13F

Investor

Strategic Advisors LLC

CIK 0001569119 · filed 2026-05-14 · SEC filing

13F book

$602.2M

Positions

183

7 new · 4 sold

Largest name

8.0%

Apple Inc. · AAPL

Est. mark

−$32.1M

Price effect on 176 names still held. Flow −$4.15M.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL190.3K$48.3M8.0%−$3.44MCut−$4.02M
Nvidia CorpNVDA191.9K$33.5M5.6%−$2.32MCut−$4.62M
Schwab Strategic Tr1.11M$27.8M4.6%−$1.25MCut−$1.33M
Microsoft CorpMSFT68.4K$25.3M4.2%−$7.76MCut−$8.57M
Amazon Com IncAMZN121.3K$25.3M4.2%−$2.74MCut−$3.04M
Alphabet Inc77.5K$22.3M3.7%−$1.97MCut−$2.11M
Spdr Series Trust205.4K$18.8M3.1%$52.9KAdded$239.1K
Home Depot, Inc.HD41.6K$13.7M2.3%−$632.9KCut−$855.2K
Jpmorgan Chase & Co.38.4K$11.3M1.9%−$1.08MCut−$1.3M
Visa Inc.V33.7K$10.2M1.7%−$1.63MCut−$1.69M
AbbVie Inc.ABBV46.1K$10M1.7%−$507.5KCut−$743.5K
Spdr Series Trust130.3K$9.97M1.7%−$454.2KAdded$68.4K
Tesla, Inc.TSLA23.9K$8.9M1.5%−$1.87MCut−$2.44M
Duke Energy Corp New67.7K$8.87M1.5%$930.1KCut$921.6K
Meta Platforms, Inc.META15.1K$8.66M1.4%−$1.32MAdded−$1.25M
Goldman Sachs Group Inc9.98K$8.45M1.4%−$323.1KAdded−$154.8K
Waste Mgmt Inc Del35.9K$8.25M1.4%$361KAdded$375.3K
Crowdstrike Hldgs Inc20.7K$8.08M1.3%−$1.6MAdded−$1.5M
Costco Whsl Corp New7.56K$7.53M1.3%$1.01MCut$934.4K
Procter And Gamble CoPG51.2K$7.4M1.2%$57.1KAdded$158.5K
Eaton Corp PlcETN20.6K$7.38M1.2%$807.7KAdded$808.1K
Invesco Qqq Tr12.7K$7.31M1.2%−$469.9KCut−$487.1K
Dte Energy Co48.7K$7.12M1.2%$839.5KHeld
Ishares 0-3 Month69.1K$6.95M1.2%$19.3KCut−$97.1K
Berkshire Hathaway Inc Del14.5K$6.93M1.2%−$339.1KCut−$792K
Broadcom Inc.AVGO21.8K$6.74M1.1%−$778.7KAdded−$627.4K
Emerson Elec Co48.9K$6.41M1.1%−$83.2KAdded−$79K
Vanguard Specialized Funds29K$6.24M1.0%−$115.8KAdded$848.5K
Vanguard Whitehall Fds41.6K$6.15M1.0%$151.6KAdded$1.4M
Asml Holding N V4.39K$5.79M1.0%$1.1MCut$769.3K
Invesco Exch Traded Fd Tr Ii22.3K$5.3M0.9%−$318.1KAdded$38.1K
Parker-Hannifin CorpPH5.81K$5.2M0.9%$94.2KCut$8.94K
Vanguard Index Fds27.8K$5.12M0.9%$154.4KAdded$1.15M
Vanguard Index Fds23K$5M0.8%$110.2KAdded$721.8K
Intuitive Surgical IncISRG10.6K$4.87M0.8%−$1.11MCut−$1.34M
Caterpillar IncCAT6.54K$4.63M0.8%$873.7KAdded$941.7K
Chevron Corp NewCVX21.3K$4.41M0.7%$1.16MCut$1.11M
Select Sector Spdr Tr32.7K$4.35M0.7%−$355.7KAdded−$273.8K
ServiceNow, Inc.NOW37.8K$3.95M0.7%−$1.28MAdded−$69.5K
Exxon Mobil Corp23.2K$3.94M0.7%$1.14MAdded$1.17M
Taiwan Semiconductor Mfg Ltd11.5K$3.89M0.6%$392.2KCut$366.1K
