Strategic Advisors LLC
CIK: 0001569119Latest portfolio: $638.4M · Q4 2025
Holdings
180
Total Value
$638.4M
New Positions
179
Closed Positions
0
Top Holdings
View All 180 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 192,449 | $52.3M | 8.19% | NEW | |
| 2 | NVDANVIDIA CORPORATION | 204,253 | $38.1M | 5.97% | NEW | |
| 3 | MSFTMICROSOFT CORP | 70,090 | $33.9M | 5.31% | NEW | |
| 4 | SCHBSCHWAB STRATEGIC TR | 1,111,119 | $29.1M | 4.56% | NEW | |
| 5 | AMZNAMAZON COM INC | 122,653 | $28.3M | 4.43% | NEW | |
| 6 | GOOGLALPHABET INC | 77,960 | $24.4M | 3.82% | NEW | |
| 7 | BILSPDR SERIES TRUST | 203,389 | $18.6M | 2.91% | NEW | |
| 8 | HDHOME DEPOT INC | 42,249 | $14.5M | 2.28% | NEW | |
| 9 | JPMJPMORGAN CHASE & CO. | 39,093 | $12.6M | 1.97% | NEW | |
| 10 | VVISA INC | 33,872 | $11.9M | 1.86% | NEW | |
| 11 | TSLATESLA INC | 25,206 | $11.3M | 1.78% | NEW | |
| 12 | ABBVABBVIE INC | 47,163 | $10.8M | 1.69% | NEW | |
| 13 | METAMETA PLATFORMS INC | 15,016 | $9.9M | 1.55% | NEW | |
| 14 | SPYMSPDR SERIES TRUST | 123,448 | $9.9M | 1.55% | NEW | |
| 15 | CRWDCROWDSTRIKE HLDGS INC | 20,426 | $9.6M | 1.50% | NEW | |
| 16 | GSGOLDMAN SACHS GROUP INC | 9,785 | $8.6M | 1.35% | NEW | |
| 17 | DUKDUKE ENERGY CORP NEW | 67,814 | $7.9M | 1.24% | NEW | |
| 18 | WMWASTE MGMT INC DEL | 35,832 | $7.9M | 1.23% | NEW | |
| 19 | NDQINVESCO QQQ TR | 12,686 | $7.8M | 1.22% | NEW | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,361 | $7.7M | 1.21% | NEW | |
| 21 | AVGOBROADCOM INC | 21,285 | $7.4M | 1.15% | NEW | |
| 22 | PGPROCTER AND GAMBLE CO | 50,517 | $7.2M | 1.13% | NEW | |
| 23 | SGOVISHARES TR | 70,233 | $7.0M | 1.10% | NEW | |
| 24 | COSTCOSTCO WHSL CORP NEW | 7,653 | $6.6M | 1.03% | NEW | |
| 25 | ETNEATON CORP PLC | 20,626 | $6.6M | 1.03% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.914418585125961e+226T)
Technology0.0% ($5.23193809333898e+113T)
Industrials0.0% ($7.872656964865194e+61T)
Healthcare0.0% ($1.0776620939782675e+47T)
Consumer Cyclical0.0% ($2.83101453811336e+23T)
Utilities0.0% ($79486280311930830848.0T)
Consumer Defensive0.0% ($72396600311314608.0T)
Energy0.0% ($329827732407962.9T)
Communication Services0.0% ($244019912215520.7T)
Unknown0.0% ($7793772131852.6T)
Basic Materials0.0% ($2.0T)
Filing History
Fund Information
Strategic Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $638.4M across 180 holdings. The largest position is APPLE INC (AAPL), representing 8.2% of the portfolio. Compared to the previous quarter, the fund opened 180 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.