Strategic Advisors LLC Sells in Q1 2025

Strategic Advisors LLC

  • $510 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-9.81K
- 4.67%
$209.68 - $247.1 $2.06M - $2.42M
200K $44.5M
CRM
Salesforce, Inc.

Technology
-15.3K
- 59.78%
$268.36 - $359.95 $4.1M - $5.49M
10.3K $2.76M
NVDA
Nvidia Corp

Technology
-176
- 0.09%
$106.98 - $149.43 $18.8K - $26.3K
204K $22.1M
MRVL
Marvell Technology, Inc.

Technology
-39.1K
- 77.72%
$61.57 - $126.06 $2.4M - $4.92M
11.2K $689K
AMZN
Amazon Com Inc

Consumer Cyclical
-4.28K
- 3.2%
$190.26 - $242.06 $814K - $1.04M
129K $24.6M
GOOGL
Alphabet Inc.

Communication Services
-3.49K
- 3.09%
$154.33 - $206.19 $538K - $719K
110K $16.9M
MDT
Medtronic PLC

Healthcare
-17.3K
- 57.5%
$79.84 - $94.5 $1.38M - $1.64M
12.8K $1.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2K
- 39.53%
$551.42 - $612.93 $1.1M - $1.22M
3.05K $1.71M
EMR
Emerson Electric CO

Industrials
-1.43K
- 2.23%
$108.64 - $131.17 $155K - $188K
62.6K $6.87M
SPOT
Spotify Technology S.A.

Communication Services
-2.68K
- 57.66%
$457.79 - $648.32 $1.23M - $1.74M
1.97K $1.08M
AMD
Advanced Micro Devices Inc

Technology
-6.33K
- 70.06%
$96.63 - $129.55 $612K - $820K
2.71K $278K
XLK
Technology Sector Spdr

ETFs
-1.86K
- 11.51%
$206.38 - $242.18 $383K - $450K
14.3K $2.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-545
- 4.24%
$468.34 - $539.52 $255K - $294K
12.3K $5.77M
JPM
Jpmorgan Chase & CO

Financial Services
-3.81K
- 8.9%
$225.19 - $279.95 $859K - $1.07M
39K $9.57M
IWM
Ishares Russell 2000 ETF

ETFs
-2.43K
- 45.42%
$198.1 - $229.79 $482K - $559K
2.93K $583K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-275
- 5.96%
$283.06 - $421.16 $77.8K - $116K
4.34K $1.23M
META
Meta Platforms, Inc.

Communication Services
-546
- 3.47%
$576.36 - $736.67 $315K - $402K
15.2K $8.75M
PG
Procter & Gamble CO

Consumer Defensive
-3.76K
- 6.72%
$158.56 - $176.26 $596K - $663K
52.2K $8.89M
DIS
Walt Disney CO

Communication Services
-1.59K
- 7.3%
$96.87 - $114.0 $154K - $181K
20.2K $1.99M
SHOP
Shopify Inc.

Technology
-2.39K
- 13.49%
$90.59 - $129.31 $217K - $310K
15.4K $1.47M
TT
Trane Technologies PLC

Industrials
-500
- 8.48%
$332.0 - $400.86 $166K - $200K
5.4K $1.82M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-500
- 29.07%
$522.96 - $601.18 $261K - $301K
1.22K $650K
DAL
Delta Air Lines, Inc.

Industrials
-2.37K
- 20.13%
$43.6 - $69.06 $103K - $164K
9.4K $409K
GOOG
Alphabet Inc.

Communication Services
-244
- 3.17%
$156.06 - $207.71 $38.1K - $50.7K
7.45K $1.16M
IVZ
Invesco Ltd.

Financial Services
-13.5K
- 32.93%
$14.82 - $19.34 $200K - $261K
27.5K $417K
PFE
Pfizer Inc

Healthcare
-10.2K
- 30.46%
$25.01 - $27.13 $255K - $277K
23.3K $590K
DOW
Dow Inc.

Basic Materials
-5.8K
- 43.26%
$34.36 - $41.92 $199K - $243K
7.6K $265K
UPS
United Parcel Service Inc

Industrials
-1.05K
- 12.43%
$109.66 - $136.26 $115K - $143K
7.38K $811K
DHR
Danaher Corp

Healthcare
-46
- 0.49%
$201.62 - $250.59 $9.27K - $11.5K
9.27K $1.9M
MRK
Merck & Co., Inc.

Healthcare
-872
- 6.14%
$83.01 - $101.02 $72.4K - $88.1K
13.3K $1.2M
MS
Morgan Stanley

Financial Services
-426
- 2.36%
$111.68 - $141.08 $47.6K - $60.1K
17.6K $2.06M
WMT
Walmart Inc.

Consumer Defensive
-1.7K
- 13.61%
$84.5 - $105.05 $143K - $178K
10.8K $946K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-403
- 12.19%
$302.31 - $337.54 $122K - $136K
2.9K $885K
MET
Metlife Inc

Financial Services
-1.46K
- 3.82%
$77.7 - $87.0 $113K - $127K
36.7K $2.95M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-176
- 4.81%
$497.6 - $606.74 $87.6K - $107K
3.49K $1.73M
PRU
Prudential Financial Inc

Financial Services
-500
- 4.58%
$105.04 - $122.33 $52.5K - $61.2K
10.4K $1.16M
AVUV
American Centy ETF Tr Avantis

ETFs
-164
- 1.39%
$84.95 - $100.62 $13.9K - $16.5K
11.6K $1.01M
MMM
3 M CO

Industrials
-1.5K
- 25.57%
$129.7 - $155.12 $195K - $233K
4.37K $641K
TROW
Price T Rowe Group Inc

Financial Services
-300
- 7.32%
$91.57 - $116.93 $27.5K - $35.1K
3.8K $349K
VCR
Vanguard Consumer Discretionar

ETFs
-84
- 4.89%
$318.51 - $391.75 $26.8K - $32.9K
1.63K $532K
VEEV
Veeva Systems Inc

Healthcare
-701
- 25.5%
$210.58 - $246.8 $148K - $173K
2.05K $474K
XLF
Financial Sector Spdr

ETFs
-2.3K
- 19.57%
$47.32 - $52.19 $109K - $120K
9.44K $464K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.89K
- 28.59%
$58.32 - $65.09 $110K - $123K
4.72K $283K
SO
Southern CO

Utilities
-1.57K
- 34.83%
$80.96 - $92.96 $127K - $146K
2.94K $270K
IWR
Ishares Russell Mid Cap ETF

ETFs
-382
- 2.03%
$82.81 - $92.93 $31.6K - $35.5K
18.5K $1.57M
BAC
Bank Of America Corp

Financial Services
-374
- 1.21%
$39.61 - $47.74 $14.8K - $17.9K
30.7K $1.28M
LMT
Lockheed Martin Corp

Industrials
-3
- 0.15%
$423.19 - $506.29 $1.27K - $1.52K
2.06K $918K
CFG
Citizens Financial Group Inc

Financial Services
-500
- 2.3%
$39.73 - $48.36 $19.9K - $24.2K
21.3K $871K
LOW
Lowes Companies Inc

Consumer Cyclical
-97
- 2.35%
$222.66 - $268.42 $21.6K - $26K
4.03K $940K
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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