$346 Million is the total value of Strategic Advisors LLC's 158 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | Apple Computer Inc | $32,020,000 | +14.5% | 244,577 | +1.9% | 9.26% | -1.3% |
| SCHB | Buy | Schw US Brd Mkt Etfus brd mkt etf | $25,168,000 | +30.9% | 271,533 | +14.6% | 7.28% | +12.8% |
| AMZN | Buy | Amazon Com Inc | $19,248,000 | +4.6% | 6,087 | +5.9% | 5.56% | -9.8% |
| MSFT | Buy | Microsoft Corp | $16,239,000 | +6.5% | 74,396 | +2.7% | 4.69% | -8.2% |
| QQQ | Buy | Invesco QQQ Trustunit ser 1 | $16,167,000 | +20.2% | 51,327 | +6.9% | 4.67% | +3.6% |
| BOND | Buy | Pimco Total Returnactive bd etf | $11,075,000 | +17.7% | 98,677 | +17.3% | 3.20% | +1.4% |
| GOOGL | Buy | Alphabet Acap stk cl a | $9,104,000 | +23.9% | 5,131 | +3.5% | 2.63% | +6.8% |
| V | Sell | Visa Inc Cl A | $8,524,000 | +2.5% | 39,871 | -2.4% | 2.46% | -11.7% |
| ARKK | Buy | Ark Innovation Etfinnovation etf | $7,362,000 | +59.5% | 53,206 | +10.5% | 2.13% | +37.5% |
| SPY | Buy | S P D R S&P 500 Etf Trtr unit | $6,973,000 | +101.4% | 18,395 | +80.5% | 2.02% | +73.6% |
| FB | Buy | Facebook Inc Class Acl a | $6,913,000 | +4.1% | 25,726 | +2.5% | 2.00% | -10.3% |
| HD | Buy | Home Depot Inc | $6,751,000 | -3.8% | 25,356 | +1.9% | 1.95% | -17.1% |
| DBEF | Sell | Xtrackers MSCI EAFE Hedged Equity ETFxtrack msci eafe | $6,176,000 | -23.3% | 178,577 | -31.2% | 1.78% | -33.9% |
| JNJ | Buy | Johnson & Johnson | $5,973,000 | +81.5% | 37,250 | +67.8% | 1.73% | +56.3% |
| ARKG | Buy | Ark Genomic Revolutiongenomic rev etf | $5,929,000 | +172.0% | 57,353 | +76.9% | 1.71% | +134.5% |
| ABBV | Buy | Abbvie Inc | $5,857,000 | +30.4% | 54,893 | +7.5% | 1.69% | +12.4% |
| JPM | Sell | Jpmorgan Chase & Co | $5,734,000 | +23.1% | 42,208 | -10.2% | 1.66% | +6.1% |
| WM | Sell | Waste Management Inc Del | $5,528,000 | +1.7% | 46,829 | -1.6% | 1.60% | -12.3% |
| VZ | Sell | Verizon Communications | $5,262,000 | -9.3% | 89,915 | -7.5% | 1.52% | -21.8% |
| T | Sell | A T & T Inc New | $4,269,000 | -7.7% | 142,731 | -11.5% | 1.23% | -20.4% |
| SPTL | Buy | Spdr Long Term Treasuryportfolio ln tsr | $3,579,000 | +6.0% | 82,288 | +11.3% | 1.03% | -8.7% |
| TMO | Buy | Thermo Electron Corp | $3,516,000 | +14.0% | 7,028 | +2.7% | 1.02% | -1.7% |
| BRKB | Sell | Berkshire Hathaway Cl Bcl b new | $3,023,000 | +2.7% | 12,985 | -6.4% | 0.87% | -11.4% |
| CRM | Buy | Salesforce Com | $2,884,000 | +8.9% | 13,232 | +25.7% | 0.83% | -6.1% |
| DIS | Buy | Disney Walt Co | $2,823,000 | +74.6% | 15,808 | +20.6% | 0.82% | +50.6% |
| NKE | Buy | Nike Inc Class Bcl b | $2,781,000 | +19.3% | 19,186 | +5.3% | 0.80% | +2.8% |
| NVDA | Sell | Nvidia Corp | $2,766,000 | -8.9% | 5,182 | -6.9% | 0.80% | -21.6% |
