Strategic Advisors LLC Reduced Holdings in Q3 2025

Strategic Advisors LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
-8.63K
- 13.79%
$128.6 - $149.63 $1.11M - $1.29M
53.9K $7.08M
CRWD
Crowd Strike Holdings, Inc.

Technology
-70
- 0.34%
$412.46 - $514.1 $28.9K - $36K
20.7K $10.1M
NFLX
Netflix Inc

Communication Services
-25
- 1.13%
$1147.87 - $1297.18 $28.7K - $32.4K
2.19K $2.62M
META
Meta Platforms, Inc.

Communication Services
-371
- 2.51%
$695.21 - $791.73 $258K - $294K
14.4K $10.6M
DIS
Walt Disney CO

Communication Services
-93
- 0.54%
$112.25 - $124.0 $10.4K - $11.5K
17.2K $1.96M
PM
Philip Morris International Inc.

Consumer Defensive
-300
- 8.77%
$157.77 - $183.27 $47.3K - $55K
3.12K $505K
UPS
United Parcel Service Inc

Industrials
-260
- 5.97%
$82.58 - $105.54 $21.5K - $27.4K
4.1K $342K
APD
Air Products & Chemicals, Inc.

Basic Materials
-70
- 0.85%
$265.78 - $299.3 $18.6K - $21K
8.14K $2.22M
XLI
Industrial Sector Spdr

ETFs
-623
- 16.91%
$147.94 - $154.99 $92.2K - $96.6K
3.06K $472K
MCK
Mckesson Corp

Healthcare
-121
- 17.79%
$659.01 - $772.54 $79.7K - $93.5K
559 $431K
GWW
W.W. Grainger, Inc.

Industrials
-14
- 3.06%
$932.44 - $1059.49 $13.1K - $14.8K
443 $422K
ELV
Elevance Health, Inc.

Healthcare
-8
- 1.13%
$274.66 - $395.76 $2.2K - $3.17K
697 $225K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-2.65K
- 13.38%
$23.27 - $25.46 $61.7K - $67.5K
17.2K $424K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-2.65K
- 8.44%
$12.09 - $12.69 $32K - $33.6K
28.8K $358K
XLV
Select Sector Spdr Fund Health

ETFs
-339
- 8.21%
$129.01 - $139.72 $43.7K - $47.4K
3.79K $527K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.15K
- 10.77%
$26.38 - $27.95 $30.4K - $32.3K
9.56K $260K
CB
Chubb LTD

Financial Services
-35
- 2.66%
$265.99 - $289.59 $9.31K - $10.1K
1.28K $362K
XLP
Consumer Staples Sector Spdr

ETFs
-137
- 1.75%
N/A
7.71K $586K
VO
Vanguard Mid Cap ETF

ETFs
-153
- 5.45%
$279.83 - $293.74 $42.8K - $44.9K
2.65K $779K
PEP
Pepsico Inc

Consumer Defensive
-218
- 7.43%
$133.81 - $152.16 $29.2K - $33.2K
2.72K $381K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-138
- 9.32%
$139.82 - $155.45 $19.3K - $21.5K
1.34K $208K
HEIA
Heico Crp Cl A
-421
- 8.59%
N/A
4.48K $0
Arista Networks Inc
-7.38K
- 31.83%
N/A
15.8K $0
Ge Healthcare Technologies I
-307
- 1.72%
N/A
17.5K $0
AMAT
Applied Materials Inc

Technology
-117
- 10.37%
$156.25 - $204.95 $18.3K - $24K
1.01K $206K
MRK
Merck & Co., Inc.

Healthcare
-492
- 5.5%
$77.6 - $87.37 $38.2K - $43K
8.45K $709K
WMB
Williams Companies, Inc.

Energy
-1
- 0.03%
$56.52 - $64.01 $56.5 - $64
3.29K $208K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-46
- 4.66%
$567.09 - $607.37 $26.1K - $27.9K
942 $561K
XLF
Financial Sector Spdr

ETFs
-147
- 1.65%
$51.37 - $54.25 $7.55K - $7.97K
8.77K $472K
IWR
Ishares Russell Mid Cap ETF

ETFs
-768
- 4.27%
$92.26 - $97.51 $70.9K - $74.9K
17.2K $1.66M
CEG
Constellation Energy Corp

Utilities
-124
- 1.38%
$298.82 - $354.89 $37.1K - $44K
8.87K $2.92M
MO
Altria Group, Inc.

Consumer Defensive
-702
- 7.99%
$57.75 - $67.68 $40.5K - $47.5K
8.08K $533K
WMT
Walmart Inc.

Consumer Defensive
-305
- 2.69%
$94.4 - $104.27 $28.8K - $31.8K
11K $1.14M
QCOM
Qualcomm Inc

Technology
-16
- 0.33%
$145.84 - $173.55 $2.33K - $2.78K
4.84K $804K
TRV
Travelers Companies, Inc.

Financial Services
-10
- 0.31%
$250.62 - $279.43 $2.51K - $2.79K
3.26K $910K
TFC
Truist Financial Corp

Financial Services
-110
- 0.67%
$42.83 - $47.07 $4.71K - $5.18K
16.3K $746K
AVUV
American Centy ETF Tr Avantis

ETFs
-498
- 4.44%
$90.37 - $102.12 $45K - $50.9K
10.7K $1.07M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.44K
- 4.03%
$43.65 - $46.42 $107K - $113K
58.2K $2.7M
LMT
Lockheed Martin Corp

Industrials
-41
- 2.04%
$410.74 - $499.21 $16.8K - $20.5K
1.97K $981K
BK
Bank Of New York Mellon Corp

Financial Services
-57
- 1.28%
$90.65 - $109.75 $5.17K - $6.26K
4.39K $478K
MDT
Medtronic PLC

Healthcare
-22
- 0.2%
$87.67 - $95.74 $1.93K - $2.11K
10.7K $1.02M
GE
General Electric CO

Industrials
-7
- 0.27%
$244.75 - $305.63 $1.71K - $2.14K
2.57K $773K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-7.14K
- 5.9%
$72.65 - $78.68 $519K - $562K
114K $8.93M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-256
- 8.13%
$404.94 - $499.99 $104K - $128K
2.89K $1.4M
JXN
Jackson Financial Inc.

Financial Services
-206
- 1.69%
$84.06 - $103.8 $17.3K - $21.4K
12K $1.21M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.16K
- 2.83%
$28.92 - $32.19 $62.3K - $69.4K
73.9K $2.36M
PTC
Ptc Inc.

Technology
-4
- 0.05%
$173.07 - $216.53 $692 - $866
7.38K $1.5M
ORCL
Oracle Corp

Technology
-126
- 2.58%
$218.96 - $328.33 $27.6K - $41.4K
4.76K $1.34M
XLK
Technology Sector Spdr

ETFs
-81
- 0.58%
$250.97 - $282.66 $20.3K - $22.9K
13.8K $3.9M
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
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