Strategic Advisors
Latest statistics and disclosures from Strategic Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, SCHB, MSFT, AMZN, and represent 26.60% of Strategic Advisors's stock portfolio.
- Added to shares of these 10 stocks: VYM, NOW, VOE, GLD, VIG, VEU, VBR, CIBR, SPYM, DHR.
- Started 7 new stock positions in AZN, GLD, TTE, CIBR, WMB, LHX, SHLD.
- Reduced shares in these 10 stocks: NVDA, CRM, TT, TTD, MSFT, AAPL, TSLA, BX, BRK.B, ASML.
- Sold out of its positions in AstraZeneca, CMCSA, DAL, WFC.
- Strategic Advisors was a net seller of stock by $-2.1M.
- Strategic Advisors has $602M in assets under management (AUM), dropping by -5.68%.
- Central Index Key (CIK): 0001569119
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Portfolio Holdings for Strategic Advisors
Strategic Advisors holds 183 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.0 | $48M | 190k | 253.79 |
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| NVIDIA Corporation (NVDA) | 5.6 | $34M | -6% | 192k | 174.40 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 4.6 | $28M | 1.1M | 25.10 |
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| Microsoft Corporation (MSFT) | 4.2 | $25M | -2% | 68k | 370.17 |
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| Amazon (AMZN) | 4.2 | $25M | 121k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $22M | 78k | 287.56 |
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| Spdr Series Trust State Street Spd (BIL) | 3.1 | $19M | 205k | 91.64 |
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| Home Depot (HD) | 2.3 | $14M | 42k | 328.89 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $11M | 38k | 294.16 |
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| Visa Com Cl A (V) | 1.7 | $10M | 34k | 302.24 |
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| Abbvie (ABBV) | 1.7 | $10M | -2% | 46k | 217.49 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.7 | $10M | +5% | 130k | 76.54 |
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| Tesla Motors (TSLA) | 1.5 | $8.9M | -5% | 24k | 371.75 |
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| Duke Energy Corp Com New (DUK) | 1.5 | $8.9M | 68k | 130.94 |
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| Meta Platforms Cl A (META) | 1.4 | $8.7M | 15k | 572.14 |
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| Goldman Sachs (GS) | 1.4 | $8.4M | +2% | 10k | 846.01 |
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| Waste Management (WM) | 1.4 | $8.2M | 36k | 229.79 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $8.1M | 21k | 390.41 |
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| Costco Wholesale Corporation (COST) | 1.3 | $7.5M | 7.6k | 996.50 |
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| Procter & Gamble Company (PG) | 1.2 | $7.4M | 51k | 144.44 |
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| Eaton Corp SHS (ETN) | 1.2 | $7.4M | 21k | 357.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $7.3M | 13k | 577.21 |
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| DTE Energy Company (DTE) | 1.2 | $7.1M | 49k | 146.22 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $7.0M | 69k | 100.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $6.9M | -5% | 15k | 479.20 |
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| Broadcom (AVGO) | 1.1 | $6.7M | +2% | 22k | 309.52 |
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| Emerson Electric (EMR) | 1.1 | $6.4M | 49k | 131.02 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $6.2M | +18% | 29k | 215.06 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $6.2M | +25% | 42k | 148.10 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.0 | $5.8M | -6% | 4.4k | 1320.83 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.9 | $5.3M | +7% | 22k | 237.62 |
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| Parker-Hannifin Corporation (PH) | 0.9 | $5.2M | 5.8k | 895.25 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $5.1M | +24% | 28k | 184.28 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $5.0M | +13% | 23k | 217.25 |
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| Intuitive Surgical Com New (ISRG) | 0.8 | $4.9M | -3% | 11k | 460.99 |
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| Caterpillar (CAT) | 0.8 | $4.6M | 6.5k | 708.50 |
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| Chevron Corporation (CVX) | 0.7 | $4.4M | 21k | 206.90 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $4.4M | 33k | 132.90 |
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| Servicenow (NOW) | 0.7 | $4.0M | +43% | 38k | 104.55 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $3.9M | 23k | 169.66 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $3.9M | 12k | 337.95 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $3.7M | -5% | 8.3k | 446.54 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $3.6M | +7% | 11k | 320.83 |
