Strategic Advisors LLC Incresed Positions in Q4 2024

Strategic Advisors LLC

  • $545 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
6.56K
+ 26.13%
$39.6 - $45.21 $260K - $297K
31.7K $1.27M
GILD
Gilead Sciences, Inc.

Healthcare
500
+ 4.67%
$83.95 - $97.9 $42K - $49K
11.2K $1.03M
CAT
Caterpillar Inc

Industrials
730
+ 14.62%
$360.37 - $416.88 $263K - $304K
5.72K $2.08M
CFG
Citizens Financial Group Inc

Financial Services
1.57K
+ 7.77%
$39.92 - $48.46 $62.7K - $76.1K
21.8K $952K
TECK
Teck Resources LTD

Basic Materials
11.1K
+ 38.68%
$39.99 - $52.38 $446K - $584K
40K $1.62M
EXC
Exelon Corp

Utilities
3.64K
+ 43.29%
$36.22 - $40.97 $132K - $149K
12K $453K
CTVA
Corteva, Inc.

Basic Materials
1.87K
+ 46.35%
$55.21 - $64.13 $103K - $120K
5.89K $335K
TROW
Price T Rowe Group Inc

Financial Services
750
+ 22.39%
$106.48 - $124.69 $79.9K - $93.5K
4.1K $463K
ZS
Zscaler, Inc.

Technology
103
+ 1.27%
$166.99 - $211.99 $17.2K - $21.8K
8.24K $1.49M
QCOM
Qualcomm Inc

Technology
1.1K
+ 21.66%
$150.4 - $178.04 $166K - $197K
6.2K $952K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.65K
+ 76.35%
$72.97 - $96.75 $121K - $160K
3.82K $283K
PTC
Ptc Inc.

Technology
284
+ 3.86%
$175.97 - $201.89 $50K - $57.3K
7.65K $1.41M
TFC
Truist Financial Corp

Financial Services
1.5K
+ 9.62%
$41.51 - $48.1 $62.3K - $72.2K
17.1K $741K
XLE
Energy Sector Spdr

ETFs
1.1K
+ 11.63%
$83.32 - $97.27 $91.5K - $107K
10.5K $903K
TRV
Travelers Companies, Inc.

Financial Services
218
+ 7.13%
$225.97 - $266.66 $49.3K - $58.1K
3.28K $789K
VGT
Vanguard Information Technolog

ETFs
64
+ 7.65%
$571.78 - $647.97 $36.6K - $41.5K
901 $560K
MO
Altria Group, Inc.

Consumer Defensive
1.12K
+ 14.13%
$49.06 - $57.74 $54.9K - $64.7K
9.05K $473K
IWM
Ishares Russell 2000 ETF

ETFs
216
+ 4.2%
$216.13 - $242.4 $46.7K - $52.4K
5.36K $1.18M
TTD
Trade Desk, Inc.

Technology
184
+ 6.41%
$108.7 - $139.51 $20K - $25.7K
3.06K $359K
SO
Southern CO

Utilities
855
+ 23.35%
$81.5 - $94.15 $69.7K - $80.5K
4.52K $371K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.06%
$194.8 - $239.43 $195 - $239
1.62K $363K
VOE
Vanguard Mid Cap Value Index F

ETFs
283
+ 16.06%
$160.89 - $176.18 $45.5K - $49.9K
2.05K $330K
XLI
Industrial Sector Spdr

ETFs
352
+ 10.51%
$131.76 - $143.99 $46.4K - $50.7K
3.7K $487K
RTX
Raytheon Technologies Corp

Industrials
409
+ 11.25%
$114.45 - $127.21 $46.8K - $52K
4.05K $468K
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 1.6%
$471.27 - $550.62 $4.71K - $5.51K
634 $330K
PM
Philip Morris International Inc.

Consumer Defensive
200
+ 4.89%
$118.38 - $133.06 $23.7K - $26.6K
4.29K $516K
KNSL
Kinsale Capital Group, Inc.

Financial Services
40
+ 0.77%
$424.05 - $524.22 $17K - $21K
5.25K $2.44M
GWW
W.W. Grainger, Inc.

Industrials
6
+ 1.34%
$1023.06 - $1220.93 $6.14K - $7.33K
455 $479K
TJX
Tjx Companies Inc

Consumer Cyclical
65
+ 3.74%
$112.15 - $127.2 $7.29K - $8.27K
1.8K $217K
ITW
Illinois Tool Works Inc

Industrials
87
+ 7.2%
$253.56 - $278.5 $22.1K - $24.2K
1.3K $328K
NUE
Nucor Corp

Basic Materials
1.33K
+ 31.23%
$115.78 - $167.74 $154K - $223K
5.58K $651K
GE
General Electric CO

Industrials
344
+ 15.17%
$159.95 - $194.23 $55K - $66.8K
2.61K $435K
MCD
Mcdonalds Corp

Consumer Cyclical
128
+ 6.25%
$288.47 - $316.54 $36.9K - $40.5K
2.18K $631K
PG
Procter & Gamble CO

Consumer Defensive
1.82K
+ 3.36%
$161.05 - $179.7 $293K - $327K
55.9K $9.37M
FENY
Fidelity Covington Tr Msci Ene

ETFs
231
+ 1.13%
$23.14 - $26.91 $5.35K - $6.22K
20.7K $492K
HEIA
Heico Crp Cl A
478
+ 9.95%
N/A
5.28K $0
Amentum Holdings Inc
30.6K
+ 201.78%
N/A
45.7K $0
Wells Fargo CO New
32
+ 19.51%
N/A
196 $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
CARR
Carrier Global Corp

Industrials
320
+ 9.98%
$66.69 - $82.65 $21.3K - $26.4K
3.53K $240K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.53K
+ 4.1%
$90.42 - $94.5 $138K - $145K
38.9K $3.52M
MMM
3 M CO

Industrials
100
+ 1.73%
$124.74 - $137.12 $12.5K - $13.7K
5.87K $757K
AZN
Astrazeneca PLC

Healthcare
104
+ 2.95%
$63.2 - $79.58 $6.57K - $8.28K
3.63K $237K
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
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
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