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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GOVTIshares Us Treasury Bond
| 0.01% | $11,882 507 shares@ $23.44 avg price | New Position |
XLFSelect Str Financial
| 0.01% | $11,330 250 shares@ $45.32 avg price | New Position |
ORCLOracle Corp
| 0.01% | $11,246 66 shares@ $170.4 avg price | New Position |
UWMProshares Ultra Russell
| 0.01% | $10,732 250 shares@ $42.93 avg price | New Position |
GBTCGrayscale Bitcoin Etf
| 0.01% | $10,555 209 shares@ $50.51 avg price | New Position |
CIBRFirst Trust Nasdaq
| 0.01% | $10,069 170 shares@ $59.23 avg price | New Position |
REGNRegeneron Pharmaceutical
| 0.01% | $9,461 9 shares@ $1051.23 avg price | New Position |
SCHKSchwab 1000 Index Etf
| 0.01% | $9,178 166 shares@ $55.29 avg price | New Position |
TELTe Connectivity Plc F
| 0.01% | $8,686 58 shares@ $149.76 avg price | New Position |
ETHEGrayscale Ethereum Tr Et
| 0.01% | $8,384 383 shares@ $21.9 avg price | New Position |