Strategic Advisors LLC Portfolio Holdings

Strategic Advisors LLC

  • $609 Million
  • Q3 2025

Strategic Advisors LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $609 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.7M, Microsoft Corp with a value of $36.9M, Nvidia Corp with a value of $36.5M, Schwab Strategic Tr Us Broad M with a value of $29.2M, and Amazon Com Inc with a value of $27.2M.

Examining the 13F form we can see an increase of $112M in the current position value, from $497M to 609M.

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

Portfolio value $609 Million
Technology: $188 Million
ETFs: $114 Million
Financial Services: $68.5 Million
Consumer Cyclical: $63.1 Million
Industrials: $46.7 Million
Communication Services: $39.1 Million
Healthcare: $30.4 Million
Utilities: $24.6 Million
Other: $34.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.94B
$3.62 Million 0.59% of portfolio
8,515
Q3 2025 Added 61.64%
$3.5B
$2.67 Million 0.44% of portfolio
143,930
Q3 2025 Added 42.47%
$8.02B
$1.21 Million 0.2% of portfolio
12,000
Q3 2025 Reduced 1.69%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $609 Million
  • Prior Value $497 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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