Strategic Advisors LLC Portfolio Holdings

Strategic Advisors LLC

  • $510 Million
  • Q1 2025

Strategic Advisors LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $510 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44.5M, Microsoft Corp with a value of $25.4M, Schwab Strategic Tr Us Broad M with a value of $24.9M, Amazon Com Inc with a value of $24.6M, and Nvidia Corp with a value of $22.1M.

Examining the 13F form we can see an decrease of $34.3M in the current position value, from $545M to 510M.

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

Portfolio value $510 Million
Technology: $132 Million
ETFs: $97.8 Million
Financial Services: $65.3 Million
Consumer Cyclical: $54.4 Million
Industrials: $36.7 Million
Communication Services: $35.3 Million
Healthcare: $29.1 Million
Utilities: $23 Million
Other: $36.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$244B
$2.06 Million 0.4% of portfolio
17,648
Q1 2025 Reduced 2.36%
$562B
$2.02 Million 0.4% of portfolio
2,168
Q1 2025 Added 95.14%
$219B
$1.99 Million 0.39% of portfolio
20,168
Q1 2025 Reduced 7.3%
$320B
$2.01 Million 0.39% of portfolio
3,030
Q1 2025 Added 37.48%
$214B
$1.98 Million 0.39% of portfolio
6,011
Q1 2025 Added 5.01%
$87.1B
$2 Million 0.39% of portfolio
7,860
Q1 2025 Added 0.77%
$183B
$1.93 Million 0.38% of portfolio
3,895
Q1 2025 Added 514.35%
$0
$1.93 Million 0.38% of portfolio
77,075
Q1 2025 Added 3.14%
$102B
$1.88 Million 0.37% of portfolio
9,340
Q1 2025 Added 20.13%
$144B
$1.9 Million 0.37% of portfolio
9,271
Q1 2025 Reduced 0.49%
$102B
$1.82 Million 0.36% of portfolio
5,399
Q1 2025 Reduced 8.48%
$23.1B
$1.86 Million 0.36% of portfolio
45,989
Q4 2021 New
$167B
$1.73 Million 0.34% of portfolio
3,485
Q1 2025 Reduced 4.81%
$194B
$1.75 Million 0.34% of portfolio
61,839
Q1 2025 Reduced 17.02%
$0
$1.71 Million 0.33% of portfolio
3,052
Q1 2025 Reduced 39.53%
$84B
$1.67 Million 0.33% of portfolio
3,893
Q1 2025 New
$41.6B
$1.63 Million 0.32% of portfolio
8,240
Q1 2025 Reduced 0.04%
$0
$1.57 Million 0.31% of portfolio
18,482
Q1 2025 Reduced 2.03%
$0
$1.57 Million 0.31% of portfolio
5,735
Q1 2025 Added 158.8%
$0
$1.5 Million 0.29% of portfolio
9,399
Q1 2025 Added 359.61%
$0
$1.49 Million 0.29% of portfolio
126,438
Q3 2024 New
$139B
$1.47 Million 0.29% of portfolio
15,351
Q1 2025 Reduced 13.49%
$300B
$1.5 Million 0.29% of portfolio
20,884
Q4 2024 Added 5.5%
$760B
$1.41 Million 0.28% of portfolio
1,704
Q1 2025 Reduced 4.22%
$240B
$1.45 Million 0.28% of portfolio
5,401
Q1 2025 Added 0.84%
$1.19T
$1.36 Million 0.27% of portfolio
8,210
Q1 2025 New
$175B
$1.31 Million 0.26% of portfolio
28,881
Q1 2025 Reduced 8.83%
$2.91B
$1.34 Million 0.26% of portfolio
69,198
Q1 2025 Added 137.94%
$378B
$1.28 Million 0.25% of portfolio
30,655
Q1 2025 Reduced 1.21%
$28B
$1.23 Million 0.24% of portfolio
4,336
Q1 2025 Reduced 5.96%
$39.2B
$1.16 Million 0.23% of portfolio
10,410
Q1 2025 Reduced 4.58%
$1.11T
$1.16 Million 0.23% of portfolio
7,448
Q1 2025 Reduced 3.17%
$212B
$1.2 Million 0.23% of portfolio
13,333
Q1 2025 Reduced 6.14%
$22.4B
$1.2 Million 0.23% of portfolio
7,729
Q1 2025 Added 1.09%
$119B
$1.15 Million 0.23% of portfolio
12,816
Q1 2025 Reduced 57.5%
$0
$1.19 Million 0.23% of portfolio
6,403
Q1 2025 New
$140B
$1.15 Million 0.22% of portfolio
10,251
Q1 2025 Reduced 8.47%
$139B
$1.08 Million 0.21% of portfolio
1,966
Q1 2025 Reduced 57.66%
$53.3B
$1.06 Million 0.21% of portfolio
2,016
Q1 2025 Added 372.13%
$0
$1.01 Million 0.2% of portfolio
11,608
Q1 2025 Reduced 1.39%
$57.1B
$1.01 Million 0.2% of portfolio
5,917
Q1 2025 Added 10.97%
$7.47B
$1.02 Million 0.2% of portfolio
12,204
Q1 2025 Reduced 2.12%
$0
$975,000 0.19% of portfolio
10,553
Q1 2025 Added 0.1%
$120B
$981,000 0.19% of portfolio
503
Q1 2025 Added 0.6%
$62.1B
$979,000 0.19% of portfolio
7,929
Q1 2025 Reduced 1.77%
$260B
$946,000 0.19% of portfolio
10,779
Q1 2025 Reduced 13.61%
$138B
$940,000 0.18% of portfolio
4,033
Q1 2025 Reduced 2.35%
$91.5B
$925,000 0.18% of portfolio
20,890
Q1 2025 Reduced 9.53%
$173B
$931,000 0.18% of portfolio
6,061
Q1 2025 Reduced 2.27%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $510 Million
  • Prior Value $545 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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