Strategic Advisors LLC Top Holdings and 13F Report (2026) About Strategic Advisors LLCInvestment ActivityStrategic Advisors LLC has $457.21 million in total holdings as of June 30, 2026.Strategic Advisors LLC owns shares of 164 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 2.30% of the portfolio was purchased this quarter.About 45.16% of the portfolio was sold this quarter.This quarter, Strategic Advisors LLC has purchased 183 new stocks and bought additional shares in 43 stocks.Strategic Advisors LLC sold shares of 87 stocks and completely divested from 33 stocks this quarter.Largest Holdings Apple $48,358,505Schwab US Broad Market ETF $29,590,620Alphabet $26,525,077Microsoft $22,021,976Amazon.com $21,260,881 Largest New Holdings this Quarter 90353T100 - Uber Technologies $1,352,495 Holding458140100 - Intel $1,205,984 Holding438516205 - HONEYWELL INTL INC $622,034 Holding43849R105 - HONEYWELL AEROSPACE INC $601,559 Holding595112103 - Micron Technology $452,482 Holding Largest Purchases this Quarter Uber Technologies 18,743 shares (about $1.35M)Intel 8,637 shares (about $1.21M)SPDR Bloomberg 1-3 Month T-Bill ETF 10,713 shares (about $981.74K)TJX Companies 5,769 shares (about $874.00K)Constellation Energy 3,028 shares (about $752.03K) Largest Sales this Quarter NVIDIA 107,141 shares (about $21.44M)Tesla 20,365 shares (about $8.57M)Amazon.com 32,143 shares (about $7.66M)Duke Energy 58,266 shares (about $7.37M)DTE Energy 46,481 shares (about $7.08M) 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$48,358,505$6,711,138 â–¼-12.2%167,12210.6%Computer and TechnologySCHBSchwab US Broad Market ETF$29,590,620$2,500,058 â–¼-7.8%1,021,7766.5%ETFGOOGLAlphabet$26,525,077$1,172,174 â–¼-4.2%74,2235.8%Computer and TechnologyMSFTMicrosoft$22,021,976$3,504,895 â–¼-13.7%59,0374.8%Computer and TechnologyAMZNAmazon.com$21,260,881$7,660,962 â–¼-26.5%89,2044.7%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$19,806,479$981,737 â–²5.2%216,1344.3%ETFNVDANVIDIA$16,966,427$21,437,837 â–¼-55.8%84,7943.7%Computer and TechnologyJPMJPMorgan Chase & Co.$12,477,462$96,562 â–¼-0.8%38,1192.7%FinanceVVisa$11,596,807$25,732 â–²0.2%33,8012.5%Business ServicesSPLGSPDR Portfolio S&P 500 ETF$11,389,857$58,792 â–¼-0.5%129,6072.5%ETFABBVAbbVie$11,195,856$412,182 â–¼-3.6%44,4922.4%MedicalHDHome Depot$9,975,828$4,696,603 â–¼-32.0%28,2862.2%Retail/WholesaleGSThe Goldman Sachs Group$9,745,881$351,968 â–¼-3.5%9,6362.1%FinanceQQQInvesco QQQ$8,491,946$829,165 â–¼-8.9%11,5321.9%FinanceWMWaste Management$7,765,036$234,912 â–¼-2.9%34,8401.7%Business ServicesMETAMeta Platforms$7,648,047$879,325 â–¼-10.3%13,5771.7%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$7,054,547$301,148 â–²4.5%23,2851.5%ETFBRK.BBerkshire Hathaway$6,912,888$322,752 â–¼-4.5%13,8151.5%FinanceETNEaton$6,506,426$2,283,151 â–¼-26.0%15,2691.4%IndustrialsXLKTechnology Select Sector SPDR Fund$6,317,407$78,684 â–²1.3%33,1591.4%ETFPHParker-Hannifin$5,513,582$172,147 â–¼-3.0%5,6371.2%IndustrialsAVGOBroadcom$4,919,166$3,306,139 â–¼-40.2%13,0221.