Strategic Advisors LLC Portfolio Holdings
Strategic Advisors LLC
- $510 Million
- Q1 2025
Strategic Advisors LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $510 Million distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44.5M, Microsoft Corp with a value of $25.4M, Schwab Strategic Tr Us Broad M with a value of $24.9M, Amazon Com Inc with a value of $24.6M, and Nvidia Corp with a value of $22.1M.
Examining the 13F form we can see an decrease of $34.3M in the current position value, from $545M to 510M.
Below you can find more details about Strategic Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$510 Million
Technology: $132 Million
ETFs: $97.8 Million
Financial Services: $65.3 Million
Consumer Cyclical: $54.4 Million
Industrials: $36.7 Million
Communication Services: $35.3 Million
Healthcare: $29.1 Million
Utilities: $23 Million
Other: $36.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 187
- Current Value $510 Million
- Prior Value $545 Million
- Filing
- Period Q1 2025
- Filing Date April 17, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 9 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks