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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$969,000 0.16% of portfolio
16,973
Q3 2025 Added 58.64%
$67.3B
$910,000 0.15% of portfolio
3,262
Q3 2025 Reduced 0.31%
$0
$887,000 0.15% of portfolio
2,427
Q3 2025 New
$0
$913,000 0.15% of portfolio
10,221
Q3 2025 Added 8.7%
$0
$871,000 0.14% of portfolio
6,182
Q3 2025 Added 276.95%
$0
$779,000 0.13% of portfolio
2,653
Q3 2025 Reduced 5.45%
$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%
$0
$586,000 0.1% of portfolio
7,707
Q3 2025 Reduced 1.75%
$0
$527,000 0.09% of portfolio
3,788
Q3 2025 Reduced 8.21%
$104B
$533,000 0.09% of portfolio
8,083
Q3 2025 Reduced 7.99%
$0
$561,000 0.09% of portfolio
942
Q3 2025 Reduced 4.66%
$0
$472,000 0.08% of portfolio
8,768
Q3 2025 Reduced 1.65%
$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%
$0
$472,000 0.08% of portfolio
3,062
Q3 2025 Reduced 16.91%
$0
$485,000 0.08% of portfolio
8,446
Q3 2025 Added 96.46%
$0
$493,000 0.08% of portfolio
10,367
Q2 2025 Reduced 1.42%
$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%
$0
$424,000 0.07% of portfolio
17,179
Q3 2025 Reduced 13.38%
$36B
$454,000 0.07% of portfolio
4,519
Q2 2025 Added 2.01%
$46.8B
$422,000 0.07% of portfolio
443
Q3 2025 Reduced 3.06%
$388B
$400,000 0.07% of portfolio
2,477
Q3 2025 Added 4.21%
$121B
$431,000 0.07% of portfolio
559
Q3 2025 Reduced 17.79%
$319B
$455,000 0.07% of portfolio
6,656
Q3 2025 Added 0.06%
$270B
$429,000 0.07% of portfolio
6,000
Q3 2025 Added 33.33%
$0
$456,000 0.07% of portfolio
5,233
Q2 2025 Reduced 0.34%
$47.4B
$376,000 0.06% of portfolio
5,565
Q3 2025 Added 13.97%
$123B
$362,000 0.06% of portfolio
1,283
Q3 2025 Reduced 2.66%
$204B
$381,000 0.06% of portfolio
2,715
Q3 2025 Reduced 7.43%
$0
$358,000 0.06% of portfolio
28,755
Q3 2025 Reduced 8.44%
$74.9B
$359,000 0.06% of portfolio
1,380
Q3 2025 Added 0.51%
$30.4B
$356,000 0.06% of portfolio
4,309
Q1 2025 Reduced 1.64%
$68.7B
$342,000 0.06% of portfolio
4,096
Q3 2025 Reduced 5.97%
$342B
$298,000 0.05% of portfolio
1,638
Q3 2025 New
$170B
$278,000 0.05% of portfolio
1,926
Q3 2025 Added 0.68%
$0
$304,000 0.05% of portfolio
17,900
Q1 2025 Reduced 1.65%
$31.1B
$289,000 0.05% of portfolio
3,000
Q2 2025 Reduced 0.07%

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
Track This Portfolio

Track Strategic Advisors LLC Portfolio

Follow Strategic Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email