Strategic Advisors LLC Portfolio Holdings

Strategic Advisors LLC

  • $609 Million
  • Q3 2025

Strategic Advisors LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $609 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.7M, Microsoft Corp with a value of $36.9M, Nvidia Corp with a value of $36.5M, Schwab Strategic Tr Us Broad M with a value of $29.2M, and Amazon Com Inc with a value of $27.2M.

Examining the 13F form we can see an increase of $112M in the current position value, from $497M to 609M.

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

Portfolio value $609 Million
Technology: $188 Million
ETFs: $114 Million
Financial Services: $68.5 Million
Consumer Cyclical: $63.1 Million
Industrials: $46.7 Million
Communication Services: $39.1 Million
Healthcare: $30.4 Million
Utilities: $24.6 Million
Other: $34.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$51.7 Million 8.49% of portfolio
202,992
Q3 2025 Added 3.06%
$3.78T
$36.9 Million 6.05% of portfolio
71,172
Q3 2025 Added 10.18%
$465B
$36.5 Million 5.99% of portfolio
195,570
Q3 2025 Reduced 2.11%
$0
$29.2 Million 4.79% of portfolio
1,133,900
Q3 2025 Added 2.68%
$2.39T
$27.2 Million 4.47% of portfolio
123,887
Q3 2025 Added 2.49%
$1.65T
$19.3 Million 3.17% of portfolio
79,475
Q3 2025 Reduced 2.21%
$0
$18.6 Million 3.06% of portfolio
203,167
Q3 2025 New
$367B
$17.4 Million 2.85% of portfolio
42,840
Q3 2025 Reduced 3.29%
$881B
$12.2 Million 2.01% of portfolio
38,748
Q3 2025 Added 1.11%
$533B
$11.5 Million 1.88% of portfolio
33,627
Q3 2025 Added 3.17%
$1.29T
$11.2 Million 1.84% of portfolio
25,214
Q3 2025 Added 0.65%
$414B
$11.2 Million 1.84% of portfolio
48,276
Q3 2025 Added 0.54%
$1.37T
$10.6 Million 1.73% of portfolio
14,383
Q3 2025 Reduced 2.51%
$115B
$10.1 Million 1.67% of portfolio
20,683
Q3 2025 Reduced 0.34%
$0
$8.93 Million 1.47% of portfolio
113,935
Q3 2025 Reduced 5.9%
$96.4B
$8.44 Million 1.39% of portfolio
68,191
Q3 2025 Reduced 0.03%
$0
$8.1 Million 1.33% of portfolio
80,417
Q3 2025 New
$85.9B
$8 Million 1.31% of portfolio
36,246
Q3 2025 Added 6.38%
$662B
$7.78 Million 1.28% of portfolio
15,471
Q3 2025 Added 3.61%
$265B
$7.75 Million 1.27% of portfolio
9,738
Q3 2025 Reduced 0.96%
$0
$7.7 Million 1.26% of portfolio
12,831
Q3 2025 Added 0.66%
$140B
$7.34 Million 1.21% of portfolio
19,611
Q3 2025 Added 3.48%
$75.4B
$7.08 Million 1.16% of portfolio
53,939
Q3 2025 Reduced 13.79%
$26.6B
$6.89 Million 1.13% of portfolio
48,695
Q4 2024 Reduced 0.29%
$139B
$6.65 Million 1.09% of portfolio
20,153
Q3 2025 Added 14.29%
$18.6B
$5.08 Million 0.83% of portfolio
103,629
Q3 2025 Added 80.44%
$169B
$5.03 Million 0.83% of portfolio
5,469
Q3 2025 Added 18.56%
$193B
$4.65 Million 0.76% of portfolio
10,397
Q3 2025 Added 63.32%
$405B
$4.55 Million 0.75% of portfolio
4,695
Q3 2025 Added 54.7%
$107B
$4.54 Million 0.74% of portfolio
5,984
Q3 2025 Added 2.48%
$0
$4.4 Million 0.72% of portfolio
17,812
Q3 2025 Added 20.11%
$174B
$4.28 Million 0.7% of portfolio
28,785
Q3 2025 Added 0.26%
$404B
$4.16 Million 0.68% of portfolio
4,496
Q3 2025 Added 3.86%
$0
$3.9 Million 0.64% of portfolio
13,848
Q3 2025 Reduced 0.58%
$0
$3.85 Million 0.63% of portfolio
41,224
Q3 2025 New
$59.7B
$3.74 Million 0.61% of portfolio
7,578
Q3 2025 Added 76.27%
$8.94B
$3.62 Million 0.59% of portfolio
8,515
Q3 2025 Added 61.64%
$111B
$3.47 Million 0.57% of portfolio
8,854
Q3 2025 Added 93.23%
$303B
$3.42 Million 0.56% of portfolio
22,003
Q3 2025 Added 1.08%
$512B
$3.21 Million 0.53% of portfolio
5,646
Q3 2025 Added 5.49%
$1.46T
$3.2 Million 0.53% of portfolio
11,451
Q3 2025 Added 13.04%
$39.4B
$3.19 Million 0.52% of portfolio
4,439
Q3 2025 Added 98.97%
$150B
$3.17 Million 0.52% of portfolio
53,549
Q3 2025 Added 1.32%
$0
$3.02 Million 0.5% of portfolio
9,197
Q3 2025 Added 24.02%
$291B
$2.98 Million 0.49% of portfolio
6,249
Q3 2025 Added 1.18%
$103B
$2.96 Million 0.49% of portfolio
1,268
Q3 2025 Added 156.16%
$62.3B
$2.99 Million 0.49% of portfolio
26,605
Q3 2025 Added 0.33%
$111B
$2.92 Million 0.48% of portfolio
8,870
Q3 2025 Reduced 1.38%
$86.4B
$2.94 Million 0.48% of portfolio
8,373
Q3 2025 Added 39.74%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $609 Million
  • Prior Value $497 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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