The Analysis of Strategic Advisors LLC's Holdings

Currently, Strategic Advisors LLC holds 180 types of securities in its portfolio with a total value $638.4M. In the most recent quarter, they have increased their positions in VIG (+18.5K shares, valued at $4.1M), VYM (+26.9K shares, valued at $3.9M), NOW (+20.8K shares, valued at $3.2M); decreased their positions in AAPL (-10.5K shares, valued at $2.9M), SGOV (-10.2K shares, valued at $1.0M), BOND (-9.7K shares, valued at $903.8K); initiated new positions in N/A (+47.6K shares, valued at $3.1M), N/A (+42.2K shares, valued at $2.2M), GLW (+2.9K shares, valued at $252.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC192.4K shares-5.19%2025-12-312026-02-10

NVDA NVIDIA CORPORATION204.3K shares4.44%2025-12-312026-02-10

MSFT MICROSOFT CORP70.1K shares-1.52%2025-12-312026-02-10

SCHB SCHWAB STRATEGIC TR1.1M shares-2.01%2025-12-312026-02-10

AMZN AMAZON COM INC122.7K shares-1.00%2025-12-312026-02-10

ALPHABET INC ALPHABET INC78.0K shares-1.91%2025-12-312026-02-10

BIL SPDR SERIES TRUST203.4K shares0.11%2025-12-312026-02-10

HD HOME DEPOT INC42.2K shares-1.38%2025-12-312026-02-10

Sponsored

JPM JPMORGAN CHASE & CO.39.1K shares0.89%2025-12-312026-02-10

V VISA INC33.9K shares0.73%2025-12-312026-02-10

TSLA TESLA INC25.2K shares-0.03%2025-12-312026-02-10

ABBV ABBVIE INC47.2K shares-2.31%2025-12-312026-02-10

META META PLATFORMS INC15.0K shares4.40%2025-12-312026-02-10

SPYM SPDR SERIES TRUST123.4K shares8.35%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC20.4K shares-1.24%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC9.8K shares0.48%2025-12-312026-02-10

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW67.8K shares-0.55%2025-12-312026-02-10

WM WASTE MGMT INC DEL35.8K shares-1.14%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR12.7K shares-1.13%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.4K shares-0.71%2025-12-312026-02-10

BROADCOM INC BROADCOM INC21.3K shares5.62%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO50.5K shares-3.87%2025-12-312026-02-10

SGOV ISHARES TR70.2K shares-12.66%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW7.7K shares70.22%2025-12-312026-02-10

Sponsored

EATON CORP PLC EATON CORP PLC20.6K shares5.18%2025-12-312026-02-10

EMR EMERSON ELEC CO48.9K shares-9.40%2025-12-312026-02-10

DTE DTE ENERGY CO48.7K shares0.00%2025-12-312026-02-10

ISRG INTUITIVE SURGICAL INC11.0K shares5.45%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS24.5K shares305.29%2025-12-312026-02-10

QQQM INVESCO EXCH TRADED FD TR II20.8K shares16.73%2025-12-312026-02-10

PH PARKER-HANNIFIN CORP5.9K shares-1.24%2025-12-312026-02-10

ASML ASML HOLDING N V4.7K shares0.04%2025-12-312026-02-10

Sponsored

VYM VANGUARD WHITEHALL FDS33.1K shares435.36%2025-12-312026-02-10

SHOP SHOPIFY INC28.8K shares0.04%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR32.1K shares132.02%2025-12-312026-02-10

VBR VANGUARD INDEX FDS20.2K shares218.27%2025-12-312026-02-10

NOW SERVICENOW INC26.3K shares380.36%2025-12-312026-02-10

VRTX VERTEX PHARMACEUTICALS INC8.8K shares-0.89%2025-12-312026-02-10

VOE VANGUARD INDEX FDS22.3K shares218.87%2025-12-312026-02-10

TTD THE TRADE DESK INC98.3K shares-5.19%2025-12-312026-02-10

Sponsored

CAT CATERPILLAR INC6.4K shares3.12%2025-12-312026-02-10

VTI VANGUARD INDEX FDS10.6K shares15.41%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD11.6K shares1.31%2025-12-312026-02-10

