Strategic Advisors LLC Portfolio Holdings

Strategic Advisors LLC

  • $510 Million
  • Q1 2025

Strategic Advisors LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $510 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44.5M, Microsoft Corp with a value of $25.4M, Schwab Strategic Tr Us Broad M with a value of $24.9M, Amazon Com Inc with a value of $24.6M, and Nvidia Corp with a value of $22.1M.

Examining the 13F form we can see an decrease of $34.3M in the current position value, from $545M to 510M.

Below you can find more details about Strategic Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $510 Million
Technology: $132 Million
ETFs: $97.8 Million
Financial Services: $65.3 Million
Consumer Cyclical: $54.4 Million
Industrials: $36.7 Million
Communication Services: $35.3 Million
Healthcare: $29.1 Million
Utilities: $23 Million
Other: $36.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$1.82 Million 0.36% of portfolio
5,399
Q1 2025 Reduced 8.48%
$23B
$1.86 Million 0.36% of portfolio
45,989
Q4 2021 New
$165B
$1.73 Million 0.34% of portfolio
3,485
Q1 2025 Reduced 4.81%
$200B
$1.75 Million 0.34% of portfolio
61,839
Q1 2025 Reduced 17.02%
$84.2B
$1.67 Million 0.33% of portfolio
3,893
Q1 2025 New
$284B
$1.66 Million 0.32% of portfolio
26,847
Q1 2025 Reduced 5.71%
$45.3B
$1.63 Million 0.32% of portfolio
8,240
Q1 2025 Reduced 0.04%
$0
$1.49 Million 0.29% of portfolio
126,438
Q3 2024 New
$136B
$1.47 Million 0.29% of portfolio
15,351
Q1 2025 Reduced 13.49%
$300B
$1.5 Million 0.29% of portfolio
20,884
Q4 2024 Added 5.5%
$748B
$1.41 Million 0.28% of portfolio
1,704
Q1 2025 Reduced 4.22%
$237B
$1.45 Million 0.28% of portfolio
5,401
Q1 2025 Added 0.84%
$1.2T
$1.36 Million 0.27% of portfolio
8,210
Q1 2025 New
$179B
$1.31 Million 0.26% of portfolio
28,881
Q1 2025 Reduced 8.83%
$2.91B
$1.34 Million 0.26% of portfolio
69,198
Q1 2025 Added 137.94%
$376B
$1.28 Million 0.25% of portfolio
30,655
Q1 2025 Reduced 1.21%
$39.7B
$1.16 Million 0.23% of portfolio
10,410
Q1 2025 Reduced 4.58%
$1.08T
$1.16 Million 0.23% of portfolio
7,448
Q1 2025 Reduced 3.17%
$212B
$1.2 Million 0.23% of portfolio
13,333
Q1 2025 Reduced 6.14%
$24.7B
$1.2 Million 0.23% of portfolio
7,729
Q1 2025 Added 1.09%
$118B
$1.15 Million 0.23% of portfolio
12,816
Q1 2025 Reduced 57.5%
$142B
$1.15 Million 0.22% of portfolio
10,251
Q1 2025 Reduced 8.47%
$139B
$1.08 Million 0.21% of portfolio
1,966
Q1 2025 Reduced 57.66%
$57.3B
$1.06 Million 0.21% of portfolio
2,016
Q1 2025 Added 372.13%
$61.7B
$1.01 Million 0.2% of portfolio
5,917
Q1 2025 Added 10.97%
$7.28B
$1.02 Million 0.2% of portfolio
12,204
Q1 2025 Reduced 2.12%
$125B
$981,000 0.19% of portfolio
503
Q1 2025 Added 0.6%
$62.8B
$979,000 0.19% of portfolio
7,929
Q1 2025 Reduced 1.77%
$263B
$946,000 0.19% of portfolio
10,779
Q1 2025 Reduced 13.61%
$140B
$940,000 0.18% of portfolio
4,033
Q1 2025 Reduced 2.35%
$88.7B
$925,000 0.18% of portfolio
20,890
Q1 2025 Reduced 9.53%
$179B
$931,000 0.18% of portfolio
6,061
Q1 2025 Reduced 2.27%
$121B
$918,000 0.18% of portfolio
2,056
Q1 2025 Reduced 0.15%
$23.5B
$871,000 0.17% of portfolio
21,270
Q1 2025 Reduced 2.3%
$59.8B
$888,000 0.17% of portfolio
3,359
Q1 2025 Added 2.53%
$74.5B
$811,000 0.16% of portfolio
7,377
Q1 2025 Reduced 12.43%
$61.6B
$689,000 0.14% of portfolio
11,193
Q1 2025 Reduced 77.72%
$59.9B
$703,000 0.14% of portfolio
17,100
Q4 2024 Added 9.62%
$636B
$678,000 0.13% of portfolio
4,851
Q1 2025 Added 2.02%
$216B
$679,000 0.13% of portfolio
2,174
Q1 2025 Reduced 0.14%
$86.2B
$641,000 0.13% of portfolio
4,366
Q1 2025 Reduced 25.57%
$113B
$658,000 0.13% of portfolio
4,711
Q1 2025 New
$143B
$590,000 0.12% of portfolio
23,293
Q1 2025 Reduced 30.46%
$35.9B
$631,000 0.12% of portfolio
5,249
Q1 2025 Reduced 6.0%
$12.7B
$597,000 0.12% of portfolio
3,454
Q1 2025 Added 116.42%
$215B
$537,000 0.11% of portfolio
4,061
Q1 2025 Added 0.4%
$42.9B
$555,000 0.11% of portfolio
12,051
Q1 2025 Added 0.02%
$103B
$538,000 0.11% of portfolio
8,969
Q1 2025 Reduced 0.85%
$35.4B
$489,000 0.1% of portfolio
4,430
Q1 2025 Reduced 9.76%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $510 Million
  • Prior Value $545 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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