Strategic Advisors LLC Portfolio Holdings

Strategic Advisors LLC

  • $530 Million
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.18 Million 0.41% of portfolio
179,922
Q3 2024 New
$0
$1.65 Million 0.31% of portfolio
126,438
Q3 2024 New
$0
$444,000 0.08% of portfolio
31,312
Q3 2024 Reduced 2.65%
$0
$145,000 0.03% of portfolio
11,101
Q3 2022 Reduced 8.87%
$0
$96,000 0.02% of portfolio
10,000
Q3 2024 Reduced 9.77%
$0
$44,000 0.01% of portfolio
14,379
Q4 2023 Reduced 63.15%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $530 Million
  • Prior Value $509 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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