Strategic Advisors LLC
CIK: 0001569119SEC EDGAR →
Portfolio Value
$561K
Holdings
180
As of
Q4 2025
New Positions
180
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 192,449 | $52K | 9.33% |
| 2 | NVIDIA CORPORATION | 204,253 | $38K | 6.79% |
| 3 | MICROSOFT CORP | 70,090 | $34K | 6.05% |
| 4 | SCHWAB STRATEGIC TR | 1,111,119 | $29K | 5.20% |
| 5 | AMAZON COM INC | 122,653 | $28K | 5.05% |
| 6 | ALPHABET INC | 77,960 | $24K | 4.35% |
| 7 | SPDR SERIES TRUST | 203,389 | $19K | 3.31% |
| 8 | HOME DEPOT INC | 42,249 | $15K | 2.59% |
| 9 | JPMORGAN CHASE & CO. | 39,093 | $13K | 2.25% |
| 10 | VISA INC | 33,872 | $12K | 2.12% |
Quarterly Changes
New Positions (180)
$52K · 192K shares
$38K · 204K shares
$34K · 70K shares
$29K · 1.1M shares
$28K · 123K shares
$24K · 78K shares
$19K · 203K shares
$15K · 42K shares
$13K · 39K shares
$12K · 34K shares
$11K · 25K shares
$11K · 47K shares
$10K · 123K shares
$10K · 20K shares
$8K · 68K shares
$8K · 36K shares
$7K · 21K shares
$7K · 51K shares
$7K · 70K shares
$7K · 21K shares
$6K · 49K shares
$6K · 49K shares
$5K · 25K shares
$5K · 21K shares
$5K · 33K shares
$5K · 29K shares
$5K · 32K shares
$4K · 20K shares
$4K · 26K shares
$4K · 9K shares
$4K · 22K shares
$4K · 98K shares
$4K · 11K shares
$4K · 12K shares
$3K · 7K shares
$3K · 9K shares
$3K · 22K shares
$3K · 18K shares
$3K · 9K shares
$3K · 48K shares
$3K · 27K shares
$3K · 32K shares
$3K · 11K shares
$3K · 23K shares
$3K · 9K shares
$3K · 57K shares
$3K · 12K shares
$3K · 144K shares
$3K · 33K shares
$3K · 8K shares
$3K · 19K shares
$2K · 12K shares
$2K · 73K shares
$2K · 5K shares
$2K · 18K shares
$2K · 42K shares
$2K · 7K shares
$2K · 180K shares
$2K · 5K shares
$2K · 22K shares
$2K · 46K shares
$2K · 27K shares
$2K · 8K shares
$2K · 5K shares
$2K · 5K shares
$2K · 11K shares
$2K · 8K shares
$2K · 9K shares
$2K · 31K shares
$2K · 20K shares
$2K · 17K shares
$1K · 116K shares
$1K · 21K shares
$1K · 8K shares
$1K · 12K shares
$1K · 7K shares
$1K · 12K shares
$1K · 8K shares
$1K · 21K shares
$1K · 50K shares
$1K · 29K shares
$1K · 14K shares
$1K · 4K shares
$1K · 20K shares
$1K · 10K shares
$1K · 7K shares
$1K · 4K shares
$978 · 4K shares
$962 · 20K shares
$957 · 2K shares
$933 · 5K shares
$921 · 2K shares
$921 · 9K shares
$914 · 3K shares
$914 · 20K shares
$905 · 7K shares
$902 · 44K shares
$833 · 21K shares
$818 · 5K shares
$797 · 8K shares
$791 · 16K shares
$784 · 3K shares
$769 · 7K shares
$755 · 5K shares
$736 · 4K shares
$694 · 12K shares
$671 · 2K shares
$662 · 4K shares
$633 · 2K shares
$597 · 3K shares
$559 · 682 shares
$530 · 2K shares
$518 · 792 shares
$513 · 7K shares
$508 · 12K shares
$505 · 3K shares
$505 · 4K shares
$499 · 11K shares
$487 · 10K shares
$476 · 3K shares
$475 · 8K shares
$470 · 3K shares
$469 · 9K shares
$440 · 6K shares
$437 · 433 shares
$431 · 17K shares
$419 · 17K shares
$406 · 1K shares
$390 · 4K shares
$376 · 3K shares
$373 · 6K shares
$352 · 2K shares
$342 · 11K shares
$341 · 4K shares
$337 · 1K shares
$336 · 1K shares
$335 · 3K shares
$321 · 4K shares
$320 · 3K shares
$308 · 511 shares
$308 · 27K shares
$308 · 2K shares
$296 · 3K shares
$281 · 10K shares
$272 · 3K shares
$261 · 1K shares
$259 · 3K shares
$259 · 4K shares
$256 · 2K shares
$252 · 3K shares
$252 · 534 shares
$250 · 2K shares
$249 · 920 shares
$245 · 700 shares
$240 · 4K shares
$210 · 1K shares
$210 · 642 shares
$206 · 2K shares
$205 · 3K shares
$201 · 7K shares
$162 · 10K shares
$127 · 11K shares
$122 · 11K shares
$109 · 10K shares
$9 · 15K shares
$8 · 10K shares
$7 · 15K shares
$7 · 13K shares
$6 · 11K shares
$6 · 8K shares
$5 · 5K shares
$5 · 6K shares
$3 · 6K shares
$3 · 6K shares
$3 · 5K shares
$2 · 2K shares
$2 · 1K shares
$2 · 3K shares
$2 · 2K shares
$1 · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 32 | $185K | 33.0% |
| Financial Services | 65 | $170K | 30.3% |
| Consumer Cyclical | 9 | $58K | 10.4% |
| Industrials | 21 | $37K | 6.7% |
| Communication Services | 6 | $30K | 5.4% |
| Healthcare | 16 | $24K | 4.3% |
| Utilities | 8 | $24K | 4.2% |
| Consumer Defensive | 7 | $14K | 2.5% |
| Energy | 7 | $11K | 2.0% |
| Unknown | 6 | $4K | 0.7% |
| Basic Materials | 3 | $3K | 0.6% |