Strategic Advisors LLC Top Holdings and 13F Report (2025) About Strategic Advisors LLCInvestment ActivityStrategic Advisors LLC has $518.99 million in total holdings as of March 31, 2025.Strategic Advisors LLC owns shares of 187 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 6.25% of the portfolio was purchased this quarter.About 7.36% of the portfolio was sold this quarter.This quarter, Strategic Advisors LLC has purchased 193 new stocks and bought additional shares in 54 stocks.Strategic Advisors LLC sold shares of 106 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $44,455,932Microsoft $25,433,335Schwab US Broad Market ETF $25,033,603Amazon.com $24,619,454NVIDIA $22,110,766 Largest New Holdings this Quarter 871607107 - Synopsys $1,669,513 Holding874039100 - Taiwan Semiconductor Manufacturing $1,362,860 Holding922908611 - Vanguard Small-Cap Value ETF $1,192,867 Holding09260D107 - Blackstone $658,569 Holding110122108 - Bristol-Myers Squibb $389,697 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 119,453 shares (about $2.57M)Eaton 8,749 shares (about $2.38M)Trade Desk 37,009 shares (about $2.03M)Broadcom 10,178 shares (about $1.70M)Synopsys 3,893 shares (about $1.67M) Largest Sales this Quarter Salesforce 15,261 shares (about $4.10M)Apple 11,805 shares (about $2.62M)Marvell Technology 39,052 shares (about $2.40M)Medtronic 17,340 shares (about $1.56M)Spotify Technology 2,677 shares (about $1.47M) 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$44,455,932$2,622,241 ▼-5.6%200,1358.6%Computer and TechnologyMSFTMicrosoft$25,433,335$85,964 ▲0.3%67,7524.9%Computer and TechnologySCHBSchwab US Broad Market ETF$25,033,603$2,571,824 ▲11.4%1,162,7314.8%ETFAMZNAmazon.com$24,619,454$813,932 ▼-3.2%129,3994.7%Retail/WholesaleNVDANVIDIA$22,110,766$19,075 ▼-0.1%204,0124.3%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$18,490,314$860,428 ▲4.9%201,5733.6%ETFGOOGLAlphabet$16,934,052$539,076 ▼-3.1%109,5063.3%Computer and TechnologyHDHome Depot$16,632,334$733,343 ▲4.6%45,3833.2%Retail/WholesaleVVisa$12,188,187$940,626 ▼-7.2%34,7782.3%Business ServicesABBVAbbVie$10,545,849$292,702 ▼-2.7%50,3332.0%MedicalGSThe Goldman Sachs Group$10,497,362$1,006,252 ▲10.6%19,2162.0%FinanceJPMJPMorgan Chase & Co.$9,574,635$935,337 ▼-8.9%39,0321.8%FinancePGProcter & Gamble$8,887,926$640,610 ▼-6.7%52,1531.7%Consumer StaplesMETAMeta Platforms$8,748,744$314,699 ▼-3.5%15,1791.7%Computer and TechnologyWMWaste Management$8,411,037$430,843 ▼-4.9%36,3311.6%Business ServicesDUKDuke Energy$8,292,823$3,537 ▼0.0%67,9911.6%UtilitiesBRK.BBerkshire Hathaway$8,249,132$816,978 ▲11.0%15,4891.6%FinanceSPLGSPDR Portfolio S&P 500 ETF$7,711,653$704,551 ▲10.1%117,2701.5%ETFCRWDCrowdStrike$7,662,974$119,877 ▼-1.5%21,7341.5%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$7,505,040$821,668 ▲12.3%74,5511.4%ETFEMREmerson Electric$6,865,918$156,786 ▼-2.2%62,6221.3%IndustrialsDTEDTE Energy$6,733,0580.0%48,6951.3%UtilitiesTSLATesla$6,350,197$1,053,744 ▲19.9%24,5031.2%Auto/Tires/TrucksQQQInvesco QQQ$5,768,121$255,559 ▼-4.2%12,3011.1%FinanceETNEaton$4,878,533$2,378,241 ▲95.1%17,9470.9%IndustrialsCOSTCostco Wholesale$4,153,431$12,294 ▲0.3%4,3920.8%Retail/WholesalePHParker-Hannifin$3,961,053$62,604 ▲1.6%6,5170.8%IndustrialsCVXChevron$3,794,602$84,648 ▼-2.2%22,6830.7%EnergyNOWServiceNow$3,747,431$756,333 ▲25.3%4,7070.7%Computer and TechnologyPIMCO ETF TR$3,693,427$95,984 ▲2.7%39,9420.7%ACTIVE BD ETFQQQMInvesco NASDAQ 100 ETF$3,264,742$594,309 ▲22.3%16,9140.6%ETFULUnilever$3,147,158$75,212 ▼-2.3%52,8490.6%Consumer StaplesUNHUnitedHealth Group$3,105,429$189,605 ▼-5.8%5,9290.6%MedicalMAMastercard$3,092,666$36,726 ▼-1.2%5,6420.6%Business ServicesXLKTechnology Select Sector SPDR Fund$2,949,904$383,630 ▼-11.5%14,2870.6%ETFMETMetLife$2,945,101$117,062 ▼-3.8%36,6810.6%FinanceAEPAmerican Electric Power$2,897,6220.0%26,5180.6%UtilitiesCHENIERE ENERGY INC$2,877,860$78,212 ▼-2.6%12,4370.6%COM NEWCRMSalesforce$2,755,733$4,095,359 ▼-59.8%10,2690.5%Computer and TechnologyAVGOBroadcom$2,722,919$1,704,106 ▲167.3%16,2630.5%Computer and TechnologyXOMExxon Mobil$2,711,907$48,879 ▼-1.8%22,8030.5%EnergyDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,690,749$56,766 ▼-2.1%62,1420.5%ETFAPDAir Products and Chemicals$2,685,831$43,943 ▼-1.6%9,1070.5%Basic MaterialsKNSLKinsale Capital Group$2,568,126$14,600 ▲0.6%5,2770.5%FinanceIPInternational Paper$2,329,2610.0%43,6600.4%Basic MaterialsIBMInternational Business Machines$2,268,283$347,628 ▲18.1%9,1220.4%Computer and TechnologyVRTXVertex Pharmaceuticals$2,220,476$45,573 ▲2.1%4,5800.4%MedicalTTDTrade Desk$2,192,357$2,025,133 ▲1,211.0%40,0650.4%Computer and TechnologyHONHoneywell International$2,069,726$524,525 ▲33.9%9,7740.4%Multi-Sector ConglomeratesMSMorgan Stanley$2,058,948$49,700 ▼-2.4%17,6480.4%FinanceMUJBlackRock MuniHoldings New Jersey Quality Fund$2,024,1230.0%179,9220.4%FinanceNFLXNetflix$2,021,725$985,684 ▲95.1%2,1680.4%Consumer DiscretionaryASMLASML$2,007,769$547,332 ▲37.5%3,0300.4%Computer and TechnologyCDNSCadence Design Systems$1,999,034$15,260 ▲0.8%7,8600.4%Computer and TechnologyDISWalt Disney$1,990,594$156,835 ▼-7.3%20,1680.4%Consumer DiscretionaryCATCaterpillar$1,982,518$94,657 ▲5.0%6,0110.4%IndustrialsSCHGSchwab U.S. Large-Cap Growth ETF$1,929,965$58,669 ▲3.1%77,0750.4%ETFISRGIntuitive Surgical$1,929,077$1,615,076 ▲514.4%3,8950.4%MedicalDHRDanaher$1,900,619$9,430 ▼-0.5%9,2710.4%MedicalCEGConstellation Energy$1,883,209$315,548 ▲20.1%9,3400.4%EnergyFEFirstEnergy$1,858,8750.0%45,9890.4%UtilitiesTTTrane