SNPS SYNOPSYS INC7.2K shares-5.03%2025-12-312026-02-10

KNSL KINSALE CAP GROUP INC8.6K shares0.45%2025-12-312026-02-10

CVX CHEVRON CORP NEW21.6K shares-1.65%2025-12-312026-02-10

MA MASTERCARD INCORPORATED5.7K shares0.23%2025-12-312026-02-10

MS MORGAN STANLEY17.9K shares0.20%2025-12-312026-02-10

Sponsored

CEG CONSTELLATION ENERGY CORP8.8K shares-0.44%2025-12-312026-02-10

UNILEVER PLC UNILEVER PLC47.6K sharesnew addition2025-12-312026-02-10

AEP AMERICAN ELEC PWR CO INC26.7K shares0.50%2025-12-312026-02-10

AXON AXON ENTERPRISE INC5.3K shares19.01%2025-12-312026-02-10

BOND PIMCO ETF TR31.5K shares-23.55%2025-12-312026-02-10

CRM SALESFORCE INC10.5K shares2.83%2025-12-312026-02-10

XOM EXXON MOBIL CORP23.0K shares6.20%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS9.3K shares6.24%2025-12-312026-02-10

Sponsored

DBEF DBX ETF TR57.0K shares-2.09%2025-12-312026-02-10

DHR DANAHER CORPORATION11.7K shares-1.20%2025-12-312026-02-10

CLBT CELLEBRITE DI LTD144.0K shares0.08%2025-12-312026-02-10

MET METLIFE INC32.9K shares-6.86%2025-12-312026-02-10

CDNS CADENCE DESIGN SYSTEM INC8.2K shares-1.76%2025-12-312026-02-10

MELI MERCADOLIBRE INC1.3K shares0.39%2025-12-312026-02-10

ARISTA NETWORKS INC ARISTA NETWORKS INC19.3K shares22.10%2025-12-312026-02-10

LNG CHENIERE ENERGY INC12.4K shares1.56%2025-12-312026-02-10

Sponsored

SCHG SCHWAB STRATEGIC TR73.4K shares-0.66%2025-12-312026-02-10

DE DEERE & CO5.1K shares0.02%2025-12-312026-02-10

J JACOBS SOLUTIONS INC17.5K shares15.58%2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC2.1K shares4.85%2025-12-312026-02-10

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD42.2K sharesnew addition2025-12-312026-02-10

ALPHABET INC ALPHABET INC6.9K shares0.23%2025-12-312026-02-10

MUJ BLACKROCK MUNIHLDGS NJ QLTY180.2K shares0.00%2025-12-312026-02-10

LLY ELI LILLY & CO2.0K shares4.02%2025-12-312026-02-10

Sponsored

SPY SPDR S&P 500 ETF TR3.1K shares1.88%2025-12-312026-02-10

TT TRANE TECHNOLOGIES PLC5.4K shares0.00%2025-12-312026-02-10

NFLX NETFLIX INC22.0K shares907.96%2025-12-312026-02-10

FE FIRSTENERGY CORP46.0K shares0.00%2025-12-312026-02-10

VEU VANGUARD INTL EQUITY INDEX F26.9K shares44.73%2025-12-312026-02-10

APD AIR PRODS & CHEMS INC8.0K shares-1.99%2025-12-312026-02-10

ROK ROCKWELL AUTOMATION INC5.0K shares0.00%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO5.2K shares-4.29%2025-12-312026-02-10

Sponsored

PLTR PALANTIR TECHNOLOGIES INC10.7K shares553.66%2025-12-312026-02-10

ZS ZSCALER INC8.3K shares-0.02%2025-12-312026-02-10

HON HONEYWELL INTL INC8.9K shares-10.37%2025-12-312026-02-10

BAC BANK AMERICA CORP30.7K shares0.14%2025-12-312026-02-10

GEHC GE HEALTHCARE TECHNOLOGIES I19.9K shares13.31%2025-12-312026-02-10

IWR ISHARES TR16.9K shares-1.86%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC2.8K shares-3.32%2025-12-312026-02-10