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| American Electric Power Company (AEP) | 0.6 | $3.5M | 27k | 131.08 |
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| Cheniere Energy Com New (LNG) | 0.6 | $3.5M | 12k | 283.78 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $3.2M | -6% | 27k | 118.62 |
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| Morgan Stanley Com New (MS) | 0.5 | $3.0M | 18k | 164.58 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.5 | $2.9M | 58k | 49.40 |
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| Deere & Company (DE) | 0.5 | $2.9M | 5.1k | 563.36 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.5 | $2.8M | -2% | 31k | 92.28 |
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| Synopsys (SNPS) | 0.5 | $2.8M | -2% | 7.0k | 396.48 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $2.8M | 5.6k | 499.70 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $2.8M | +36% | 37k | 75.10 |
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| Kinsale Cap Group (KNSL) | 0.5 | $2.7M | -6% | 8.0k | 341.68 |
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| Unilever Spon Adr New (UL) | 0.5 | $2.7M | 48k | 56.97 |
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| Danaher Corporation (DHR) | 0.4 | $2.6M | +16% | 14k | 189.60 |
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| Constellation Energy (CEG) | 0.4 | $2.4M | 8.7k | 279.28 |
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| International Business Machines (IBM) | 0.4 | $2.4M | +7% | 10k | 242.40 |
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| FirstEnergy (FE) | 0.4 | $2.3M | 46k | 50.42 |
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| Arista Networks Com Shs (ANET) | 0.4 | $2.3M | -2% | 19k | 122.78 |
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| MetLife (MET) | 0.4 | $2.3M | 33k | 70.72 |
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| Air Products & Chemicals (APD) | 0.4 | $2.3M | 7.9k | 290.49 |
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| Jacobs Engineering Group (J) | 0.4 | $2.2M | 18k | 127.28 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $2.2M | 74k | 29.13 |
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| Cadence Design Systems (CDNS) | 0.4 | $2.1M | -6% | 7.7k | 277.87 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.4 | $2.1M | 182k | 11.57 |
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| Honeywell International | 0.3 | $2.1M | +2% | 9.2k | 226.04 |
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| Axon Enterprise (AXON) | 0.3 | $2.1M | -7% | 4.9k | 424.69 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $2.1M | +2% | 3.2k | 650.50 |
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| MercadoLibre (MELI) | 0.3 | $2.0M | -7% | 1.2k | 1729.02 |
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| Blackrock (BLK) | 0.3 | $2.0M | -3% | 2.1k | 962.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.0M | 6.8k | 286.88 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $1.9M | 43k | 44.45 |
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| Cellebrite Di Ordinary Shares (CLBT) | 0.3 | $1.9M | -4% | 137k | 13.78 |
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| Netflix (NFLX) | 0.3 | $1.9M | -11% | 20k | 96.15 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.9M | 2.0k | 920.17 |
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| Rockwell Automation (ROK) | 0.3 | $1.7M | 5.0k | 348.51 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $1.7M | 17k | 97.23 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.6M | +2% | 11k | 146.28 |
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| Coca-Cola Company (KO) | 0.3 | $1.6M | 21k | 76.05 |
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| American Express Company (AXP) | 0.3 | $1.6M | 5.2k | 302.53 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.5M | +6% | 12k | 124.29 |
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| The Trade Desk Com Cl A (TTD) | 0.3 | $1.5M | -30% | 68k | 22.69 |
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| Bank of America Corporation (BAC) | 0.2 | $1.5M | 31k | 48.75 |
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| At&t (T) | 0.2 | $1.4M | 50k | 28.99 |
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| Verizon Communications (VZ) | 0.2 | $1.4M | 28k | 50.20 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.2 | $1.4M | 116k | 12.07 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $1.4M | 20k | 71.18 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | 2.8k | 491.54 |
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| Phillips 66 (PSX) | 0.2 | $1.3M | 7.0k | 182.18 |
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| Citizens Financial (CFG) | 0.2 | $1.3M | 21k | 59.97 |
