Strategic Advisors LLC Portfolio Holdings

Strategic Advisors LLC

  • $497 Million
  • Q2 2025

Strategic Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $497 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.4M, Microsoft Corp with a value of $32.1M, Nvidia Corp with a value of $31.6M, Amazon Com Inc with a value of $26.5M, and Schwab Strategic Tr Us Broad M with a value of $26.3M.

Examining the 13F form we can see an decrease of $13.3M in the current position value, from $510M to 497M.

Below you can find more details about Strategic Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $497 Million
Technology: $155 Million
ETFs: $72.5 Million
Financial Services: $58.5 Million
Consumer Cyclical: $54.3 Million
Industrials: $40.7 Million
Communication Services: $34.6 Million
Healthcare: $23.4 Million
Utilities: $23.2 Million
Other: $34.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$40.4 Million 8.13% of portfolio
196,967
Q2 2025 Reduced 1.58%
$3.95T
$32.1 Million 6.47% of portfolio
64,599
Q2 2025 Reduced 4.65%
$456B
$31.6 Million 6.35% of portfolio
199,782
Q2 2025 Reduced 2.07%
$2.26T
$26.5 Million 5.34% of portfolio
120,873
Q2 2025 Reduced 6.59%
$0
$26.3 Million 5.29% of portfolio
1,104,339
Q2 2025 Reduced 5.02%
$405B
$16.2 Million 3.27% of portfolio
44,299
Q2 2025 Reduced 2.39%
$1.21T
$14.3 Million 2.88% of portfolio
81,271
Q2 2025 Reduced 25.78%
$551B
$11.6 Million 2.33% of portfolio
32,595
Q2 2025 Reduced 6.28%
$859B
$11.1 Million 2.24% of portfolio
38,323
Q2 2025 Reduced 1.82%
$1.78T
$10.9 Million 2.19% of portfolio
14,754
Q2 2025 Reduced 2.8%
$93.6B
$10.6 Million 2.13% of portfolio
20,753
Q2 2025 Reduced 4.51%
$351B
$8.91 Million 1.79% of portfolio
48,019
Q2 2025 Reduced 4.6%
$0
$8.8 Million 1.77% of portfolio
121,076
Q2 2025 Added 3.25%
$78.6B
$8.34 Million 1.68% of portfolio
62,566
Q2 2025 Reduced 0.09%
$368B
$8.36 Million 1.68% of portfolio
52,450
Q2 2025 Added 0.57%
$95.8B
$8.05 Million 1.62% of portfolio
68,212
Q2 2025 Added 0.33%
$95.6B
$7.8 Million 1.57% of portfolio
34,071
Q2 2025 Reduced 6.22%
$621B
$7.25 Million 1.46% of portfolio
14,932
Q2 2025 Reduced 3.6%
$0
$7.03 Million 1.41% of portfolio
12,747
Q2 2025 Added 3.63%
$254B
$6.96 Million 1.4% of portfolio
9,832
Q2 2025 Reduced 48.83%
$145B
$6.77 Million 1.36% of portfolio
18,951
Q2 2025 Added 5.59%
$27.1B
$6.45 Million 1.3% of portfolio
48,695
Q4 2024 Reduced 0.29%
$127B
$4.86 Million 0.98% of portfolio
17,633
Q2 2025 Added 8.42%
$172B
$4.74 Million 0.95% of portfolio
4,613
Q2 2025 Reduced 2.0%
$439B
$4.29 Million 0.86% of portfolio
4,329
Q2 2025 Reduced 1.43%
$23.7B
$4.13 Million 0.83% of portfolio
57,432
Q2 2025 Added 43.35%
$96.6B
$4.08 Million 0.82% of portfolio
5,839
Q2 2025 Reduced 10.4%
$0
$3.53 Million 0.71% of portfolio
13,929
Q2 2025 Reduced 2.51%
$169B
$3.46 Million 0.7% of portfolio
6,366
Q2 2025 Added 63.44%
$0
$3.37 Million 0.68% of portfolio
14,830
Q2 2025 Reduced 12.32%
$178B
$3.31 Million 0.67% of portfolio
28,709
Q2 2025 Added 87.02%
$155B
$3.23 Million 0.65% of portfolio
52,849
Q1 2025 Reduced 2.33%
$302B
$3.12 Million 0.63% of portfolio
21,767
Q2 2025 Reduced 4.04%
$548B
$3.01 Million 0.61% of portfolio
5,352
Q2 2025 Reduced 5.14%
$545B
$2.96 Million 0.6% of portfolio
2,211
Q2 2025 Added 1.98%
$111B
$2.9 Million 0.58% of portfolio
8,994
Q2 2025 Reduced 3.7%
$57.4B
$2.9 Million 0.58% of portfolio
11,916
Q2 2025 Reduced 4.19%
$61.1B
$2.78 Million 0.56% of portfolio
34,533
Q2 2025 Reduced 5.86%
$57.5B
$2.75 Million 0.55% of portfolio
26,518
Q4 2024 Added 2.16%
$232B
$2.69 Million 0.54% of portfolio
9,868
Q2 2025 Reduced 3.9%
$0
$2.65 Million 0.53% of portfolio
60,618
Q2 2025 Reduced 2.45%
$39.4B
$2.59 Million 0.52% of portfolio
8,240
Q1 2025 Reduced 0.04%
$10B
$2.55 Million 0.51% of portfolio
5,268
Q2 2025 Reduced 0.17%
$250B
$2.52 Million 0.51% of portfolio
17,875
Q2 2025 Added 1.29%
$210B
$2.47 Million 0.5% of portfolio
8,378
Q2 2025 Reduced 8.16%
$295B
$2.43 Million 0.49% of portfolio
3,035
Q2 2025 Added 0.17%
$218B
$2.4 Million 0.48% of portfolio
6,176
Q2 2025 Added 2.74%
$102B
$2.36 Million 0.48% of portfolio
5,399
Q1 2025 Reduced 8.48%
$64.2B
$2.32 Million 0.47% of portfolio
8,213
Q2 2025 Reduced 9.82%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $497 Million
  • Prior Value $510 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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