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Strategy shares owned by Private Advisor

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 407k 33.02

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Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

Top funds holding Strategy

Private Advisor
ODonnell Financial Services
LPL Financial
Cambridge Investment Research Advisors
Resources Investment Advisors
Steward Partners Investment Advisory
Worth Asset Management
Envestnet Asset Management
Atlas Wealth Partners
Kestra Private Wealth Services
Jane Street
Advisor Group Holdings
Gts Securities
Cetera Investment Advisers
Moors & Cabot

View all funds holding Strategy