Strategic Point Investment Advisors 13F annual report

Strategic Point Investment Advisors is an investment fund managing more than $558 billion ran by Laura Bard. There are currently 15 companies in Mrs. Bard’s portfolio. The largest investments include Spdr S&p 500 Etf Tr and Ishares Tr, together worth $412 billion.

$558 billion Assets Under Management (AUM)

As of 30th July 2024, Strategic Point Investment Advisors’s top holding is 167,788 shares of Spdr S&p 500 Etf Tr currently worth over $91.3 billion and making up 16.4% of the portfolio value. In addition, the fund holds 2,457,906 shares of Ishares Tr worth $320 billion. The third-largest holding is Spdr Ser Tr worth $29.3 billion and the next is Ishares Gold Tr worth $27.3 billion, with 621,175 shares owned.

Currently, Strategic Point Investment Advisors's portfolio is worth at least $558 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Strategic Point Investment Advisors

The Strategic Point Investment Advisors office and employees reside in Providence, Rhode Island. According to the last 13-F report filed with the SEC, Laura Bard serves as the Compliance Associate at Strategic Point Investment Advisors.

Recent trades

In the most recent 13F filing, Strategic Point Investment Advisors revealed that it had opened a new position in Eli Lilly & Co and bought 258 shares worth $234 million.

The investment fund also strengthened its position in Apple Inc by buying 126 additional shares. This makes their stake in Apple Inc total 7,262 shares worth $1.53 billion. Apple Inc dropped approximately 0.1% in the past year.

On the other hand, Laura Bard disclosed a decreased stake in Spdr S&p 500 Etf Tr by approximately 0.1%. This leaves the value of the investment at $91.3 billion and 167,788 shares.

One of the average hedge funds

The two most similar investment funds to Strategic Point Investment Advisors are Core Alternative Capital and Massachusetts Institute Of Technology. They manage $558 billion and $558 billion respectively.

Laura Bard investment strategy

Strategic Point Investment Advisors’s portfolio is diversified across 4 sectors. Currently, their heaviest sector is Consumer Discretionary — making up 0.3% of the total portfolio value. The fund focuses on investments in the United States as 20.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 20% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $1.37 trillion.

The complete list of Strategic Point Investment Advisors trades based on 13F SEC filings

These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Spdr S&p 500 Etf Tr	0.97% 167,788	$91,313,445,000	16.36%
Ishares Tr	0.42% 2,457,906	$320,296,315,000	57.40%
Spdr Ser Tr	0.13% 986,571	$29,301,165,000	5.25%
Ishares Gold Tr	1.39% 621,175	$27,288,208,000	4.89%
Select Sector Spdr Tr	0.63% 232,566	$40,599,734,000	7.28%
Vanguard Whitehall Fds	0.25% 237,055	$16,245,369,000	2.91%
Vanguard World Fd	0.09% 81,602	$17,054,559,000	3.06%
Vanguard Index Fds	4.21% 23,779	$6,361,107,000	1.14%
Vanguard Scottsdale Fds	1.00% 88,468	$5,130,230,000	0.92%
Nushares Etf Tr	No change 47,270	$1,786,333,000	0.32%
Apple Inc	1.77% 7,262	$1,529,522,000	0.27%
Microsoft Corporation	7.29% 986	$440,693,000	0.08%
Eli Lilly & Co	Opened 258	$233,588,000	0.04%
Conocophillips	No change 2,040	$233,335,000	0.04%
Coca-Cola Co	2.11% 3,380	$215,137,000	0.04%
No transactions found
Showing first 500 out of 15 holdings