Strategic Advisors LLC Top Holdings and 13F Report (2025) About Strategic Advisors LLCInvestment ActivityStrategic Advisors LLC has $508.48 million in total holdings as of June 30, 2025.Strategic Advisors LLC owns shares of 176 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 15.66% of the portfolio was sold this quarter.This quarter, Strategic Advisors LLC has purchased 187 new stocks and bought additional shares in 46 stocks.Strategic Advisors LLC sold shares of 95 stocks and completely divested from 25 stocks this quarter.Largest Holdings Apple $40,411,742Microsoft $32,132,117NVIDIA $31,563,509Amazon.com $26,518,327Schwab US Broad Market ETF $26,316,399 Largest New Holdings this Quarter 98422D105 - XPeng $791,923 Holding504922105 - LABCORP HOLDINGS INC $566,234 Holding064058100 - Bank of New York Mellon $405,064 Holding922042775 - Vanguard FTSE All-World ex-US ETF $394,801 Holding921908844 - Vanguard Dividend Appreciation ETF $335,659 Holding Largest Purchases this Quarter Shopify 13,358 shares (about $1.54M)Intuitive Surgical 2,471 shares (about $1.34M)BLACKROCK INC 1,279 shares (about $1.34M)Trade Desk 17,367 shares (about $1.25M)XPeng 44,291 shares (about $791.92K) Largest Sales this Quarter The Goldman Sachs Group 9,384 shares (about $6.64M)Alphabet 28,235 shares (about $4.98M)Amazon.com 8,526 shares (about $1.87M)Microsoft 3,153 shares (about $1.57M)Cisco Systems 20,195 shares (about $1.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$40,411,742$649,979 ▼-1.6%196,9677.9%Computer and TechnologyMSFTMicrosoft$32,132,117$1,568,330 ▼-4.7%64,5996.3%Computer and TechnologyNVDANVIDIA$31,563,509$668,297 ▼-2.1%199,7826.2%Computer and TechnologyAMZNAmazon.com$26,518,327$1,870,519 ▼-6.6%120,8735.2%Retail/WholesaleSCHBSchwab US Broad Market ETF$26,316,399$1,391,481 ▼-5.0%1,104,3395.2%ETFHDHome Depot$16,241,605$397,433 ▼-2.4%44,2993.2%Retail/WholesaleGOOGLAlphabet$14,322,338$4,975,837 ▼-25.8%81,2712.8%Computer and TechnologyVVisa$11,572,750$775,067 ▼-6.3%32,5952.3%Business ServicesJPMJPMorgan Chase & Co.$11,110,294$205,548 ▼-1.8%38,3232.2%FinanceMETAMeta Platforms$10,890,091$313,697 ▼-2.8%14,7542.1%Computer and TechnologyCRWDCrowdStrike$10,569,710$499,633 ▼-4.5%20,7532.1%Computer and TechnologyABBVAbbVie$8,913,288$429,525 ▼-4.6%48,0191.8%MedicalSPLGSPDR Portfolio S&P 500 ETF$8,800,985$276,657 ▲3.2%121,0761.7%ETFPGProcter & Gamble$8,356,331$47,318 ▲0.6%52,4501.6%Consumer StaplesEMREmerson Electric$8,341,928$7,466 ▼-0.1%62,5661.6%IndustrialsDUKDuke Energy$8,049,064$26,078 ▲0.3%68,2121.6%UtilitiesTSLATesla$7,957,701$174,078 ▲2.2%25,0511.6%Auto/Tires/TrucksWMWaste Management$7,796,126$517,133 ▼-6.2%34,0711.5%Business