Strategic Advisors LLC Purchases in Q3 2025

Strategic Advisors LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XPEV
Xpeng Inc.

Consumer Cyclical
1.4K
+ 3.16%
$17.4 - $24.33 $24.3K - $34K
45.7K $1.07M
DHR
Danaher Corp

Healthcare
1.35K
+ 12.93%
$181.46 - $212.2 $246K - $287K
11.8K $2.34M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.15K
+ 96.46%
$53.81 - $57.52 $223K - $239K
8.45K $485K
AEP
American Electric Power CO Inc

Utilities
87
+ 0.33%
$103.26 - $115.0 $8.98K - $10K
26.6K $2.99M
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 19.2%
$167.06 - $208.19 $201K - $250K
7.47K $1.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
110
+ 3.77%
$617.65 - $666.84 $67.9K - $73.4K
3.03K $2.02M
WM
Waste Management Inc

Industrials
2.18K
+ 6.38%
$213.88 - $237.1 $465K - $516K
36.2K $8M
MA
Mastercard Inc

Financial Services
294
+ 5.49%
$550.18 - $598.96 $162K - $176K
5.65K $3.21M
BAC
Bank Of America Corp

Financial Services
1.52K
+ 5.22%
$44.92 - $52.42 $68.4K - $79.8K
30.7K $1.58M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.71K
New
$49.43 - $54.52 $183K - $202K
3.71K $200K
BX
Blackstone Inc.

Financial Services
73
+ 1.09%
$152.77 - $188.68 $11.2K - $13.8K
6.76K $1.16M
MMM
3 M CO

Industrials
850
+ 21.99%
$144.41 - $160.2 $123K - $136K
4.72K $731K
MET
Metlife Inc

Financial Services
772
+ 2.24%
$73.82 - $82.37 $57K - $63.6K
35.3K $2.91M
RTX
Raytheon Technologies Corp

Industrials
264
+ 6.7%
$144.19 - $167.33 $38.1K - $44.2K
4.21K $703K
PRU
Prudential Financial Inc

Financial Services
1.5K
+ 17.02%
$100.68 - $109.89 $151K - $165K
10.3K $1.07M
PSX
Phillips 66

Energy
4
+ 0.06%
$118.37 - $139.46 $473 - $558
7.01K $953K
XLE
Energy Sector Spdr

ETFs
818
+ 8.7%
$84.25 - $91.99 $68.9K - $75.2K
10.2K $913K
SHEL
Shell PLC

Energy
1.5K
+ 33.33%
$69.82 - $73.93 $105K - $111K
6K $429K
ENB
Enbridge Inc

Energy
100
+ 0.5%
$43.79 - $50.46 $4.38K - $5.05K
20.1K $1.02M
NUE
Nucor Corp

Basic Materials
550
+ 12.22%
$133.3 - $150.33 $73.3K - $82.7K
5.05K $683K
TROW
Price T Rowe Group Inc

Financial Services
750
+ 30.61%
$98.67 - $111.52 $74K - $83.6K
3.2K $328K
AMD
Advanced Micro Devices Inc

Technology
100
+ 4.21%
$134.8 - $184.42 $13.5K - $18.4K
2.48K $400K
TJX
Tjx Companies Inc

Consumer Cyclical
13
+ 0.68%
$121.35 - $144.54 $1.58K - $1.88K
1.93K $278K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
287
+ 13.93%
$101.12 - $106.18 $29K - $30.5K
2.35K $241K
VEEV
Veeva Systems Inc

Healthcare
20
+ 0.99%
$269.2 - $297.91 $5.38K - $5.96K
2.04K $608K
AZN
Astrazeneca PLC

Healthcare
1
+ 0.03%
$68.72 - $82.11 $68.7 - $82.1
3.48K $267K
VZ
Verizon Communications Inc

Communication Services
64
+ 0.22%
$40.84 - $45.06 $2.61K - $2.88K
29.5K $1.3M
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.51%
$252.31 - $269.41 $1.77K - $1.89K
1.38K $359K
EXC
Exelon Corp

Utilities
4
+ 0.03%
$42.73 - $45.54 $171 - $182
11.5K $515K
CTVA
Corteva, Inc.

Basic Materials
682
+ 13.97%
$67.08 - $77.12 $45.7K - $52.6K
5.57K $376K
IBM
International Business Machines Corp

Technology
408
+ 4.87%
$234.77 - $292.47 $95.8K - $119K
8.79K $2.48M
SO
Southern CO

Utilities
2
+ 0.07%
$90.83 - $96.0 $182 - $192
2.82K $267K
ADI
Analog Devices Inc

Technology
4
+ 0.44%
$220.68 - $255.63 $883 - $1.02K
910 $223K
EPD
Enterprise Products Partners L.P.

Energy
36
+ 0.34%
$30.74 - $32.14 $1.11K - $1.16K
10.7K $333K
Ge Vernova Inc
2
+ 0.34%
N/A
594 $0
Jacobs Solutions Inc
527
+ 3.6%
N/A
15.2K $0
Amplify ETF Tr
1.03K
+ 7.29%
N/A
15.1K $0
Blackrock Inc
85
+ 4.34%
N/A
2.04K $0
Labcorp Holdings Inc
242
+ 11.22%
N/A
2.4K $0
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.06%
$66.2 - $71.79 $265 - $287
6.66K $455K
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.03%
$43.31 - $48.98 $86.6 - $98
6.39K $288K
CMCSA
Comcast Corp

Communication Services
8
+ 0.12%
$31.41 - $36.33 $251 - $291
6.73K $211K
CARR
Carrier Global Corp

Industrials
259
+ 7.96%
$58.75 - $80.73 $15.2K - $20.9K
3.51K $209K
LNG
Cheniere Energy, Inc.

Energy
279
+ 2.34%
$222.68 - $244.28 $62.1K - $68.2K
12.2K $2.87M
UL
Unilever PLC

Consumer Defensive
700
+ 1.32%
$58.43 - $65.01 $40.9K - $45.5K
53.5K $3.17M
V
Visa Inc.

Financial Services
1.03K
+ 3.17%
$332.09 - $358.86 $343K - $370K
33.6K $11.5M
KO
Coca Cola CO

Consumer Defensive
11
+ 0.05%
$65.67 - $71.67 $722 - $788
21.1K $1.4M
ZS
Zscaler, Inc.

Technology
12
+ 0.15%
$267.68 - $316.5 $3.21K - $3.8K
8.25K $2.47M
COST
Costco Wholesale Corp

Consumer Defensive
167
+ 3.86%
$915.95 - $994.57 $153K - $166K
4.5K $4.16M
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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