Strategic Advisors LLC Top Holdings and 13F Report (2025) About Strategic Advisors LLCInvestment ActivityStrategic Advisors LLC has $553.73 million in total holdings as of December 31, 2024.Strategic Advisors LLC owns shares of 193 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 12.07% of the portfolio was purchased this quarter.About 9.32% of the portfolio was sold this quarter.This quarter, Strategic Advisors LLC has purchased 202 new stocks and bought additional shares in 112 stocks.Strategic Advisors LLC sold shares of 56 stocks and completely divested from 23 stocks this quarter.Largest Holdings Apple $53,073,930Amazon.com $29,327,397Microsoft $28,461,072NVIDIA $27,420,340Schwab US Broad Market ETF $23,682,411 Largest New Holdings this Quarter BLACKROCK INC $1,343,919 HoldingPure Storage $1,290,091 HoldingARISTA NETWORKS INC $1,214,062 HoldingFirst Trust RBA American Industrial Renaissance ETF $459,621 HoldingJPMorgan Equity Premium Income ETF $396,957 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 702,710 shares (about $15.95M)Apple 29,148 shares (about $7.30M)SPDR Portfolio S&P 500 ETF 37,172 shares (about $2.56M)Home Depot 5,993 shares (about $2.33M)Amazon.com 9,673 shares (about $2.12M) Largest Sales this Quarter Enbridge 120,032 shares (about $5.09M)International Business Machines 11,738 shares (about $2.58M)Pfizer 96,769 shares (about $2.57M)Walt Disney 22,591 shares (about $2.52M)PepsiCo 16,139 shares (about $2.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$53,073,930$7,299,230 ▲15.9%211,9409.6%Computer and TechnologyAMZNAmazon.com$29,327,397$2,122,159 ▲7.8%133,6775.3%Retail/WholesaleMSFTMicrosoft$28,461,072$1,774,101 ▲6.6%67,5235.1%Computer and TechnologyNVDANVIDIA$27,420,340$53,850 ▼-0.2%204,1885.0%Computer and TechnologySCHBSchwab US Broad Market ETF$23,682,411$15,951,517 ▲206.3%1,043,2784.3%ETFGOOGLAlphabet$21,389,436$1,452,313 ▲7.3%112,9923.9%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$17,572,222$1,670,336 ▲10.5%192,1933.2%ETFHDHome Depot$16,875,031$2,331,199 ▲16.0%43,3823.0%Retail/WholesaleVVisa$11,839,555$1,016,706 ▲9.4%37,4622.1%Business ServicesJPMJPMorgan Chase & Co.$10,270,419$650,576 ▲6.8%42,8451.9%FinanceGSThe Goldman Sachs Group$9,948,721$37,220 ▼-0.4%17,3741.8%FinancePGProcter & Gamble$9,373,639$304,787 ▲3.4%55,9121.7%Consumer StaplesMETAMeta Platforms$9,207,163$561,505 ▲6.5%15,7251.7%Computer and TechnologyABBVAbbVie$9,192,457$453,492 ▼-4.7%51,7301.7%MedicalCRMSalesforce$8,535,387$74,221 ▲0.9%25,5301.5%Computer and TechnologyTSLATesla$8,253,278$296,822 ▲3.7%20,4371.5%Auto/Tires/TrucksEMREmerson Electric$7,937,953$2,479 ▲0.0%64,0521.4%Industrial ProductsWMWaste Management$7,706,716$638,460 ▲9.0%38,1921.4%Business ServicesCRWDCrowdStrike$7,552,840$198,453 ▼-2.6%22,0741.4%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$7,345,947$2,562,629 ▲53.6%106,5561.3%ETFDUKDuke Energy$7,328,421$181,002 ▲2.5%68,0201.3%UtilitiesSGOViShares 0-3 Month Treasury Bond ETF$6,660,159$1,557,170 ▼-18.9%66,3891.2%ETFQQQInvesco QQQ$6,567,191$521,449 ▲8.6%12,8461.2%FinanceBRK.BBerkshire Hathaway$6,325,522$721,168 ▲12.9%13,9551.1%FinanceDTEDTE Energy$5,879,921$17,267 ▼-0.3%48,6951.1%UtilitiesMRVLMarvell Technology$5,549,560$55,225 ▼-1.0%50,2451.0%Computer and TechnologyPHParker-Hannifin$4,079,196$34,343 ▼-0.8%6,4140.7%Industrial ProductsCOSTCostco Wholesale$4,012,356$13,744 ▼-0.3%4,3790.7%Retail/WholesaleNOWServiceNow$3,982,871$327,577 ▲9.0%3,7570.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$3,753,964$709,638 ▲23.3%16,1450.7%ETFPIMCO ETF TR$3,517,694$138,433 ▲4.1%38,9040.6%ACTIVE BD ETFCVXChevron$3,358,698$9,704 ▼-0.3%23,1890.6%Oils/EnergyUNHUnitedHealth Group$3,182,126$107,234 ▲3.5%6,2910.6%MedicalMETMetLife$3,122,814$1,120,935 ▲56.0%38,1390.6%FinanceULUnilever$3,068,150$170,100 ▼-5.3%54,1120.6%Consumer StaplesETNEaton$3,052,540$356,760 ▲13.2%9,1980.6%Industrial ProductsMAMastercard$3,005,940$196,921 ▲7.0%5,7090.5%Business ServicesSPYSPDR S&P 500 ETF Trust$2,957,946$79,707 ▲2.8%5,0470.5%FinanceQQQMInvesco NASDAQ 100 ETF$2,911,614$904,947 ▲45.1%13,8350.5%ETFCHENIERE ENERGY INC$2,744,914$3,438 ▼-0.1%12,7750.5%COM NEWAPDAir Products and Chemicals$2,684,543$68,738 ▼-2.5%9,2560.5%Basic MaterialsDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,626,954$428,863 ▲19.5%63,4530.5%ETFXOMExxon Mobil$2,497,089$353,577 ▲16.5%23,2140.5%Oils/EnergyGMGeneral Motors$2,473,362$143,508 ▼-5.5%46,4310.4%Auto/Tires/TrucksAEPAmerican Electric Power$2,445,755$51,649 ▲2.2%26,5180.4%UtilitiesKNSLKinsale Capital Group$2,440,706$18,606 ▲0.8%5,2470.4%FinanceDISWalt Disney$2,422,614$2,515,479 ▼-50.9%21,7570.4%Consumer DiscretionaryMDTMedtronic$2,408,861$262,166 ▼-9.8%30,1560.4%MedicalIPInternational Paper$2,349,781$244,343 ▼-9.4%43,6600.4%Basic MaterialsCDNSCadence Design Systems$2,343,588$45,369 ▲2.0%7,8000.4%Computer and TechnologyMSMorgan Stanley$2,272,206$212,461 ▲10.3%18,0740.4%FinanceTTTrane Technologies$2,178,796$1,906,954 ▲701.5%5,8990.4%ConstructionDHRDanaher$2,138,712$1,341,716 ▲168.3%9,3170.4%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$2,082,787$1,718,051 ▲471.0%74,7320.4%ETFSPOTSpotify Technology$2,077,185$895 ▲0.0%4,6430.4%Business ServicesCATCaterpillar$2,076,488$264,821 ▲14.6%5,7240.4%Industrial ProductsJJacobs Solutions$2,015,953$7,750 ▼-0.4%15,0870.4%Business ServicesMUJBlackRock MuniHoldings New Jersey Quality Fund$1,991,7370.0%179,9220.4%FinanceTMOThermo Fisher Scientific$1,904,549$1,276,115 ▼-40.1%3,6610.3%MedicalSHOPShopify$1,886,826$15,418 ▼-0.8%17,7450.3%Computer and