| MA | Sell | Mastercard Inccl a | $2,727,000 | -0.0% | 7,796 | -1.9% | 0.79% | -13.9% |
| TFC | Sell | Truist Finl Corp Com | $2,637,000 | +10.0% | 51,220 | -11.9% | 0.76% | -5.2% |
| UNH | Buy | Unitedhealth Group Inc | $2,550,000 | +22.2% | 6,986 | +6.5% | 0.74% | +5.3% |
| UPS | Buy | United Parcel Service Bcl b | $2,524,000 | +10.7% | 15,875 | +17.8% | 0.73% | -4.6% |
| VO | Buy | Vanguard Mid Cap Etfmid cap etf | $2,377,000 | +45.4% | 11,208 | +24.1% | 0.69% | +25.4% |
| GS | Buy | Goldman Sachs Group Inc | $2,311,000 | +55.3% | 7,924 | +7.4% | 0.67% | +33.9% |
| PH | Buy | Parker-Hannifin Corp | $2,290,000 | +50.1% | 8,140 | +13.6% | 0.66% | +29.3% |
| TSLA | Buy | Tesla Motors Inc | $2,280,000 | +105.0% | 2,794 | +6.9% | 0.66% | +76.7% |
| CVS | Sell | C V S Corp Del | $2,273,000 | +19.8% | 30,725 | -4.5% | 0.66% | +3.3% |
| BABA | Buy | Alibaba Group Hldg Adrsponsored ads | $2,164,000 | -10.9% | 9,538 | +13.2% | 0.62% | -23.3% |
| DD | Buy | Dowdupont Inc | $2,010,000 | +412.8% | 24,856 | +255.1% | 0.58% | +343.5% |
| BAC | Sell | Bank Of America Corp | $1,995,000 | +21.7% | 60,733 | -8.8% | 0.58% | +4.9% |
| SBUX | Buy | Starbucks Corp | $1,933,000 | +24.0% | 18,712 | +6.2% | 0.56% | +6.9% |
| COST | Buy | Costco Whsl Corp New | $1,895,000 | +45.8% | 5,151 | +42.0% | 0.55% | +25.7% |
| VEEV | Sell | Veeva Systems Inc | $1,847,000 | -8.7% | 6,662 | -8.4% | 0.53% | -21.4% |
| MRK | Sell | Merck & Co Inc | $1,839,000 | +3.3% | 21,899 | -0.1% | 0.53% | -10.9% |
| PFE | Sell | Pfizer Incorporated | $1,766,000 | -36.0% | 47,678 | -36.5% | 0.51% | -44.9% |
| J | Buy | Jacobs Engineering Group Inc | $1,745,000 | +30.7% | 15,199 | +9.7% | 0.50% | +12.5% |
| SCHG | Sell | Schw US Lcap Gro Etfus lcap gr etf | $1,722,000 | -60.0% | 13,338 | -63.9% | 0.50% | -65.5% |
| MRNA | New | Moderna Inc | $1,648,000 | – | 14,320 | +100.0% | 0.48% | – |
| XLY | Buy | Sector Spdr Consumer Fdsbi cons discr | $1,596,000 | +56.5% | 9,651 | +42.1% | 0.46% | +34.8% |
| PG | Buy | Procter & Gamble | $1,559,000 | +3.9% | 11,229 | +4.2% | 0.45% | -10.3% |
| YUM | Buy | Yum Brands Inc | $1,553,000 | +17.2% | 14,712 | +4.5% | 0.45% | +1.1% |
| CFG | Sell | Citizens Finl Group Inc | $1,506,000 | +38.8% | 37,500 | -5.1% | 0.44% | +19.5% |
| SCHR | Buy | Schwab Intermediate Termintrm trm tres | $1,501,000 | +10.9% | 25,935 | +12.0% | 0.43% | -4.4% |
| IWB | Buy | Ishares Tr Russellrus 1000 etf | $1,499,000 | +22.8% | 6,969 | +8.6% | 0.43% | +5.9% |
| ICLN | Buy | iShares Global Clean Energygl clean ene etf | $1,483,000 | +92.1% | 44,392 | +14.7% | 0.43% | +65.6% |
| XLK | Buy | Sector Spdr Tech Selecttechnology | $1,391,000 | +11.1% | 10,712 | +0.4% | 0.40% | -4.3% |
