Strategic Advisors LLC Purchases in Q3 2025

Strategic Advisors LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
203K
New
$91.44 - $91.77 $18.6M - $18.6M
203K $18.6M
AAPL
Apple Inc.

Technology
6.03K
+ 3.06%
$202.38 - $256.87 $1.22M - $1.55M
203K $51.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
80.4K
New
$100.37 - $100.74 $8.07M - $8.1M
80.4K $8.1M
MSFT
Microsoft Corp

Technology
6.57K
+ 10.18%
$491.09 - $535.64 $3.23M - $3.52M
71.2K $36.9M
BOND
Pimco Active Bond Exchange Tra

ETFs
41.2K
New
$90.83 - $93.81 $3.74M - $3.87M
41.2K $3.85M
TSLA
Tesla, Inc.

Consumer Cyclical
163
+ 0.65%
$293.94 - $444.72 $47.9K - $72.5K
25.2K $11.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29.6K
+ 2.68%
$23.82 - $25.84 $704K - $764K
1.13M $29.2M
DE
Deere & CO

Industrials
5.07K
New
$457.26 - $524.37 $2.32M - $2.66M
5.07K $2.32M
ABBV
Abb Vie Inc.

Healthcare
257
+ 0.54%
$184.85 - $231.54 $47.5K - $59.5K
48.3K $11.2M
ASML
Asml Holding Nv

Technology
1.66K
+ 54.7%
$689.63 - $968.09 $1.14M - $1.61M
4.7K $4.55M
AVGO
Broadcom Inc.

Technology
2.52K
+ 14.29%
$264.74 - $369.57 $667K - $931K
20.2K $6.65M
ROK
Rockwell Automation, Inc

Industrials
5K
New
$328.67 - $358.52 $1.64M - $1.79M
5K $1.75M
MELI
Mercadolibre Inc

Consumer Cyclical
773
+ 156.16%
$2292.04 - $2514.05 $1.77M - $1.94M
1.27K $2.96M
SNPS
Synopsys Inc

Technology
3.28K
+ 76.27%
$387.78 - $645.35 $1.27M - $2.12M
7.58K $3.74M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
116K
New
$11.06 - $12.41 $1.29M - $1.45M
116K $1.45M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.27K
+ 93.23%
$366.54 - $479.53 $1.57M - $2.05M
8.85K $3.47M
AXON
Axon Enterprise, Inc.

Industrials
2.21K
+ 98.97%
$698.02 - $870.97 $1.54M - $1.92M
4.44K $3.19M
ISRG
Intuitive Surgical Inc

Healthcare
4.03K
+ 63.32%
$433.66 - $544.47 $1.75M - $2.19M
10.4K $4.65M
JPM
Jpmorgan Chase & CO

Financial Services
425
+ 1.11%
$282.78 - $316.06 $120K - $134K
38.7K $12.2M
CDNS
Cadence Design Systems Inc

Technology
2.38K
+ 39.74%
$309.46 - $373.37 $737K - $889K
8.37K $2.94M
KNSL
Kinsale Capital Group, Inc.

Financial Services
3.25K
+ 61.64%
$415.15 - $489.89 $1.35M - $1.59M
8.52K $3.62M
CLBT
Cellebrite Di Ltd.

Technology
42.9K
+ 42.47%
$13.52 - $18.97 $580K - $814K
144K $2.67M
ICE
Intercontinental Exchange, Inc.

Financial Services
6.28K
+ 459.62%
$167.28 - $188.45 $1.05M - $1.18M
7.65K $1.29M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.98K
+ 20.11%
$225.11 - $247.9 $671K - $739K
17.8K $4.4M
LOW
Lowes Companies Inc

Consumer Cyclical
4.04K
New
$215.01 - $273.02 $869K - $1.1M
4.04K $1.02M
VBR
Vanguard Small Cap Value ETF

ETFs
4.56K
+ 254.81%
$195.41 - $212.37 $890K - $968K
6.34K $1.32M
SHOP
Shopify Inc.

Technology
76
+ 0.26%
$112.11 - $157.12 $8.52K - $11.9K
28.8K $4.28M
TTD
Trade Desk, Inc.

Technology
46.2K
+ 80.44%
$43.93 - $89.76 $2.03M - $4.15M
104K $5.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
12.7K
+ 216.43%
$66.38 - $71.68 $844K - $911K
18.6K $1.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.32K
+ 13.04%
$224.68 - $282.71 $297K - $373K
11.5K $3.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.43K
New
$339.37 - $366.46 $824K - $889K
2.43K $887K
VIG
Vanguard Dividend Appreciation

ETFs
4.41K
+ 269.09%
N/A
6.05K $1.1M
VTI
Vanguard Total Stock Market Et

ETFs
1.78K
+ 24.02%
$303.93 - $329.86 $541K - $587K
9.2K $3.02M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.94K
+ 128.32%
$164.63 - $174.58 $648K - $687K
7.01K $1.22M
MANH
Manhattan Associates Inc

Technology
3.45K
New
$196.16 - $227.94 $676K - $786K
3.45K $706K
AMZN
Amazon Com Inc

Consumer Cyclical
3.01K
+ 2.49%
$211.65 - $238.24 $638K - $718K
124K $27.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
84
+ 0.66%
$546.99 - $602.2 $45.9K - $50.6K
12.8K $7.7M
MCD
Mcdonalds Corp

Consumer Cyclical
2.19K
New
$291.67 - $316.99 $638K - $694K
2.19K $665K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.54K
+ 276.95%
$132.9 - $142.03 $604K - $645K
6.18K $871K
CAT
Caterpillar Inc

Industrials
73
+ 1.18%
$390.92 - $477.15 $28.5K - $34.8K
6.25K $2.98M
ETN
Eaton Corp PLC

Industrials
660
+ 3.48%
$342.99 - $392.76 $226K - $259K
19.6K $7.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
539
+ 3.61%
$459.11 - $506.91 $247K - $273K
15.5K $7.78M
PH
Parker Hannifin Corp

Industrials
145
+ 2.48%
$697.13 - $769.67 $101K - $112K
5.98K $4.54M
AXP
American Express CO

Financial Services
1.02K
+ 23.18%
$294.27 - $342.31 $300K - $349K
5.43K $1.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.27K
+ 58.64%
$55.61 - $57.37 $349K - $360K
17K $969K
MS
Morgan Stanley

Financial Services
33
+ 0.18%
$139.09 - $161.16 $4.59K - $5.32K
17.9K $2.85M
CVX
Chevron Corp

Energy
236
+ 1.08%
$145.57 - $161.83 $34.4K - $38.2K
22K $3.42M
PLTR
Palantir Technologies Inc.

Technology
1.64K
New
$130.68 - $186.97 $214K - $306K
1.64K $298K
NOW
Service Now, Inc.

Technology
856
+ 18.56%
$850.86 - $1044.69 $728K - $894K
5.47K $5.03M
Activity Summary
Buys All Purchases 103 New Holdings 13 Increased Positions 90 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 1 Puts 0
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