13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001569119
Total reported value
$457.2M
$457.2M
187 檔
31.0%
In Q1 2025, Strategic Advisors LLC's U.S. equity holdings reached a combined market value of $457.2M, distributed across 187 disclosed stock positions.
In Q1 2025, Strategic Advisors LLC displayed an active expansion posture, initiating 187 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.57% | +2.56% | -5.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.90% | +0.61% | +0.34% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.82% | +1.85% | +11.45% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.74% | +0.45% | -3.20% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.26% | -1.85% | -0.09% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.56% | +1.20% | +4.88% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.26% | +2.10% | -3.09% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.20% | -0.09% | +4.61% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.35% | +0.85% | -7.16% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.03% | +0.78% | -2.70% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.02% | +0.73% | +10.60% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | +0.85% | -8.90% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | -0.86% | -6.72% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | +0.23% | -3.47% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.62% | +0.33% | -4.87% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.60% | -1.21% | -0.04% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | +0.36% | +10.99% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.83% | +10.05% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.48% | -0.95% | -1.54% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.45% | -0.34% | +12.29% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.32% | -0.91% | -2.23% | |
| 22 | DTE | Dte Energy Company | Stock-Utilities | 1.30% | -1.11% | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.22% | -1.15% | +19.90% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | +0.65% | -4.24% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 0.94% | +0.19% | +95.12% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.37% | +0.30% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 0.76% | +0.35% | +1.61% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.73% | +0.02% | -2.18% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.72% | -0.55% | +25.29% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.71% | +0.06% | +2.67% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.63% | +0.66% | +22.26% | |
| 32 | UL | Unilever PLC | Stock-Consumer Staples | 0.61% | — | -2.33% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | — | -5.75% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | +0.16% | -1.17% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.57% | +0.66% | -11.51% | |
| 36 | MET | Metlife Inc | Stock-Financials | 0.57% | +0.22% | -3.82% | |
| 37 | AEP | American Electric Power | Stock-Utilities | 0.56% | -0.39% | — | |
| 38 | LNG | Cheniere Energy Inc | Stock-Energy | 0.55% | +0.03% | -2.65% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.53% | +0.01% | -59.78% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | -0.04% | +167.26% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.65% | EXIT | |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.52% | +0.13% | -2.07% | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.52% | +0.11% | -1.61% | |
| 44 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.49% | -0.45% | EXIT | |
| 45 | IP | International Paper Co | Stock-Consumer Disc | 0.45% | +0.04% | — | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.07% | +18.10% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.43% | -0.53% | +2.10% | |
| 48 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.42% | -0.26% | EXIT | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.34% | EXIT | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.40% | -0.31% | -2.36% |
According to official SEC Form 13F filings, Strategic Advisors LLC reported a total U.S. public equity portfolio value of $457.2M across 187 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, SCHB) accounted for 31.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $44.5M
During Q1 2025, Strategic Advisors LLC's top holdings by market value included AAPL (8.6%)、MSFT (4.9%)、SCHB (4.8%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q1 2025, Strategic Advisors LLC made 187 total portfolio adjustments, initiating 187 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.