Strategic Advisors LLC Portfolio Holdings

Strategic Advisors LLC

  • $545 Million
  • Q4 2024

Strategic Advisors LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $545 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $52.6M, Amazon Com Inc with a value of $29.3M, Microsoft Corp with a value of $28.5M, Nvidia Corp with a value of $27.4M, and Schwab Strategic Tr Us Broad M with a value of $23.7M.

Examining the 13F form we can see an increase of $15M in the current position value, from $530M to 545M.

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

Portfolio value $545 Million
Technology: $155 Million
ETFs: $97.7 Million
Consumer Cyclical: $64.8 Million
Financial Services: $63.1 Million
Communication Services: $40.9 Million
Industrials: $35.5 Million
Healthcare: $27.5 Million
Consumer Defensive: $21.3 Million
Other: $39.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185B
$2.27 Million 0.42% of portfolio
18,074
Q4 2024 Added 10.31%
$80.5B
$2.18 Million 0.4% of portfolio
5,899
Q4 2024 Added 701.49%
$140B
$2.14 Million 0.39% of portfolio
9,317
Q4 2024 Added 168.35%
$157B
$2.08 Million 0.38% of portfolio
5,724
Q4 2024 Added 14.62%
$106B
$2.08 Million 0.38% of portfolio
4,643
Q4 2024 Added 0.04%
$0
$2.08 Million 0.38% of portfolio
74,732
Q4 2024 Added 471.04%
$0
$1.99 Million 0.37% of portfolio
179,922
Q3 2024 New
$98.5B
$1.89 Million 0.35% of portfolio
17,745
Q4 2024 Reduced 0.81%
$176B
$1.9 Million 0.35% of portfolio
3,661
Q4 2024 Reduced 40.12%
$23.5B
$1.83 Million 0.34% of portfolio
45,989
Q4 2021 New
$127B
$1.81 Million 0.33% of portfolio
4,486
Q4 2024 Added 0.56%
$68B
$1.75 Million 0.32% of portfolio
7,775
Q4 2024 Added 27.82%
$31.8B
$1.76 Million 0.32% of portfolio
4,611
Q4 2024 Reduced 2.54%
$214B
$1.7 Million 0.31% of portfolio
7,724
Q4 2024 Reduced 60.31%
$194B
$1.7 Million 0.31% of portfolio
74,526
Q4 2024 Reduced 48.39%
$236B
$1.69 Million 0.31% of portfolio
28,474
Q4 2024 Added 9.73%
$17.6B
$1.62 Million 0.3% of portfolio
39,969
Q4 2024 Added 38.68%
$135B
$1.65 Million 0.3% of portfolio
7,297
Q4 2024 Added 51.52%
$191B
$1.59 Million 0.29% of portfolio
5,356
Q4 2024 Added 46.58%
$267B
$1.53 Million 0.28% of portfolio
2,204
Q4 2024 Added 1.47%
$0
$1.54 Million 0.28% of portfolio
126,438
Q3 2024 New
$983B
$1.46 Million 0.27% of portfolio
7,692
Q4 2024 Added 10.56%
$28.5B
$1.49 Million 0.27% of portfolio
8,243
Q4 2024 Added 1.27%
$17.2B
$1.41 Million 0.26% of portfolio
7,646
Q4 2024 Added 3.86%
$201B
$1.41 Million 0.26% of portfolio
14,205
Q4 2024 Added 6.71%
$72.2B
$1.41 Million 0.26% of portfolio
6,085
Q4 2024 Added 55.03%
$202B
$1.42 Million 0.26% of portfolio
9,311
Q4 2024 Reduced 63.41%
$294B
$1.36 Million 0.25% of portfolio
31,029
Q4 2024 Added 13.4%
$717B
$1.37 Million 0.25% of portfolio
1,779
Q4 2024 Added 8.94%
$37.7B
$1.29 Million 0.24% of portfolio
10,910
Q4 2024 Added 19.76%
$12.3B
$1.29 Million 0.24% of portfolio
21,001
Q4 2024 New
$313B
$1.3 Million 0.24% of portfolio
20,884
Q4 2024 Added 5.5%
$186B
$1.27 Million 0.23% of portfolio
31,678
Q4 2024 Added 26.13%
$0
$1.18 Million 0.22% of portfolio
5,359
Q4 2024 Added 4.2%
$257B
$1.13 Million 0.21% of portfolio
12,477
Q4 2024 Added 7.69%
$0
$1.14 Million 0.21% of portfolio
11,772
Q4 2024 Added 17.71%
$6.18B
$1.09 Million 0.2% of portfolio
12,468
Q4 2024 Added 3.9%
$153B
$1.09 Million 0.2% of portfolio
9,039
Q4 2024 Reduced 24.89%
$0
$1.07 Million 0.2% of portfolio
3,306
Q4 2024 Reduced 24.0%
$133B
$1.03 Million 0.19% of portfolio
11,200
Q4 2024 Added 4.67%
$139B
$1.02 Million 0.19% of portfolio
4,130
Q4 2024 Added 1.25%
$72B
$1.06 Million 0.19% of portfolio
8,424
Q4 2024 Reduced 7.46%
$89.1B
$979,000 0.18% of portfolio
23,090
Q4 2024 Reduced 83.87%
$50.9B
$970,000 0.18% of portfolio
5,332
Q4 2024 Added 230.36%
$125B
$1 Million 0.18% of portfolio
2,059
Q4 2024 Added 2.23%
$414B
$990,000 0.18% of portfolio
1,111
Q4 2024 Added 34.34%
$0
$979,000 0.18% of portfolio
1,720
Q4 2024 Reduced 3.86%
$47.1B
$919,000 0.17% of portfolio
8,072
Q4 2024 Added 2.84%
$0
$903,000 0.17% of portfolio
10,542
Q4 2024 Added 11.63%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $545 Million
  • Prior Value $530 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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