Strategic Advisors LLC Top Holdings and 13F Report (2026) About Strategic Advisors LLCInvestment ActivityStrategic Advisors LLC has $602.16 million in total holdings as of March 31, 2026.Strategic Advisors LLC owns shares of 183 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 2.07% of the portfolio was purchased this quarter.About 2.41% of the portfolio was sold this quarter.This quarter, Strategic Advisors LLC has purchased 180 new stocks and bought additional shares in 64 stocks.Strategic Advisors LLC sold shares of 83 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $48,300,267NVIDIA $33,473,628Schwab US Broad Market ETF $27,813,416Microsoft $25,331,971Amazon.com $25,272,940 Largest New Holdings this Quarter 78463V107 - SPDR Gold Shares $974,177 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $556,444 HoldingG0593M107 - AstraZeneca $342,966 Holding37960A529 - GLOBAL X FDS $279,171 HoldingF92124100 - TOTALENERGIES SE $260,021 Holding Largest Purchases this Quarter Vanguard High Dividend Yield ETF 8,456 shares (about $1.25M)ServiceNow 11,557 shares (about $1.21M)Vanguard Mid-Cap Value ETF 5,429 shares (about $1.00M)SPDR Gold Shares 2,264 shares (about $974.18K)Vanguard Dividend Appreciation ETF 4,484 shares (about $964.33K) Largest Sales this Quarter NVIDIA 12,318 shares (about $2.15M)Salesforce 6,537 shares (about $1.22M)Trane Technologies 2,800 shares (about $1.17M)Trade Desk 30,384 shares (about $689.41K)Microsoft 1,657 shares (about $613.37K) 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$48,300,267$541,590 â–¼-1.1%190,3158.0%Computer and TechnologyNVDANVIDIA$33,473,628$2,148,270 â–¼-6.0%191,9355.6%Computer and TechnologySCHBSchwab US Broad Market ETF$27,813,416$75,677 â–¼-0.3%1,108,1044.6%ETFMSFTMicrosoft$25,331,971$613,375 â–¼-2.4%68,4334.2%Computer and TechnologyAMZNAmazon.com$25,272,940$272,001 â–¼-1.1%121,3474.2%Retail/WholesaleGOOGLAlphabet$22,286,820$131,415 â–¼-0.6%77,5033.7%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$18,824,855$186,213 â–²1.0%205,4213.1%ETFHDHome Depot$13,682,854$212,464 â–¼-1.5%41,6032.3%Retail/WholesaleJPMJPMorgan Chase & Co.$11,300,034$199,738 â–¼-1.7%38,4141.9%FinanceVVisa$10,193,382$44,127 â–¼-0.4%33,7261.7%Business ServicesABBVAbbVie$10,032,924$224,670 â–¼-2.2%46,1301.7%MedicalSPLGSPDR Portfolio S&P 500 ETF$9,971,399$522,619 â–²5.5%130,2761.7%ETFTSLATesla$8,895,606$474,725 â–¼-5.1%23,9291.5%Auto/Tires/TrucksDUKDuke Energy$8,870,079$9,559 â–¼-0.1%67,7411.5%UtilitiesMETAMeta Platforms$8,661,107$69,801 â–²0.8%15,1381.4%Computer and TechnologyGSThe Goldman Sachs Group$8,446,528$168,355 â–²2.0%9,9841.4%FinanceWMWaste Management$8,248,101$14,247 â–²0.2%35,8941.4%Business ServicesCRWDCrowdStrike$8,076,412$101,897 â–²1.3%20,6871.3%Computer and TechnologyCOSTCostco Wholesale$7,534,520$91,678 â–¼-1.2%7,5611.3%Retail/WholesalePGProcter & Gamble$7,398,152$101,398 â–²1.4%51,2191.2%Consumer StaplesETNEaton$7,377,659$358 â–²0.0%20,6271.2%IndustrialsQQQInvesco QQQ$7,306,350$16,162 â–¼-0.2%12,6581.2%FinanceDTEDTE Energy$7,120,1830.0%48,6951.2%UtilitiesSGOViShares 0-3 Month Treasury Bond ETF$6,952,918$116,766 â–¼-1.7%69,0731.2%ETFBRK.BBerkshire Hathaway$6,929,232$431,759 â–¼-5.9%14,4601.2%FinanceAVGOBroadcom$6,739,409$151,353 â–²2.3%21,7741.1%Computer and TechnologyEMREmerson Electric$6,407,164$4,193 â–²0.1%48,9021.1%IndustrialsVIGVanguard Dividend Appreciation ETF$6,240,181$964,329 â–²18.3%29,0161.0%ETFVYMVanguard High Dividend Yield ETF$6,153,851$1,252,334 â–²25.5%41,5521.0%Financial ServicesASMLASML$5,794,481$409,457 â–¼-6.6%4,3871.0%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$5,296,833$356,195 â–²7.2%22,2910.9%ETFPHParker-Hannifin$5,204,090$86,839 â–¼-1.6%5,8130.9%IndustrialsVOEVanguard Mid-Cap Value ETF$5,117,955$1,000,482 â–²24.3%27,7720.8%ETFVBRVanguard Small-Cap Value ETF$4,998,119$611,567 â–²13.9%23,0060.8%ETFISRGIntuitive Surgical$4,868,054$186,240 â–¼-3.7%10,5600.8%MedicalCATCaterpillar$4,633,590$68,016 â–²1.5%6,5400.8%IndustrialsCVXChevron$4,406,010$71,589 â–¼-1.6%21,2950.7%EnergyXLKTechnology Select Sector SPDR Fund$4,351,968$81,867 â–²1.9%32,7460.7%ETFNOWServiceNow$3,954,917$1,208,284 â–²44.0%37,8280.7%Computer and TechnologyXOMExxonMobil$3,943,780$33,423 â–²0.9%23,2450.7%EnergyTSMTaiwan Semiconductor Manufacturing$3,891,494$29,064 â–¼-0.7%11,5150.6%Computer and TechnologyVRTXVertex Pharmaceuticals$3,703,603$214,786 â–¼-5.5%8,2940.6%MedicalVTIVanguard Total Stock Market ETF$3,646,872$241,585 â–²7.1%11,3670.6%ETFAEPAmerican Electric Power$3,504,9480.0%26,7390.6%UtilitiesCHENIERE ENERGY INC$3,471,744$42,851 â–¼-1.2%12,2340.6%COM NEWSHOPIFY INC$3,203,570$212,211 â–¼-6.2%27,0070.5%CL A SUB VTG SHSMSMorgan Stanley$2,953,145$165 â–²0.0%17,9440.5%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,857,395$43,521 â–²1.5%57,8420.5%ETFDEDeere & Company$2,856,8040.0%5,0710.5%IndustrialsPIMCO ETF TR$2,840,916$67,274 â–¼-2.3%30,7850.5%ACTIVE BD ETFSNPSSynopsys$2,785,272$68,195 â–¼-2.4%7,0250.5%Computer and TechnologyMAMastercard$2,777,844$49,970 â–¼-1.8%5,5590.5%Business ServicesVEUVanguard FTSE All-World ex-US ETF$2,754,788$734,865 â–²36.4%36,6810.5%ETFKNSLKinsale Capital Group$2,736,523$185,874 â–¼-6.4%8,0090.5%FinanceUNILEVER PLC$2,711,430$912 â–¼0.0%47,5940.5%SPON ADR NEWDHRDanaher$2,589,050$374,279 â–²16.9%13,6550.4%MedicalCEGConstellation Energy$2,434,209$32,117 â–¼-1.3%8,7160.4%EnergyIBMInternational Business Machines$2,422,068$159,500 â–²7.0%9,9920.4%Computer and TechnologyFEFirstEnergy$2,318,7650.0%45,9890.4%UtilitiesARISTA NETWORKS INC$2,317,964$53,287 â–¼-2.2%18,8790.4%COM SHSMETMetLife$2,296,880$28,642 â–¼-1.2%32,4780.4%FinanceAPDAir