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,030,217$176,144 â–¼-4.2%10,8910.9%ETFCOSTCostco Wholesale$4,024,834$3,049,032 â–¼-43.1%4,3020.9%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$3,711,191$3,242,372 â–¼-46.6%36,8650.8%ETFCVXChevron$3,436,917$92,993 â–¼-2.6%20,7340.8%EnergyVEUVanguard FTSE All-World ex-US ETF$2,919,678$152,340 â–¼-5.0%34,8620.6%ETFCEGConstellation Energy$2,916,735$752,033 â–²34.7%11,7440.6%EnergyMAMastercard$2,854,085$1,027 â–¼0.0%5,5570.6%Business ServicesCHENIERE ENERGY INC$2,768,754$155,360 â–¼-5.3%11,5840.6%COM NEWDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,756,684$403,224 â–¼-12.8%50,4610.6%ETFMETMetLife$2,748,007$85 â–²0.0%32,4790.6%FinanceCATCaterpillar$2,525,378$4,440,447 â–¼-63.7%2,3710.6%IndustrialsDHRDanaher$2,495,543$105,529 â–¼-4.1%13,1010.5%MedicalLLYEli Lilly and Company$2,419,473$1,200 â–¼0.0%2,0170.5%MedicalPIMCO ETF TR$2,412,729$425,911 â–¼-15.0%26,1660.5%ACTIVE BD ETFSPYSPDR S&P 500 ETF Trust$2,381,710$17,178 â–²0.7%3,1890.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$2,280,158$233,799 â–¼-9.3%67,3810.5%ETFAPDAir Products and Chemicals$2,228,870$82,095 â–¼-3.6%7,6020.5%Basic MaterialsGOOGAlphabet$2,203,922$210,570 â–¼-8.7%6,2380.5%Computer and TechnologyAXONAxon Enterprise$2,185,818$544,352 â–¼-19.9%3,8990.5%AerospaceJJacobs Solutions$2,135,375$63,884 â–¼-2.9%16,9470.5%Business ServicesIBMInternational Business Machines$2,133,660$676,348 â–¼-24.1%7,5870.5%Computer and TechnologyPANWPalo Alto Networks$2,130,352$18,074 â–¼-0.8%6,2470.5%Computer and TechnologyCRWDCrowdStrike$1,792,281$2,154,591 â–¼-54.6%9,3940.4%Computer and TechnologyAXPAmerican Express$1,746,0320.0%5,1620.4%FinanceBACBank of America$1,737,164$15,898 â–¼-0.9%30,4870.4%FinanceIWRiShares Russell Mid-Cap ETF$1,715,917$174,306 â–¼-9.2%15,5540.4%ETFPGProcter & Gamble$1,696,397$5,814,647 â–¼-77.4%11,5680.4%Consumer StaplesARISTA NETWORKS INC$1,674,847$1,532,318 â–¼-47.8%9,8590.4%COM SHSISRGIntuitive Surgical$1,665,484$2,534,017 â–¼-60.3%4,1880.4%MedicalTSLATesla$1,499,018$8,565,517 â–¼-85.1%3,5640.3%Auto/Tires/TrucksCFGCitizens Financial Group$1,490,3890.0%21,2700.3%FinanceAMDAdvanced Micro Devices$1,441,819$1,743 â–²0.1%2,4820.3%Computer and TechnologyTMOThermo Fisher Scientific$1,387,648$13,536 â–¼-1.0%2,7680.3%MedicalPALANTIR TECHNOLOGIES INC$1,386,506$109,086 â–²8.5%11,8840.3%CL AWALMART INC$1,374,360$29,447 â–¼-2.1%12,1350.3%COMUBERUber Technologies$1,352,495$1,352,495 