Strategic Advisors LLC

CIK 0001569119 • 6 13F filings • Apr 17, 2025 – Jul 28, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $519.0M187 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$641K	0.1%	4,366 SH
ABBVIE INC	COM	$10.5M	2.0%	50,333 SH
ADOBE INC	COM	$298K	0.1%	778 SH
ADVANCED MICRO DEVICES INC	COM	$278K	0.1%	2,706 SH
AIR PRODS & CHEMS INC	COM	$2.7M	0.5%	9,107 SH
ALPHABET INC	CAP STK CL A	$16.9M	3.3%	109,506 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.2%	7,448 SH
ALTRIA GROUP INC	COM	$538K	0.1%	8,969 SH
AMAZON COM INC	COM	$24.6M	4.7%	129,399 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.0M	0.2%	11,608 SH
AMERICAN ELEC PWR CO INC	COM	$2.9M	0.6%	26,518 SH
AMERICAN EXPRESS CO	COM	$1.5M	0.3%	5,401 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$940K	0.2%	13,086 SH
APPLE INC	COM	$44.5M	8.6%	200,135 SH
APYX MEDICAL CORPORATION	COM	$27K	0.0%	19,430 SH
ARISTA NETWORKS INC	COM SHS	$1.8M	0.3%	23,130 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2.0M	0.4%	3,030 SH
ASTRAZENECA PLC	SPONSORED ADR	$256K	0.0%	3,480 SH
AT&T INC	COM	$1.7M	0.3%	61,839 SH
AXON ENTERPRISE INC	COM	$1.1M	0.2%	2,016 SH
BANK AMERICA CORP	COM	$1.3M	0.2%	30,655 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.2M	1.6%	15,489 SH
BLACKROCK INC	COM	$643K	0.1%	679 SH
BLACKROCK MUNIHLDGS NJ QLTY	COM	$2.0M	0.4%	179,922 SH
BLACKROCK RES & COMMODITIES	SHS	$93K	0.0%	10,000 SH
BLACKSTONE INC	COM	$659K	0.1%	4,711 SH
BRISTOL-MYERS SQUIBB CO	COM	$390K	0.1%	6,390 SH
BROADCOM INC	COM	$2.7M	0.5%	16,263 SH
CADENCE DESIGN SYSTEM INC	COM	$2.0M	0.4%	7,860 SH
CARRIER GLOBAL CORPORATION	COM	$224K	0.0%	3,535 SH
CATERPILLAR INC	COM	$2.0M	0.4%	6,011 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$1.3M	0.3%	69,198 SH
CHENIERE ENERGY INC	COM NEW	$2.9M	0.6%	12,437 SH
CHEVRON CORP NEW	COM	$3.8M	0.7%	22,683 SH
CHUBB LIMITED	COM	$397K	0.1%	1,314 SH
CISCO SYS INC	COM	$1.7M	0.3%	26,847 SH
CITIZENS FINL GROUP INC	COM	$871K	0.2%	21,270 SH
COCA COLA CO	COM	$1.5M	0.3%	20,884 SH
COHEN & STEERS QUALITY INCOM	COM	$394K	0.1%	31,372 SH
COHEN & STEERS TOTAL RETURN	COM	$134K	0.0%	11,101 SH
COLUMBIA FINL INC	COM	$157K	0.0%	10,459 SH
COMCAST CORP NEW	CL A	$261K	0.1%	7,085 SH
CONSOLIDATED EDISON INC	COM	$490K	0.1%	4,430 SH
CONSTELLATION ENERGY CORP	COM	$1.9M	0.4%	9,340 SH
CORTEVA INC	COM	$361K	0.1%	5,734 SH
COSTCO WHSL CORP NEW	COM	$4.2M	0.8%	4,392 SH
CREDIT SUISSE ASSET MGMT INC	COM	$42K	0.0%	14,379 SH
CROWDSTRIKE HLDGS INC	CL A	$7.7M	1.5%	21,734 SH
DANAHER CORPORATION	COM	$1.9M	0.4%	9,271 SH
DBX ETF TR	XTRACK MSCI EAFE	$2.7M	0.5%	62,142 SH
DELTA AIR LINES INC DEL	COM NEW	$410K	0.1%	9,398 SH
DISNEY WALT CO	COM	$2.0M	0.4%	20,168 SH
DOW INC	COM	$265K	0.1%	7,602 SH
DTE ENERGY CO	COM	$6.7M	1.3%	48,695 SH
DUKE ENERGY CORP NEW	COM NEW	$8.3M	1.6%	67,991 SH
EATON CORP PLC	SHS	$4.9M	0.9%	17,947 SH
ELEVANCE HEALTH INC	COM	$326K	0.1%	749 SH
ELI LILLY & CO	COM	$1.4M	0.3%	1,704 SH
EMERSON ELEC CO	COM	$6.9M	1.3%	62,622 SH
ENBRIDGE INC	COM	$926K	0.2%	20,890 SH
ENTERPRISE PRODS PARTNERS L	COM	$341K	0.1%	9,985 SH
EXELON CORP	COM	$555K	0.1%	12,051 SH
EXXON MOBIL CORP	COM	$2.7M	0.5%	22,803 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$513K	0.1%	20,093 SH