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| Jackson Financial Com Cl A (JXN) | 0.2 | $1.3M | 12k | 105.72 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $1.3M | 21k | 61.26 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.2M | +10% | 22k | 56.68 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | 2.0k | 604.52 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.2M | 10k | 110.47 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $1.1M | 4.1k | 266.81 |
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| Zscaler Incorporated (ZS) | 0.2 | $1.1M | -6% | 7.7k | 140.29 |
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| Trane Technologies SHS (TT) | 0.2 | $1.1M | -51% | 2.6k | 416.74 |
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| Intercontinental Exchange (ICE) | 0.2 | $1.1M | -11% | 6.8k | 157.30 |
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| Enbridge (ENB) | 0.2 | $1.1M | 20k | 54.14 |
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| Ptc (PTC) | 0.2 | $1.0M | 7.3k | 142.49 |
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| Palo Alto Networks (PANW) | 0.2 | $1.0M | -18% | 6.3k | 160.32 |
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| Merck & Co (MRK) | 0.2 | $1.0M | -4% | 8.4k | 120.30 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $974k | NEW | 2.3k | 430.29 |
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| Lowe's Companies (LOW) | 0.2 | $955k | 4.0k | 236.32 |
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| Heico Corp Cl A (HEI.A) | 0.2 | $946k | 4.5k | 211.13 |
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| Travelers Companies (TRV) | 0.2 | $932k | 3.2k | 291.77 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $869k | 2.4k | 356.64 |
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| Nucor Corporation (NUE) | 0.1 | $849k | 5.0k | 169.10 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $786k | 4.1k | 192.91 |
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| Ge Vernova (GEV) | 0.1 | $780k | +12% | 894.00 | 872.96 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $773k | -28% | 10k | 75.09 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $763k | +14% | 14k | 55.52 |
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| salesforce (CRM) | 0.1 | $742k | -62% | 4.0k | 186.67 |
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| International Paper Company (IP) | 0.1 | $738k | -2% | 21k | 35.70 |
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| Truist Financial Corp equities (TFC) | 0.1 | $724k | -2% | 16k | 45.97 |
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| Ge Aerospace Com New (GE) | 0.1 | $719k | 2.5k | 283.88 |
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| Oracle Corporation (ORCL) | 0.1 | $704k | 4.8k | 147.11 |
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| McKesson Corporation (MCK) | 0.1 | $694k | +17% | 802.00 | 865.36 |
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| 3M Company (MMM) | 0.1 | $685k | 4.7k | 145.23 |
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| McDonald's Corporation (MCD) | 0.1 | $684k | 2.2k | 310.82 |
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| Medtronic SHS (MDT) | 0.1 | $666k | -7% | 7.7k | 86.65 |
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| Prudential Financial (PRU) | 0.1 | $617k | -7% | 6.3k | 97.69 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $610k | -2% | 4.2k | 146.63 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $577k | 17k | 34.02 |
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| Pfizer (PFE) | 0.1 | $566k | +16% | 20k | 28.08 |
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| Shell Spon Ads (SHEL) | 0.1 | $558k | 6.0k | 93.00 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $556k | NEW | 8.9k | 62.68 |
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| Exelon Corporation (EXC) | 0.1 | $551k | 11k | 49.02 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $551k | 12k | 45.89 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $545k | -5% | 1.5k | 359.03 |
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| Altria (MO) | 0.1 | $523k | -3% | 7.9k | 66.00 |
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| Philip Morris International (PM) | 0.1 | $521k | 3.2k | 165.35 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $517k | 4.4k | 118.64 |
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| Cisco Systems (CSCO) | 0.1 | $517k | 6.7k | 77.60 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $508k | +2% | 3.1k | 161.73 |
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| Advanced Micro Devices (AMD) | 0.1 | $504k | 2.5k | 203.43 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $489k | -5% | 9.6k | 50.81 |
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| W.W. Grainger (GWW) | 0.1 | $478k | 438.00 | 1091.57 |
