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%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%Communication ServicesMSFTMicrosoft$22,021,976$3,504,895 â–¼-13.7%59,0374.8%TechnologyAMZNAmazon.com$21,260,881$7,660,962 â–¼-26.5%89,2044.7%Consumer DiscretionaryBILSPDR 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%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%FinanceSPLGSPDR 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%HealthcareHDHome Depot$9,975,828$4,696,603 â–¼-32.0%28,2862.2%Consumer DiscretionaryGSThe 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%ETFWMWaste Management$7,765,036$234,912 â–¼-2.9%34,8401.7%IndustrialsMETAMeta Platforms$7,648,047$879,325 â–¼-10.3%13,5771.7%Communication ServicesQQQMInvesco 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%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%Consumer StaplesSGOViShares 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%UtilitiesMAMastercard$2,854,085$1,027 â–¼0.0%5,5570.6%FinanceCHENIERE 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%HealthcareLLYEli Lilly and Company$2,419,473$1,200 â–¼0.0%2,0170.5%HealthcarePIMCO 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%ETFSCHGSchwab 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%MaterialsGOOGAlphabet$2,203,922$210,570 â–¼-8.7%6,2380.5%Communication ServicesAXONAxon Enterprise$2,185,818$544,352 â–¼-19.9%3,8990.5%IndustrialsJJacobs Solutions$2,135,375$63,884 â–¼-2.9%16,9470.5%IndustrialsIBMInternational Business Machines$2,133,660$676,348 â–¼-24.1%7,5870.5%TechnologyPANWPalo Alto Networks$2,130,352$18,074 â–¼-0.8%6,2470.5%TechnologyCRWDCrowdStrike$1,792,281$2,154,591 â–¼-54.6%9,3940.4%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%HealthcareTSLATesla$1,499,018$8,565,517 â–¼-85.1%3,5640.3%Consumer DiscretionaryCFGCitizens Financial Group$1,490,3890.0%21,2700.3%FinanceAMDAdvanced Micro Devices$1,441,819$1,743 â–²0.1%2,4820.3%TechnologyTMOThermo Fisher Scientific$1,387,648$13,536 â–¼-1.0%2,7680.3%HealthcarePALANTIR 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%IndustrialsTTTrane Technologies$1,276,5250.0%2,5990.3%IndustrialsJEPIJPMorgan 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%TechnologyVZVerizon Communications$1,200,588$2,329 â–²0.2%28,3560.3%Communication ServicesDUKDuke 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%Consumer DiscretionaryLABCORP 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%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%HealthcareENBEnbridge$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%Communication ServicesLMTLockheed Martin$1,028,489$509 â–²0.0%2,0190.2%IndustrialsIWBiShares 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%TechnologyGEGE Aerospace$935,869$10,465 â–¼-1.1%2,5040.2%IndustrialsLOWLowe's Companies$891,313$221 â–²0.0%4,0420.2%Consumer DiscretionaryKOCocaCola$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%ETFBLACKROCK INC$832,716$1,159,648 â–¼-58.2%8660.2%COMRTXRTX$822,783$50,084 â–²6.5%4,3370.2%IndustrialsHEI.AHeico$820,126$335,272 â–¼-29.0%3,1800.2%IndustrialsMSMorgan 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%TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$768,107$29,470 â–¼-3.7%8,5490.2%ETFMMM3M$763,747$162 â–²0.0%4,7170.2%IndustrialsIPInternational Paper$749,046$38,100 â–¼-4.8%19,6600.2%MaterialsORCLOracle$701,865$293 â–²0.0%4,7890.2%TechnologyAMATApplied Materials$688,756$32,523 â–¼-4.5%9530.2%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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