Strategic Investment Advisors, Inc

RIA/Wealth

Strategic Investment Advisors, Inc is a RIA/Wealth based in Utica, NY led by Alan Remy Leist, reporting $2.3B in AUM as of Q3 2025 with 87% ETF concentration, 74% concentrated in top 10 holdings, 15% allocation to INTF, and minimal technology exposure.

CEOAlan Remy Leist

Portfolio Value: $2.0B
Positions: 142
Top Holding: INTF at 15.49%
Last Reported: Q3 2025

Address114 Business Park Drive, Utica, NY, 13502, United States

Top Holdings

Largest long holdings in Strategic Investment Advisors, Inc's portfolio (74.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares International Equity Factor INTF	ETF ETF	$308.8M	15.49%	+$824.0K Bought	— 8.6M shares	Q3 2018 Held for 7y 2m
2 iShares U.S. Small Cap Equity Factor SMLF	ETF ETF	$278.4M	13.97%	+$33.1K Bought	— 3.7M shares	Q4 2018 Held for 6y 11m
3 iShares U.S. Equity Factor LRGF	ETF ETF	$263.1M	13.20%	-$909.9K Sold	— 3.8M shares	Q4 2018 Held for 6y 11m
4 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$140.1M	7.03%	+$5.8M Bought	— 2.3M shares	Q1 2021 Held for 4y 8m
5 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$106.9M	5.36%	+$623.0K Bought	— 1.4M shares	Q4 2022 Held for 2y 11m
6 EMGF iShares Emerging Markets Equity Factor EMGF	ETF ETF	$106.0M	5.32%	-$156.4K Sold	— 1.9M shares	Q4 2018 Held for 6y 11m
7 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$84.5M	4.24%	+$1.5M Bought	— 1.1M shares	Q1 2017 Held for 8y 8m
8 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$68.9M	3.46%	+$814.9K Bought	— 818.8K shares	Q1 2023 Held for 2y 8m
9 Vanguard Long-Term Treasury VGLT	ETF ETF	$67.4M	3.38%	+$663.6K Bought	— 1.2M shares	Q2 2023 Held for 2y 5m
10 iShares MSCI USA Momentum Factor MTUM	ETF ETF	$56.2M	2.82%	-$34.6K Sold	— 219.2K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Strategic Investment Advisors, Inc's latest filing

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Market Value

$2.0B

Prior: $1.9B

Q/Q Change

+7.22%

+$134.2M

Net Flows % of MV

+0.357%

Turnover Ratio

0.677%

New Purchases

2 stocks

$501.2K

Added To

53 stocks

+$15.9M

Sold Out Of

4 stocks

$1.2M

Reduced Holdings

64 stocks

-$8.1M

Increased Positions

Position	Shares Δ	Change
1 Corning GLW	New	0 → 3.5K +$288.0K
2 Rockwell Automation ROK	New	0 → 610.0 +$213.2K
3 Vanguard Tax-Exempt Bond Index Fund VTEB	+49.55%	18.2K → 27.2K +$450.6K
4 General Electric GE	+47.87%	7.4K → 11.0K +$1.1M
5 SPDR Portfolio Long Term Treasury SPTL	+40.12%	74.4K → 104.2K +$803.9K

Decreased Positions

Position	Shares Δ	Change
1 iShares National Muni Bond MUB	Sold	3.8K → 0 −$391.8K
2 Amgen AMGN	Sold	1.2K → 0 −$339.8K
3 Nike NKE	Sold	3.5K → 0 −$248.7K
4 iShares Core MSCI EAFE ETF IEFA	Sold	2.8K → 0 −$237.8K
5 UnitedHealth Group UNH	-22.69%	5.6K → 4.3K −$437.1K