Strategic Advisors LLC Incresed Positions in Q1 2025

Strategic Advisors LLC

  • $510 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.53K
+ 10.99%
$442.66 - $534.52 $679K - $820K
15.5K $8.25M
TTD
Trade Desk, Inc.

Technology
37K
+ 1211.03%
$53.59 - $126.58 $1.98M - $4.68M
40.1K $2.19M
ETN
Eaton Corp PLC

Industrials
8.75K
+ 95.12%
$271.83 - $371.23 $2.38M - $3.25M
17.9K $4.88M
ISRG
Intuitive Surgical Inc

Healthcare
3.26K
+ 514.35%
$476.63 - $610.45 $1.55M - $1.99M
3.9K $1.93M
AVGO
Broadcom Inc.

Technology
10.2K
+ 167.26%
$167.43 - $244.7 $1.7M - $2.49M
16.3K $2.72M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
119K
+ 11.45%
$21.23 - $23.75 $2.54M - $2.84M
1.16M $24.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.35K
+ 359.61%
$156.61 - $168.02 $1.15M - $1.24M
9.4K $1.5M
NFLX
Netflix Inc

Communication Services
1.06K
+ 95.14%
$828.4 - $1058.6 $876K - $1.12M
2.17K $2.02M
VTI
Vanguard Total Stock Market Et

ETFs
3.52K
+ 158.8%
$271.18 - $303.12 $954K - $1.07M
5.74K $1.57M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.38K
+ 4.88%
$91.45 - $91.75 $858K - $861K
202K $18.5M
AXON
Axon Enterprise, Inc.

Industrials
1.59K
+ 372.13%
$496.65 - $710.01 $789K - $1.13M
2.02K $1.06M
CLBT
Cellebrite Di Ltd.

Technology
40.1K
+ 137.94%
$16.78 - $26.0 $673K - $1.04M
69.2K $1.34M
IBM
International Business Machines Corp

Technology
1.4K
+ 18.1%
$217.4 - $264.74 $304K - $370K
9.12K $2.27M
GS
Goldman Sachs Group Inc

Financial Services
1.84K
+ 10.6%
$524.81 - $672.19 $967K - $1.24M
19.2K $10.5M
ASML
Asml Holding Nv

Technology
826
+ 37.48%
$662.63 - $776.99 $547K - $642K
3.03K $2.01M
HON
Honeywell International Inc

Industrials
2.48K
+ 33.95%
$202.75 - $226.52 $502K - $561K
9.77K $2.07M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
94
+ 2.1%
$402.49 - $513.76 $37.8K - $48.3K
4.58K $2.22M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.08K
+ 22.26%
$192.82 - $222.1 $594K - $684K
16.9K $3.26M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.7K
+ 10.05%
$64.88 - $72.1 $695K - $772K
117K $7.67M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.04K
+ 2.67%
$89.27 - $92.9 $92.7K - $96.4K
39.9K $3.69M
MANH
Manhattan Associates Inc

Technology
1.86K
+ 116.42%
$163.5 - $295.1 $304K - $548K
3.45K $597K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 0.3%
$890.62 - $1076.86 $11.6K - $14K
4.39K $4.15M
CEG
Constellation Energy Corp

Utilities
1.57K
+ 20.13%
$201.63 - $347.44 $316K - $544K
9.34K $1.88M
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 0.6%
$1739.0 - $2260.0 $5.22K - $6.78K
503 $981K
KNSL
Kinsale Capital Group, Inc.

Financial Services
30
+ 0.57%
$416.48 - $494.72 $12.5K - $14.8K
5.28K $2.57M
EXC
Exelon Corp

Utilities
3
+ 0.02%
$37.3 - $46.08 $112 - $138
12.1K $555K
TRV
Travelers Companies, Inc.

Financial Services
83
+ 2.53%
$232.43 - $265.13 $19.3K - $22K
3.36K $888K
XLE
Energy Sector Spdr

ETFs
11
+ 0.1%
$85.7 - $93.96 $943 - $1.03K
10.6K $975K
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.4%
$114.1 - $135.66 $1.83K - $2.17K
4.06K $537K
PANW
Palo Alto Networks Inc

Technology
585
+ 10.97%
$167.82 - $208.28 $98.2K - $122K
5.92K $1.01M
EPD
Enterprise Products Partners L.P.

Energy
337
+ 3.49%
$31.75 - $34.14 $10.7K - $11.5K
9.99K $340K
ICE
Intercontinental Exchange, Inc.

Financial Services
24
+ 1.78%
$142.8 - $176.36 $3.43K - $4.23K
1.37K $236K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
672
+ 4.61%
$27.01 - $28.54 $18.2K - $19.2K
15.2K $420K
JEPI
J P Morgan Exchange Traded Fd

ETFs
296
+ 4.29%
$56.17 - $59.71 $16.6K - $17.7K
7.2K $407K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
31
+ 0.1%
$12.04 - $13.32 $373 - $413
31.4K $394K
TJX
Tjx Companies Inc

Consumer Cyclical
68
+ 3.77%
$112.81 - $126.16 $7.67K - $8.58K
1.87K $227K
Arista Networks Inc
12.1K
+ 110.58%
N/A
23.1K $0
Wells Fargo CO New
1
+ 0.51%
N/A
197 $0
Amplify ETF Tr
9.18K
+ 234.59%
N/A
13.1K $0
ITW
Illinois Tool Works Inc

Industrials
6
+ 0.46%
$244.9 - $274.48 $1.47K - $1.65K
1.3K $322K
CARR
Carrier Global Corp

Industrials
9
+ 0.26%
$62.07 - $70.55 $559 - $635
3.54K $224K
GWW
W.W. Grainger, Inc.

Industrials
5
+ 1.1%
$953.54 - $1132.42 $4.77K - $5.66K
460 $454K
CAT
Caterpillar Inc

Industrials
287
+ 5.01%
$326.75 - $407.63 $93.8K - $117K
6.01K $1.98M
ORCL
Oracle Corp

Technology
96
+ 2.02%
$139.81 - $186.47 $13.4K - $17.9K
4.85K $678K
PH
Parker Hannifin Corp

Industrials
103
+ 1.61%
$591.65 - $707.05 $60.9K - $72.8K
6.52K $3.96M
AXP
American Express CO

Financial Services
45
+ 0.84%
$255.39 - $325.87 $11.5K - $14.7K
5.4K $1.45M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.34K
+ 3.14%
$24.91 - $29.02 $58.4K - $68K
77.1K $1.93M
PTC
Ptc Inc.

Technology
83
+ 1.09%
$153.3 - $193.48 $12.7K - $16.1K
7.73K $1.2M
NOW
Service Now, Inc.

Technology
950
+ 25.29%
$783.83 - $1170.39 $745K - $1.11M
4.71K $3.75M
Activity Summary
Buys All Purchases 63 New Holdings 9 Increased Positions 54 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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