| GM | New | General Motors Corp | $1,373,000 | – | 31,698 | +100.0% | 0.40% | – |
| MDLZ | Buy | Mondelez Intl Inc Cl Acl a | $1,348,000 | +6.9% | 23,350 | +5.7% | 0.39% | -7.8% |
| AMD | Buy | Advanced Micro Devices | $1,319,000 | +17.7% | 13,865 | +6.5% | 0.38% | +1.3% |
| ABT | Buy | Abbott Laboratories | $1,314,000 | +43.6% | 11,809 | +40.0% | 0.38% | +23.8% |
| FDX | New | Fedex Corporation | $1,314,000 | – | 5,342 | +100.0% | 0.38% | – |
| SCHO | Buy | Schwab Short Term USsht tm us tres | $1,249,000 | +11.6% | 24,323 | +11.8% | 0.36% | -3.7% |
| PAVE | Buy | Global X US Infrastructure Dev ETFus infr dev etf | $1,230,000 | +86.1% | 53,900 | +43.5% | 0.36% | +60.4% |
| HON | Buy | Honeywell International | $1,185,000 | +28.4% | 5,576 | +1.9% | 0.34% | +10.6% |
| MET | Sell | Metlife Inc | $1,149,000 | +11.2% | 23,179 | -13.6% | 0.33% | -4.0% |
| MMM | Sell | 3m Company | $1,132,000 | -2.3% | 6,672 | -6.3% | 0.33% | -15.9% |
| HQY | New | Healthequity Inc | $1,131,000 | – | 14,515 | +100.0% | 0.33% | – |
| PSX | Sell | Phillips | $1,127,000 | +1.8% | 15,689 | -25.5% | 0.33% | -12.1% |
| PEP | Buy | Pepsico Incorporated | $1,113,000 | +5.8% | 7,813 | +2.4% | 0.32% | -8.8% |
| HEIA | Sell | Heico Corpcl a | $1,107,000 | +24.7% | 9,089 | -7.1% | 0.32% | +7.4% |
| MINT | Buy | Pimco Enhanced Shortenhan shrt ma ac | $1,054,000 | +90.9% | 10,331 | +90.6% | 0.30% | +64.9% |
| EPD | Sell | Enterprise Prd Prtnrs | $1,047,000 | +17.1% | 49,150 | -9.6% | 0.30% | +1.0% |
| EMQQ | New | EMQQ Emerging Markets Intrnt & Ecmrc ETFemqq em intern | $1,048,000 | – | 16,324 | +100.0% | 0.30% | – |
| WMT | Buy | Wal-Mart Stores Inc | $1,042,000 | +15.3% | 7,105 | +11.4% | 0.30% | -0.7% |
| SPLK | Buy | SPLUNK INC | $1,015,000 | -7.1% | 6,229 | +10.6% | 0.29% | -20.2% |
| INTC | Sell | Intel Corp | $1,004,000 | -8.4% | 19,238 | -9.3% | 0.29% | -21.2% |
| XLV | Buy | Sector Spdr Health Fundsbi healthcare | $975,000 | +18.9% | 8,349 | +8.2% | 0.28% | +2.5% |
| PYPL | Buy | Paypal Holdings Inco | $938,000 | +53.3% | 3,992 | +28.4% | 0.27% | +32.2% |
| PRU | Sell | Prudential Financial Inc | $939,000 | +5.6% | 11,550 | -14.7% | 0.27% | -9.1% |
| TROW | Rowe T Price Group Inc | $927,000 | +15.7% | 6,000 | 0.0% | 0.27% | -0.4% | |
| BMY | Sell | Bristol-Myers Squibb Co | $927,000 | -1.2% | 14,873 | -6.2% | 0.27% | -14.9% |
| CMCSA | Buy | Comcast Corp New Cl Acl a | $889,000 | +15.6% | 17,557 | +4.5% | 0.26% | -0.4% |
| DHR | Buy | Danaher Corp Del | $880,000 | +11.8% | 3,673 | +1.8% | 0.25% | -3.8% |
| XLP | Buy | Sector Spdr Tr Con Stplssbi cons stpls | $835,000 | +9.6% | 12,546 | +6.2% | 0.24% | -5.9% |
| LMT | Buy | Lockheed Martin Corp | $830,000 | -10.5% | 2,423 | +0.3% | 0.24% | -22.8% |
