Strategic Advisors LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $530 Million distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.6M, Microsoft Corp with a value of $27.2M, Nvidia Corp with a value of $24.8M, Amazon Com Inc with a value of $23.1M, and Schwab Strategic Tr Us Broad M with a value of $22.7M.
Examining the 13F form we can see an increase of $20.8M in the current position value, from $509M to 530M.
Below you can find more details about Strategic Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$530 Million
Technology: $141 Million
ETFs: $89 Million
Consumer Cyclical: $55.5 Million
Financial Services: $53.9 Million
Healthcare: $40.1 Million
Communication Services: $38.3 Million
Industrials: $35.6 Million
Utilities: $26.1 Million
Other: $49.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
