Strategic Advisors LLC Incresed Positions in Q3 2025

Strategic Advisors LLC

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

Technology
6.03K
+ 3.06%
$202.38 - $256.87 $1.22M - $1.55M
203K $51.7M
MSFT
Microsoft Corp

Technology
6.57K
+ 10.18%
$491.09 - $535.64 $3.23M - $3.52M
71.2K $36.9M
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
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
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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.27K
+ 93.23%
$366.54 - $479.53 $1.57M - $2.05M
8.85K $3.47M
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
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
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
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
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
NOW
Service Now, Inc.

Technology
856
+ 18.56%
$850.86 - $1044.69 $728K - $894K
5.47K $5.03M
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
XOM
Exxon Mobil Corp

Energy
786
+ 3.76%
$105.83 - $117.22 $83.2K - $92.1K
21.7K $2.45M
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
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
Track This Portfolio

Track Strategic Advisors LLC Portfolio

Follow Strategic Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email