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