
Shares Held
4K
Value
$587.90K
Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$638.11K
American Express Company
AXP
Shares Held
3K
Value
$1.15M
Alphabet Inc.
GOOG
Shares Held
3K
Value
$792.51K
Nasdaq, Inc.
NDAQ
Shares Held
3K
Value
$285.58K
IQVIA Holdings Inc.
IQV
Shares Held
3K
Value
$584.07K
Kimberly-Clark Corporation
KMB
Shares Held
3K
Value
$372.03K
Welltower Inc.
WELL
Shares Held
3K
Value
$526.62K
Align Technology, Inc.
ALGN
Shares Held
3K
Value
$355.00K
Check Point Software Technologies Ltd.
CHKP
Shares Held
3K
Value
$585.35K
Atmos Energy Corporation
ATO
Shares Held
3K
Value
$473.33K
The Allstate Corporation
ALL
Shares Held
3K
Value
$588.05K
Tyler Technologies, Inc.
TYL
Shares Held
3K
Value
$1.42M
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
3K
Value
$253.68K
Analog Devices, Inc.
ADI
Shares Held
3K
Value
$645.86K