Products and Chemicals$2,289,666$28,759 â–¼-1.2%7,8820.4%Basic MaterialsJJacobs Solutions$2,221,604$10,565 â–¼-0.5%17,4540.4%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$2,164,082$24,935 â–²1.2%74,2900.4%ETFCDNSCadence Design Systems$2,127,928$157,830 â–¼-6.9%7,6580.4%Computer and TechnologyMUJBlackRock MuniHoldings New Jersey Quality Fund$2,110,414$25,061 â–²1.2%182,4040.4%FinanceHONHoneywell International$2,070,287$55,153 â–²2.7%9,1590.3%Multi-Sector ConglomeratesAXONAxon Enterprise$2,068,240$175,397 â–¼-7.8%4,8700.3%AerospaceSPYSPDR S&P 500 ETF Trust$2,059,493$54,642 â–²2.7%3,1660.3%FinanceMELIMercadoLibre$2,045,431$155,612 â–¼-7.1%1,1830.3%Retail/WholesaleBLACKROCK INC$1,993,453$67,346 â–¼-3.3%2,0720.3%COMGOOGAlphabet$1,960,545$10,041 â–¼-0.5%6,8340.3%Computer and TechnologyBAMBrookfield Asset Management$1,914,550$36,982 â–²2.0%43,0720.3%FinanceCLBTCellebrite DI$1,885,931$98,940 â–¼-5.0%136,8600.3%Computer and TechnologyNFLXNetflix$1,882,136$236,433 â–¼-11.2%19,5750.3%Consumer DiscretionaryLLYEli Lilly and Company$1,856,903$23,004 â–²1.3%2,0180.3%MedicalROKRockwell Automation$1,733,140$10,107 â–¼-0.6%4,9730.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,665,939$21,196 â–²1.3%17,1340.3%ETFPALANTIR TECHNOLOGIES INC$1,601,620$35,400 â–²2.3%10,9490.3%CL AKOCocaCola$1,589,9850.0%20,9070.3%Consumer StaplesAXPAmerican Express$1,561,684$9,379 â–¼-0.6%5,1620.3%FinanceWALMART INC$1,540,570$89,116 â–²6.1%12,3950.3%COMTTDTrade Desk$1,539,902$689,413 â–¼-30.9%67,8670.3%Computer and TechnologyBACBank of America$1,499,885$1,170 â–²0.1%30,7660.2%FinanceTAT&T$1,447,014$2,928 â–²0.2%49,9140.2%Computer and TechnologyVZVerizon Communications$1,420,760$21,988 â–¼-1.5%28,3010.2%Computer and TechnologyNXJNuveen New Jersey Quality Municipal Income Fund$1,405,5030.0%116,4460.2%Financial ServicesGEHCGE HealthCare Technologies$1,400,597$12,884 â–¼-0.9%19,6760.2%MedicalTMOThermo Fisher Scientific$1,373,860$983 â–¼-0.1%2,7950.2%MedicalPSXPhillips 66$1,278,735$911 â–²0.1%7,0190.2%EnergyCFGCitizens Financial Group$1,275,5620.0%21,2700.2%FinanceJXNJackson Financial$1,268,6400.0%12,0000.2%FinanceXLEEnergy Select Sector SPDR Fund$1,260,184$7,045 â–²0.6%20,5710.2%ETFJEPIJPMorgan Equity Premium Income ETF$1,242,044$122,770 â–²11.0%21,9130.2%ETFLMTLockheed Martin$1,219,916$23,576 â–²2.0%2,0180.2%AerospaceAVUVAvantis U.S. Small Cap Value ETF$1,153,638$14,361 â–²1.3%10,4430.2%ETFLABCORP HOLDINGS INC$1,087,251$1,868 â–¼-0.2%4,0750.2%COM SHSZSZscaler$1,086,546$70,846 â–¼-6.1%7,7450.2%Computer and TechnologyTTTrane Technologies$1,083,107$1,166,872 â–¼-51.9%2,5990.2%ConstructionICEIntercontinental Exchange$1,075,000$132,920 â–¼-11.0%6,8340.2%FinanceShowing 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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