Strategic Capital Advisers, Inc. has filed its 13F form on July 18, 2022 for Q2 2022 where it was disclosed a total value porftolio of $121 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Vectors ETF Tr Vaneck A with a value of $7.64M, Schwab Strategic Tr Us Broad M with a value of $6.22M, Ishares Gold Trust with a value of $5.81M, Eli Lilly & CO with a value of $4.61M, and Vanguard Total Stock Market Et with a value of $3.96M.

Examining the 13F form we can see an decrease of $10.1M in the current position value, from $131M to 121M. Also it can be appreciated an additional of 1 stocks purchases and 1 closed positions.

Below you can find more details about Strategic Capital Advisers, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $121 Million
ETFs: $40.1 Million
Healthcare: $19.8 Million
Financial Services: $15.6 Million
Industrials: $10.9 Million
Technology: $7.5 Million
Consumer Cyclical: $7.3 Million
Consumer Defensive: $6.81 Million
Communication Services: $5.69 Million
Other: $7.39 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 59
  • Current Value $121 Million
  • Prior Value $131 Million
  • Filing
  • Period Q2 2022
  • Filing Date July 18, 2022
  • Form Type 13F-HR
  • Activity in Q2 2022
  • New Purchases 1 stocks
  • Additional Purchases 39 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Strategic Capital Advisers, Inc. Portfolio

Follow Strategic Capital Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Capital Advisers, Inc., based on Form 13F filings with the SEC.


Stay updated on Strategic Capital Advisers, Inc. with notifications on news.