ServicesBRK.BBerkshire Hathaway$7,253,518$270,574 ▼-3.6%14,9321.4%FinanceQQQInvesco QQQ$7,031,735$246,031 ▲3.6%12,7471.4%FinanceGSThe Goldman Sachs Group$6,958,362$6,641,301 ▼-48.8%9,8321.4%FinanceETNEaton$6,765,317$358,418 ▲5.6%18,9511.3%IndustrialsDTEDTE Energy$6,450,1400.0%48,6951.3%UtilitiesAVGOBroadcom$4,860,645$377,649 ▲8.4%17,6331.0%Computer and TechnologyNOWServiceNow$4,742,533$96,640 ▼-2.0%4,6130.9%Computer and TechnologyCOSTCostco Wholesale$4,285,668$62,369 ▼-1.4%4,3290.8%Retail/WholesaleTTDTrade Desk$4,134,530$1,250,250 ▲43.3%57,4320.8%Computer and TechnologyPHParker-Hannifin$4,078,223$473,546 ▼-10.4%5,8390.8%IndustrialsXLKTechnology Select Sector SPDR Fund$3,527,114$90,653 ▼-2.5%13,9290.7%ETFISRGIntuitive Surgical$3,459,348$1,342,766 ▲63.4%6,3660.7%MedicalQQQMInvesco NASDAQ 100 ETF$3,367,895$473,277 ▼-12.3%14,8300.7%ETFSHOPShopify$3,311,583$1,540,845 ▲87.0%28,7090.7%Computer and TechnologyULUnilever$3,232,7730.0%52,8490.6%Consumer StaplesCVXChevron$3,116,841$131,163 ▼-4.0%21,7670.6%EnergyMAMastercard$3,007,640$162,970 ▼-5.1%5,3520.6%Business ServicesNFLXNetflix$2,960,816$57,583 ▲2.0%2,2110.6%Consumer DiscretionaryCEGConstellation Energy$2,902,795$111,671 ▼-3.7%8,9940.6%EnergyCHENIERE ENERGY INC$2,901,816$126,875 ▼-4.2%11,9160.6%COM NEWMETMetLife$2,777,103$172,740 ▼-5.9%34,5330.5%FinanceAEPAmerican Electric Power$2,751,5080.0%26,5180.5%UtilitiesCRMSalesforce$2,690,808$109,345 ▼-3.9%9,8680.5%Computer and TechnologyDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,652,038$66,675 ▼-2.5%60,6180.5%ETFZSZscaler$2,586,8660.0%8,2400.5%Computer and TechnologyKNSLKinsale Capital Group$2,549,007$4,355 ▼-0.2%5,2680.5%FinanceMSMorgan Stanley$2,517,875$31,975 ▲1.3%17,8750.5%FinanceIBMInternational Business Machines$2,469,631$219,313 ▼-8.2%8,3780.5%Computer and TechnologyASMLASML$2,432,219$4,007 ▲0.2%3,0350.5%Computer and TechnologyCATCaterpillar$2,397,418$64,050 ▲2.7%6,1760.5%IndustrialsARISTA NETWORKS INC$2,373,694$7,264 ▲0.3%23,2010.5%COM SHSTTTrane Technologies$2,361,5770.0%5,3990.5%ConstructionAPDAir Products and Chemicals$2,316,679$252,175 ▼-9.8%8,2130.5%Basic MaterialsTSMTaiwan Semiconductor Manufacturing$2,294,344$434,861 ▲23.4%10,1300.5%Computer and TechnologyHONHoneywell International$2,276,957$699 ▲0.0%9,7770.4%Multi-Sector ConglomeratesXOMExxon Mobil$2,254,870$203,312 ▼-8.3%20,9170.4%EnergyVTIVanguard Total Stock Market ETF$2,253,865$510,888 ▲29.3%7,4160.