EdgeMarket › What Strategic Advisors Llc reported owning
What Strategic Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
602.2MPositions
183Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 48.3M | 8.0% | 190.3K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 33.5M | 5.6% | 191.9K | 214.72 | +22.4% |
| SCHB Schwab U.S. Broad Market ETF | 27.8M | 4.6% | 1.1M | 29.61 | +20.4% |
| MSFT MICROSOFT CORP | 25.3M | 4.2% | 68.4K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 25.3M | 4.2% | 121.3K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 22.3M | 3.7% | 77.5K | 344.82 | +73.0% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 18.8M | 3.1% | 205.4K | 91.60 | -0.1% |
| HD HOME DEPOT, INC. | 13.7M | 2.3% | 41.6K | 335.61 | -16.5% |
| JPM JPMORGAN CHASE & CO | 11.3M | 1.9% | 38.4K | 351.58 | +20.3% |
| V VISA INC. | 10.2M | 1.7% | 33.7K | 371.04 | +7.9% |
| ABBV AbbVie Inc. | 10.0M | 1.7% | 46.1K | 264.96 | +26.7% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 10.0M | 1.7% | 130.3K | 90.13 | +20.1% |
| TSLA Tesla, Inc. | 8.9M | 1.5% | 23.9K | 362.86 | +12.0% |
| DUK Duke Energy CORP | 8.9M | 1.5% | 67.7K | 119.85 | -3.7% |
| META Meta Platforms, Inc. | 8.7M | 1.4% | 15.1K | 549.90 | -26.5% |
| GS GOLDMAN SACHS GROUP INC | 8.4M | 1.4% | 10.0K | 1,039.28 | +44.2% |
| WM WASTE MANAGEMENT INC | 8.2M | 1.4% | 35.9K | 224.06 | -2.6% |
| CRWD CrowdStrike Holdings, Inc. | 8.1M | 1.3% | 20.7K | 191.95 | +83.2% |
| COST COSTCO WHOLESALE CORP /NEW | 7.5M | 1.3% | 7.6K | 947.74 | -4.7% |
| PG PROCTER & GAMBLE Co | 7.4M | 1.2% | 51.2K | 144.68 | -9.3% |
| ETN Eaton Corp plc | 7.4M | 1.2% | 20.6K | 419.20 | +21.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 7.3M | 1.2% | 12.7K | 713.44 | +26.1% |
| DTE DTE ENERGY CO | 7.1M | 1.2% | 48.7K | 135.22 | -3.8% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 7.0M | 1.2% | 69.1K | 100.63 | +0.0% |
| unmapped CUSIP 084670702 | 6.9M | 1.2% | 14.5K | — | — |
| AVGO Broadcom Inc. | 6.7M | 1.1% | 21.8K | 368.45 | +26.5% |
| EMR EMERSON ELECTRIC CO | 6.4M | 1.1% | 48.9K | 157.26 | +20.1% |
| VIG Vanguard Div Appreciation ETF | 6.2M | 1.0% | 29.0K | 243.91 | +16.2% |
| VYM Vanguard High Dividend Yield ETF | 6.2M | 1.0% | 41.6K | 164.97 | +19.9% |
| ASML ASML HOLDING NV | 5.8M | 1.0% | 4.4K | 1,763.76 | +135.3% |
| QQQM Invesco NASDAQ 100 ETF | 5.3M | 0.9% | 22.3K | 293.76 | +26.1% |
| PH Parker-Hannifin Corp | 5.2M | 0.9% | 5.8K | 1,001.74 | +34.8% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 5.1M | 0.8% | 27.8K | 208.64 | +21.9% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 5.0M | 0.8% | 23.0K | 249.18 | +22.7% |
| ISRG INTUITIVE SURGICAL INC | 4.9M | 0.8% | 10.6K | 378.81 | -21.2% |
| CAT CATERPILLAR INC | 4.6M | 0.8% | 6.5K | 827.90 | +96.8% |
| CVX CHEVRON CORP | 4.4M | 0.7% | 21.3K | 205.27 | +34.0% |
| XLK State Street Technology Select Sector SPDR ETF | 4.4M | 0.7% | 32.7K | 183.31 | +41.1% |
| NOW ServiceNow, Inc. | 4.0M | 0.7% | 37.8K | 128.48 | -27.8% |
| XOM ExxonMobil Holdings Corp | 3.9M | 0.7% | 23.2K | 165.11 | +52.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3.9M | 0.6% | 11.5K | 418.95 | +83.3% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 3.7M | 0.6% | 8.3K | 548.05 | +39.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 3.6M | 0.6% | 11.4K | 378.24 | +20.5% |
| unmapped CUSIP 025537101 | 3.5M | 0.6% | 26.7K | — | — |
| LNG Cheniere Energy, Inc. | 3.5M | 0.6% | 12.2K | 277.51 | +17.6% |
| SHOP SHOPIFY INC. | 3.2M | 0.5% | 27.0K | 149.25 | +8.7% |
| MS MORGAN STANLEY | 3.0M | 0.5% | 17.9K | 214.20 | +48.6% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 2.9M | 0.5% | 57.8K | 55.82 | +21.1% |
| DE DEERE & CO | 2.9M | 0.5% | 5.1K | 647.47 | +31.4% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 2.8M | 0.5% | 30.8K | 90.50 | -1.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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