Strategic Advisors LLC Incresed Positions in Q3 2024

Strategic Advisors LLC

  • $530 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
44.6K
+ 119.75%
$100.3 - $100.74 $4.48M - $4.5M
81.9K $8.25M
NVDA
Nvidia Corp

Technology
21.2K
+ 11.55%
$98.91 - $134.91 $2.09M - $2.86M
205K $24.8M
SMCI
Super Micro Computer, Inc.

Technology
5.61K
+ 1248.33%
$386.46 - $909.96 $2.17M - $5.1M
6.05K $2.52M
TSLA
Tesla, Inc.

Consumer Cyclical
1.83K
+ 10.26%
$191.76 - $263.26 $351K - $483K
19.7K $5.16M
CEG
Constellation Energy Corp

Utilities
4.71K
+ 343.04%
$167.08 - $262.86 $787K - $1.24M
6.08K $1.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
9.15K
+ 67.75%
$217.89 - $392.15 $1.99M - $3.59M
22.7K $6.35M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.1K
+ 25.42%
$60.84 - $67.51 $856K - $949K
69.4K $4.68M
ZS
Zscaler, Inc.

Technology
6.71K
+ 470.03%
$155.9 - $204.47 $1.05M - $1.37M
8.14K $1.39M
DUK
Duke Energy Corp

Utilities
6
+ 0.01%
$99.35 - $117.71 $596 - $706
66.3K $7.65M
IBM
International Business Machines Corp

Technology
65
+ 0.34%
$175.1 - $223.38 $11.4K - $14.5K
19.5K $4.3M
ASML
Asml Holding Nv

Technology
1.28K
+ 142.95%
$749.82 - $1098.95 $958K - $1.4M
2.17K $1.81M
ENB
Enbridge Inc

Energy
56
+ 0.04%
$35.27 - $41.18 $1.98K - $2.31K
143K $5.81M
D
Dominion Energy, Inc

Utilities
9
+ 0.01%
$48.01 - $58.53 $432 - $527
81.4K $4.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.11%
$405.19 - $478.57 $5.27K - $6.22K
12.4K $5.69M
MELI
Mercadolibre Inc

Consumer Cyclical
273
+ 122.97%
$1591.44 - $2140.1 $434K - $584K
495 $1.02M
SNPS
Synopsys Inc

Technology
1.55K
+ 84.64%
$463.97 - $621.3 $721K - $966K
3.39K $1.72M
NOW
Service Now, Inc.

Technology
41
+ 1.2%
$730.87 - $937.36 $30K - $38.4K
3.45K $3.08M
MDT
Medtronic PLC

Healthcare
215
+ 0.65%
$76.84 - $91.03 $16.5K - $19.6K
33.4K $3.01M
AVGO
Broadcom Inc.

Technology
3.75K
+ 2130.11%
$136.27 - $1745.86 $511K - $6.55M
3.93K $677K
APD
Air Products & Chemicals, Inc.

Basic Materials
53
+ 0.56%
$247.34 - $300.11 $13.1K - $15.9K
9.49K $2.83M
AMAT
Applied Materials Inc

Technology
2.05K
+ 201.47%
$174.88 - $254.97 $359K - $523K
3.07K $620K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.07K
+ 32.58%
$79.92 - $88.19 $246K - $271K
12.5K $1.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 18.73%
$178.94 - $207.0 $269K - $311K
9.54K $1.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.86K
+ 27.93%
$92.63 - $105.69 $265K - $302K
13.1K $1.36M
MET
Metlife Inc

Financial Services
22
+ 0.09%
$67.96 - $82.48 $1.5K - $1.81K
24.4K $2.02M
MA
Mastercard Inc

Financial Services
2
+ 0.04%
$429.6 - $500.99 $859 - $1K
5.34K $2.63M
AMD
Advanced Micro Devices Inc

Technology
1.47K
+ 13.92%
$128.67 - $183.96 $189K - $270K
12K $1.97M
PFE
Pfizer Inc

Healthcare
4.47K
+ 3.53%
$27.7 - $31.39 $124K - $140K
131K $3.8M
DIS
Walt Disney CO

Communication Services
3.83K
+ 9.46%
$85.6 - $98.61 $328K - $378K
44.3K $4.27M
LMT
Lockheed Martin Corp

Industrials
10
+ 0.5%
$460.3 - $584.56 $4.6K - $5.85K
2.01K $1.18M
IWM
Ishares Russell 2000 ETF

ETFs
720
+ 16.28%
$200.87 - $224.6 $145K - $162K
5.14K $1.14M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.07%
$213.3 - $270.78 $640 - $812
4.08K $1.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
262
+ 17.16%
$523.84 - $572.02 $137K - $150K
1.79K $1.02M
WMT
Walmart Inc.

Consumer Defensive
691
+ 6.34%
$66.91 - $81.4 $46.2K - $56.2K
11.6K $935K
ETN
Eaton Corp PLC

Industrials
59
+ 0.73%
$272.52 - $333.02 $16.1K - $19.6K
8.12K $2.69M
AXP
American Express CO

Financial Services
2
+ 0.05%
$225.92 - $271.17 $452 - $542
3.65K $990K
MS
Morgan Stanley

Financial Services
6
+ 0.04%
$92.07 - $106.96 $552 - $642
16.4K $1.71M
ORCL
Oracle Corp

Technology
2
+ 0.05%
$125.9 - $170.35 $252 - $341
3.74K $637K
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.79%
$245.82 - $304.51 $3.93K - $4.87K
2.05K $623K
DHR
Danaher Corp

Healthcare
2
+ 0.06%
$239.25 - $280.76 $479 - $562
3.47K $965K
VZ
Verizon Communications Inc

Communication Services
62
+ 0.25%
$38.89 - $45.0 $2.41K - $2.79K
25.1K $1.13M
LNG
Cheniere Energy, Inc.

Energy
134
+ 1.06%
$172.24 - $186.09 $23.1K - $24.9K
12.8K $2.3M
GE
General Electric CO

Industrials
58
+ 2.63%
$156.66 - $189.66 $9.09K - $11K
2.27K $427K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.22%
$896.19 - $1044.18 $896 - $1.04K
449 $466K
XLI
Industrial Sector Spdr

ETFs
98
+ 3.02%
$120.56 - $135.44 $11.8K - $13.3K
3.35K $453K
CB
Chubb LTD

Financial Services
53
+ 4.33%
$252.51 - $292.2 $13.4K - $15.5K
1.28K $368K
NFLX
Netflix Inc

Communication Services
36
+ 4.55%
$598.55 - $722.26 $21.5K - $26K
827 $586K
EXC
Exelon Corp

Utilities
4
+ 0.05%
$34.24 - $40.55 $137 - $162
8.41K $340K
TTD
Trade Desk, Inc.

Technology
2
+ 0.07%
$83.08 - $110.79 $166 - $222
2.87K $314K
Activity Summary
Buys All Purchases 85 New Holdings 14 Increased Positions 71 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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