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,222,248$29,122 ▼-1.3%76,0780.4%ETFSNPSSynopsys$2,204,011$208,148 ▲10.4%4,2990.4%Computer and TechnologyDISWalt Disney$2,139,457$361,619 ▼-14.5%17,2520.4%Consumer DiscretionaryDHRDanaher$2,068,098$236,659 ▲12.9%10,4690.4%MedicalBLACKROCK INC$2,054,792$1,342,226 ▲188.4%1,9580.4%COMVRTXVertex Pharmaceuticals$2,039,906$890 ▲0.0%4,5820.4%MedicalJJacobs Solutions$1,925,233$50,872 ▼-2.6%14,6460.4%Business ServicesFEFirstEnergy$1,851,5170.0%45,9890.4%UtilitiesAXONAxon Enterprise$1,847,134$178,007 ▲10.7%2,2310.4%AerospaceCDNSCadence Design Systems$1,846,435$575,624 ▼-23.8%5,9920.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,801,069$84,647 ▼-4.5%2,9150.4%FinanceIWRiShares Russell Mid-Cap ETF$1,655,828$43,962 ▼-2.6%18,0040.3%ETFCLBTCellebrite DI$1,616,432$509,264 ▲46.0%101,0270.3%Computer and TechnologyLLYEli Lilly and Company$1,523,113$194,871 ▲14.7%1,9540.3%MedicalKOCocaCola$1,492,294$14,786 ▲1.0%21,0930.3%Consumer StaplesTAT&T$1,492,196$297,415 ▼-16.6%51,5620.3%Computer and TechnologyAXPAmerican Express$1,405,149$317,714 ▼-18.4%4,4050.3%FinanceBACBank of America$1,380,704$69,892 ▼-4.8%29,1780.3%FinanceGEHCGE HealthCare Technologies$1,320,761$105,255 ▼-7.4%17,8310.3%MedicalMELIMercadoLibre$1,293,747$20,909 ▼-1.6%4950.3%Retail/WholesaleGOOGAlphabet$1,288,462$32,819 ▼-2.5%7,2630.3%Computer and TechnologyPANWPalo Alto Networks$1,282,070$71,215 ▲5.9%6,2650.3%Computer and TechnologyTMOThermo Fisher Scientific$1,276,978$136,254 ▼-9.6%3,1490.3%MedicalVZVerizon Communications$1,273,963$24,275 ▲1.9%29,4420.3%Computer and TechnologyPTCPTC$1,273,076$58,940 ▼-4.4%7,3870.3%Computer and TechnologyHEI.AHeico$1,268,2510.0%4,9010.2%AerospaceAMPLIFY ETF TR$1,216,038$85,768 ▲7.6%14,0790.2%AMPLIFY CYBERSECWMTWalmart$1,108,838$54,855 ▲5.2%11,3400.2%Retail/WholesaleJXNJackson Financial$1,083,736$178 ▲0.0%12,2060.2%FinanceORCLOracle$1,068,680$8,089 ▲0.8%4,8880.2%Computer and TechnologyIPInternational Paper$1,037,753$1,006,845 ▼-49.2%22,1600.2%Basic MaterialsAVUVAvantis U.S. Small Cap Value ETF$1,022,780$34,709 ▼-3.3%11,2270.2%ETFBXBlackstone$1,000,589$295,884 ▲42.0%6,6890.2%FinanceCFGCitizens Financial Group$951,8330.0%21,2700.2%FinancePRUPrudential Financial$947,084$171,367 ▼-15.3%8,8150.2%FinanceMDTMedtronic$938,472$178,698 ▼-16.0%10,7660.2%MedicalLMTLockheed Martin$929,329$22,689 ▼-2.4%2,0070.2%AerospaceENBEnbridge$907,080$39,655 ▼-4.2%20,0150.2%EnergyTRVTravelers Companies$875,277$23,273 ▼-2.6%3,2720.2%FinancePSXPhillips 66$835,648$110,227 ▼-11.7%7,0050.2%EnergyXLEEnergy Select Sector SPDR Fund$797,490$97,534 ▼-10.9%9,4030.2%ETFXPEVXPeng$791,923$791,923 ▲New Holding44,2910.2%Auto/Tires/TrucksVOVanguard Mid-Cap ETF$785,203$4,477 ▼-0.6%2,8060.2%ETFQCOMQUALCOMM$773,103$192,240 ▼-19.9%4,8540.2%Computer and TechnologyMRKMerck & Co., Inc.$707,862$347,598 ▼-32.9%8,9420.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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