Avoid Fraud, Get The Facts, And Find The Best
Legal Name: STRATEGIC INVESTMENT ADVISORS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 22, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SCHWAB STRATEGIC TR (808524102)
|
275,415 |
$19,425k |
|
Apple Inc (037833100)
|
63,089 |
$12,486k |
|
Amazon.com Inc (023135106)
|
5,730 |
$10,850k |
|
MICROSOFT CORP (594918104)
|
80,814 |
$10,825k |
|
VISA INC COM CL A (92826C839)
|
45,218 |
$7,847k |
|
AT&T INC (00206R102)
|
215,233 |
$7,212k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
35,708 |
$6,668k |
|
VERIZON COMMUNICATIONS (92343V104)
|
114,397 |
$6,535k |
|
HOME DEPOT INC (437076102)
|
30,851 |
$6,416k |
|
PIMCO ETF TR (72201R775)
|
54,552 |
$5,863k |
|
JPMORGAN CHASE & CO (46625H100)
|
48,093 |
$5,376k |
|
ALPHABET INC (02079K305)
|
4,905 |
$5,311k |
|
SPDR SERIES TRUST (78464A821)
|
97,077 |
$5,269k |
|
Facebook Inc (30303M102)
|
26,854 |
$5,182k |
|
WASTE MGMT INC DEL (94106L109)
|
41,973 |
$4,842k |
|
JOHNSON & JOHNSON (478160104)
|
30,624 |
$4,265k |
|
Berkshire Hathaway, Inc. (084670702)
|
18,814 |
$4,010k |
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
105,377 |
$3,971k |
|
METLIFE INC (59156R108)
|
73,586 |
$3,655k |
|
SCHWAB STRATEGIC TR (808524805)
|
108,142 |
$3,470k |
|
PFIZER INC (717081103)
|
74,354 |
$3,221k |
|
CISCO SYSTEMS INC (17275R102)
|
57,154 |
$3,128k |
|
Bank of America Corp. (060505104)
|
105,237 |
$3,051k |
|
SCHWAB STRATEGIC TR (808524706)
|
114,654 |
$3,008k |
|
SPDR SERIES TRUST (78464A664)
|
71,579 |
$2,731k |
|
PROCTER & GAMBLE CO (742718109)
|
24,857 |
$2,725k |
|
UNITED AIRLINES HLDG (910047109)
|
30,396 |
$2,661k |
|
HSBC HLDGS PLC (404280406)
|
62,980 |
$2,628k |
|
DEUTSCHE BANK AG-REG (B:DB) (D18190898)
|
91,226 |
$2,299k |
|
HEICO CORP NEW (422806208)
|
21,986 |
$2,272k |
|
DISNEY WALT CO (254687106)
|
16,009 |
$2,235k |
|
CITIGROUP INC (172967424)
|
31,870 |
$2,231k |
|
Phillips 66 (718546104)
|
23,516 |
$2,199k |
|
MASTERCARD INC (57636Q104)
|
7,996 |
$2,115k |
|
Thermo Fisher Scientific Inc (883556102)
|
7,103 |
$2,085k |
|
DUKE ENERGY CORP (26441C204)
|
22,417 |
$1,978k |
|
ARK (00214Q104)
|
40,228 |
$1,930k |
|
AFLAC INC (001055102)
|
35,029 |
$1,919k |
|
PEPSICO INC (713448108)
|
14,036 |
$1,840k |
|
MERCK & CO INC (58933Y105)
|
20,916 |
$1,753k |
|
DELTA AIR LINES (247361702)
|
30,657 |
$1,739k |
|
BB&T CORPORATION (054937107)
|
35,216 |
$1,730k |
|
International Paper Co (460146103)
|
39,837 |
$1,725k |
|
3M CO (88579Y101)
|
9,824 |
$1,702k |
|
PRUDENTIAL FINL (744320102)
|
15,599 |
$1,575k |
|
ENTERPRISE PRODS (293792107)
|
53,983 |
$1,558k |
|
WELLS FARGO CO NEW (949746804)
|
1,096 |
$1,495k |
|
BANK AMER CORP (060505682)
|
995 |
$1,365k |
|
TRAVELERS CO(THE) (89417E109)
|
9,005 |
$1,346k |
|
INTEL CORP (458140100)
|
27,343 |
$1,308k |
|
UNITED PARCEL SERVIC (911312106)
|
12,359 |
$1,276k |
|
