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Doug Stepansky

@Strategic Investment Solutions, Inc. Il

Latest period2024 - Q3ReportedManaged Assets$333.762MTotal holdings682
Assets growth rate7.79%Assets growth rate (2-Q avg)-19.24%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Investment Solutions, Inc. Il's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 682 positions.

Assets under management

The assets under management (AUM) of Strategic Investment Solutions, Inc. Il over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 333.762M in assets, with a quarterly growth rate of 7.79% and a 2-quarter average growth rate of -19.24%. The portfolio is managed by Doug Stepansky, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
3208⤦First Midwest Bancrp
Recent Activity
Exited
0%
$544,414
24,848 shares@ $21.91 avg price
IAUIshares Gold Etf
Recent Activity
Exited
0%
$177,965
10,945 shares@ $16.26 avg price
FWONKLiberty Media Corp
Recent Activity
Exited
0%
$116,129
1,436 shares@ $80.87 avg price
MMM3m Co
Recent Activity
Exited
0%
$69,416
423 shares@ $164.11 avg price
SCHOSchwab Short Term Us
Recent Activity
Exited
0%
$51,310
1,000 shares@ $51.31 avg price
LINLinde Plc F
Recent Activity
Exited
0%
$39,900
136 shares@ $293.39 avg price
7613⤦Retail Ppty America
Recent Activity
Exited
0%
$32,290
2,507 shares@ $12.88 avg price
ROMProshares Ultra
Recent Activity
Exited
0%
$30,040
400 shares@ $75.1 avg price
SWIRSierra Wireless Inc F
Recent Activity
Exited
0%
$29,540
2,000 shares@ $14.77 avg price
GOLDBarrick Gold Corp F
Recent Activity
Exited
0%
$23,656
1,278 shares@ $18.52 avg price