Strategic Advisors LLC Purchases in Q4 2024

Strategic Advisors LLC

  • $545 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Wells Fargo CO New
32
+ 19.51%
N/A
196 $0
HEIA
Heico Crp Cl A
478
+ 9.95%
N/A
5.28K $0
Atlassian Corporation
895
New
N/A
895 $0
ICE
Intercontinental Exchange, Inc.

Financial Services
66
+ 5.14%
$148.29 - $166.93 $9.79K - $11K
1.35K $201K
CB
Chubb LTD

Financial Services
36
+ 2.82%
$271.57 - $301.89 $9.78K - $10.9K
1.31K $363K
JXN
Jackson Financial Inc.

Financial Services
468
+ 3.9%
$84.91 - $113.74 $39.7K - $53.2K
12.5K $1.09M
NKE
Nike, Inc.

Consumer Cyclical
469
+ 12.59%
$73.36 - $89.13 $34.4K - $41.8K
4.19K $317K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.53K
+ 4.1%
$90.42 - $94.5 $138K - $145K
38.9K $3.52M
CARR
Carrier Global Corp

Industrials
320
+ 9.98%
$66.69 - $82.65 $21.3K - $26.4K
3.53K $240K
MMM
3 M CO

Industrials
100
+ 1.73%
$124.74 - $137.12 $12.5K - $13.7K
5.87K $757K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
29
+ 0.09%
$11.91 - $14.14 $345 - $410
31.3K $383K
LLY
Eli Lilly & CO

Healthcare
146
+ 8.94%
$727.2 - $932.06 $106K - $136K
1.78K $1.37M
LOW
Lowes Companies Inc

Consumer Cyclical
51
+ 1.25%
$244.52 - $284.07 $12.5K - $14.5K
4.13K $1.02M
MRK
Merck & Co., Inc.

Healthcare
893
+ 6.71%
$96.31 - $114.76 $86K - $102K
14.2K $1.41M
PSX
Phillips 66

Energy
223
+ 2.84%
$110.35 - $138.93 $24.6K - $31K
8.07K $919K
KO
Coca Cola CO

Consumer Defensive
1.09K
+ 5.5%
$61.74 - $71.71 $67.2K - $78K
20.9K $1.3M
MELI
Mercadolibre Inc

Consumer Cyclical
5
+ 1.01%
$1666.0 - $2117.3 $8.33K - $10.6K
500 $850K
LMT
Lockheed Martin Corp

Industrials
45
+ 2.23%
$479.66 - $614.62 $21.6K - $27.7K
2.06K $1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.73K
+ 113.1%
$26.93 - $84.95 $208K - $657K
14.6K $398K
AEP
American Electric Power CO Inc

Utilities
560
+ 2.16%
$90.91 - $102.21 $50.9K - $57.2K
26.5K $2.45M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
25
+ 0.56%
$396.64 - $516.74 $9.92K - $12.9K
4.49K $1.81M
ASML
Asml Holding Nv

Technology
32
+ 1.47%
$658.43 - $872.27 $21.1K - $27.9K
2.2K $1.53M
DUK
Duke Energy Corp

Utilities
1.68K
+ 2.53%
$105.76 - $120.76 $178K - $203K
68K $7.33M
UNH
Unitedhealth Group Inc

Healthcare
212
+ 3.49%
$485.52 - $625.25 $103K - $133K
6.29K $3.18M
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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