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Portfolio (Quarterly) Guide ↗

Strategic Blueprint, LLC

· CIK 0001767821
13F Portfolio $2.3B AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 724 New
Page 22 of 37  ·  724 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 5,103.0 $662K 0.03% NEW $129.71 +7.8%
422 ABT ABBOTT LABS COM Healthcare 4,924.0 $660K 0.03% NEW $133.94 -34.5%
423 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 8,589.0 $657K 0.03% NEW $76.45 +17.6%
424 J JACOBS SOLUTIONS INC COM Industrials 4,352.0 $652K 0.03% NEW $149.86 -23.9%
425 SIZE ISHARES MSCI USA SIZE FACTOR ETF 4,047.0 $651K 0.03% NEW $160.78 +7.1%
426 O REALTY INCOME CORP COM Real Estate 10,654.0 $648K 0.03% NEW $60.79 +2.4%
427 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 118.0 $637K 0.03% NEW $5399.91 -97.0%
428 FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 11,377.0 $637K 0.03% NEW $55.95 +6.5%
429 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 5,673.0 $632K 0.03% NEW $111.47 -3.0%
430 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 16,583.0 $630K 0.03% NEW $38.02 +8.8%
431 JPMORGAN ULTRA-SHORT INCOME ETF 12,382.0 $628K 0.03% NEW $50.73
432 ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 6,788.0 $627K 0.03% NEW $92.42 +11.2%
433 EEM ISHARES MSCI EMERGING MARKETS ETF 11,705.0 $625K 0.03% NEW $53.40 +23.7%
434 BSX BOSTON SCIENTIFIC CORP COM Healthcare 6,323.0 $617K 0.03% NEW $97.63 -41.5%
435 TPIF TIMOTHY PLAN INTERNATIONAL ETF 18,453.0 $616K 0.03% NEW $33.38 +12.9%
436 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 12,848.0 $615K 0.03% NEW $47.88 +10.2%
437 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 12,779.0 $611K 0.03% NEW $47.84 -2.3%
438 VFQY VANGUARD U.S. QUALITY FACTOR ETF 4,024.0 $607K 0.03% NEW $150.84 +7.0%
439 FT VEST U.S. EQUITY MAX BUFFER ETF - JULY 18,280.0 $607K 0.03% NEW $33.20
440 SRLN SPDR BLACKSTONE SENIOR LOAN ETF 14,575.0 $606K 0.03% NEW $41.58 -2.6%
Page 22 of 37  ·  724 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 24.9%
Industrials 9.1%
Communication Services 7.5%
Consumer Cyclical 7.4%
Consumer Defensive 6.2%
Healthcare 5.6%
Energy 3.8%
Utilities 3.7%
Basic Materials 0.8%