Strategic Advisors LLC

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

Import this data to Google Sheets with:

=jivedata("strategic-advisors-llc-0001569119-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $508.5M176 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$589K	0.1%Prev: 0.1%	3,866 SH	Decreased-850 SH
ABBVIE INC	COM	$8.9M	1.8%Prev: 1.7%	48,019 SH	Decreased+1,889 SH
ADVANCED MICRO DEVICES INC	COM	$337K	0.1%Prev: 0.1%	2,377 SH	Decreased-102 SH
AIR PRODS & CHEMS INC	COM	$2.3M	0.5%	8,213 SH	New
ALPHABET INC	CAP STK CL A	$14.3M	2.8%Prev: 3.7%	81,271 SH	Decreased+3,768 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.3%Prev: 0.3%	7,263 SH	Decreased+429 SH
ALTRIA GROUP INC	COM	$515K	0.1%Prev: 0.1%	8,785 SH	Decreased+859 SH
AMAZON COM INC	COM	$26.5M	5.2%Prev: 4.2%	120,873 SH	Increased-474 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.0M	0.2%Prev: 0.2%	11,227 SH	Decreased+784 SH
AMERICAN ELEC PWR CO INC	COM	$2.8M	0.5%Prev: 0.6%	26,518 SH	Decreased-221 SH
AMERICAN EXPRESS CO	COM	$1.4M	0.3%Prev: 0.3%	4,405 SH	Decreased-757 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$1.2M	0.2%Prev: 0.1%	14,079 SH	Increased+3,786 SH
ANALOG DEVICES INC	COM	$216K	0.0%Prev: 0.0%	906 SH	Decreased-17 SH
APPLE INC	COM	$40.4M	7.9%Prev: 8.0%	196,967 SH	Decreased+6,652 SH
APPLIED MATLS INC	COM	$207K	0.0%Prev: 0.1%	1,128 SH	Decreased+130 SH
ARISTA NETWORKS INC	COM SHS	$2.4M	0.5%Prev: 0.4%	23,201 SH	Increased+4,322 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2.4M	0.5%	3,035 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$243K	0.0%	3,480 SH	New
AT&T INC	COM	$1.5M	0.3%Prev: 0.2%	51,562 SH	Increased+1,648 SH
AXON ENTERPRISE INC	COM	$1.8M	0.4%Prev: 0.3%	2,231 SH	Decreased-2,639 SH
BANK AMERICA CORP	COM	$1.4M	0.3%Prev: 0.2%	29,178 SH	Decreased-1,588 SH
BANK NEW YORK MELLON CORP	COM	$405K	0.1%Prev: 0.1%	4,446 SH	Decreased+85 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.3M	1.4%Prev: 1.2%	14,932 SH	Increased+472 SH
BLACKROCK INC	COM	$2.1M	0.4%Prev: 0.3%	1,958 SH	Increased-114 SH
BLACKROCK RES & COMMODITIES	SHS	$95K	0.0%Prev: 0.0%	10,000 SH	Decreased
BLACKSTONE INC	COM	$1.0M	0.2%Prev: 0.1%	6,689 SH	Increased+3,684 SH
BRISTOL-MYERS SQUIBB CO	COM	$296K	0.1%	6,392 SH	New
BROADCOM INC	COM	$4.9M	1.0%Prev: 1.1%	17,633 SH	Decreased-4,141 SH
CADENCE DESIGN SYSTEM INC	COM	$1.8M	0.4%Prev: 0.4%	5,992 SH	Decreased-1,666 SH
CARRIER GLOBAL CORPORATION	COM	$238K	0.0%	3,253 SH	New
CATERPILLAR INC	COM	$2.4M	0.5%Prev: 0.8%	6,176 SH	Decreased-364 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$1.6M	0.3%Prev: 0.3%	101,027 SH	Decreased-35,833 SH
CHENIERE ENERGY INC	COM NEW	$2.9M	0.6%Prev: 0.6%	11,916 SH	Decreased-318 SH
CHEVRON CORP NEW	COM	$3.1M	0.6%	21,767 SH	New