TechnologyFEFirstEnergy$1,829,4420.0%45,9890.3%UtilitiesVRTXVertex Pharmaceuticals$1,806,512$10,067 ▲0.6%4,4860.3%MedicalLULULululemon Athletica$1,763,293$45,889 ▼-2.5%4,6110.3%Consumer DiscretionaryCEGConstellation Energy$1,739,378$378,524 ▲27.8%7,7750.3%Oils/EnergyIBMInternational Business Machines$1,698,032$2,580,463 ▼-60.3%7,7240.3%Computer and TechnologyTAT&T$1,696,958$1,591,214 ▼-48.4%74,5260.3%Computer and TechnologyCSCOCisco Systems$1,685,632$149,418 ▲9.7%28,4740.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,667,578$561,871 ▲50.8%18,8640.3%ETFHONHoneywell International$1,648,217$560,398 ▲51.5%7,2970.3%Multi-Sector ConglomeratesTECKTeck Resources$1,619,944$451,829 ▲38.7%39,9690.3%Basic MaterialsAXPAmerican Express$1,589,652$505,151 ▲46.6%5,3560.3%FinanceNXJNuveen New Jersey Quality Municipal Income Fund$1,538,7500.0%126,4380.3%Financial ServicesGEHCGE HealthCare Technologies$1,528,968$261,825 ▼-14.6%19,5570.3%MedicalASMLASML$1,527,548$22,179 ▲1.5%2,2040.3%Computer and TechnologyZSZscaler$1,487,120$18,582 ▲1.3%8,2430.3%Computer and TechnologyGOOGAlphabet$1,464,855$139,972 ▲10.6%7,6920.3%Computer and TechnologyPEPPepsiCo$1,415,764$2,453,981 ▼-63.4%9,3110.3%Consumer StaplesMRKMerck & Co., Inc.$1,413,081$88,834 ▲6.7%14,2050.3%MedicalAVGOBroadcom$1,410,845$500,809 ▲55.0%6,0850.3%Computer and TechnologyPTCPTC$1,405,870$52,219 ▲3.9%7,6460.3%Computer and TechnologyLLYEli Lilly and Company$1,373,250$112,701 ▲8.9%1,7790.2%MedicalBACBank of America$1,363,743$161,167 ▲13.4%31,0290.2%FinanceBLACKROCK INC$1,343,919$1,343,919 ▲New Holding1,3110.2%COMKOCoca-Cola$1,300,239$67,739 ▲5.5%20,8840.2%Consumer StaplesPRUPrudential Financial$1,293,162$213,354 ▲19.8%10,9100.2%FinancePSTGPure Storage$1,290,091$1,290,091 ▲New Holding21,0010.2%Computer and TechnologyVZVerizon Communications$1,266,809$262,416 ▲26.1%31,6780.2%Computer and TechnologyARISTA NETWORKS INC$1,214,062$1,214,062 ▲New Holding10,9840.2%COM SHSUPSUnited Parcel Service$1,188,410$40,480 ▲3.5%9,4240.2%TransportationIWMiShares Russell 2000 ETF$1,184,125$47,727 ▲4.2%5,3590.2%FinanceAVUVAvantis U.S. Small Cap Value ETF$1,136,351$170,955 ▲17.7%11,7720.2%ETFWMTWalmart$1,127,336$80,505 ▲7.7%12,4770.2%Retail/WholesaleAMDAdvanced Micro Devices$1,091,821$361,766 ▼-24.9%9,0390.2%Computer and TechnologyJXNJackson Financial$1,085,698$40,753 ▲3.9%12,4680.2%FinanceIWBiShares Russell 1000 ETF$1,065,153$336,364 ▼-24.0%3,3060.2%ETFGILDGilead Sciences$1,034,544$46,185 ▲4.7%11,2000.2%MedicalLOWLowe's Companies$1,019,284$12,587 ▲1.3%4,1300.2%Retail/WholesaleLMTLockheed Martin$1,000,783$21,872 ▲2.2%2,0590.2%AerospaceNFLXNetflix$990,257$253,135 ▲34.3%1,1110.2%Consumer DiscretionaryHEI.AHEICO$983,114$88,951 ▲9.9%5,2830.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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