| VGT | Buy | Vanguard Info Technologyinf tech etf | $823,000 | +20.1% | 2,320 | +6.6% | 0.24% | +3.5% |
| NOW | Buy | Service Now Inc | $785,000 | +7.1% | 1,535 | +5.1% | 0.23% | -7.7% |
| GOOG | Alphabet Ccap stk cl c | $779,000 | +20.4% | 436 | 0.0% | 0.22% | +3.7% | |
| CVX | Sell | Chevron Corporation | $702,000 | +5.6% | 7,785 | -15.0% | 0.20% | -9.0% |
| QCOM | Buy | Qualcomm Inc | $687,000 | +36.0% | 4,413 | +5.2% | 0.20% | +17.8% |
| IHI | iShares US Medical Devicesu.s. med dvc etf | $688,000 | +11.1% | 2,049 | 0.0% | 0.20% | -4.3% | |
| LOW | Buy | Lowes Companies Inc | $681,000 | -1.4% | 4,164 | +1.6% | 0.20% | -15.1% |
| ANTM | Buy | Anthem Inc | $658,000 | +18.6% | 1,952 | +0.1% | 0.19% | +2.2% |
| DUK | Sell | Duke Energy Corp New | $641,000 | -11.6% | 7,141 | -9.6% | 0.18% | -23.9% |
| MCD | Sell | Mc Donalds Corp | $622,000 | -17.4% | 2,934 | -12.0% | 0.18% | -28.9% |
| AXP | Sell | American Express Company | $618,000 | +10.8% | 5,082 | -5.5% | 0.18% | -4.3% |
| D | Sell | Dominion Res Inc Va New | $611,000 | -16.6% | 8,387 | -8.4% | 0.18% | -28.0% |
| RDSA | Sell | Royal Dutch Shell A Adrfspons adr a | $609,000 | +15.3% | 15,100 | -27.3% | 0.18% | -0.6% |
| VTI | Sell | Vanguard Total Stock Mkttotal stk mkt | $584,000 | -14.2% | 2,947 | -25.0% | 0.17% | -25.9% |
| SPHQ | Sell | Invesco S&P 500 Quality ETFs&p500 quality | $581,000 | -8.5% | 13,610 | -16.5% | 0.17% | -21.1% |
| SQ | Buy | Square Inccl a | $556,000 | +45.2% | 2,324 | +9.8% | 0.16% | +25.8% |
| SHY | Buy | Ishares Tr Barclays Bond1 3 yr treas bd | $545,000 | +14.0% | 6,311 | +13.9% | 0.16% | -1.2% |
| CL | Colgate-Palmolive Co | $544,000 | +4.4% | 6,654 | 0.0% | 0.16% | -10.3% | |
| TDOC | Buy | Teladoc Health Inc | $535,000 | +55.5% | 2,340 | +53.0% | 0.16% | +34.8% |
| USB | Sell | U S Bancorp Del New | $501,000 | +21.3% | 10,040 | -8.5% | 0.14% | +4.3% |
| RQI | Buy | Cohen Steers Qual Income | $502,000 | +7.3% | 41,396 | +0.9% | 0.14% | -7.6% |
| TAN | New | Invesco Solar ETFsolar etf | $475,000 | – | 3,912 | +100.0% | 0.14% | – |
| BA | New | Boeing Co | $460,000 | – | 2,164 | +100.0% | 0.13% | – |
| TRV | Buy | Travelers Companies Inc | $444,000 | +24.7% | 3,196 | +0.5% | 0.13% | +7.6% |
| ADX | Adams Express Co | $433,000 | +6.1% | 24,938 | 0.0% | 0.12% | -8.8% | |
| SHOP | Shopify Inccl a | $426,000 | +8.7% | 368 | 0.0% | 0.12% | -6.1% | |
| BAB | New | Invesco Taxable Municipal Bondtaxable mun bd | $423,000 | – | 12,701 | +100.0% | 0.12% | – |
| SO | Sell | The Southern Company | $418,000 | -4.6% | 6,839 | -10.8% | 0.12% | -17.7% |
| CLX | Buy | Clorox Company | $409,000 | -4.2% | 2,084 | +2.1% | 0.12% | -17.5% |
| KO | Sell | Coca Cola Company | $406,000 | -11.9% | 8,129 | -13.0% | 0.12% | -24.5% |
