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CIK: 0001569119
Total reported value
$457.2M
$457.2M
193 檔
35.4%
The Q4 2024 SEC filing reveals that Strategic Advisors LLC held a total portfolio value of $457.2M, covering 193 public equity positions.
During Q4 2024, Strategic Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, MSFT) accounted for 35.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.58% | +2.56% | +15.95% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.30% | +0.45% | +7.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.14% | +0.61% | +6.65% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.95% | -1.85% | -0.20% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.28% | +1.85% | +206.33% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.86% | +2.10% | +7.28% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.17% | +1.20% | +10.50% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.05% | -0.09% | +16.03% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.14% | +0.85% | +9.39% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.85% | +0.85% | +6.76% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.80% | +0.73% | -0.37% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.86% | +3.36% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | +0.23% | +6.49% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.66% | +0.78% | -4.70% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.54% | +0.01% | +0.88% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.49% | -1.15% | +3.73% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 1.43% | -0.91% | +0.03% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.39% | +0.33% | +9.03% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.36% | -0.95% | -2.56% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.83% | +53.57% | |
| 21 | DUK | Duke Energy CORP | Stock-Utilities | 1.32% | -1.21% | +2.53% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.20% | -0.34% | -18.95% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.65% | +8.63% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | +0.36% | +12.87% | |
| 25 | DTE | Dte Energy Company | Stock-Utilities | 1.06% | -1.11% | -0.29% | |
| 26 | MRVL | Marvell Technology Inc | Stock-Tech | 1.00% | +0.06% | NEW | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 0.74% | +0.35% | -0.83% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.37% | -0.34% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.72% | -0.55% | +8.96% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | +0.66% | +23.31% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.64% | +0.06% | +4.10% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.61% | +0.02% | -0.29% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | — | +3.49% | |
| 34 | MET | Metlife Inc | Stock-Financials | 0.56% | +0.22% | +55.99% | |
| 35 | UL | Unilever PLC | Stock-Consumer Staples | 0.55% | — | -5.25% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.55% | +0.19% | +13.23% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | +0.16% | +7.01% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.18% | +2.77% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | +0.66% | +45.10% | |
| 40 | LNG | Cheniere Energy Inc | Stock-Energy | 0.50% | +0.03% | -0.13% | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.48% | +0.11% | -2.50% | |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.47% | +0.13% | +19.51% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.65% | EXIT | |
| 44 | GM | General Motors Co | Stock-Consumer Disc | 0.45% | — | -5.48% | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.44% | -0.39% | +2.16% | |
| 46 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.44% | -0.45% | EXIT | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | — | -50.94% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.44% | -0.02% | -9.82% | |
| 49 | IP | International Paper Co | Stock-Consumer Disc | 0.42% | +0.04% | -9.42% | |
| 50 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.42% | -0.35% | EXIT |
According to official SEC Form 13F filings, Strategic Advisors LLC reported a total U.S. public equity portfolio value of $457.2M across 193 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Strategic Advisors LLC's top holdings by market value included AAPL (9.6%)、AMZN (5.3%)、MSFT (5.1%). The largest single position, AAPL, represented 9.6% of total portfolio value.
In Q4 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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