Strategic Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $497 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.4M, Microsoft Corp with a value of $32.1M, Nvidia Corp with a value of $31.6M, Amazon Com Inc with a value of $26.5M, and Schwab Strategic Tr Us Broad M with a value of $26.3M.
Examining the 13F form we can see an decrease of $13.3M in the current position value, from $510M to 497M.
Below you can find more details about Strategic Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$497 Million
Technology: $155 Million
ETFs: $72.5 Million
Financial Services: $58.5 Million
Consumer Cyclical: $54.3 Million
Industrials: $40.7 Million
Communication Services: $34.6 Million
Healthcare: $23.4 Million
Utilities: $23.2 Million
Other: $34.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