NXJ NUVEEN NEW JERSEY QULT MUN F116.4K shares0.00%2025-12-312026-02-10

Sponsored

KO COCA COLA CO20.9K shares-0.93%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC7.8K shares3.92%2025-12-312026-02-10

WMT WALMART INC11.7K shares5.83%2025-12-312026-02-10

PTC PTC INC7.4K shares0.88%2025-12-312026-02-10

JXN JACKSON FINANCIAL INC12.0K shares0.00%2025-12-312026-02-10

ICE INTERCONTINENTAL EXCHANGE IN7.7K shares0.38%2025-12-312026-02-10

CFG CITIZENS FINL GROUP INC21.3K shares0.00%2025-12-312026-02-10

T AT&T INC49.8K shares-3.39%2025-12-312026-02-10

Sponsored

VZ VERIZON COMMUNICATIONS INC28.7K shares-2.60%2025-12-312026-02-10

HACK AMPLIFY ETF TR14.4K shares-4.87%2025-12-312026-02-10

HEI.A HEICO CORP NEW4.5K shares0.00%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F19.7K shares16.34%2025-12-312026-02-10

AVUV AMERICAN CENTY ETF TR10.3K shares-3.88%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC6.8K shares0.55%2025-12-312026-02-10

LH LABCORP HOLDINGS INC4.1K shares70.15%2025-12-312026-02-10

LOW LOWES COS INC4.1K shares0.35%2025-12-312026-02-10

Sponsored

ENB ENBRIDGE INC20.1K shares0.00%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP2.0K shares0.66%2025-12-312026-02-10

ORCL ORACLE CORP4.8K shares0.57%2025-12-312026-02-10

IWB ISHARES TR2.5K shares1.65%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC8.8K shares3.57%2025-12-312026-02-10

XLE SELECT SECTOR SPDR TR20.5K shares100.14%2025-12-312026-02-10

TRV TRAVELERS COMPANIES INC3.2K shares-3.40%2025-12-312026-02-10

PSX PHILLIPS 667.0K shares0.07%2025-12-312026-02-10

Sponsored

XPEV XPENG INC44.5K shares-2.62%2025-12-312026-02-10

IP INTERNATIONAL PAPER CO21.2K shares-4.51%2025-12-312026-02-10

NUE NUCOR CORP5.0K shares-0.59%2025-12-312026-02-10

MEDTRONIC PLC MEDTRONIC PLC8.3K shares-22.76%2025-12-312026-02-10

TFC TRUIST FINL CORP16.1K shares-1.55%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE2.5K shares-0.93%2025-12-312026-02-10

PRU PRUDENTIAL FINL INC6.8K shares-33.93%2025-12-312026-02-10

MMM 3M CO4.7K shares0.00%2025-12-312026-02-10

Sponsored

RTX RTX CORPORATION4.0K shares-4.59%2025-12-312026-02-10

JEPQ J P MORGAN EXCHANGE TRADED F12.0K shares41.50%2025-12-312026-02-10

MCD MCDONALDS CORP2.2K shares0.41%2025-12-312026-02-10

XLV SELECT SECTOR SPDR TR4.3K shares12.91%2025-12-312026-02-10

VCR VANGUARD WORLD FD1.6K shares-1.59%2025-12-312026-02-10

MANH MANHATTAN ASSOCIATES INC3.4K shares-0.06%2025-12-312026-02-10

MCK MCKESSON CORP682 shares22.00%2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC2.5K shares0.08%2025-12-312026-02-10

Sponsored

GEV GE VERNOVA INC792 shares33.33%2025-12-312026-02-10

CSCO CISCO SYS INC6.7K shares0.08%2025-12-312026-02-10

XLU SELECT SECTOR SPDR TR11.9K shares127.56%2025-12-312026-02-10

BK BANK NEW YORK MELLON CORP4.4K shares-0.77%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC3.2K shares1.03%2025-12-312026-02-10