Vertex Pharmaceuticals Inc8.29K$3.7M0.6%−$56.6KCut−$274.6K
Vanguard Index Fds11.4K$3.65M0.6%−$153.4KAdded$88.2K
American Elec Pwr Co Inc26.7K$3.5M0.6%$421.7KHeld
Cheniere Energy, Inc.LNG12.2K$3.47M0.6%$1.09MCut$1.06M
Shopify Inc.SHOP27K$3.2M0.5%−$1.14MCut−$1.43M
Morgan Stanley17.9K$2.95M0.5%−$232.6KAdded−$232.4K
Dbx Etf Tr57.8K$2.86M0.5%$73.5KAdded$117K
Deere & CoDE5.07K$2.86M0.5%$495.8KHeld
Pimco Etf Tr30.8K$2.84M0.5%−$24.6KCut−$92.5K
Synopsys IncSNPS7.03K$2.79M0.5%−$514.5KCut−$595.3K
Mastercard IncMA5.56K$2.78M0.5%−$395.8KCut−$452.8K
Vanguard Intl Equity Index F36.7K$2.75M0.5%$41.4KAdded$776.3K
Kinsale Cap Group Inc8.01K$2.74M0.5%−$396.3KCut−$609.1K
Unilever Plc47.6K$2.71M0.4%−$401.2KCut−$402.3K
Danaher Corporation13.7K$2.59M0.4%−$459.3KAdded−$85.1K
Constellation Energy CorpCEG8.72K$2.43M0.4%−$644.9KCut−$685.5K
International Business Machs9.99K$2.42M0.4%−$502.5KAdded−$343K
Firstenergy CorpFE46K$2.32M0.4%$259.8KHeld
Arista Networks, Inc.ANET18.9K$2.32M0.4%−$155.8KCut−$212.6K
Metlife Inc32.5K$2.3M0.4%−$267KCut−$298.9K
Air Prods & Chems Inc7.88K$2.29M0.4%$342.5KCut$318K
Jacobs Solutions Inc.J17.5K$2.22M0.4%−$90.4KCut−$101.4K
Schwab Strategic Tr74.3K$2.16M0.4%−$256.3KAdded−$231.3K
Cadence Design System Inc7.66K$2.13M0.4%−$265.8KCut−$443.4K
Blackrock Munihldgs Nj Qlty182.4K$2.11M0.4%−$59.5KAdded−$34.4K
Honeywell Intl Inc9.16K$2.07M0.3%$275.8KAdded$331K
Axon Enterprise, Inc.AXON4.87K$2.07M0.3%−$697.6KCut−$932.1K
Spdr S&P 500 Etf Tr3.17K$2.06M0.3%−$96.9KAdded−$42.3K
Mercadolibre IncMELI1.18K$2.05M0.3%−$337.4KCut−$518.7K
BlackRock, Inc.BLK2.07K$1.99M0.3%−$225.2KCut−$300.1K
Alphabet Inc6.83K$1.96M0.3%−$184.3KCut−$195.2K
Brookfield Asset Managmt Ltd43.1K$1.91M0.3%−$335.4KAdded−$298.4K
Cellebrite DI Ltd.CLBT136.9K$1.89M0.3%−$581.7KCut−$711.1K
Netflix IncNFLX19.6K$1.88M0.3%$46.8KCut−$183.8K
Eli Lilly & CoLLY2.02K$1.86M0.3%−$308KAdded−$285K
Rockwell Automation, IncROK4.97K$1.73M0.3%−$201.7KCut−$213K
Ishares Tr17.1K$1.67M0.3%$16.2KAdded$37.4K
Palantir Technologies Inc.PLTR10.9K$1.6M0.3%−$336.9KAdded−$301.5K
Coca Cola CoKO20.9K$1.59M0.3%$128.4KHeld
American Express CoAXP5.16K$1.56M0.3%−$348KCut−$359.5K
Walmart Inc.WMT12.4K$1.54M0.3%$150.3KAdded$239.5K
Trade Desk, Inc.TTD67.9K$1.54M0.3%−$1.04MCut−$2.19M
Bank America Corp30.8K$1.5M0.2%−$192.1KAdded−$190.9K
At&T Inc49.9K$1.45M0.2%$206.7KAdded$209.7K
Verizon Communications IncVZ28.3K$1.42M0.2%$268.1KCut$250.2K
