Strategic Advisors
Latest statistics and disclosures from Strategic Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, SCHB, GOOGL, and represent 26.35% of Strategic Advisors's stock portfolio.
- Added to shares of these 10 stocks: BOND, SPLG, QQQM, APD, PEP, IJH, IWM, ABBV, KO, MDY.
- Started 14 new stock positions in KNSL, SPLG, AMAT, SCHG, SPEM, TT, QQQM, IWM, CMG, BOND. GE, UAL, MDY, SMCI.
- Reduced shares in these 10 stocks: NVDA (-$16M), SPY (-$15M), QQQ (-$9.3M), META (-$6.8M), AMGN (-$5.3M), MSFT, AAPL, ETN, CAT, DD.
- Sold out of its positions in ARKF, BAC.PL, BX, BA, AVGO, DD, RMCF, SQ, TER, TWLO. VICI, WFC.PL.
- Strategic Advisors was a net seller of stock by $-72M.
- Strategic Advisors has $507M in assets under management (AUM), dropping by -4.03%.
- Central Index Key (CIK): 0001569119
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Portfolio Holdings for Strategic Advisors
Strategic Advisors holds 201 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $37M | -9% | 218k | 171.48 |
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| Microsoft Corporation (MSFT) | 6.5 | $33M | -12% | 79k | 420.72 |
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| Amazon (AMZN) | 4.7 | $24M | -5% | 131k | 180.38 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 4.4 | $22M | 365k | 61.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $17M | -7% | 114k | 150.93 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 3.3 | $17M | 180k | 91.80 |
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| Home Depot (HD) | 3.2 | $16M | -4% | 42k | 383.60 |
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| NVIDIA Corporation (NVDA) | 2.7 | $14M | -53% | 15k | 903.54 |
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| Abbvie (ABBV) | 2.3 | $12M | +5% | 64k | 182.10 |
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| Visa Com Cl A (V) | 2.1 | $11M | -2% | 38k | 279.08 |
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| Procter & Gamble Company (PG) | 1.9 | $9.4M | 58k | 162.25 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $8.6M | -3% | 43k | 200.30 |
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| Meta Platforms Cl A (META) | 1.7 | $8.5M | -44% | 18k | 485.57 |
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| Waste Management (WM) | 1.7 | $8.5M | 40k | 213.15 |
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| salesforce (CRM) | 1.6 | $8.3M | 27k | 301.18 |
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| Goldman Sachs (GS) | 1.4 | $7.3M | 18k | 417.68 |
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| Emerson Electric (EMR) | 1.4 | $7.3M | 64k | 113.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $7.3M | -56% | 16k | 444.02 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $6.4M | 66k | 96.71 |
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| DTE Energy Company (DTE) | 1.1 | $5.5M | 49k | 112.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.4M | -7% | 13k | 420.52 |
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| Enbridge (ENB) | 1.0 | $5.2M | 143k | 36.18 |
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| Walt Disney Company (DIS) | 1.0 | $5.0M | 41k | 122.36 |
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| Pepsi (PEP) | 0.9 | $4.5M | +22% | 26k | 175.01 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $4.3M | +4% | 13k | 320.59 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $4.2M | -2% | 7.3k | 581.20 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $4.1M | NEW | 45k | 91.86 |
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| Dominion Resources (D) | 0.8 | $4.0M | 81k | 49.19 |
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| Parker-Hannifin Corporation (PH) | 0.8 | $3.8M | 6.9k | 555.76 |
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| International Business Machines (IBM) | 0.7 | $3.7M | -16% | 20k | 190.96 |
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| Chevron Corporation (CVX) | 0.7 | $3.7M | +13% | 24k | 157.74 |
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| Marvell Technology (MRVL) | 0.7 | $3.6M | 51k | 70.88 |
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| Airbnb Com Cl A (ABNB) | 0.7 | $3.5M | -2% | 21k | 164.96 |
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| Pfizer (PFE) | 0.7 | $3.5M | +11% | 125k | 27.75 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $3.3M | 6.9k | 481.59 |
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| Costco Wholesale Corporation (COST) | 0.6 | $3.3M | 4.5k | 732.64 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $3.1M | -82% | 5.9k | 523.07 |
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| UnitedHealth (UNH) | 0.6 | $3.1M | -23% | 6.2k | 494.74 |
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| Tesla Motors (TSLA) | 0.6 | $3.1M | +13% | 18k | 175.79 |
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| Medtronic SHS (MDT) | 0.6 | $3.0M | 35k | 87.15 |
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| Stanley Black & Decker (SWK) | 0.6 | $3.0M | 31k | 97.93 |
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| Unilever Spon Adr New (UL) | 0.6 | $3.0M | 59k | 50.19 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.8M | -5% | 24k | 116.24 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $2.8M | -4% | 28k | 100.71 |
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| Abbott Laboratories (ABT) | 0.5 | $2.7M | 24k | 113.66 |
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| At&t (T) | 0.5 | $2.7M | 152k | 17.60 |
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| Eaton Corp SHS (ETN) | 0.5 | $2.6M | -45% | 8.3k | 312.68 |
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| Jacobs Engineering Group (J) | 0.5 | $2.4M | +24% | 16k | 153.73 |
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| General Motors Company (GM) | 0.5 | $2.3M | -4% | 52k | 45.35 |
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| Air Products & Chemicals (APD) | 0.5 | $2.3M | +61% | 9.5k | 242.28 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.4 | $2.3M | 55k | 40.93 |
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| American Electric Power Company (AEP) | 0.4 | $2.2M | 26k | 86.10 |
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| Vanguard World Consum Dis Etf (VCR) | 0.4 | $2.2M | 7.0k | 317.73 |
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| CVS Caremark Corporation (CVS) | 0.4 | $2.2M | 28k | 79.76 |
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| Cheniere Energy Com New (LNG) | 0.4 | $2.1M | +11% | 13k | 161.28 |
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| MetLife (MET) | 0.4 | $2.1M | 28k | 74.11 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $2.0M | 9.8k | 208.26 |
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| International Paper Company (IP) | 0.4 | $2.0M | 52k | 39.02 |
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| Caterpillar (CAT) | 0.4 | $2.0M | -51% | 5.4k | 366.41 |
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| Amgen (AMGN) | 0.4 | $1.9M | -73% | 6.9k | 284.32 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.9M | +4% | 11k | 180.49 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $1.9M | -2% | 25k | 76.36 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $1.9M | -2% | 13k | 147.73 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.4 | $1.8M | -8% | 45k | 39.81 |
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| Merck & Co (MRK) | 0.4 | $1.8M | -10% | 14k | 131.95 |
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| FirstEnergy (FE) | 0.4 | $1.8M | 46k | 38.62 |
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| Lululemon Athletica (LULU) | 0.4 | $1.8M | +31% | 4.5k | 390.65 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.8M | -2% | 42k | 42.12 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.7M | 7.1k | 245.94 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $1.7M | 19k | 90.91 |
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| United Parcel Service CL B (UPS) | 0.3 | $1.7M | -42% | 11k | 148.63 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.3 | $1.7M | 84k | 19.91 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.7M | -8% | 5.7k | 288.03 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.6M | 17k | 94.16 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $1.5M | NEW | 25k | 61.53 |
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| Phillips 66 (PSX) | 0.3 | $1.5M | -2% | 9.3k | 163.35 |
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| Lauder Estee Cos Cl A (EL) | 0.3 | $1.5M | 9.8k | 154.15 |
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| Snowflake Cl A (SNOW) | 0.3 | $1.5M | 9.2k | 161.60 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.3 | $1.5M | -2% | 18k | 83.08 |
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| Prudential Financial (PRU) | 0.3 | $1.4M | -4% | 12k | 117.40 |
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| Ptc (PTC) | 0.3 | $1.4M | 7.2k | 188.94 |
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| Cisco Systems (CSCO) | 0.3 | $1.3M | -11% | 26k | 49.91 |
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| Intel Corporation (INTC) | 0.2 | $1.3M | -6% | 29k | 44.17 |
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| Coca-Cola Company (KO) | 0.2 | $1.2M | +99% | 20k | 61.18 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $1.2M | 4.6k | 263.90 |
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| Servicenow (NOW) | 0.2 | $1.2M | 1.6k | 762.40 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | +27% | 1.6k | 777.79 |
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| Heico Corp Cl A (HEI.A) | 0.2 | $1.2M | 7.7k | 153.95 |
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| Walgreen Boots Alliance (WBA) | 0.2 | $1.2M | 53k | 21.69 |
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| Verizon Communications (VZ) | 0.2 | $1.1M | -15% | 27k | 41.96 |
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| Bank of America Corporation (BAC) | 0.2 | $1.1M | -21% | 30k | 37.92 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.1M | -2% | 12k | 93.71 |
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| Simon Property (SPG) | 0.2 | $1.1M | 6.9k | 156.49 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | -2% | 6.9k | 152.26 |
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| American Express Company (AXP) | 0.2 | $1.0M | -13% | 4.6k | 227.68 |
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| Lowe's Companies (LOW) | 0.2 | $1.0M | 4.1k | 254.70 |
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| Anthem (ELV) | 0.2 | $1.0M | 2.0k | 518.43 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $1.0M | NEW | 5.7k | 182.69 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.0M | 11k | 94.41 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.0M | +388% | 17k | 60.74 |
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| Nucor Corporation (NUE) | 0.2 | $991k | -7% | 5.0k | 197.90 |
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| Honeywell International (HON) | 0.2 | $977k | -8% | 4.8k | 205.26 |
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| Stellantis SHS (STLA) | 0.2 | $976k | -31% | 35k | 28.30 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $956k | -9% | 20k | 47.87 |
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| Dow (DOW) | 0.2 | $937k | -2% | 16k | 57.93 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $910k | 2.0k | 454.86 |
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| Citizens Financial (CFG) | 0.2 | $878k | 24k | 36.29 |
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| Qualcomm (QCOM) | 0.2 | $869k | 5.1k | 169.30 |
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| Danaher Corporation (DHR) | 0.2 | $866k | -8% | 3.5k | 249.72 |
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| Jackson Financial Com Cl A (JXN) | 0.2 | $860k | -32% | 13k | 66.14 |
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| Devon Energy Corporation (DVN) | 0.2 | $858k | 17k | 50.18 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $784k | 9.7k | 80.63 |
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| Gilead Sciences (GILD) | 0.2 | $784k | 11k | 73.25 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $773k | -15% | 15k | 50.08 |
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| 3M Company (MMM) | 0.1 | $744k | 7.0k | 106.07 |
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| Invesco SHS (IVZ) | 0.1 | $738k | -8% | 45k | 16.59 |
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| Whirlpool Corporation (WHR) | 0.1 | $727k | +4% | 6.1k | 119.63 |
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| Travelers Companies (TRV) | 0.1 | $700k | -11% | 3.0k | 230.10 |
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| Ishares Msci Gbl Etf New (PICK) | 0.1 | $696k | -3% | 17k | 41.70 |
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| T. Rowe Price (TROW) | 0.1 | $683k | 5.6k | 121.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $678k | NEW | 3.2k | 210.30 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $649k | +22% | 9.9k | 65.65 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $648k | 17k | 38.18 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $633k | -9% | 2.7k | 231.69 |
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| Truist Financial Corp equities (TFC) | 0.1 | $608k | -26% | 16k | 38.98 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $603k | NEW | 1.1k | 556.40 |
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| McDonald's Corporation (MCD) | 0.1 | $598k | -12% | 2.1k | 281.91 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $591k | 10k | 58.59 |
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| McKesson Corporation (MCK) | 0.1 | $589k | -38% | 1.1k | 536.61 |
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| Wal-Mart Stores (WMT) | 0.1 | $585k | +36% | 9.7k | 60.17 |
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| Johnson & Johnson (JNJ) | 0.1 | $579k | -33% | 3.7k | 158.17 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $573k | -2% | 14k | 41.77 |
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| Super Micro Computer (SMCI) | 0.1 | $563k | NEW | 557.00 | 1010.03 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $562k | NEW | 16k | 36.19 |
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| Shopify Cl A (SHOP) | 0.1 | $555k | -72% | 7.2k | 77.17 |
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| Ford Motor Company (F) | 0.1 | $545k | -3% | 41k | 13.28 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $528k | -14% | 20k | 25.87 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $498k | +2% | 987.00 | 504.60 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $493k | 11k | 43.35 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $491k | -3% | 15k | 31.81 |
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| Barrick Gold Corp (GOLD) | 0.1 | $488k | -4% | 29k | 16.64 |
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| Sherwin-Williams Company (SHW) | 0.1 | $484k | +2% | 1.4k | 347.26 |
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| Netflix (NFLX) | 0.1 | $474k | 781.00 | 607.33 |
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| Oracle Corporation (ORCL) | 0.1 | $470k | -23% | 3.7k | 125.62 |
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| Consolidated Edison (ED) | 0.1 | $463k | 5.1k | 90.81 |
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| W.W. Grainger (GWW) | 0.1 | $456k | -6% | 448.00 | 1017.48 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $444k | +7% | 847.00 | 524.15 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $442k | 25k | 17.91 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $434k | -11% | 4.5k | 95.60 |
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| Altria (MO) | 0.1 | $434k | +12% | 9.9k | 43.62 |
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| Ingersoll Rand (IR) | 0.1 | $418k | 4.4k | 94.95 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $406k | -3% | 3.2k | 125.97 |
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| Cohen & Steers Quality Income Realty (RQI) | 0.1 | $388k | 32k | 12.08 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $387k | -18% | 4.0k | 97.52 |
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| Nike CL B (NKE) | 0.1 | $376k | -5% | 4.0k | 93.97 |
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| Philip Morris International (PM) | 0.1 | $375k | -7% | 4.1k | 91.61 |
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| Shell Spon Ads (SHEL) | 0.1 | $369k | -15% | 5.5k | 67.04 |
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| General Electric Com New (GE) | 0.1 | $364k | NEW | 2.1k | 175.53 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $361k | -2% | 6.4k | 56.39 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $344k | 1.3k | 259.85 |
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| Palo Alto Networks (PANW) | 0.1 | $341k | -4% | 1.2k | 284.13 |
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| MercadoLibre (MELI) | 0.1 | $334k | 221.00 | 1511.96 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $334k | 1.3k | 249.86 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $324k | 3.2k | 102.28 |
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| Illinois Tool Works (ITW) | 0.1 | $321k | 1.2k | 268.29 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $318k | 2.0k | 155.89 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.1 | $318k | -20% | 16k | 19.99 |
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| Chubb (CB) | 0.1 | $317k | -11% | 1.2k | 259.13 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $317k | 11k | 28.76 |
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| Exelon Corporation (EXC) | 0.1 | $316k | 8.4k | 37.57 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $310k | 4.6k | 67.75 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $299k | 1.6k | 183.84 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $297k | +19% | 4.9k | 60.42 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $279k | -26% | 4.1k | 68.83 |
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| Corteva (CTVA) | 0.1 | $278k | -10% | 4.8k | 57.67 |
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| Starbucks Corporation (SBUX) | 0.1 | $271k | -3% | 3.0k | 91.39 |
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| Southern Company (SO) | 0.1 | $263k | 3.7k | 71.73 |
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| Toll Brothers (TOL) | 0.1 | $259k | 2.0k | 129.37 |
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| Kinsale Cap Group (KNSL) | 0.1 | $259k | NEW | 493.00 | 524.75 |
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| Constellation Energy (CEG) | 0.1 | $254k | -36% | 1.4k | 184.81 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $253k | 1.3k | 195.11 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $247k | 619.00 | 399.09 |
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| Zscaler Incorporated (ZS) | 0.0 | $244k | 1.3k | 192.63 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $243k | 2.8k | 87.42 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $232k | +5% | 556.00 | 418.01 |
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| Intercontinental Exchange (ICE) | 0.0 | $231k | 1.7k | 137.43 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $227k | -2% | 3.5k | 64.72 |
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| Enterprise Products Partners (EPD) | 0.0 | $223k | -17% | 7.6k | 29.18 |
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| Trane Technologies SHS (TT) | 0.0 | $221k | NEW | 736.00 | 300.20 |
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| Hldgs (UAL) | 0.0 | $216k | NEW | 4.5k | 47.88 |
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| Foot Locker (FL) | 0.0 | $214k | 7.5k | 28.50 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $209k | NEW | 72.00 | 2906.76 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $206k | NEW | 2.2k | 92.72 |
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| Applied Materials (AMAT) | 0.0 | $203k | NEW | 983.00 | 206.25 |
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| Carrier Global Corporation (CARR) | 0.0 | $202k | -17% | 3.5k | 58.12 |
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| Blackrock Res & Commodities SHS (BCX) | 0.0 | $149k | -5% | 17k | 9.08 |
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| Blue Foundry Bancorp (BLFY) | 0.0 | $135k | -27% | 15k | 9.36 |
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| Cohen & Steers Total Return Real (RFI) | 0.0 | $132k | 11k | 11.89 |
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| New York Community Ban (NYCB) | 0.0 | $122k | -70% | 38k | 3.22 |
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| Chimera Invt Corp Com New (CIM) | 0.0 | $93k | +14% | 20k | 4.61 |
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| Credit Suisse AM Inc Fund (CIK) | 0.0 | $42k | 14k | 2.95 |
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Past Filings by Strategic Advisors
SEC 13F filings are viewable for Strategic Advisors going back to 2012
- Strategic Advisors 2024 Q1 filed April 22, 2024
- Strategic Advisors 2023 Q4 filed Jan. 19, 2024
- Strategic Advisors 2023 Q3 filed Oct. 13, 2023
- Strategic Advisors 2023 Q2 filed July 31, 2023
- Strategic Advisors 2023 Q1 filed April 27, 2023
- Strategic Advisors 2022 Q4 filed Jan. 23, 2023
- Strategic Advisors 2022 Q3 filed Nov. 10, 2022
- Strategic Advisors 2022 Q2 filed Aug. 3, 2022
- Strategic Advisors 2022 Q1 filed May 10, 2022
- Strategic Advisors 2021 Q4 filed Jan. 21, 2022
- Strategic Advisors 2021 Q3 filed Oct. 21, 2021
- Strategic Advisors 2021 Q2 filed Aug. 10, 2021
- Strategic Advisors 2021 Q1 filed May 5, 2021
- Strategic Advisors 2020 Q4 filed Feb. 11, 2021
- Strategic Advisors 2020 Q3 filed Oct. 13, 2020
- Strategic Advisors 2020 Q2 filed Aug. 12, 2020