Strategic Advisors LLC Incresed Positions in Q2 2025

Strategic Advisors LLC

  • $497 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.37K
+ 8.42%
$146.29 - $275.65 $200K - $378K
17.6K $4.86M
TTD
Trade Desk, Inc.

Technology
17.4K
+ 43.35%
$45.27 - $79.4 $786K - $1.38M
57.4K $4.13M
ETN
Eaton Corp PLC

Industrials
1K
+ 5.59%
$246.52 - $356.99 $248K - $358K
19K $6.77M
SHOP
Shopify Inc.

Technology
13.4K
+ 87.02%
$76.89 - $115.35 $1.03M - $1.54M
28.7K $3.31M
TSLA
Tesla, Inc.

Consumer Cyclical
548
+ 2.24%
$221.86 - $362.89 $122K - $199K
25.1K $7.96M
ISRG
Intuitive Surgical Inc

Healthcare
2.47K
+ 63.44%
$451.58 - $565.94 $1.12M - $1.4M
6.37K $3.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
446
+ 3.63%
$416.06 - $551.64 $186K - $246K
12.7K $7.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.81K
+ 3.25%
$58.41 - $72.69 $222K - $277K
121K $8.8M
NFLX
Netflix Inc

Communication Services
43
+ 1.98%
$855.86 - $1339.13 $36.8K - $57.6K
2.21K $2.96M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.92K
+ 23.39%
$141.37 - $228.57 $271K - $439K
10.1K $2.29M
VTI
Vanguard Total Stock Market Et

ETFs
1.68K
+ 29.31%
$243.75 - $303.93 $410K - $511K
7.42K $2.25M
SNPS
Synopsys Inc

Technology
406
+ 10.43%
$380.9 - $517.66 $155K - $210K
4.3K $2.2M
MS
Morgan Stanley

Financial Services
227
+ 1.29%
$99.83 - $140.86 $22.7K - $32K
17.9K $2.52M
ASML
Asml Holding Nv

Technology
5
+ 0.17%
$595.37 - $815.24 $2.98K - $4.08K
3.04K $2.43M
CAT
Caterpillar Inc

Industrials
165
+ 2.74%
$273.94 - $388.21 $45.2K - $64.1K
6.18K $2.4M
ORCL
Oracle Corp

Technology
37
+ 0.76%
$122.82 - $218.63 $4.54K - $8.09K
4.89K $1.07M
BX
Blackstone Inc.

Financial Services
1.98K
+ 41.99%
$120.07 - $151.11 $237K - $299K
6.69K $1M
PANW
Palo Alto Networks Inc

Technology
348
+ 5.88%
$152.44 - $204.64 $53K - $71.2K
6.27K $1.28M
CLBT
Cellebrite Di Ltd.

Technology
31.8K
+ 46.0%
$15.47 - $20.14 $492K - $641K
101K $1.62M
HON
Honeywell International Inc

Industrials
3
+ 0.03%
$182.86 - $232.88 $549 - $699
9.78K $2.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.5K
+ 48.68%
$51.14 - $57.0 $179K - $200K
10.7K $608K
DHR
Danaher Corp

Healthcare
1.2K
+ 12.92%
$174.64 - $205.16 $209K - $246K
10.5K $2.07M
WMT
Walmart Inc.

Consumer Defensive
561
+ 5.2%
$81.79 - $99.98 $45.9K - $56.1K
11.3K $1.11M
GE
General Electric CO

Industrials
30
+ 1.18%
$166.81 - $257.39 $5K - $7.72K
2.58K $663K
LLY
Eli Lilly & CO

Healthcare
250
+ 14.67%
$713.71 - $898.95 $178K - $225K
1.95K $1.52M
PM
Philip Morris International Inc.

Consumer Defensive
127
+ 3.86%
$149.23 - $184.95 $19K - $23.5K
3.42K $622K
MCK
Mckesson Corp

Healthcare
82
+ 13.71%
$652.83 - $732.78 $53.5K - $60.1K
680 $498K
XLI
Industrial Sector Spdr

ETFs
10
+ 0.27%
$116.42 - $147.52 $1.16K - $1.48K
3.69K $543K
JXN
Jackson Financial Inc.

Financial Services
2
+ 0.02%
$70.35 - $89.5 $141 - $179
12.2K $1.08M
ITW
Illinois Tool Works Inc

Industrials
71
+ 5.45%
$218.41 - $252.43 $15.5K - $17.9K
1.37K $339K
TJX
Tjx Companies Inc

Consumer Cyclical
43
+ 2.3%
$119.13 - $135.03 $5.12K - $5.81K
1.91K $236K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 0.06%
$109.83 - $131.67 $110 - $132
1.81K $229K
Amplify ETF Tr
993
+ 7.59%
N/A
14.1K $0
Arista Networks Inc
71
+ 0.31%
N/A
23.2K $0
Blackrock Inc
1.28K
+ 188.37%
N/A
1.96K $0
KO
Coca Cola CO

Consumer Defensive
209
+ 1.0%
$68.37 - $73.9 $14.3K - $15.4K
21.1K $1.49M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
33
+ 0.11%
$10.82 - $12.71 $357 - $419
31.4K $390K
EPD
Enterprise Products Partners L.P.

Energy
632
+ 6.33%
$28.95 - $34.22 $18.3K - $21.6K
10.6K $329K
CB
Chubb LTD

Financial Services
4
+ 0.3%
$274.32 - $302.46 $1.1K - $1.21K
1.32K $381K
ED
Consolidated Edison Inc

Utilities
89
+ 2.01%
$98.05 - $113.3 $8.73K - $10.1K
4.52K $453K
VZ
Verizon Communications Inc

Communication Services
561
+ 1.94%
$41.67 - $45.62 $23.4K - $25.6K
29.4K $1.27M
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.03%
$44.12 - $59.6 $88.2 - $119
6.39K $295K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 0.04%
$421.16 - $509.5 $842 - $1.02K
4.58K $2.04M
DUK
Duke Energy Corp

Utilities
221
+ 0.33%
$112.46 - $124.05 $24.9K - $27.4K
68.2K $8.05M
PG
Procter & Gamble CO

Consumer Defensive
297
+ 0.57%
$157.66 - $172.39 $46.8K - $51.2K
52.5K $8.36M
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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