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

Summary

  • 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
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