Strategic Advisors LLC Portfolio Holdings

Strategic Advisors LLC

  • $609 Million
  • Q3 2025

Strategic Advisors LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $609 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.7M, Microsoft Corp with a value of $36.9M, Nvidia Corp with a value of $36.5M, Schwab Strategic Tr Us Broad M with a value of $29.2M, and Amazon Com Inc with a value of $27.2M.

Examining the 13F form we can see an increase of $112M in the current position value, from $497M to 609M.

Below you can find more details about Strategic Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $609 Million
Technology: $188 Million
ETFs: $114 Million
Financial Services: $68.5 Million
Consumer Cyclical: $63.1 Million
Industrials: $46.7 Million
Communication Services: $39.1 Million
Healthcare: $30.4 Million
Utilities: $24.6 Million
Other: $34.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$2.32 Million 0.38% of portfolio
5,070
Q3 2025 New
$160B
$2.34 Million 0.38% of portfolio
11,823
Q3 2025 Added 12.93%
$96.9B
$2.28 Million 0.37% of portfolio
5,399
Q1 2025 Reduced 8.48%
$57.5B
$2.22 Million 0.36% of portfolio
8,143
Q3 2025 Reduced 0.85%
$26.3B
$2.11 Million 0.35% of portfolio
45,989
Q4 2021 New
$0
$2.09 Million 0.34% of portfolio
180,238
Q3 2025 New
$132B
$2.09 Million 0.34% of portfolio
9,946
Q3 2025 Added 1.73%
$193B
$1.96 Million 0.32% of portfolio
17,159
Q3 2025 Reduced 0.54%
$255B
$1.8 Million 0.3% of portfolio
5,426
Q3 2025 Added 23.18%
$43.5B
$1.75 Million 0.29% of portfolio
5,002
Q3 2025 New
$1.74T
$1.67 Million 0.27% of portfolio
6,853
Q3 2025 Reduced 5.65%
$413B
$1.58 Million 0.26% of portfolio
30,700
Q3 2025 Added 5.22%
$61.4B
$1.52 Million 0.25% of portfolio
7,468
Q3 2025 Added 19.2%
$20.5B
$1.5 Million 0.25% of portfolio
7,383
Q3 2025 Reduced 0.05%
$181B
$1.46 Million 0.24% of portfolio
51,562
Q2 2025 Reduced 16.62%
$0
$1.45 Million 0.24% of portfolio
116,446
Q3 2025 New
$222B
$1.4 Million 0.23% of portfolio
2,893
Q3 2025 Reduced 8.13%
$306B
$1.4 Million 0.23% of portfolio
21,104
Q3 2025 Added 0.05%
$593B
$1.34 Million 0.22% of portfolio
4,762
Q3 2025 Reduced 2.58%
$84.9B
$1.29 Million 0.21% of portfolio
7,650
Q3 2025 Added 459.62%
$172B
$1.3 Million 0.21% of portfolio
29,506
Q3 2025 Added 0.22%
$8.02B
$1.21 Million 0.2% of portfolio
12,000
Q3 2025 Reduced 1.69%
$279B
$1.14 Million 0.19% of portfolio
11,035
Q3 2025 Reduced 2.69%
$25.6B
$1.13 Million 0.19% of portfolio
21,270
Q1 2025 Reduced 2.3%
$98.1B
$1.16 Million 0.19% of portfolio
6,762
Q3 2025 Added 1.09%
$39.9B
$1.07 Million 0.18% of portfolio
10,315
Q3 2025 Added 17.02%
$21.4B
$1.07 Million 0.18% of portfolio
45,689
Q3 2025 Added 3.16%
$96.7B
$1.02 Million 0.17% of portfolio
20,115
Q3 2025 Added 0.5%
$128B
$1.02 Million 0.17% of portfolio
10,744
Q3 2025 Reduced 0.2%
$13.3B
$1.03 Million 0.17% of portfolio
22,160
Q2 2025 Reduced 49.24%
$140B
$1.02 Million 0.17% of portfolio
4,042
Q3 2025 New
$68.5B
$953,000 0.16% of portfolio
7,009
Q3 2025 Added 0.06%
$123B
$981,000 0.16% of portfolio
1,966
Q3 2025 Reduced 2.04%
$67.3B
$910,000 0.15% of portfolio
3,262
Q3 2025 Reduced 0.31%
$328B
$773,000 0.13% of portfolio
2,571
Q3 2025 Reduced 0.27%
$187B
$804,000 0.13% of portfolio
4,838
Q3 2025 Reduced 0.33%
$91.4B
$731,000 0.12% of portfolio
4,716
Q3 2025 Added 21.99%
$59.5B
$746,000 0.12% of portfolio
16,330
Q3 2025 Reduced 0.67%
$258B
$703,000 0.12% of portfolio
4,207
Q3 2025 Added 6.7%
$11.1B
$706,000 0.12% of portfolio
3,447
Q3 2025 New
$235B
$709,000 0.12% of portfolio
8,450
Q3 2025 Reduced 5.5%
$224B
$665,000 0.11% of portfolio
2,189
Q3 2025 New
$38B
$683,000 0.11% of portfolio
5,049
Q3 2025 Added 12.22%
$41.2B
$608,000 0.1% of portfolio
2,043
Q3 2025 Added 0.99%
$104B
$533,000 0.09% of portfolio
8,083
Q3 2025 Reduced 7.99%
$237B
$505,000 0.08% of portfolio
3,119
Q3 2025 Reduced 8.77%
$89.3B
$478,000 0.08% of portfolio
4,389
Q3 2025 Reduced 1.28%
$45.6B
$515,000 0.08% of portfolio
11,453
Q3 2025 Added 0.03%
$141B
$482,000 0.08% of portfolio
18,923
Q2 2025 Reduced 18.76%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $609 Million
  • Prior Value $497 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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