| WRI | Sell | Weingarten Rlty Invs Sbish ben int | $402,000 | +12.3% | 18,550 | -6.1% | 0.12% | -3.3% |
| DOW | Sell | Dow Chemical Company | $391,000 | +9.8% | 6,696 | -8.7% | 0.11% | -5.0% |
| EXC | Buy | Exelon Corporation | $381,000 | +19.8% | 9,079 | +4.7% | 0.11% | +2.8% |
| UL | New | Unilever Plc Adr Newspon adr new | $365,000 | – | 6,105 | +100.0% | 0.11% | – |
| JBLU | Sell | Jetblue Airways Corp | $364,000 | +14.5% | 25,100 | -7.4% | 0.10% | -1.9% |
| RTX | Sell | Raytheon Technologies Ord | $348,000 | +14.1% | 5,000 | -2.7% | 0.10% | -1.0% |
| SHW | Sherwin Williams Co | $333,000 | +6.7% | 453 | 0.0% | 0.10% | -8.6% | |
| MCK | New | Mckesson Corporation | $329,000 | – | 1,801 | +100.0% | 0.10% | – |
| CTVA | Sell | Corteva Inc com | $330,000 | +30.4% | 7,906 | -6.2% | 0.10% | +11.8% |
| ORCL | Sell | Oracle Corporation | $330,000 | +2.8% | 5,236 | -3.1% | 0.10% | -12.0% |
| ZM | Sell | Zoom video communications-Acl a | $319,000 | -32.3% | 934 | -3.9% | 0.09% | -41.8% |
| ABNB | New | Airbnb Inc | $318,000 | – | 2,105 | +100.0% | 0.09% | – |
| EMR | Sell | Emerson Electric Co | $304,000 | +7.8% | 3,708 | -11.4% | 0.09% | -7.4% |
| XEL | Xcel Energy Inc | $297,000 | -8.9% | 4,568 | 0.0% | 0.09% | -21.1% | |
| SH | Proshares Short S&P 500short s&p 500 ne | $294,000 | -11.7% | 16,634 | 0.0% | 0.08% | -24.1% | |
| WFC | Sell | Wells Fargo & Co New | $293,000 | -29.6% | 8,788 | -48.5% | 0.08% | -39.3% |
| NFLX | Sell | Netflix Inc | $292,000 | -2.3% | 574 | -0.3% | 0.08% | -16.0% |
| SWK | Buy | Stanley Black & Decker | $291,000 | +4.7% | 1,644 | +0.1% | 0.08% | -9.7% |
| SPLV | Sell | Invesco S&P 500 Low Volatilitys&p500 low vol | $288,000 | -6.2% | 5,118 | -9.8% | 0.08% | -19.4% |
| HACK | Sell | Purefunds Ise Cyberprime cybr scrty | $287,000 | +20.6% | 4,959 | -0.9% | 0.08% | +3.8% |
| ENB | Sell | Enbridge Inc | $279,000 | -4.1% | 8,302 | -15.8% | 0.08% | -17.3% |
| VAR | Varian Medical Systems | $281,000 | +2.6% | 1,600 | 0.0% | 0.08% | -12.0% | |
| DKNG | New | DraftKings Inc | $259,000 | – | 5,211 | +100.0% | 0.08% | – |
| VMW | Sell | Vmware Inc Cl A | $257,000 | -7.6% | 1,787 | -6.8% | 0.07% | -20.4% |
| PFF | Buy | Ishares S&P U S Pfd Fundpfd and incm sec | $248,000 | +3.8% | 6,547 | +0.3% | 0.07% | -10.0% |
| VOE | Buy | Vanguard Mid Cap Valuemcap vl idxvip | $246,000 | +17.7% | 2,011 | +0.4% | 0.07% | +1.4% |
| TSM | New | Taiwan Semiconductr Adrfsponsored ads | $241,000 | – | 1,991 | +100.0% | 0.07% | – |
| ADP | New | Auto Data Processing | $223,000 | – | 1,323 | +100.0% | 0.06% | – |
| PM | Sell | Philip Morris Intl Inc | $223,000 | -8.6% | 2,692 | -16.3% | 0.06% | -22.0% |
| AVGO | New | Broadcom Ltd | $219,000 | – | 496 | +100.0% | 0.06% | – |