Nuveen New Jersey Qult Mun F116.4K$1.41M0.2%−$66.4KHeld
Ge Healthcare Technologies I19.7K$1.4M0.2%−$213.3KCut−$228.1K
Thermo Fisher Scientific Inc.TMO2.79K$1.37M0.2%−$246KCut−$247.2K
Phillips 66PSX7.02K$1.28M0.2%$372.7KAdded$373.6K
Citizens Finl Group Inc21.3K$1.28M0.2%$33.2KHeld
Jackson Financial Inc12K$1.27M0.2%−$11.2KHeld
Select Sector Spdr Tr20.6K$1.26M0.2%$338.5KAdded$345.6K
J P Morgan Exchange Traded F21.9K$1.24M0.2%−$11.1KAdded$111.7K
Lockheed Martin CorpLMT2.02K$1.22M0.2%$238.7KAdded$262.3K
American Centy Etf Tr10.4K$1.15M0.2%$87.6KAdded$101.9K
Labcorp Holdings Inc.LH4.08K$1.09M0.2%$64.9KCut$63.2K
Zscaler, Inc.ZS7.75K$1.09M0.2%−$655.5KCut−$769K
Trane Technologies PlcTT2.6K$1.08M0.2%$71.6KCut−$1.02M
Intercontinental Exchange In6.83K$1.07M0.2%−$31.9KCut−$168.8K
Enbridge Inc19.8K$1.07M0.2%$125.1KCut$111K
Ptc Inc.PTC7.34K$1.05M0.2%−$232.9KCut−$251.4K
Palo Alto Networks IncPANW6.3K$1.01M0.2%−$150.4KCut−$419.6K
Merck & Co., Inc.MRK8.36K$1.01M0.2%$125.7KCut$84.3K
Spdr Gold Tr2.26K$974.2K0.2%New
Lowes Cos Inc4.04K$955K0.2%−$19.7KCut−$23.4K
Heico Corp New4.48K$945.8K0.2%−$185.2KHeld
Travelers Companies, Inc.TRV3.19K$931.9K0.2%$5.31KAdded$17.9K
Ishares Tr2.44K$868.8K0.1%−$41KCut−$52.6K
Nucor CorpNUE5.02K$848.7K0.1%$30.1KHeld
RTX CorpRTX4.07K$785.7K0.1%$38.2KAdded$49.5K
GE Vernova Inc.GEV894$780.4K0.1%$173.3KAdded$262.3K
Amplify Etf Tr10.3K$772.9K0.1%−$54.4KCut−$382K
J P Morgan Exchange Traded F13.7K$762.7K0.1%−$31.1KAdded$68.1K
Salesforce, Inc.CRM3.97K$741.6K0.1%−$310.9KCut−$2.04M
International Paper Co20.7K$737.6K0.1%−$76.2KCut−$95.9K
Truist Finl Corp15.7K$723.6K0.1%−$51KCut−$67.6K
Ge Aerospace2.53K$718.8K0.1%−$61.3KCut−$65.9K
Oracle Corp4.79K$704.2K0.1%−$229KCut−$229.4K
Mckesson CorpMCK802$694K0.1%$30.7KAdded$134.6K
3M COMMM4.72K$684.9K0.1%−$70.1KHeld
Mcdonalds CorpMCD2.2K$683.5K0.1%$11.4KAdded$11.7K
Medtronic PlcMDT7.69K$666.2K0.1%−$72.3KCut−$131K
Prudential Finl Inc6.32K$616.9K0.1%−$95.9KCut−$152.4K
Select Sector Spdr Tr4.16K$609.8K0.1%−$34.1KCut−$52.3K
Fidelity Covington Trust17K$577.3K0.1%$156.5KAdded$158.2K
Pfizer IncPFE20.2K$565.8K0.1%$55.1KAdded$134.5K
Shell Plc6K$558K0.1%$117.1KHeld
First Tr Exchange Traded Fd8.88K$556.4K0.1%New
Exelon CorpEXC11.2K$551.2K0.1%$61.1KCut$51.7K
Select Sector Spdr Tr12K$550.8K0.1%$38.1KAdded$42.4K
Vanguard World Fd1.52K$544.6K0.1%−$52.9KCut−$88.4K
Altria Group, Inc.MO7.93K$523.1K0.1%$66KCut$47.8K
Philip Morris Intl Inc3.15K$521.2K0.1%$15.5KAdded$15.7K
