Strategic Advisors LLC Reduced Holdings in Q1 2025

Strategic Advisors LLC

  • $510 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-362
- 5.75%
$461.52 - $548.18 $167K - $198K
5.93K $3.11M
XLV
Select Sector Spdr Fund Health

ETFs
-774
- 14.99%
$137.61 - $149.68 $107K - $116K
4.39K $634K
JXN
Jackson Financial Inc.

Financial Services
-264
- 2.12%
$79.36 - $97.88 $21K - $25.8K
12.2K $1.02M
ADBE
Adobe Inc.

Technology
-33
- 4.07%
$377.84 - $464.11 $12.5K - $15.3K
778 $298K
XLP
Consumer Staples Sector Spdr

ETFs
-733
- 8.48%
N/A
7.91K $601K
ENB
Enbridge Inc

Energy
-2.2K
- 9.53%
$41.54 - $45.45 $91.4K - $100K
20.9K $925K
CMCSA
Comcast Corp

Communication Services
-1.28K
- 15.29%
$33.19 - $38.23 $42.5K - $48.9K
7.09K $261K
IR
Ingersoll Rand Inc.

Industrials
-72
- 1.64%
$79.44 - $94.23 $5.72K - $6.78K
4.31K $344K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-100
- 5.0%
$103.02 - $140.69 $10.3K - $14.1K
1.9K $200K
PAVE
Global X Fds Us Infrastructure

ETFs
-541
- 4.89%
$37.31 - $43.82 $20.2K - $23.7K
10.5K $396K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-240
- 5.65%
$57.21 - $65.8 $13.7K - $15.8K
4.01K $233K
CSCO
Cisco Systems, Inc.

Technology
-1.63K
- 5.71%
$58.74 - $64.87 $95.6K - $106K
26.8K $1.66M
XLU
Utilities Sector Spdr

ETFs
-466
- 8.15%
$74.7 - $80.27 $34.8K - $37.4K
5.25K $409K
QCOM
Qualcomm Inc

Technology
-141
- 2.27%
$151.94 - $175.86 $21.4K - $24.8K
6.06K $931K
NUE
Nucor Corp

Basic Materials
-335
- 6.0%
$114.48 - $142.52 $38.4K - $47.7K
5.25K $631K
ELV
Elevance Health, Inc.

Healthcare
-184
- 19.72%
$365.9 - $436.25 $67.3K - $80.3K
749 $325K
SBUX
Starbucks Corp

Consumer Cyclical
-337
- 13.72%
$91.75 - $115.81 $30.9K - $39K
2.12K $207K
UNP
Union Pacific Corp

Industrials
-98
- 8.63%
$225.21 - $254.42 $22.1K - $24.9K
1.04K $245K
SPG
Simon Property Group Inc

Real Estate
-7
- 0.57%
$159.48 - $187.78 $1.12K - $1.31K
1.22K $201K
XLI
Industrial Sector Spdr

ETFs
-25
- 0.68%
$128.78 - $141.67 $3.22K - $3.54K
3.68K $478K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-32
- 0.64%
$65.27 - $71.18 $2.09K - $2.28K
4.95K $328K
JNJ
Johnson & Johnson

Healthcare
-236
- 14.11%
$142.06 - $167.7 $33.5K - $39.6K
1.44K $238K
Blackrock Inc
-632
- 48.21%
N/A
679 $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-225
- 5.2%
N/A
4.1K $0
HEIA
Heico Crp Cl A
-382
- 7.23%
N/A
4.9K $0
Ge Healthcare Technologies I
-305
- 1.56%
N/A
19.3K $0
Jacobs Solutions Inc
-54
- 0.36%
N/A
15K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-149
- 1.61%
$283.24 - $338.07 $42.2K - $50.4K
9.11K $2.69M
PM
Philip Morris International Inc.

Consumer Defensive
-1K
- 23.3%
$117.15 - $158.79 $117K - $159K
3.29K $522K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-46
- 0.45%
$9.19 - $12.93 $423 - $595
10.3K $114K
AZN
Astrazeneca PLC

Healthcare
-148
- 4.08%
$65.37 - $77.96 $9.67K - $11.5K
3.48K $255K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-584
- 2.82%
$23.24 - $26.16 $13.6K - $15.3K
20.1K $513K
CTVA
Corteva, Inc.

Basic Materials
-155
- 2.63%
$55.94 - $66.15 $8.67K - $10.3K
5.73K $360K
LLY
Eli Lilly & CO

Healthcare
-75
- 4.22%
$725.72 - $929.72 $54.4K - $69.7K
1.7K $1.41M
VZ
Verizon Communications Inc

Communication Services
-2.8K
- 8.83%
$37.81 - $46.49 $106K - $130K
28.9K $1.31M
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.14%
$279.74 - $321.29 $839 - $964
2.17K $679K
ED
Consolidated Edison Inc

Utilities
-479
- 9.76%
$88.0 - $110.59 $42.2K - $53K
4.43K $489K
T
At&T Inc.

Communication Services
-12.7K
- 17.02%
$21.56 - $28.28 $274K - $359K
61.8K $1.75M
PSX
Phillips 66

Energy
-143
- 1.77%
$113.93 - $131.55 $16.3K - $18.8K
7.93K $979K
MO
Altria Group, Inc.

Consumer Defensive
-77
- 0.85%
$50.81 - $60.02 $3.91K - $4.62K
8.97K $538K
SHEL
Shell PLC

Energy
-31
- 0.47%
$62.84 - $73.29 $1.95K - $2.27K
6.5K $476K
GE
General Electric CO

Industrials
-63
- 2.41%
$168.59 - $212.13 $10.6K - $13.4K
2.55K $509K
UL
Unilever PLC

Consumer Defensive
-1.26K
- 2.33%
$54.72 - $60.29 $69.1K - $76.1K
52.8K $3.15M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.31K
- 2.07%
$41.61 - $44.72 $54.6K - $58.6K
62.1K $2.71M
MA
Mastercard Inc

Financial Services
-67
- 1.17%
$504.67 - $576.31 $33.8K - $38.6K
5.64K $3.09M
CRWD
Crowd Strike Holdings, Inc.

Technology
-340
- 1.54%
$308.86 - $455.36 $105K - $155K
21.7K $7.66M
GILD
Gilead Sciences, Inc.

Healthcare
-949
- 8.47%
$89.14 - $117.41 $84.6K - $111K
10.3K $1.15M
LNG
Cheniere Energy, Inc.

Energy
-338
- 2.65%
$209.32 - $253.66 $70.8K - $85.7K
12.4K $2.88M
ZS
Zscaler, Inc.

Technology
-3
- 0.04%
$181.66 - $216.87 $545 - $651
8.24K $1.63M
Activity Summary
Buys All Purchases 63 New Holdings 9 Increased Positions 54 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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