FIRSTENERGY CORP	COM	$1.9M	0.4%	45,989 SH
GE AEROSPACE	COM NEW	$510K	0.1%	2,548 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.6M	0.3%	19,252 SH
GILEAD SCIENCES INC	COM	$1.1M	0.2%	10,251 SH
GLOBAL X FDS	NASDAQ 100 COVER	$298K	0.1%	17,900 SH
GLOBAL X FDS	US INFR DEV ETF	$397K	0.1%	10,516 SH
GOLDMAN SACHS GROUP INC	COM	$10.5M	2.0%	19,216 SH
GRAINGER W W INC	COM	$454K	0.1%	460 SH
HARTFORD INSURANCE GROUP INC	COM	$224K	0.0%	1,809 SH
HEICO CORP NEW	CL A	$1.0M	0.2%	4,901 SH
HOME DEPOT INC	COM	$16.6M	3.2%	45,383 SH
HONEYWELL INTL INC	COM	$2.1M	0.4%	9,774 SH
ILLINOIS TOOL WKS INC	COM	$323K	0.1%	1,302 SH
INGERSOLL RAND INC	COM	$345K	0.1%	4,309 SH
INTERCONTINENTAL EXCHANGE IN	COM	$237K	0.0%	1,373 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.3M	0.4%	9,122 SH
INTERNATIONAL PAPER CO	COM	$2.3M	0.4%	43,660 SH
INTUITIVE SURGICAL INC	COM NEW	$1.9M	0.4%	3,895 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.3M	0.6%	16,914 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$336K	0.1%	4,104 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$329K	0.1%	4,954 SH
INVESCO LTD	SHS	$417K	0.1%	27,500 SH
INVESCO QQQ TR	UNIT SER 1	$5.8M	1.1%	12,301 SH
ISHARES TR	0-3 MNTH TREASRY	$7.5M	1.4%	74,551 SH
ISHARES TR	CORE S&P MCP ETF	$234K	0.0%	4,005 SH
ISHARES TR	RUS 1000 ETF	$890K	0.2%	2,903 SH
ISHARES TR	RUS MID CAP ETF	$1.6M	0.3%	18,482 SH
ISHARES TR	RUSSELL 2000 ETF	$584K	0.1%	2,925 SH
ISHARES TR	U.S. MED DVC ETF	$284K	0.1%	4,716 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$411K	0.1%	7,196 SH
JACKSON FINANCIAL INC	COM CL A	$1.0M	0.2%	12,204 SH
JACOBS SOLUTIONS INC	COM	$1.8M	0.4%	15,033 SH
JOHNSON & JOHNSON	COM	$238K	0.0%	1,436 SH
JPMORGAN CHASE & CO.	COM	$9.6M	1.8%	39,032 SH
KINSALE CAP GROUP INC	COM	$2.6M	0.5%	5,277 SH
LOCKHEED MARTIN CORP	COM	$918K	0.2%	2,056 SH
LOWES COS INC	COM	$941K	0.2%	4,033 SH
LULULEMON ATHLETICA INC	COM	$1.2M	0.2%	4,336 SH
MANHATTAN ASSOCIATES INC	COM	$598K	0.1%	3,454 SH
MARVELL TECHNOLOGY INC	COM	$689K	0.1%	11,193 SH
MASTERCARD INCORPORATED	CL A	$3.1M	0.6%	5,642 SH
MCDONALDS CORP	COM	$679K	0.1%	2,174 SH
MCKESSON CORP	COM	$402K	0.1%	598 SH
MEDTRONIC PLC	SHS	$1.2M	0.2%	12,816 SH
MERCADOLIBRE INC	COM	$981K	0.2%	503 SH
MERCK & CO INC	COM	$1.2M	0.2%	13,333 SH
META PLATFORMS INC	CL A	$8.7M	1.7%	15,179 SH
METLIFE INC	COM	$2.9M	0.6%	36,681 SH
MICROSOFT CORP	COM	$25.4M	4.9%	67,752 SH
MORGAN STANLEY	COM NEW	$2.1M	0.4%	17,648 SH
NETFLIX INC	COM	$2.0M	0.4%	2,168 SH
NUCOR CORP	COM	$632K	0.1%	5,249 SH
NUVEEN NEW JERSEY QULT MUN F	COM	$1.5M	0.3%	126,438 SH
NUVEEN QUALITY MUNCP INCOME	COM	$122K	0.0%	10,589 SH
NVIDIA CORPORATION	COM	$22.1M	4.3%	204,012 SH
ORACLE CORP	COM	$678K	0.1%	4,851 SH
PALO ALTO NETWORKS INC	COM	$1.0M	0.2%	5,917 SH
PARKER-HANNIFIN CORP	COM	$4.0M	0.8%	6,517 SH
PEPSICO INC	COM	$442K	0.1%	2,949 SH
PFIZER INC	COM	$590K	0.1%	23,293 SH
PHILIP MORRIS INTL INC	COM	$522K	0.1%	3,292 SH
PHILLIPS 66	COM	$979K	0.2%	7,929 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.7M	0.7%	39,942 SH
PRICE T ROWE GROUP INC	COM	$349K	0.1%	3,800 SH
PROCTER AND GAMBLE CO	COM	$8.9M	1.7%	52,153 SH
PROSHARES TR	S&P 500 DV ARIST	$210K	0.0%	2,060 SH
PRUDENTIAL FINL INC	COM	$1.2M	0.2%	10,410 SH
PTC INC	COM	$1.2M	0.2%	7,729 SH
QUALCOMM INC	COM	$931K	0.2%	6,061 SH
RTX CORPORATION	COM	$538K	0.1%	4,061 SH
SALESFORCE INC	COM	$2.8M	0.5%	10,269 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$25.0M	4.8%	1,162,731 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$426K	0.1%	15,244 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.9M	0.4%	77,075 SH
SELECT SECTOR SPDR TR	ENERGY	$986K	0.2%	10,553 SH
SELECT SECTOR SPDR TR	FINANCIAL	$470K	0.1%	9,439 SH
SELECT SECTOR SPDR TR	INDL	$482K	0.1%	3,675 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$646K	0.1%	7,906 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$641K	0.1%	4,388 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$414K	0.1%	5,251 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.9M	0.6%	14,287 SH
SERVICENOW INC	COM	$3.7M	0.7%	4,707 SH
SHELL PLC	SPON ADS	$476K	0.1%	6,500 SH
SHOPIFY INC	CL A	$1.5M	0.3%	15,351 SH
SIMON PPTY GROUP INC NEW	COM	$202K	0.0%	1,215 SH
SOUTHERN CO	COM	$271K	0.1%	2,943 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.7M	0.3%	3,052 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$651K	0.1%	1,220 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$18.5M	3.6%	201,573 SH
SPDR SER TR	PORTFOLIO S&P500	$7.7M	1.5%	117,270 SH
SPOTIFY TECHNOLOGY S A	SHS	$1.1M	0.2%	1,966 SH
STARBUCKS CORP	COM	$208K	0.0%	2,119 SH
SYNOPSYS INC	COM	$1.7M	0.3%	3,893 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.4M	0.3%	8,210 SH
TESLA INC	COM	$6.4M	1.2%	24,503 SH
THE TRADE DESK INC	COM CL A	$2.2M	0.4%	40,065 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.7M	0.3%	3,485 SH
TJX COS INC NEW	COM	$228K	0.0%	1,870 SH
TOLL BROTHERS INC	COM	$201K	0.0%	1,900 SH
TOTALENERGIES SE	SPONSORED ADS	$238K	0.0%	3,685 SH
TRANE TECHNOLOGIES PLC	SHS	$1.8M	0.4%	5,399 SH
TRAVELERS COMPANIES INC	COM	$888K	0.2%	3,359 SH
TRUIST FINL CORP	COM	$704K	0.1%	17,100 SH
UNILEVER PLC	SPON ADR NEW	$3.1M	0.6%	52,849 SH
UNION PAC CORP	COM	$245K	0.0%	1,038 SH
UNITED AIRLS HLDGS INC	COM	$207K	0.0%	3,002 SH
UNITED PARCEL SERVICE INC	CL B	$811K	0.2%	7,377 SH
UNITEDHEALTH GROUP INC	COM	$3.1M	0.6%	5,929 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	0.3%	9,399 SH
VANGUARD INDEX FDS	MID CAP ETF	$730K	0.1%	2,822 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.2M	0.2%	6,403 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.3%	5,735 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$347K	0.1%	4,297 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$532K	0.1%	1,633 SH
VEEVA SYS INC	CL A COM	$474K	0.1%	2,048 SH
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.3%	28,881 SH
VERTEX PHARMACEUTICALS INC	COM	$2.2M	0.4%	4,580 SH
VISA INC	COM CL A	$12.2M	2.3%	34,778 SH
WALGREENS BOOTS ALLIANCE INC	COM	$115K	0.0%	10,255 SH
WALMART INC	COM	$946K	0.2%	10,779 SH
WASTE MGMT INC DEL	COM	$8.4M	1.6%	36,331 SH
WELLS FARGO CO NEW	PERP PFD CNV A	$236K	0.0%	197 SH
ZSCALER INC	COM	$1.6M	0.3%	8,240 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001172661-26-004493	—	View
Feb 10, 2026	Q4 2025	13F-HR	0001172661-26-000578	$638.4M	View
Nov 3, 2025	Q3 2025