Bank New York Mellon Corp4.36K$517.4K0.1%$11.1KAdded$11.8K
Cisco Sys Inc6.67K$517.2K0.1%$3.76KAdded$4.07K
Select Sector Spdr Tr3.14K$507.8K0.1%$20.3KAdded$31.3K
Advanced Micro Devices IncAMD2.48K$504.3K0.1%−$26.6KHeld
Global X Fds9.63K$489.2K0.1%$29.1KCut$1.79K
Ww Grainger Inc438$478.1K0.1%$35.2KAdded$40.6K
Corteva, Inc.CTVA5.57K$466.3K0.1%$92.9KAdded$93K
Corning Inc3.28K$446.6K0.1%$139.6KAdded$194.2K
Consolidated Edison IncED3.93K$444.8K0.1%$54.5KHeld
Schwab Strategic Tr14.2K$434.8K0.1%$33.3KAdded$153.7K
Manhattan Associates IncMANH3.22K$428.5K0.1%−$129.4KCut−$168.5K
Chubb Limited1.3K$425.4K0.1%$17.9KAdded$19.2K
Invesco Exchange Traded Fd T3.81K$417.5K0.1%$114KCut$96.2K
Pepsico IncPEP2.64K$410.4K0.1%$30.8KAdded$34.1K
Enterprise Prods Partners L10.8K$407K0.1%$61.8KAdded$64.3K
Select Sector Spdr Tr7.86K$388.1K0.1%−$42.4KCut−$81.6K
Xpeng Inc21.9K$375.5K0.1%−$69.6KCut−$526.8K
Illinois Tool Wks Inc1.38K$358.5K0.1%$19.1KAdded$21.2K
Blackstone Inc.BX3K$345.6K0.1%−$117.7KCut−$702.6K
Ingersoll Rand Inc.IR4.31K$345.3K0.1%$3.88KHeld
Astrazeneca Plc OrdAZN1.74K$343K0.1%New
Applied Matls Inc998$341.4K0.1%$84.7KCut$79.6K
Vanguard Index Fds1.16K$332.8K0.1%−$3.52KHeld
Cohen & Steers Quality Incom27K$325.6K0.1%$17KHeld
Spdr S&P Midcap 400 Etf Tr511$315.2K0.1%$6.89KHeld
Tjx Cos Inc New1.92K$305.9K0.1%$11.6KCut−$2.81K
Analog Devices IncADI923$293.8K0.0%$43.3KAdded$44.2K
Qualcomm Inc2.25K$290.4K0.0%−$95.3KCut−$179.8K
Global X Fds3.94K$279.2K0.0%New
Proshares Tr2.62K$277.3K0.0%$5.07KHeld
United Airls Hldgs Inc3K$276.2K0.0%−$59.3KHeld
Southern Co2.85K$275.2K0.0%$26.5KCut$16.1K
Price T Rowe Group IncTROW2.9K$261.4K0.0%−$35.5KHeld
Totalenergies SeTTE2.86K$260K0.0%New
Toll Brothers, Inc.TOL1.9K$259.3K0.0%$2.38KHeld
Ishares Tr3.69K$249K0.0%$5.64KCut−$10.7K
Hartford Insurance Group Inc1.81K$245K0.0%−$4.7KCut−$5.66K
Ishares Tr534$227.7K0.0%−$25KHeld
Amgen IncAMGN643$226.5K0.0%$16KAdded$16.3K
Williams Cos Inc3.08K$224.5K0.0%New
Invesco Exchange Traded Fd T1.34K$222.7K0.0%$12.2KHeld
Veeva Sys Inc1.22K$214.3K0.0%−$58KCut−$137.7K
Ishares Tr3.88K$206.8K0.0%−$34.1KHeld
L3harris Technologies Inc594$205.2K0.0%New
Elevance Health Inc Formerly697$204.2K0.0%−$40.3KCut−$41.4K
Columbia Finl Inc10.5K$183.1K0.0%$20.6KHeld
Cohen & Steers Total Return11.1K$123.7K0.0%$999Held
Nuveen Quality Muncp Income10.6K$121.8K0.0%−$5.51KHeld
Blackrock Res & Commodities10K$120.5K0.0%$10.7KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.