Strategic Advisors LLC Reduced Holdings in Q3 2024

Strategic Advisors LLC

  • $530 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IR
Ingersoll Rand Inc.

Industrials
-20
- 0.45%
$86.9 - $100.4 $1.74K - $2.01K
4.38K $430K
NKE
Nike, Inc.

Consumer Cyclical
-84
- 2.21%
$71.09 - $89.44 $5.97K - $7.51K
3.72K $329K
CARR
Carrier Global Corp

Industrials
-35
- 1.08%
$61.9 - $80.88 $2.17K - $2.83K
3.21K $258K
JNJ
Johnson & Johnson

Healthcare
-12
- 0.33%
$145.48 - $167.38 $1.75K - $2.01K
3.58K $579K
AMGN
Amgen Inc

Healthcare
-15
- 0.22%
$309.38 - $337.38 $4.64K - $5.06K
6.83K $2.2M
COST
Costco Wholesale Corp

Consumer Defensive
-115
- 2.55%
$801.83 - $917.05 $92.2K - $105K
4.39K $3.9M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-852
- 2.65%
$11.57 - $14.32 $9.86K - $12.2K
31.3K $444K
RTX
Raytheon Technologies Corp

Industrials
-51
- 1.38%
$99.55 - $123.34 $5.08K - $6.29K
3.64K $440K
TRV
Travelers Companies, Inc.

Financial Services
-9
- 0.29%
$201.87 - $242.35 $1.82K - $2.18K
3.06K $715K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-1K
- 1.25%
$17.09 - $20.23 $17.1K - $20.2K
79.3K $1.51M
IP
International Paper CO

Consumer Cyclical
-3.3K
- 6.41%
$42.55 - $49.98 $140K - $165K
48.2K $2.35M
UNP
Union Pacific Corp

Industrials
-29
- 0.41%
$221.78 - $256.09 $6.43K - $7.43K
7.06K $1.74M
KO
Coca Cola CO

Consumer Defensive
-257
- 1.28%
$62.69 - $73.01 $16.1K - $18.8K
19.8K $1.42M
CAT
Caterpillar Inc

Industrials
-384
- 7.14%
$316.8 - $391.12 $122K - $150K
4.99K $1.95M
JPM
Jpmorgan Chase & CO

Financial Services
-880
- 2.15%
$194.9 - $224.8 $172K - $198K
40.1K $8.46M
T
At&T Inc.

Communication Services
-6.8K
- 4.5%
$18.21 - $22.28 $124K - $152K
144K $3.18M
UNH
Unitedhealth Group Inc

Healthcare
-162
- 2.6%
$488.01 - $604.18 $79.1K - $97.9K
6.08K $3.55M
V
Visa Inc.

Financial Services
-52
- 0.15%
$253.74 - $291.56 $13.2K - $15.2K
34.2K $9.42M
CRM
Salesforce, Inc.

Technology
-2
- 0.01%
$238.42 - $276.53 $477 - $553
25.3K $6.93M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-12.1K
- 3.43%
$59.93 - $66.52 $725K - $805K
341K $22.7M
ABBV
Abb Vie Inc.

Healthcare
-4.78K
- 8.1%
$163.84 - $199.33 $784K - $954K
54.3K $10.7M
GS
Goldman Sachs Group Inc

Financial Services
-161
- 0.91%
$459.02 - $510.25 $73.9K - $82.2K
17.4K $8.63M
PH
Parker Hannifin Corp

Industrials
-223
- 3.33%
$501.01 - $635.92 $112K - $142K
6.47K $4.09M
HD
Home Depot, Inc.

Consumer Cyclical
-1.57K
- 4.03%
$333.64 - $405.2 $523K - $636K
37.4K $15.2M
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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