test

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
AHRAmerican Healthcare Reit
Recent Activity
New Position
0.01%
$21,219
813 shares@ $26.1 avg price
AGNCAgnc Invt Corp
Recent Activity
New Position
0.01%
$20,920
2,000 shares@ $10.46 avg price
EOIEaton Vance Enhanced Eqt
Recent Activity
New Position
0.01%
$19,765
977 shares@ $20.24 avg price
BITBlackrock Multi Sector I
Recent Activity
New Position
0.01%
$19,334
1,272 shares@ $15.2 avg price
CGXUCapital Group Intrtnl
Recent Activity
New Position
0.01%
$18,879
700 shares@ $26.97 avg price
USBUs Bancorp Del
Recent Activity
New Position
0.01%
$17,997
394 shares@ $45.68 avg price
TOELYTokyo Electron Ltd F
Recent Activity
New Position
0.01%
$17,766
200 shares@ $88.83 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.01%
$15,032
200 shares@ $75.16 avg price
BITX2x Bitcoin Strategy Etf
Recent Activity
New Position
0.01%
$14,245
500 shares@ $28.49 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.01%
$12,282
25 shares@ $491.28 avg price