CHUBB LIMITED	COM	$382K	0.1%	1,318 SH	New
CISCO SYS INC	COM	$462K	0.1%Prev: 0.1%	6,652 SH	Decreased-13 SH
CITIZENS FINL GROUP INC	COM	$952K	0.2%Prev: 0.2%	21,270 SH	Decreased
COCA COLA CO	COM	$1.5M	0.3%Prev: 0.3%	21,093 SH	Decreased+186 SH
COHEN & STEERS QUALITY INCOM	COM	$391K	0.1%Prev: 0.1%	31,405 SH	Increased+4,382 SH
COHEN & STEERS TOTAL RETURN	COM	$134K	0.0%Prev: 0.0%	11,101 SH	Increased
COLUMBIA FINL INC	COM	$152K	0.0%Prev: 0.0%	10,459 SH	Decreased
COMCAST CORP NEW	CL A	$240K	0.0%	6,720 SH	New
CONSOLIDATED EDISON INC	COM	$453K	0.1%Prev: 0.1%	4,519 SH	Increased+589 SH
CONSTELLATION ENERGY CORP	COM	$2.9M	0.6%Prev: 0.4%	8,994 SH	Increased+278 SH
CORTEVA INC	COM	$364K	0.1%Prev: 0.1%	4,883 SH	Decreased-687 SH
COSTCO WHSL CORP NEW	COM	$4.3M	0.8%	4,329 SH	New
CROWDSTRIKE HLDGS INC	CL A	$10.6M	2.1%Prev: 1.3%	20,753 SH	Increased+66 SH
DANAHER CORPORATION	COM	$2.1M	0.4%	10,469 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$2.7M	0.5%Prev: 0.5%	60,618 SH	Decreased+2,776 SH
DISNEY WALT CO	COM	$2.1M	0.4%	17,252 SH	New
DTE ENERGY CO	COM	$6.5M	1.3%Prev: 1.2%	48,695 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$8.0M	1.6%Prev: 1.5%	68,212 SH	Decreased+471 SH
EATON CORP PLC	SHS	$6.8M	1.3%Prev: 1.2%	18,951 SH	Decreased-1,676 SH
ELEVANCE HEALTH INC	COM	$274K	0.1%	705 SH	New
ELI LILLY & CO	COM	$1.5M	0.3%Prev: 0.3%	1,954 SH	Decreased-64 SH
EMERSON ELEC CO	COM	$8.3M	1.6%Prev: 1.1%	62,566 SH	Increased+13,664 SH
ENBRIDGE INC	COM	$907K	0.2%Prev: 0.2%	20,015 SH	Decreased+194 SH
ENTERPRISE PRODS PARTNERS L	COM	$329K	0.1%Prev: 0.1%	10,617 SH	Decreased-139 SH
EXELON CORP	COM	$497K	0.1%Prev: 0.1%	11,449 SH	Decreased+206 SH
EXXON MOBIL CORP	COM	$2.3M	0.4%Prev: 0.7%	20,917 SH	Decreased-2,328 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$465K	0.1%Prev: 0.1%	19,832 SH	Decreased+2,862 SH
FIRSTENERGY CORP	COM	$1.9M	0.4%Prev: 0.4%	45,989 SH	Decreased
GE AEROSPACE	COM NEW	$663K	0.1%Prev: 0.1%	2,578 SH	Decreased+46 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.3M	0.3%Prev: 0.2%	17,831 SH	Decreased-1,845 SH
GE VERNOVA INC	COM	$313K	0.1%Prev: 0.1%	592 SH	Decreased-302 SH
GLOBAL X FDS	NASDAQ 100 COVER	$299K	0.1%	17,900 SH	New
GLOBAL X FDS	US INFR DEV ETF	$452K	0.1%Prev: 0.1%	10,367 SH	Decreased+739 SH
GOLDMAN SACHS GROUP INC	COM	$7.0M	1.4%Prev: 1.4%	9,832 SH	Decreased-152 SH
GRAINGER W W INC	COM	$475K	0.1%	457 SH	New
HARTFORD INSURANCE GROUP INC	COM	$230K	0.0%Prev: 0.0%	1,810 SH	Decreased-1 SH
HEICO CORP NEW	CL A	$1.3M	0.2%Prev: 0.2%	4,901 SH	Increased+421 SH
HOME DEPOT INC	COM	$16.2M	3.2%Prev: 2.3%	44,299 SH	Increased+2,696 SH
HONEYWELL INTL INC	COM	$2.3M	0.4%Prev: 0.3%	9,777 SH	Increased+618 SH
ILLINOIS TOOL WKS INC	COM	$340K	0.1%Prev: 0.1%	1,373 SH	Decreased-4 SH