EXC EXELON CORP11.5K shares0.03%2025-12-312026-02-10

PAVE GLOBAL X FDS10.2K shares-1.62%2025-12-312026-02-10

XLI SELECT SECTOR SPDR TR3.1K shares0.33%2025-12-312026-02-10

Sponsored

MO ALTRIA GROUP INC8.2K shares1.98%2025-12-312026-02-10

QCOM QUALCOMM INC2.7K shares-43.20%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR8.6K shares-2.19%2025-12-312026-02-10

SHEL SHELL PLC6.0K shares0.00%2025-12-312026-02-10

GWW WW GRAINGER INC433 shares-2.26%2025-12-312026-02-10

PFE PFIZER INC17.3K shares-8.46%2025-12-312026-02-10

FENY FIDELITY COVINGTON TRUST16.9K shares-1.51%2025-12-312026-02-10

CB CHUBB LIMITED1.3K shares1.40%2025-12-312026-02-10

Sponsored

ED CONSOLIDATED EDISON INC3.9K shares-13.03%2025-12-312026-02-10

PEP PEPSICO INC2.6K shares-3.46%2025-12-312026-02-10

CTVA CORTEVA INC5.6K shares0.07%2025-12-312026-02-10

VEEV VEEVA SYS INC1.6K shares-22.81%2025-12-312026-02-10

EPD ENTERPRISE PRODS PARTNERS L10.7K shares0.35%2025-12-312026-02-10

IR INGERSOLL RAND INC4.3K shares0.00%2025-12-312026-02-10

ITW ILLINOIS TOOL WKS INC1.4K shares-0.80%2025-12-312026-02-10

VO VANGUARD INDEX FDS1.2K shares-56.31%2025-12-312026-02-10

Sponsored

UAL UNITED AIRLS HLDGS INC3.0K shares0.00%2025-12-312026-02-10

RSPG INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-12-312026-02-10

AZN ASTRAZENECA PLC3.5K shares0.00%2025-12-312026-02-10

TJX TJX COS INC NEW2.0K shares4.31%2025-12-312026-02-10

RQI COHEN & STEERS QUALITY INCOM27.0K shares-6.02%2025-12-312026-02-10

MDY SPDR S&P MIDCAP 400 ETF TR511 shares-45.75%2025-12-312026-02-10

TROW PRICE T ROWE GROUP INC2.9K shares-9.38%2025-12-312026-02-10

SCHD SCHWAB STRATEGIC TR10.2K shares7.18%2025-12-312026-02-10

Sponsored

NOBL PROSHARES TR2.6K shares11.46%2025-12-312026-02-10

AMAT APPLIED MATLS INC1.0K shares0.69%2025-12-312026-02-10

IJH ISHARES TR3.9K shares0.00%2025-12-312026-02-10

SO SOUTHERN CO3.0K shares5.21%2025-12-312026-02-10

TOL TOLL BROTHERS INC1.9K shares0.00%2025-12-312026-02-10

IWF ISHARES TR534 shares0.00%2025-12-312026-02-10

GLW CORNING INC2.9K sharesnew addition2025-12-312026-02-10

HIG HARTFORD INSURANCE GROUP INC1.8K shares0.44%2025-12-312026-02-10

Sponsored

ADI ANALOG DEVICES INC920 shares1.10%2025-12-312026-02-10

ELV ELEVANCE HEALTH INC FORMERLY700 shares0.43%2025-12-312026-02-10

IHI ISHARES TR3.9K shares0.00%2025-12-312026-02-10

PPA INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2025-12-312026-02-10

AMGN AMGEN INC642 sharesnew addition2025-12-312026-02-10

WFC WELLS FARGO CO NEW2.2K sharesnew addition2025-12-312026-02-10

DAL DELTA AIR LINES INC DEL3.0K sharesnew addition2025-12-312026-02-10

CMCSA COMCAST CORP NEW6.7K shares0.16%2025-12-312026-02-10

Sponsored

CLBK COLUMBIA FINL INC10.5K shares0.00%2025-12-312026-02-10

NAD NUVEEN QUALITY MUNCP INCOME10.6K shares0.00%2025-12-312026-02-10

RFI COHEN & STEERS TOTAL RETURN11.1K shares0.00%2025-12-312026-02-10

BCX BLACKROCK RES & COMMODITIES10.0K shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available