$137 Million is the total value of STRATEGIC CAPITAL ADVISERS, INC.'s 58 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ETP | Exit | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $0 | – | -10,462 | -100.0% | -0.18% | – |
BPL | Exit | BUCKEYE PARTNERS L Punit ltd partn | $0 | – | -4,181 | -100.0% | -0.20% | – |
HEP | Exit | HOLLY ENERGY PARTNERS L P | $0 | – | -6,832 | -100.0% | -0.22% | – |
EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -15,814 | -100.0% | -0.41% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -6,687 | -100.0% | -0.47% | – |
GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,056 | -100.0% | -1.10% | – |
MON | Exit | MONSANTO CO NEW | $0 | – | -9,828 | -100.0% | -1.13% | – |
ABB | Exit | ABB LTDsponsored adr | $0 | – | -51,333 | -100.0% | -1.36% | – |
XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -34,714 | -100.0% | -1.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 19 | Q2 2022 | 7.2% |
APPLE INC | 19 | Q2 2022 | 4.1% |
INTUITIVE SURGICAL INC | 19 | Q2 2022 | 3.3% |
WASTE MGMT INC DEL | 19 | Q2 2022 | 3.4% |
NIKE INC | 19 | Q2 2022 | 3.3% |
HOME DEPOT INC | 19 | Q2 2022 | 3.3% |
AMAZON COM INC | 19 | Q2 2022 | 3.4% |
STRYKER CORPORATION | 19 | Q2 2022 | 3.2% |
LILLY ELI & CO | 19 | Q2 2022 | 3.8% |
MICROSOFT CORP | 19 | Q2 2022 | 3.7% |
View STRATEGIC CAPITAL ADVISERS, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-07-18 |
13F-HR | 2022-05-05 |
13F-HR | 2022-01-19 |
13F-HR | 2021-10-29 |
13F-HR | 2021-07-30 |
13F-HR | 2021-04-28 |
13F-HR | 2021-01-27 |
13F-HR | 2020-11-10 |
13F-HR | 2020-08-06 |
13F-HR | 2020-05-12 |
View STRATEGIC CAPITAL ADVISERS, INC.'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.