INGERSOLL RAND INC	COM	$358K	0.1%Prev: 0.1%	4,309 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$251K	0.0%Prev: 0.2%	1,367 SH	Decreased-5,467 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.5M	0.5%Prev: 0.4%	8,378 SH	Increased-1,614 SH
INTERNATIONAL PAPER CO	COM	$1.0M	0.2%Prev: 0.1%	22,160 SH	Increased+1,500 SH
INTUITIVE SURGICAL INC	COM NEW	$3.5M	0.7%Prev: 0.8%	6,366 SH	Decreased-4,194 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.4M	0.7%Prev: 0.9%	14,830 SH	Decreased-7,461 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$210K	0.0%Prev: 0.0%	1,481 SH	Decreased+138 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$301K	0.1%Prev: 0.1%	4,038 SH	Decreased+224 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$353K	0.1%	4,954 SH	New
INVESCO QQQ TR	UNIT SER 1	$7.0M	1.4%Prev: 1.2%	12,747 SH	Decreased+89 SH
ISHARES TR	CORE S&P MCP ETF	$244K	0.0%Prev: 0.0%	3,935 SH	Decreased+248 SH
ISHARES TR	RUS 1000 GRW ETF	$227K	0.0%Prev: 0.0%	534 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$1.7M	0.3%Prev: 0.3%	18,004 SH	Decreased+870 SH
ISHARES TR	RUSSELL 2000 ETF	$370K	0.1%	1,714 SH	New
ISHARES TR	U.S. MED DVC ETF	$243K	0.0%Prev: 0.0%	3,876 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$608K	0.1%Prev: 0.2%	10,699 SH	Decreased-11,214 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$234K	0.0%Prev: 0.1%	4,299 SH	Decreased-9,438 SH
JACKSON FINANCIAL INC	COM CL A	$1.1M	0.2%Prev: 0.2%	12,206 SH	Decreased+206 SH
JACOBS SOLUTIONS INC	COM	$1.9M	0.4%Prev: 0.4%	14,646 SH	Decreased-2,808 SH
JPMORGAN CHASE & CO.	COM	$11.1M	2.2%	38,323 SH	New
KINSALE CAP GROUP INC	COM	$2.5M	0.5%Prev: 0.5%	5,268 SH	Decreased-2,741 SH
LABCORP HOLDINGS INC	COM SHS	$566K	0.1%Prev: 0.2%	2,157 SH	Decreased-1,918 SH
LOCKHEED MARTIN CORP	COM	$929K	0.2%Prev: 0.2%	2,007 SH	Decreased-11 SH
MASTERCARD INCORPORATED	CL A	$3.0M	0.6%Prev: 0.5%	5,352 SH	Increased-207 SH
MCKESSON CORP	COM	$498K	0.1%Prev: 0.1%	680 SH	Decreased-122 SH
MEDTRONIC PLC	SHS	$938K	0.2%Prev: 0.1%	10,766 SH	Increased+3,078 SH
MERCADOLIBRE INC	COM	$1.3M	0.3%Prev: 0.3%	495 SH	Decreased-688 SH
MERCK & CO INC	COM	$708K	0.1%Prev: 0.2%	8,942 SH	Decreased+583 SH
META PLATFORMS INC	CL A	$10.9M	2.1%Prev: 1.4%	14,754 SH	Increased-384 SH
METLIFE INC	COM	$2.8M	0.5%Prev: 0.4%	34,533 SH	Increased+2,055 SH
MICROSOFT CORP	COM	$32.1M	6.3%Prev: 4.2%	64,599 SH	Increased-3,834 SH
MORGAN STANLEY	COM NEW	$2.5M	0.5%Prev: 0.5%	17,875 SH	Decreased-69 SH
NETFLIX INC	COM	$3.0M	0.6%	2,211 SH	New
NUCOR CORP	COM	$583K	0.1%Prev: 0.1%	4,499 SH	Decreased-520 SH
NUVEEN QUALITY MUNCP INCOME	COM	$120K	0.0%Prev: 0.0%	10,589 SH	Decreased
NVIDIA CORPORATION	COM	$31.6M	6.2%Prev: 5.6%	199,782 SH	Decreased+7,847 SH
ORACLE CORP	COM	$1.1M	0.2%Prev: 0.1%	4,888 SH	Increased+101 SH
