Strategic Advisors LLC Sells in Q2 2025

Strategic Advisors LLC

  • $497 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.17K
- 1.58%
$172.42 - $223.89 $546K - $709K
197K $40.4M
GS
Goldman Sachs Group Inc

Financial Services
-9.38K
- 48.83%
$462.22 - $707.75 $4.34M - $6.64M
9.83K $6.96M
GOOGL
Alphabet Inc.

Communication Services
-28.2K
- 25.78%
$144.7 - $178.6 $4.09M - $5.04M
81.3K $14.3M
ABBV
Abb Vie Inc.

Healthcare
-2.31K
- 4.6%
$170.16 - $206.27 $394K - $477K
48K $8.91M
IP
International Paper CO

Consumer Cyclical
-21.5K
- 49.24%
$43.89 - $54.46 $944K - $1.17M
22.2K $1.04M
CSCO
Cisco Systems, Inc.

Technology
-20.2K
- 75.22%
$53.19 - $69.38 $1.07M - $1.4M
6.65K $461K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-557
- 3.6%
$483.48 - $539.8 $269K - $301K
14.9K $7.25M
VOE
Vanguard Mid Cap Value Index F

ETFs
-6.33K
- 67.35%
$141.87 - $164.49 $898K - $1.04M
3.07K $504K
VBR
Vanguard Small Cap Value ETF

ETFs
-4.62K
- 72.08%
$162.76 - $195.77 $751K - $903K
1.79K $348K
CVX
Chevron Corp

Energy
-916
- 4.04%
$133.73 - $168.51 $122K - $154K
21.8K $3.12M
WM
Waste Management Inc

Industrials
-2.26K
- 6.22%
$216.47 - $242.1 $489K - $547K
34.1K $7.8M
MRK
Merck & Co., Inc.

Healthcare
-4.39K
- 32.93%
$73.47 - $87.12 $323K - $383K
8.94K $707K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-336
- 9.64%
$390.26 - $489.06 $131K - $164K
3.15K $1.28M
XOM
Exxon Mobil Corp

Energy
-1.89K
- 8.27%
$99.93 - $119.04 $188K - $225K
20.9K $2.25M
HD
Home Depot, Inc.

Consumer Cyclical
-1.08K
- 2.39%
$335.24 - $380.78 $363K - $413K
44.3K $16.2M
UPS
United Parcel Service Inc

Industrials
-3.02K
- 40.95%
$91.92 - $110.2 $278K - $333K
4.36K $439K
APD
Air Products & Chemicals, Inc.

Basic Materials
-894
- 9.82%
$248.61 - $294.96 $222K - $264K
8.21K $2.32M
T
At&T Inc.

Communication Services
-10.3K
- 16.62%
$26.33 - $28.94 $271K - $297K
51.6K $1.49M
PRU
Prudential Financial Inc

Financial Services
-1.6K
- 15.32%
$95.12 - $112.71 $152K - $180K
8.82K $947K
IWM
Ishares Russell 2000 ETF

ETFs
-1.21K
- 41.4%
$174.82 - $215.79 $212K - $261K
1.71K $369K
MDT
Medtronic PLC

Healthcare
-2.05K
- 16.0%
$80.68 - $88.86 $165K - $182K
10.8K $938K
XLE
Energy Sector Spdr

ETFs
-1.15K
- 10.9%
$76.44 - $94.13 $87.9K - $108K
9.4K $797K
MET
Metlife Inc

Financial Services
-2.15K
- 5.86%
$68.42 - $82.49 $147K - $177K
34.5K $2.78M
SHEL
Shell PLC

Energy
-2K
- 30.77%
$59.75 - $73.05 $120K - $146K
4.5K $316K
QCOM
Qualcomm Inc

Technology
-1.21K
- 19.91%
$124.66 - $159.48 $150K - $192K
4.85K $773K
CDNS
Cadence Design Systems Inc

Technology
-1.87K
- 23.77%
$231.64 - $323.08 $433K - $604K
5.99K $1.85M
PSX
Phillips 66

Energy
-924
- 11.65%
$92.87 - $125.73 $85.8K - $116K
7.01K $835K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.53K
- 29.72%
$24.32 - $27.87 $110K - $126K
10.7K $283K
PFE
Pfizer Inc

Healthcare
-4.37K
- 18.76%
$21.59 - $24.84 $94.3K - $109K
18.9K $458K
TROW
Price T Rowe Group Inc

Financial Services
-1.35K
- 35.53%
$80.27 - $98.06 $108K - $132K
2.45K $236K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-232
- 19.02%
$468.22 - $566.51 $109K - $131K
988 $559K
MA
Mastercard Inc

Financial Services
-290
- 5.14%
$479.92 - $590.74 $139K - $171K
5.35K $3.01M
XLV
Select Sector Spdr Fund Health

ETFs
-261
- 5.95%
$128.77 - $144.3 $33.6K - $37.7K
4.13K $556K
CRM
Salesforce, Inc.

Technology
-401
- 3.9%
$236.26 - $291.15 $94.7K - $117K
9.87K $2.69M
EXC
Exelon Corp

Utilities
-602
- 5.0%
$42.2 - $47.37 $25.4K - $28.5K
11.4K $497K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.52K
- 2.45%
$38.18 - $45.52 $58.2K - $69.4K
60.6K $2.65M
PEP
Pepsico Inc

Consumer Defensive
-16
- 0.54%
$128.02 - $151.37 $2.05K - $2.42K
2.93K $387K
MMM
3 M CO

Industrials
-500
- 11.45%
$126.09 - $154.15 $63K - $77.1K
3.87K $588K
ELV
Elevance Health, Inc.

Healthcare
-44
- 5.87%
$372.27 - $452.69 $16.4K - $19.9K
705 $274K
NUE
Nucor Corp

Basic Materials
-750
- 14.29%
$103.22 - $131.43 $77.4K - $98.6K
4.5K $582K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-261
- 1.3%
$20.83 - $25.75 $5.44K - $6.72K
19.8K $465K
AXP
American Express CO

Financial Services
-996
- 18.44%
$231.39 - $318.98 $230K - $318K
4.41K $1.41M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-840
- 17.81%
$54.27 - $63.01 $45.6K - $52.9K
3.88K $242K
TTE
Total Energies Se

Energy
-412
- 11.18%
N/A
3.27K $224K
MO
Altria Group, Inc.

Consumer Defensive
-184
- 2.05%
$55.56 - $60.91 $10.2K - $11.2K
8.79K $515K
CMCSA
Comcast Corp

Communication Services
-365
- 5.15%
$32.84 - $36.72 $12K - $13.4K
6.72K $239K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-9
- 0.17%
$419.99 - $501.97 $3.78K - $4.52K
5.27K $2.55M
ENB
Enbridge Inc

Energy
-875
- 4.19%
$41.09 - $47.16 $36K - $41.3K
20K $907K
TRV
Travelers Companies, Inc.

Financial Services
-87
- 2.59%
$233.83 - $276.34 $20.3K - $24K
3.27K $875K
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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