â–²New Holding18,7430.3%Computer and TechnologyTTTrane Technologies$1,276,5250.0%2,5990.3%ConstructionJEPIJPMorgan Equity Premium Income ETF$1,252,350$14,685 â–²1.2%22,1730.3%ETFJXNJackson Financial$1,218,441$10,239 â–¼-0.8%11,9000.3%FinanceINTCIntel$1,205,984$1,205,984 â–²New Holding8,6370.3%Computer and TechnologyVZVerizon Communications$1,200,588$2,329 â–²0.2%28,3560.3%Computer and TechnologyDUKDuke Energy$1,199,282$7,374,920 â–¼-86.0%9,4750.3%UtilitiesPSXPhillips 66$1,187,263$676 â–²0.1%7,0230.3%EnergyGE VERNOVA INC$1,169,413$118,704 â–²11.3%9950.3%COMTJXTJX Companies$1,164,116$873,996 â–²301.3%7,6840.3%Retail/WholesaleLABCORP HOLDINGS INC$1,146,320$5,320 â–²0.5%4,0940.3%COM SHSAVUVAvantis U.S. Small Cap Value ETF$1,127,581$175,288 â–¼-13.5%9,0380.2%ETFNUENucor$1,117,9820.0%5,0190.2%Basic MaterialsXLEEnergy Select Sector SPDR Fund$1,093,418$903 â–²0.1%20,5880.2%ETFAMPLIFY ETF TR$1,080,0930.0%10,2930.2%AMPLIFY CYBERSECMRKMerck & Co., Inc.$1,074,568$386 â–²0.0%8,3620.2%MedicalENBEnbridge$1,074,4960.0%19,8210.2%EnergyTRVTravelers Companies$1,053,731$660 â–¼-0.1%3,1920.2%FinanceTAT&T$1,033,335$124 â–²0.0%49,9200.2%Computer and TechnologyLMTLockheed Martin$1,028,489$509 â–²0.0%2,0190.2%AerospaceIWBiShares Russell 1000 ETF$986,656$11,058 â–¼-1.1%2,4090.2%ETFGLWCorning$948,074$109,315 â–²13.0%3,7120.2%Computer and TechnologyGEGE Aerospace$935,869$10,465 â–¼-1.1%2,5040.2%AerospaceLOWLowe's Companies$891,313$221 â–²0.0%4,0420.2%Retail/WholesaleKOCocaCola$871,061$828,069 â–¼-48.7%10,7180.2%Consumer StaplesAEPAmerican Electric Power$868,333$2,789,829 â–¼-76.3%6,3470.2%UtilitiesJEPQJPMorgan Nasdaq Equity Premium Income ETF$858,712$14,443 â–²1.7%13,9720.2%ETFGLDSPDR Gold Shares$846,537$12,525 â–²1.5%2,2980.2%FinanceBLACKROCK INC$832,716$1,159,648 â–¼-58.2%8660.2%COMRTXRTX$822,783$50,084 â–²6.5%4,3370.2%AerospaceHEI.AHeico$820,126$335,272 â–¼-29.0%3,1800.2%AerospaceMSMorgan Stanley$812,623$2,938,781 â–¼-78.3%3,8870.2%FinanceTFCTruist Financial$784,162$50 â–²0.0%15,7400.2%FinanceCSCOCisco Systems$776,008$6,812 â–¼-0.9%6,6070.2%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$768,107$29,470 â–¼-3.7%8,5490.2%ManufacturingMMM3M$763,747$162 â–²0.0%4,7170.2%Multi-Sector ConglomeratesIPInternational Paper$749,046$38,100 â–¼-4.8%19,6600.2%Basic MaterialsORCLOracle$701,865$293 â–²0.0%4,7890.2%Computer and TechnologyAMATApplied Materials$688,756$32,523 â–¼-4.5%9530.2%Computer and TechnologyPRUPrudential Financial$681,5780.0%6,3150.1%FinanceEMREmerson Electric$675,834$6,324,724 â–¼-90.3%4,7210.1%IndustrialsBANK OF NY MELLON CORP$625,990$4,627 â–¼-0.7%4,3290.1%COMHONEYWELL INTL INC$622,034$622,034 â–²New Holding2,7780.1%COMShowing largest 100 holdings. 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