PALO ALTO NETWORKS INC	COM	$1.3M	0.3%Prev: 0.2%	6,265 SH	Increased-35 SH
PARKER-HANNIFIN CORP	COM	$4.1M	0.8%Prev: 0.9%	5,839 SH	Decreased+26 SH
PEPSICO INC	COM	$387K	0.1%Prev: 0.1%	2,933 SH	Decreased+291 SH
PFIZER INC	COM	$459K	0.1%Prev: 0.1%	18,923 SH	Decreased-1,228 SH
PHILIP MORRIS INTL INC	COM	$623K	0.1%Prev: 0.1%	3,419 SH	Increased+267 SH
PHILLIPS 66	COM	$836K	0.2%Prev: 0.2%	7,005 SH	Decreased-14 SH
PRICE T ROWE GROUP INC	COM	$236K	0.0%Prev: 0.0%	2,450 SH	Decreased-450 SH
PROCTER AND GAMBLE CO	COM	$8.4M	1.6%	52,450 SH	New
PROSHARES TR	S&P 500 DV ARIST	$207K	0.0%Prev: 0.0%	2,060 SH	Decreased-556 SH
PRUDENTIAL FINL INC	COM	$947K	0.2%Prev: 0.1%	8,815 SH	Increased+2,500 SH
PTC INC	COM	$1.3M	0.3%Prev: 0.2%	7,387 SH	Increased+45 SH
QUALCOMM INC	COM	$773K	0.2%Prev: 0.0%	4,854 SH	Increased+2,600 SH
RTX CORPORATION	COM	$576K	0.1%Prev: 0.1%	3,943 SH	Decreased-130 SH
SALESFORCE INC	COM	$2.7M	0.5%Prev: 0.1%	9,868 SH	Increased+5,895 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$26.3M	5.2%Prev: 4.6%	1,104,339 SH	Decreased-3,765 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$284K	0.1%Prev: 0.1%	10,713 SH	Decreased-3,458 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.2M	0.4%Prev: 0.4%	76,078 SH	Increased+1,788 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$217K	0.0%	2,003 SH	New
SELECT SECTOR SPDR TR	ENERGY	$797K	0.2%	9,403 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$467K	0.1%	8,915 SH	New
SELECT SECTOR SPDR TR	INDL	$544K	0.1%	3,685 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$635K	0.1%	7,844 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$556K	0.1%	4,127 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$427K	0.1%	5,233 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$3.5M	0.7%	13,929 SH	New
SERVICENOW INC	COM	$4.7M	0.9%Prev: 0.7%	4,613 SH	Increased-33,215 SH
SHELL PLC	SPON ADS	$317K	0.1%Prev: 0.1%	4,500 SH	Decreased-1,500 SH
SHOPIFY INC	CL A SUB VTG SHS	$3.3M	0.7%Prev: 0.5%	28,709 SH	Increased+1,702 SH
SOUTHERN CO	COM	$259K	0.1%Prev: 0.0%	2,822 SH	Decreased-29 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.4%	2,915 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$560K	0.1%	988 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$8.8M	1.7%	121,076 SH	New
SYNOPSYS INC	COM	$2.2M	0.4%Prev: 0.5%	4,299 SH	Decreased-2,726 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.3M	0.5%	10,130 SH	New
TESLA INC	COM	$8.0M	1.6%Prev: 1.5%	25,051 SH	Decreased+1,122 SH
THE TRADE DESK INC	COM CL A	$4.1M	0.8%Prev: 0.3%	57,432 SH	Increased-10,435 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.3M	0.3%Prev: 0.2%	3,149 SH	Decreased+354 SH
TJX COS INC NEW	COM	$236K	0.0%Prev: 0.1%	1,913 SH	Decreased-2 SH