Technologies$1,819,031$168,460 ▼-8.5%5,3990.4%ConstructionJJacobs Solutions$1,817,381$6,528 ▼-0.4%15,0330.4%Business ServicesARISTA NETWORKS INC$1,792,112$941,072 ▲110.6%23,1300.3%COM SHSTAT&T$1,748,798$358,787 ▼-17.0%61,8390.3%Computer and TechnologyTMOThermo Fisher Scientific$1,734,019$87,572 ▼-4.8%3,4850.3%MedicalSPYSPDR S&P 500 ETF Trust$1,707,258$1,115,983 ▼-39.5%3,0520.3%FinanceSNPSSynopsys$1,669,513$1,669,513 ▲New Holding3,8930.3%Computer and TechnologyCSCOCisco Systems$1,656,703$100,401 ▼-5.7%26,8470.3%Computer and TechnologyZSZscaler$1,634,981$595 ▼0.0%8,2400.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,576,136$967,118 ▲158.8%5,7350.3%ETFIWRiShares Russell Mid-Cap ETF$1,572,264$32,497 ▼-2.0%18,4820.3%ETFGEHCGE HealthCare Technologies$1,553,833$24,617 ▼-1.6%19,2520.3%MedicalVOEVanguard Mid-Cap Value ETF$1,508,917$1,180,612 ▲359.6%9,3990.3%ETFKOCoca-Cola$1,495,7130.0%20,8840.3%Consumer StaplesNXJNuveen New Jersey Quality Municipal Income Fund$1,488,1750.0%126,4380.3%Financial ServicesSHOPShopify$1,465,713$228,579 ▼-13.5%15,3510.3%Computer and TechnologyAXPAmerican Express$1,453,041$12,106 ▲0.8%5,4010.3%FinanceLLYEli Lilly and Company$1,407,459$61,948 ▼-4.2%1,7040.3%MedicalTSMTaiwan Semiconductor Manufacturing$1,362,860$1,362,860 ▲New Holding8,2100.3%Computer and TechnologyCLBTCellebrite DI$1,344,517$779,454 ▲137.9%69,1980.3%Business ServicesVZVerizon Communications$1,310,022$126,870 ▼-8.8%28,8810.3%Computer and TechnologyBACBank of America$1,279,246$15,607 ▼-1.2%30,6550.2%FinanceLULULululemon Athletica$1,227,348$77,841 ▼-6.0%4,3360.2%Consumer DiscretionaryPTCPTC$1,197,609$12,861 ▲1.1%7,7290.2%Computer and TechnologyMRKMerck & Co., Inc.$1,196,809$78,273 ▼-6.1%13,3330.2%MedicalVBRVanguard Small-Cap Value ETF$1,192,867$1,192,867 ▲New Holding6,4030.2%ETFGOOGAlphabet$1,163,566$38,119 ▼-3.2%7,4480.2%Computer and TechnologyPRUPrudential Financial$1,162,589$55,840 ▼-4.6%10,4100.2%FinanceMDTMedtronic$1,151,646$1,558,173 ▼-57.5%12,8160.2%MedicalGILDGilead Sciences$1,148,625$106,335 ▼-8.5%10,2510.2%MedicalSPOTSpotify Technology$1,081,359$1,472,430 ▼-57.7%1,9660.2%Business ServicesAXONAxon Enterprise$1,060,315$835,734 ▲372.1%2,0160.2%AerospaceHEI.AHEICO$1,034,060$80,598 ▼-7.2%4,9010.2%AerospaceJXNJackson Financial$1,022,431$22,117 ▼-2.1%12,2040.2%FinanceAVUVAvantis U.S. Small Cap Value ETF$1,011,869$14,296 ▼-1.4%11,6080.2%ETFPANWPalo Alto Networks$1,009,677$99,824 ▲11.0%5,9170.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$986,153$1,028 ▲0.1%10,5530.2%ETFMELIMercadoLibre$981,288$5,853 ▲0.6%5030.2%Retail/WholesalePSXPhillips 66$979,068$17,658 ▼-1.8%7,9290.2%EnergyShowing largest 100 holdings. 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