WELLS FARGO CO NEW (949746101)
|
26,367 |
$1,247k |
|
SCHWAB STRATEGIC T (808524862)
|
24,520 |
$1,240k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
7,120 |
$1,206k |
|
UNITEDHEALTH GRP INC (91324P102)
|
4,851 |
$1,183k |
|
US BANCORP DEL (902973304)
|
22,504 |
$1,179k |
|
Valero Energy Corp (91913Y100)
|
13,179 |
$1,128k |
|
HONEYWELL INTL INC (438516106)
|
6,325 |
$1,104k |
|
INVESCO EXCHANGE TRADED FD T (46137V373)
|
8,250 |
$1,104k |
|
VEEVA SYS INC CL A COM (922475108)
|
6,765 |
$1,096k |
|
INVESCO EXCHANGE TRADED FD T (46137V381)
|
10,445 |
$1,094k |
|
Aegon NV (007924103)
|
42,100 |
$1,082k |
|
Boeing Co/The (097023105)
|
2,893 |
$1,052k |
|
American Express Co. (025816109)
|
8,514 |
$1,050k |
|
JETBLUE AIRWAYS CORP (477143101)
|
56,350 |
$1,041k |
|
SCHWAB STRATEGIC TR (808524854)
|
18,643 |
$1,024k |
|
SELECT SECTOR SPDR (81369Y803)
|
12,096 |
$943k |
|
Bristol-Myers Squibb Co (110122108)
|
19,568 |
$887k |
|
CARNIVAL CORP (143658300)
|
18,194 |
$846k |
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
29,124 |
$845k |
|
NVIDIA Corp (67066G104)
|
4,941 |
$811k |
|
salesforce.com Inc (79466L302)
|
5,178 |
$785k |
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
3,853 |
$780k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
13,350 |
$747k |
|
ALTRIA GROUP INC (02209S103)
|
15,577 |
$737k |
|
COMCAST CORP (20030N101)
|
17,395 |
$735k |
|
PRICE T ROWE GROUP INC (74144t108)
|
6,700 |
$735k |
|
CVS HEALTH CORP (126650100)
|
13,397 |
$730k |
|
UNITED TECHNOLOGIES (913017109)
|
5,557 |
$723k |
|
EXELON CORP (30161N101)
|
14,829 |
$710k |
|
COLUMBIA FINANCIAL I (197641103)
|
43,085 |
$650k |
|
Lockheed Martin Corp (539830109)
|
1,787 |
$649k |
|
INVESCO EXCHANGE TRADED FD TR S&P500 EQL UTL (46137V274)
|
6,483 |
$640k |
|
COCA-COLA CO (191216100)
|
12,505 |
$636k |
|
GLAXOSMITHKLINE PLC (37733W105)
|
15,000 |
$600k |
|
ESTEE LAUDER CO (518439104)
|
3,225 |
$590k |
|
Alphabet Inc (02079K107)
|
537 |
$580k |
|
Royal Dutch Shell PLC (780259206)
|
8,700 |
$566k |
|
FEDEX CORP (31428X106)
|
3,368 |
$553k |
|
ORACLE CORP (68389X105)
|
9,505 |
$541k |
|
EATON CORPORATION (G29183103)
|
6,485 |
$540k |
|
Albemarle Corp (012653101)
|
7,488 |
$527k |
|
CORTEVA INC (22052L104)
|
17,631 |
$521k |
|
ABBVIE INC (00287Y109)
|
6,956 |
$505k |
|
Exxon Mobil Corp (30231G102)
|
6,530 |
$500k |
|
PROLOGIS INC (74340W103)
|
6,190 |
$495k |
|
DOMINION ENERGY INC (25746U109)
|
6,325 |
$489k |
|
COHEN & STEERS QUAL (19247L106)
|
35,740 |
$488k |
|
DANAHER CORP (235851102)
|
3,398 |
$485k |
|
ING GROEP N V (456837103)
|
18,854 |
$485k |
|
American Axle & MFG Holdings (024061103)
|
38,000 |
$484k |
|
KRAFT HEINZ CO (500754106)
|
15,278 |
$474k |
|
MONDELEZ INTL INC (609207105)
|
8,802 |
$474k |
|
FMC CORP (302491303)
|
5,640 |
$467k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
2,192 |
$462k |
|
ANTHEM INC (036752103)
|
1,618 |