TOLL BROTHERS INC	COM	$217K	0.0%Prev: 0.0%	1,900 SH	Decreased
TOTALENERGIES SE	SPONSORED ADS	$201K	0.0%	3,273 SH	New
TRANE TECHNOLOGIES PLC	SHS	$2.4M	0.5%Prev: 0.2%	5,399 SH	Increased+2,800 SH
TRAVELERS COMPANIES INC	COM	$875K	0.2%Prev: 0.2%	3,272 SH	Decreased+78 SH
TRUIST FINL CORP	COM	$707K	0.1%Prev: 0.1%	16,440 SH	Decreased+701 SH
UNILEVER PLC	SPON ADR NEW	$3.2M	0.6%Prev: 0.5%	52,849 SH	Increased+5,255 SH
UNITED AIRLS HLDGS INC	COM	$239K	0.0%Prev: 0.0%	3,000 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$440K	0.1%	4,356 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$505K	0.1%Prev: 0.8%	3,069 SH	Decreased-24,703 SH
VANGUARD INDEX FDS	MID CAP ETF	$785K	0.2%Prev: 0.1%	2,806 SH	Increased+1,647 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$349K	0.1%Prev: 0.8%	1,788 SH	Decreased-21,218 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	0.4%Prev: 0.6%	7,416 SH	Decreased-3,951 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$395K	0.1%Prev: 0.5%	5,873 SH	Decreased-30,808 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$375K	0.1%	4,297 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$336K	0.1%Prev: 1.0%	1,640 SH	Decreased-27,376 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$219K	0.0%Prev: 1.0%	1,640 SH	Decreased-39,912 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$592K	0.1%Prev: 0.1%	1,633 SH	Increased+116 SH
VEEVA SYS INC	CL A COM	$583K	0.1%Prev: 0.0%	2,023 SH	Increased+803 SH
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.3%Prev: 0.2%	29,442 SH	Decreased+1,141 SH
VERTEX PHARMACEUTICALS INC	COM	$2.0M	0.4%Prev: 0.6%	4,582 SH	Decreased-3,712 SH
VISA INC	COM CL A	$11.6M	2.3%Prev: 1.7%	32,595 SH	Increased-1,131 SH
WALGREENS BOOTS ALLIANCE INC	COM	$118K	0.0%	10,255 SH	New
WALMART INC	COM	$1.1M	0.2%Prev: 0.3%	11,340 SH	Decreased-1,055 SH
WASTE MGMT INC DEL	COM	$7.8M	1.5%Prev: 1.4%	34,071 SH	Decreased-1,823 SH
WILLIAMS COS INC	COM	$206K	0.0%Prev: 0.0%	3,287 SH	Decreased+203 SH
XPENG INC	ADS	$792K	0.2%Prev: 0.1%	44,291 SH	Increased+22,347 SH
ZSCALER INC	COM	$2.6M	0.5%Prev: 0.2%	8,240 SH	Increased+495 SH

Sold (vs prior filing)

AIR PRODUCTS AND CHEMICALS I — $2.3M
AMGEN INC — $226K
ASML HLDG NV — $5.8M
ASTRAZENECA PLC — $343K
BLACKROCK MUNIHLDGS NJ QLTY — $2.1M
BROOKFIELD ASSET MANAGMT LTD — $1.9M
CHEVRON CORPORATION — $4.4M
CHUBB LTD SWITZ — $425K
CORNING INC — $447K
COSTCO WHOLESALE CORPORATION — $7.5M
DANAHER CORP DEL — $2.6M
DEERE & CO — $2.9M
ELEVANCE HEALTH INC FORMERLY — $204K
FIRST TR EXCHANGE-TRADED FD — $556K
GLOBAL X FDS — $279K
ISHARES TR — $7.0M
ISHARES TR — $869K
JPMORGAN CHASE & CO — $11.3M
L3HARRIS TECHNOLOGIES INC — $205K
LOWES COS INC — $955K
… and 21 more

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