| GILD | Sell | Gilead Sciences Inc | $214,000 | -44.7% | 3,431 | -43.8% | 0.06% | -52.3% |
| EW | Sell | Edwards Lifesciences Cp | $211,000 | +5.0% | 2,370 | -5.7% | 0.06% | -9.0% |
| ITW | New | Illinois Tool Works Inc | $208,000 | – | 995 | +100.0% | 0.06% | – |
| C | New | Citigroup Inc | $209,000 | – | 3,175 | +100.0% | 0.06% | – |
| ETN | New | Eaton Corporation | $200,000 | – | 1,550 | +100.0% | 0.06% | – |
| NXJ | Sell | Nuveen Nj Div Ad Muni Fd | $171,000 | -64.9% | 12,000 | -66.7% | 0.05% | -69.9% |
| CIK | Sell | Credit Suisse Asset Mana | $166,000 | -24.9% | 52,480 | -29.8% | 0.05% | -35.1% |
| ENX | Sell | Eaton Vance Insured | $160,000 | -3.6% | 13,225 | -8.1% | 0.05% | -17.9% |
| MDXG | New | Mimedx Group Inc | $148,000 | – | 14,368 | +100.0% | 0.04% | – |
| VERU | Veru Inc | $97,000 | +288.0% | 10,058 | 0.0% | 0.03% | +250.0% | |
| NRO | Sell | Neuberger Bermn Real Est | $92,000 | -29.2% | 23,000 | -30.3% | 0.03% | -38.6% |
| XXII | 22nd Centy Group Inc | $82,000 | +290.5% | 30,800 | 0.0% | 0.02% | +242.9% | |
| TWO | Two Harbors Investment | $63,000 | +21.2% | 10,000 | 0.0% | 0.02% | +5.9% | |
| RMCF | Rocky Mtn Choc Fact New | $62,000 | +59.0% | 15,013 | 0.0% | 0.02% | +38.5% | |
| AXU | Exit | Alexco Resource Corp | $0 | – | -10,764 | -100.0% | -0.01% | – |
| EXK | Exit | Endeavour Silver Corp | $0 | – | -10,349 | -100.0% | -0.01% | – |
| NZF | Exit | Nuveen Municipal Credit | $0 | – | -10,825 | -100.0% | -0.05% | – |
| AEP | Exit | Amer Electric Pwr Co Inc | $0 | – | -2,330 | -100.0% | -0.07% | – |
| ADBE | Exit | Adobe Systems Inc | $0 | – | -507 | -100.0% | -0.08% | – |
| UN | Exit | Unilever N V Ny Shs Newf | $0 | – | -4,151 | -100.0% | -0.09% | – |
| DDOG | Exit | Datadog Inc | $0 | – | -6,000 | -100.0% | -0.22% | – |
| NAN | Exit | Nuveen New York Dividend | $0 | – | -63,864 | -100.0% | -0.29% | – |
| BACPRL | Exit | Bank Of America7.25%cnv pfd l | $0 | – | -854 | -100.0% | -0.43% | – |
| WFCPRL | Exit | Wells Fargo Lperp pfd cnv a | $0 | – | -1,068 | -100.0% | -0.48% | – |
| VLO | Exit | Valero Energy Corp New | $0 | – | -35,298 | -100.0% | -0.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 9.4% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.2% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.2% |
| HOME DEPOT INC | 42 | Q3 2023 | 3.4% |
| Verizon Communicatn | 42 | Q3 2023 | 4.3% |
| A T & T Inc New | 42 | Q3 2023 | 3.5% |
| Visa Inc Cl A | 42 | Q3 2023 | 3.4% |
| WASTE MGMT INC DEL | 42 | Q3 2023 | 2.2% |
| METLIFE INC | 42 | Q3 2023 | 2.9% |
| ABBVIE INC | 42 | Q3 2023 | 2.8% |
View Strategic Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-21 |
View Strategic Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.