$456k |
|
LOWES CO (548661107)
|
4,505 |
$454k |
|
SERVICENOW INC (81762P102)
|
1,655 |
$454k |
|
HEALTHEQUITY INC COM (42226A107)
|
6,809 |
$445k |
|
American International Group (026874784)
|
8,348 |
$444k |
|
VANGUARD INDEX FDS (922908637)
|
3,253 |
$438k |
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
7,525 |
$437k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,679 |
$436k |
|
SELECT SECTOR SPDR (81369Y407)
|
3,432 |
$409k |
|
STARBUCKS CORP (855244109)
|
4,849 |
$406k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,537 |
$399k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
2,658 |
$398k |
|
EMERSON ELEC CO (291011104)
|
5,924 |
$395k |
|
ENBRIDGE INC (29250N105)
|
10,966 |
$395k |
|
VMware (VMW) (928563402)
|
2,328 |
$389k |
|
MCDONALDS CORP (580135101)
|
1,863 |
$386k |
|
ADAMS DIVERSIFIED EQUITY FD (006212104)
|
24,938 |
$385k |
|
INTL BUSINESS MCHN (459200101)
|
2,697 |
$371k |
|
KINDER MORGAN INC (49456B101)
|
17,815 |
$371k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,252 |
$366k |
|
GOLDMAN SACHS GROUP (38141G104)
|
1,707 |
$349k |
|
GILEAD SCIENCES INC (375558103)
|
5,159 |
$348k |
|
CHINA MOBILE LIMITED (16941M109)
|
7,584 |
$343k |
|
PHILIP MORRIS INTL (718172109)
|
4,263 |
$334k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
4,192 |
$328k |
|
SOUTHERN CO (842587107)
|
5,844 |
$323k |
|
CREDIT SUISSE ASSET MGMT INC (224916106)
|
101,655 |
$316k |
|
HARTFORD FINL SVCS (416515104)
|
5,502 |
$306k |
|
Bridge Bancorp Inc. (108035106)
|
10,364 |
$305k |
|
AEP (025537101)
|
3,456 |
$304k |
|
NIKE INC (654106103)
|
3,595 |
$301k |
|
Charles Schwab Corp/The (808513105)
|
7,339 |
$294k |
|
SELECT SECTOR SPDR TR (81369Y852)
|
5,730 |
$282k |
|
NEUBERGER BERMAN RE (64190A103)
|
54,000 |
$277k |
|
Square Inc (852234103)
|
3,795 |
$275k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,742 |
$274k |
|
XCEL ENERGY INC (98389B100)
|
4,554 |
$270k |
|
UNILEVER N.V (904784709)
|
4,433 |
$269k |
|
PayPal Holdings Inc (70450Y103)
|
2,247 |
$257k |
|
WALMART INC COM (931142103)
|
2,309 |
$255k |
|
AMGEN INC (031162100)
|
1,288 |
$237k |
|
Netflix Inc (64110L106)
|
646 |
$237k |
|
STANLEY BLACK&DECKR (854502101)
|
1,637 |
$236k |
|
INVESCO EXCHANGE TRADED FD T (46137V100)
|
3,546 |
$230k |
|
ISHARES TR US AER DEF ETF (464288760)
|
1,056 |
$226k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
2,000 |
$222k |
|
QUALCOMM INC (747525103)
|
2,930 |
$222k |
|
ILLINOIS TOOL WORKS (452308109)
|
1,458 |
$219k |
|
VARIAN MED SYS INC (92220P105)
|
1,600 |
$217k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
2,287 |
$211k |
|
GENERAL MILLS INC (370334104)
|
4,000 |
$210k |
|
ROCKY MTN CHOCOLATE FACTORY CO (77467X101)
|
15,013 |
$126k |
|
SPRINT CORPORATION (85207U105)
|
10,000 |
$65k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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