Strategic Advisors LLC Purchases in Q4 2024

Strategic Advisors LLC

  • $545 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
27.1K
+ 14.85%
$221.69 - $259.02 $6.02M - $7.03M
210K $52.6M
AMZN
Amazon Com Inc

Consumer Cyclical
9.67K
+ 7.8%
$180.88 - $232.93 $1.75M - $2.25M
134K $29.3M
GOOGL
Alphabet Inc.

Communication Services
7.67K
+ 7.28%
$161.86 - $196.66 $1.24M - $1.51M
113K $21.4M
TSLA
Tesla, Inc.

Consumer Cyclical
735
+ 3.73%
$213.65 - $479.86 $157K - $353K
20.4K $8.25M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37.2K
+ 53.57%
$66.77 - $71.52 $2.48M - $2.66M
107K $7.35M
V
Visa Inc.

Financial Services
3.22K
+ 9.39%
$273.87 - $320.91 $881K - $1.03M
37.5K $11.8M
TT
Trane Technologies PLC

Industrials
5.16K
+ 701.49%
$369.35 - $419.14 $1.91M - $2.16M
5.9K $2.18M
JPM
Jpmorgan Chase & CO

Financial Services
2.71K
+ 6.76%
$205.18 - $250.29 $557K - $679K
42.8K $10.3M
HD
Home Depot, Inc.

Consumer Cyclical
5.99K
+ 16.03%
$385.02 - $431.37 $2.31M - $2.59M
43.4K $16.9M
CRM
Salesforce, Inc.

Technology
222
+ 0.88%
$270.87 - $367.87 $60.1K - $81.7K
25.5K $8.54M
PSTG
Pure Storage, Inc.

Technology
21K
New
$48.19 - $66.6 $1.01M - $1.4M
21K $1.29M
MSFT
Microsoft Corp

Technology
4.21K
+ 6.65%
$406.35 - $454.46 $1.71M - $1.91M
67.5K $28.5M
DHR
Danaher Corp

Healthcare
5.85K
+ 168.35%
$226.16 - $274.52 $1.32M - $1.6M
9.32K $2.14M
MET
Metlife Inc

Financial Services
13.7K
+ 55.99%
$78.15 - $88.25 $1.07M - $1.21M
38.1K $3.12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
703K
+ 206.33%
$22.01 - $66.82 $15.5M - $47M
1.04M $23.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.3K
+ 45.1%
$198.04 - $221.51 $852K - $952K
13.8K $2.91M
EMR
Emerson Electric CO

Industrials
20
+ 0.03%
$108.13 - $134.33 $2.16K - $2.69K
64.1K $7.94M
NOW
Service Now, Inc.

Technology
309
+ 8.96%
$867.18 - $1148.42 $268K - $355K
3.76K $3.98M
META
Meta Platforms, Inc.

Communication Services
959
+ 6.49%
$554.08 - $632.68 $531K - $607K
15.7K $9.28M
XLK
Technology Sector Spdr

ETFs
3.05K
+ 23.31%
$220.26 - $241.44 $672K - $737K
16.1K $3.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.02K
+ 8.63%
$481.22 - $538.17 $491K - $549K
12.8K $6.57M
AVGO
Broadcom Inc.

Technology
2.16K
+ 55.03%
$159.67 - $250.0 $345K - $540K
6.09K $1.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
61.6K
+ 471.04%
$25.93 - $105.3 $1.6M - $6.49M
74.7K $2.08M
HON
Honeywell International Inc

Industrials
2.48K
+ 51.52%
$202.84 - $236.0 $503K - $586K
7.3K $1.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.59K
+ 12.87%
$442.29 - $483.08 $704K - $769K
14K $6.33M
AXP
American Express CO

Financial Services
1.7K
+ 46.58%
$267.35 - $305.57 $455K - $520K
5.36K $1.59M
MS
Morgan Stanley

Financial Services
1.69K
+ 10.31%
$104.42 - $134.99 $176K - $228K
18.1K $2.27M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.36K
+ 50.82%
$87.25 - $95.52 $555K - $607K
18.9K $1.67M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.97K
New
$73.49 - $86.09 $438K - $514K
5.97K $459K
WM
Waste Management Inc

Industrials
3.16K
+ 9.03%
$201.79 - $228.46 $638K - $723K
38.2K $7.71M
PANW
Palo Alto Networks Inc

Technology
3.72K
+ 230.36%
$181.96 - $405.9 $677K - $1.51M
5.33K $970K
NFLX
Netflix Inc

Communication Services
284
+ 34.34%
$687.65 - $936.56 $195K - $266K
1.11K $990K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.9K
New
$57.53 - $60.83 $397K - $420K
6.9K $396K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.4K
+ 19.51%
$40.97 - $42.66 $424K - $442K
63.5K $2.63M
VO
Vanguard Mid Cap ETF

ETFs
1.49K
+ 112.5%
$261.5 - $284.63 $391K - $425K
2.82K $745K
VTWO
Vanguard Russell 2000 ETF

ETFs
4.3K
New
$87.42 - $98.06 $376K - $421K
4.3K $383K
MA
Mastercard Inc

Financial Services
374
+ 7.01%
$491.3 - $536.15 $184K - $201K
5.71K $3.01M
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.04%
$362.95 - $502.38 $726 - $1K
4.64K $2.08M
ETN
Eaton Corp PLC

Industrials
1.08K
+ 13.23%
$326.96 - $377.52 $351K - $406K
9.2K $3.05M
VTI
Vanguard Total Stock Market Et

ETFs
1.04K
+ 88.76%
$280.04 - $302.45 $292K - $315K
2.22K $642K
CSCO
Cisco Systems, Inc.

Technology
2.52K
+ 9.73%
$52.45 - $60.02 $132K - $151K
28.5K $1.69M
GOOG
Alphabet Inc.

Communication Services
735
+ 10.56%
$163.08 - $198.16 $120K - $146K
7.69K $1.46M
UAL
United Airlines Holdings, Inc.

Industrials
3K
New
$55.62 - $102.44 $167K - $308K
3K $291K
BAC
Bank Of America Corp

Financial Services
3.67K
+ 13.4%
$39.22 - $47.77 $144K - $175K
31K $1.36M
CDNS
Cadence Design Systems Inc

Technology
151
+ 1.97%
$249.1 - $324.54 $37.6K - $49K
7.8K $2.34M
AXON
Axon Enterprise, Inc.

Industrials
427
New
$399.22 - $689.78 $170K - $295K
427 $253K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
5.62K
New
$29.11 - $41.59 $164K - $234K
5.62K $208K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.06K
New
$99.2 - $108.47 $204K - $223K
2.06K $205K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.35K
New
$55.73 - $66.16 $187K - $222K
3.35K $202K
Activity Summary
Buys All Purchases 125 New Holdings 14 Increased Positions 111 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 3 Puts 1
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