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| Corteva (CTVA) | 0.1 | $466k | 5.6k | 83.72 |
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| Corning Incorporated (GLW) | 0.1 | $447k | +13% | 3.3k | 135.99 |
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| Consolidated Edison (ED) | 0.1 | $445k | 3.9k | 113.18 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $435k | +38% | 14k | 30.68 |
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| Manhattan Associates (MANH) | 0.1 | $429k | -6% | 3.2k | 133.12 |
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| Chubb (CB) | 0.1 | $425k | 1.3k | 326.00 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.1 | $418k | -5% | 3.8k | 109.47 |
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| Pepsi (PEP) | 0.1 | $410k | 2.6k | 155.32 |
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| Enterprise Products Partners (EPD) | 0.1 | $407k | 11k | 37.84 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $388k | -8% | 7.9k | 49.37 |
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| Xpeng Ads (XPEV) | 0.1 | $376k | -50% | 22k | 17.11 |
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| Illinois Tool Works (ITW) | 0.1 | $359k | 1.4k | 260.33 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $346k | -55% | 3.0k | 115.00 |
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| Ingersoll Rand (IR) | 0.1 | $345k | 4.3k | 80.13 |
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| Astrazeneca Ord (AZN) | 0.1 | $343k | NEW | 1.7k | 197.22 |
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| Applied Materials (AMAT) | 0.1 | $341k | 998.00 | 342.07 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $333k | 1.2k | 287.18 |
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| Cohen & Steers Quality Income Realty (RQI) | 0.1 | $326k | 27k | 12.05 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $315k | 511.00 | 616.76 |
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| TJX Companies (TJX) | 0.1 | $306k | -4% | 1.9k | 159.73 |
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| Analog Devices (ADI) | 0.0 | $294k | 923.00 | 318.34 |
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| Qualcomm (QCOM) | 0.0 | $290k | -17% | 2.3k | 128.82 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $279k | NEW | 3.9k | 70.86 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $277k | 2.6k | 106.01 |
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| Hldgs (UAL) | 0.0 | $276k | 3.0k | 92.07 |
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| Southern Company (SO) | 0.0 | $275k | -4% | 2.9k | 96.53 |
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| T. Rowe Price (TROW) | 0.0 | $261k | 2.9k | 90.14 |
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| Totalenergies Se Act (TTE) | 0.0 | $260k | NEW | 2.9k | 90.98 |
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| Toll Brothers (TOL) | 0.0 | $259k | 1.9k | 136.47 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $249k | -6% | 3.7k | 67.53 |
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| Hartford Financial Services (HIG) | 0.0 | $245k | 1.8k | 135.28 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $228k | 534.00 | 426.40 |
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| Amgen (AMGN) | 0.0 | $227k | 643.00 | 352.22 |
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| Williams Companies (WMB) | 0.0 | $225k | NEW | 3.1k | 72.79 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $223k | 1.3k | 165.79 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $214k | -22% | 1.2k | 175.66 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $207k | 3.9k | 53.36 |
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| L3harris Technologies (LHX) | 0.0 | $205k | NEW | 594.00 | 345.43 |
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| Anthem (ELV) | 0.0 | $204k | 697.00 | 293.03 |
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| Columbia Finl (CLBK) | 0.0 | $183k | 11k | 17.51 |
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| Cohen & Steers Total Return Real (RFI) | 0.0 | $124k | 11k | 11.14 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $122k | 11k | 11.50 |
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| Blackrock Res & Commodities SHS (BCX) | 0.0 | $121k | 10k | 12.05 |
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Past Filings by Strategic Advisors
SEC 13F filings are viewable for Strategic Advisors going back to 2012
- Strategic Advisors 2026 Q1 filed May 14, 2026
- Strategic Advisors 2025 Q4 filed Feb. 10, 2026
- Strategic Advisors 2025 Q3 filed Nov. 3, 2025
- Strategic Advisors 2025 Q2 filed Aug. 12, 2025
- Strategic Advisors 2025 Q1 filed April 17, 2025
- Strategic Advisors 2024 Q4 filed Jan. 31, 2025
- Strategic Advisors 2024 Q3 filed Oct. 9, 2024
- Strategic Advisors 2024 Q2 filed July 11, 2024
- 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