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CIK: 0001569119
Total reported value
$457.2M
$457.2M
202 檔
30.7%
During the Q3 2024 filing period, Strategic Advisors LLC (CIK: 0001569119) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $457.2M across 202 reported positions.
During Q3 2024, Strategic Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.94% | +2.56% | -12.16% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.08% | +0.61% | -11.60% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.63% | -1.85% | +11.55% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.31% | +0.45% | -1.85% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.23% | +1.85% | -3.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.26% | +2.10% | -3.35% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.98% | +1.20% | -4.39% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.83% | -0.09% | -4.03% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.00% | +0.78% | -8.10% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.76% | +0.85% | -0.15% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.75% | -0.86% | -5.08% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.61% | +0.73% | -0.91% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | +0.85% | -2.15% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | +0.23% | -12.02% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.54% | -0.34% | +119.75% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.43% | -1.21% | +0.01% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.36% | +0.33% | +0.08% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 1.31% | -0.91% | +0.01% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.29% | +0.01% | -0.01% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.19% | -0.95% | +67.75% | |
| 21 | DTE | Dte Energy Company | Stock-Utilities | 1.17% | -1.11% | — | |
| 22 | ENB | Enbridge Inc | Stock-Energy | 1.08% | +0.06% | +0.04% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.65% | -18.35% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | +0.36% | +0.11% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -1.15% | +10.26% | |
| 26 | D | Dominion Energy Inc | Stock-Utilities | 0.88% | — | +0.01% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.83% | +25.42% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.07% | EXIT | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | +0.07% | +0.34% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.80% | — | +9.46% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.76% | +0.35% | -3.33% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.37% | -2.55% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.71% | +0.01% | +3.53% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | +0.07% | -15.46% | |
| 35 | UL | Unilever PLC | Stock-Consumer Staples | 0.69% | — | — | |
| 36 | MRVL | Marvell Technology Inc | Stock-Tech | 0.68% | +0.06% | NEW | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | — | -2.60% | |
| 38 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.66% | +0.06% | -9.02% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.64% | +0.02% | +0.79% | |
| 40 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.62% | — | — | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.59% | -0.01% | -4.50% | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.58% | -0.55% | +1.20% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.56% | -0.02% | +0.65% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | +0.66% | -10.12% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.53% | +0.11% | +0.56% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.18% | -17.13% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.50% | +0.19% | +0.73% | |
| 48 | AEP | American Electric Power | Stock-Utilities | 0.50% | -0.39% | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | +0.16% | +0.04% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | — | — |
According to official SEC Form 13F filings, Strategic Advisors LLC reported a total U.S. public equity portfolio value of $457.2M across 202 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 30.7% of total reported equity market value during Q3 2024.
During Q3 2024, Strategic Advisors LLC's top holdings by market value included AAPL (7.9%)、MSFT (5.1%)、NVDA (4.6%). The largest single position, AAPL, represented 7.9% of total portfolio value.
In Q3 2024, Strategic Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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