Strategic Advisors LLC Portfolio Holdings
Strategic Advisors LLC
- $545 Million
- Q4 2024
Strategic Advisors LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $545 Million distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $52.6M, Amazon Com Inc with a value of $29.3M, Microsoft Corp with a value of $28.5M, Nvidia Corp with a value of $27.4M, and Schwab Strategic Tr Us Broad M with a value of $23.7M.
Examining the 13F form we can see an increase of $15M in the current position value, from $530M to 545M.
Below you can find more details about Strategic Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$545 Million
Technology: $155 Million
ETFs: $97.7 Million
Consumer Cyclical: $64.8 Million
Financial Services: $63.1 Million
Communication Services: $40.9 Million
Industrials: $35.5 Million
Healthcare: $27.5 Million
Consumer Defensive: $21.3 Million
Other: $39.1 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 197
- Current Value $545 Million
- Prior Value $530 Million
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks