Strategic Advisors

Latest statistics and disclosures from Strategic Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Strategic Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Strategic Advisors

Strategic Advisors holds 193 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Call Option (AAPL) 9.6 $53M +15% 212k 250.42
 View chart
Amazon (AMZN) 5.3 $29M +7% 134k 219.39
 View chart
Microsoft Corporation (MSFT) 5.1 $29M +6% 68k 421.50
 View chart
NVIDIA Corporation (NVDA) 5.0 $27M 204k 134.29
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.3 $24M +206% 1.0M 22.70
 View chart
Alphabet Cap Stk Cl A (GOOGL) 3.9 $21M +7% 113k 189.30
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.2 $18M +10% 192k 91.43
 View chart
Home Depot (HD) 3.0 $17M +16% 43k 388.99
 View chart
Visa Com Cl A (V) 2.1 $12M +9% 38k 316.04
 View chart
JPMorgan Chase & Co. (JPM) 1.9 $10M +6% 43k 239.71
 View chart
Goldman Sachs (GS) 1.8 $9.9M 17k 572.62
 View chart
Procter & Gamble Company (PG) 1.7 $9.4M +3% 56k 167.65
 View chart
Meta Platforms Cl A (META) 1.7 $9.2M +6% 16k 585.51
 View chart
Abbvie (ABBV) 1.7 $9.2M -4% 52k 177.70
 View chart
salesforce (CRM) 1.5 $8.5M 26k 334.33
 View chart
Tesla Motors (TSLA) 1.5 $8.3M +3% 20k 403.84
 View chart
Emerson Electric (EMR) 1.4 $7.9M 64k 123.93
 View chart
Waste Management (WM) 1.4 $7.7M +9% 38k 201.79
 View chart
Crowdstrike Hldgs Cl A (CRWD) 1.4 $7.6M -2% 22k 342.16
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.3 $7.3M +53% 107k 68.94
 View chart
Duke Energy Corp Com New (DUK) 1.3 $7.3M +2% 68k 107.74
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.2 $6.7M -18% 66k 100.32
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $6.6M +8% 13k 511.22
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $6.3M +12% 14k 453.28
 View chart
DTE Energy Company (DTE) 1.1 $5.9M 49k 120.75
 View chart
Marvell Technology (MRVL) 1.0 $5.5M 50k 110.45
 View chart
Parker-Hannifin Corporation (PH) 0.7 $4.1M 6.4k 635.98
 View chart
Costco Wholesale Corporation (COST) 0.7 $4.0M 4.4k 916.27
 View chart
Servicenow (NOW) 0.7 $4.0M +8% 3.8k 1060.12
 View chart
Select Sector Spdr Tr Technology (XLK) 0.7 $3.8M +23% 16k 232.52
 View chart
Pimco Etf Tr Active Bd Etf (BOND) 0.6 $3.5M +4% 39k 90.42
 View chart
Chevron Corporation (CVX) 0.6 $3.4M 23k 144.84
 View chart
UnitedHealth (UNH) 0.6 $3.2M +3% 6.3k 505.82
 View chart
MetLife (MET) 0.6 $3.1M +55% 38k 81.88
 View chart
Unilever Spon Adr New (UL) 0.6 $3.1M -5% 54k 56.70
 View chart
Eaton Corp SHS (ETN) 0.6 $3.1M +13% 9.2k 331.87
 View chart
Mastercard Incorporated Cl A (MA) 0.5 $3.0M +7% 5.7k 526.53
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.0M +2% 5.0k 586.08
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $2.9M +45% 14k 210.45
 View chart
Cheniere Energy Com New (LNG) 0.5 $2.7M 13k 214.87
 View chart
Air Products & Chemicals (APD) 0.5 $2.7M -2% 9.3k 290.03
 View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.5 $2.6M +19% 64k 41.40
 View chart
Exxon Mobil Corporation (XOM) 0.5 $2.5M +16% 23k 107.57
 View chart
General Motors Company (GM) 0.4 $2.5M -5% 46k 53.27
 View chart
American Electric Power Company (AEP) 0.4 $2.4M +2% 27k 92.23
 View chart
Kinsale Cap Group (KNSL) 0.4 $2.4M 5.2k 465.16
 View chart
Walt Disney Company (DIS) 0.4 $2.4M -50% 22k 111.35
 View chart
Medtronic SHS (MDT) 0.4 $2.4M -9% 30k 79.88
 View chart
International Paper Company (IP) 0.4 $2.3M -9% 44k 53.82
 View chart
Cadence Design Systems (CDNS) 0.4 $2.3M 7.8k 300.46
 View chart
Morgan Stanley Com New (MS) 0.4 $2.3M +10% 18k 125.72
 View chart
Trane Technologies SHS (TT) 0.4 $2.2M +701% 5.9k 369.35
 View chart
Danaher Corporation (DHR) 0.4 $2.1M +168% 9.3k 229.55
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $2.1M +471% 75k 27.87
 View chart
Spotify Technology S A SHS (SPOT) 0.4 $2.1M 4.6k 447.38
 View chart
Caterpillar (CAT) 0.4 $2.1M +14% 5.7k 362.77
 View chart
Jacobs Engineering Group (J) 0.4 $2.0M 15k 133.62
 View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.4 $2.0M 180k 11.07
 View chart
Thermo Fisher Scientific (TMO) 0.3 $1.9M -40% 3.7k 520.23
 View chart
Shopify Cl A (SHOP) 0.3 $1.9M 18k 106.33
 View chart
FirstEnergy (FE) 0.3 $1.8M 46k 39.78
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $1.8M 4.5k 402.70
 View chart
Lululemon Athletica (LULU) 0.3 $1.8M -2% 4.6k 382.41
 View chart
Constellation Energy (CEG) 0.3 $1.7M +27% 7.8k 223.71
 View chart
International Business Machines (IBM) 0.3 $1.7M -60% 7.7k 219.84
 View chart
At&t (T) 0.3 $1.7M -48% 75k 22.77
 View chart
Cisco Systems (CSCO) 0.3 $1.7M +9% 29k 59.20
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.7M +50% 19k 88.40
 View chart
Honeywell International (HON) 0.3 $1.6M +51% 7.3k 225.88
 View chart
Teck Resources CL B (TECK) 0.3 $1.6M +38% 40k 40.53
 View chart
American Express Company (AXP) 0.3 $1.6M +46% 5.4k 296.80
 View chart
Nuveen Nj Div Advantage Mun (NXJ) 0.3 $1.5M 126k 12.17
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $1.5M -14% 20k 78.18
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.5M 2.2k 693.08
 View chart
Zscaler Incorporated (ZS) 0.3 $1.5M 8.2k 180.41
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M +10% 7.7k 190.44
 View chart
Pepsi (PEP) 0.3 $1.4M -63% 9.3k 152.05
 View chart
Merck & Co (MRK) 0.3 $1.4M +6% 14k 99.48
 View chart
Broadcom (AVGO) 0.3 $1.4M +55% 6.1k 231.86
 View chart
Ptc (PTC) 0.3 $1.4M +3% 7.6k 183.87
 View chart
Eli Lilly & Co. (LLY) 0.2 $1.4M +8% 1.8k 771.92
 View chart
Bank of America Corporation (BAC) 0.2 $1.4M +13% 31k 43.95
 View chart
Blackrock (BLK) 0.2 $1.3M NEW 1.3k 1025.11
 View chart
Coca-Cola Company (KO) 0.2 $1.3M +5% 21k 62.26
 View chart
Prudential Financial (PRU) 0.2 $1.3M +19% 11k 118.53
 View chart
Pure Storage Cl A (PSTG) 0.2 $1.3M NEW 21k 61.43
 View chart
Verizon Communications (VZ) 0.2 $1.3M +26% 32k 39.99
 View chart
Arista Networks Com Shs 0.2 $1.2M NEW 11k 110.53
 View chart
United Parcel Service CL B (UPS) 0.2 $1.2M +3% 9.4k 126.11
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.2M +4% 5.4k 220.96
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $1.1M +17% 12k 96.53
 View chart
Wal-Mart Stores (WMT) 0.2 $1.1M +7% 13k 90.35
 View chart
Advanced Micro Devices (AMD) 0.2 $1.1M -24% 9.0k 120.79
 View chart
Jackson Financial Com Cl A (JXN) 0.2 $1.1M +3% 13k 87.08
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.1M -24% 3.3k 322.19
 View chart
Gilead Sciences (GILD) 0.2 $1.0M +4% 11k 92.37
 View chart
Lowe's Companies (LOW) 0.2 $1.0M 4.1k 246.80
 View chart
Lockheed Martin Corporation (LMT) 0.2 $1.0M +2% 2.1k 486.05
 View chart
Netflix (NFLX) 0.2 $990k +34% 1.1k 891.32
 View chart
Heico Corp Cl A (HEI.A) 0.2 $983k +9% 5.3k 186.09
 View chart
Enbridge (ENB) 0.2 $980k -83% 23k 42.43
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $980k -3% 1.7k 569.58
 View chart
Palo Alto Networks (PANW) 0.2 $970k +230% 5.3k 181.96
 View chart
Amentum Holdings (AMTM) 0.2 $961k +201% 46k 21.03
 View chart
Qualcomm (QCOM) 0.2 $953k +21% 6.2k 153.62
 View chart
Citizens Financial (CFG) 0.2 $953k +7% 22k 43.76
 View chart
Phillips 66 (PSX) 0.2 $920k +2% 8.1k 113.93
 View chart
Pfizer Put Option (PFE) 0.2 $915k -73% 35k 26.53
 View chart
Select Sector Spdr Tr Energy (XLE) 0.2 $903k +11% 11k 85.66
 View chart
MercadoLibre (MELI) 0.2 $850k 500.00 1700.44
 View chart
Oracle Corporation (ORCL) 0.1 $792k +27% 4.8k 166.64
 View chart
Travelers Companies (TRV) 0.1 $789k +7% 3.3k 240.92
 View chart
3M Company (MMM) 0.1 $757k 5.9k 129.09
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $745k +112% 2.8k 264.13
 View chart
Truist Financial Corp equities (TFC) 0.1 $742k +9% 17k 43.38
 View chart
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $725k -47% 42k 17.41
 View chart
Invesco SHS (IVZ) 0.1 $717k -4% 41k 17.48
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.1 $712k -20% 12k 60.50
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $710k -15% 5.2k 137.56
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $679k -23% 8.6k 78.61
 View chart
Nucor Corporation (NUE) 0.1 $652k +31% 5.6k 116.71
 View chart
Vanguard World Consum Dis Etf (VCR) 0.1 $645k -26% 1.7k 375.38
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $642k +88% 2.2k 289.87
 View chart
Cellebrite Di Ordinary Shares (CLBT) 0.1 $641k +3% 29k 22.03
 View chart
McDonald's Corporation (MCD) 0.1 $631k +6% 2.2k 289.82
 View chart
Veeva Sys Cl A Com (VEEV) 0.1 $578k 2.7k 210.25
 View chart
Select Sector Spdr Tr Financial (XLF) 0.1 $567k -27% 12k 48.33
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $560k +7% 901.00 621.77
 View chart
Dow (DOW) 0.1 $538k -2% 13k 40.13
 View chart
Philip Morris International (PM) 0.1 $517k +4% 4.3k 120.34
 View chart
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $493k 21k 23.84
 View chart
Select Sector Spdr Tr Indl (XLI) 0.1 $488k +10% 3.7k 131.77
 View chart
W.W. Grainger (GWW) 0.1 $480k 455.00 1054.47
 View chart
Altria (MO) 0.1 $473k +14% 9.0k 52.29
 View chart
Raytheon Technologies Corp (RTX) 0.1 $468k +11% 4.0k 115.73
 View chart
T. Rowe Price (TROW) 0.1 $464k +22% 4.1k 113.09
 View chart
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.1 $460k NEW 6.0k 77.04
 View chart
Exelon Corporation (EXC) 0.1 $454k +43% 12k 37.64
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $447k -28% 11k 40.41
 View chart
Consolidated Edison (ED) 0.1 $438k -3% 4.9k 89.22
 View chart
Ge Aerospace Com New (GE) 0.1 $436k +15% 2.6k 166.79
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $433k -12% 5.7k 75.69
 View chart
Manhattan Associates (MANH) 0.1 $431k 1.6k 270.24
 View chart
Shell Spon Ads (SHEL) 0.1 $409k +63% 6.5k 62.65
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $398k +113% 15k 27.32
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $397k NEW 6.9k 57.53
 View chart
Ingersoll Rand (IR) 0.1 $396k 4.4k 90.46
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.1 $393k -13% 6.9k 56.77
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $385k -14% 6.6k 58.35
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $384k NEW 4.3k 89.33
 View chart
Cohen & Steers Quality Income Realty (RQI) 0.1 $384k 31k 12.24
 View chart
Southern Company (SO) 0.1 $372k +23% 4.5k 82.31
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $364k 1.6k 224.39
 View chart
Chubb (CB) 0.1 $363k +2% 1.3k 276.30
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $361k -12% 811.00 444.68
 View chart
The Trade Desk Com Cl A (TTD) 0.1 $359k +6% 3.1k 117.53
 View chart
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $358k +122% 4.8k 74.27
 View chart
Anthem (ELV) 0.1 $344k -6% 933.00 368.89
 View chart
McKesson Corporation (MCK) 0.1 $341k 598.00 569.59
 View chart
Corteva (CTVA) 0.1 $336k +46% 5.9k 56.96
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $334k 5.0k 67.03
 View chart
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $332k -11% 18k 18.22
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $331k 634.00 521.96
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $331k +16% 2.0k 161.75
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.1 $331k -26% 4.3k 76.36
 View chart
Illinois Tool Works (ITW) 0.1 $329k +7% 1.3k 253.55
 View chart
Nike CL B (NKE) 0.1 $317k +12% 4.2k 75.68
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $314k -11% 8.4k 37.53
 View chart
Enterprise Products Partners (EPD) 0.1 $303k +28% 9.6k 31.36
 View chart
Hldgs (UAL) 0.1 $292k NEW 3.0k 97.10
 View chart
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $291k NEW 3.9k 74.50
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $265k -26% 4.2k 62.31
 View chart
Union Pacific Corporation (UNP) 0.0 $259k -83% 1.1k 228.05
 View chart
Axon Enterprise (AXON) 0.0 $254k NEW 427.00 594.32
 View chart
Toll Brothers (TOL) 0.0 $252k 2.0k 125.95
 View chart
Johnson & Johnson (JNJ) 0.0 $242k -53% 1.7k 144.58
 View chart
Carrier Global Corporation (CARR) 0.0 $241k +9% 3.5k 68.25
 View chart
Astrazeneca Sponsored Adr (AZN) 0.0 $238k +2% 3.6k 65.52
 View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $234k +19% 196.00 1194.58
 View chart
Starbucks Corporation (SBUX) 0.0 $224k -9% 2.5k 91.25
 View chart
Atlassian Corporation Cl A (TEAM) 0.0 $218k NEW 895.00 243.38
 View chart
TJX Companies (TJX) 0.0 $218k +3% 1.8k 120.80
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $214k 534.00 401.58
 View chart
Simon Property (SPG) 0.0 $211k -10% 1.2k 172.27
 View chart
Ark Etf Tr Fintech Innova (ARKF) 0.0 $208k NEW 5.6k 37.05
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $205k NEW 2.1k 99.55
 View chart
Chipotle Mexican Grill (CMG) 0.0 $202k NEW 3.4k 60.30
 View chart
Intercontinental Exchange (ICE) 0.0 $201k +5% 1.3k 148.96
 View chart
Totalenergies Se Sponsored Ads (TTE) 0.0 $201k -9% 3.7k 54.50
 View chart
Columbia Finl (CLBK) 0.0 $165k NEW 11k 15.81
 View chart
Cohen & Steers Total Return Real (RFI) 0.0 $129k 11k 11.58
 View chart
Walgreen Boots Alliance (WBA) 0.0 $96k -85% 10k 9.33
 View chart
Blackrock Res & Commodities SHS (BCX) 0.0 $85k 10k 8.54
 View chart

Past Filings by Strategic Advisors

SEC 13F filings are viewable for Strategic Advisors going back to 2012

View all past filings