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: $622.7M185 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$732K	0.1%Prev: 0.2%	4,716 SH	Decreased-1 SH
ABBVIE INC	COM	$11.2M	1.8%Prev: 2.4%	48,276 SH	Decreased+3,784 SH
ADVANCED MICRO DEVICES INC	COM	$401K	0.1%Prev: 0.3%	2,477 SH	Decreased-5 SH
AIR PRODS & CHEMS INC	COM	$2.2M	0.4%	8,143 SH	New
ALPHABET INC	CAP STK CL A	$19.3M	3.1%Prev: 5.8%	79,475 SH	Decreased+5,252 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.3%Prev: 0.5%	6,853 SH	Decreased+615 SH
ALTRIA GROUP INC	COM	$534K	0.1%Prev: 0.1%	8,083 SH	Increased+3,244 SH
AMAZON COM INC	COM	$27.2M	4.4%Prev: 4.7%	123,887 SH	Increased+34,683 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.1M	0.2%Prev: 0.2%	10,729 SH	Decreased+1,691 SH
AMERICAN ELEC PWR CO INC	COM	$3.0M	0.5%Prev: 0.2%	26,605 SH	Increased+20,258 SH
AMERICAN EXPRESS CO	COM	$1.8M	0.3%Prev: 0.4%	5,426 SH	Increased+264 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$1.3M	0.2%Prev: 0.2%	15,105 SH	Increased+4,812 SH
ANALOG DEVICES INC	COM	$224K	0.0%Prev: 0.1%	910 SH	Decreased-16 SH
APPLE INC	COM	$51.7M	8.3%Prev: 10.6%	202,992 SH	Increased+35,870 SH
APPLIED MATLS INC	COM	$207K	0.0%Prev: 0.2%	1,011 SH	Decreased+58 SH
ARISTA NETWORKS INC	COM SHS	$2.3M	0.4%Prev: 0.4%	15,817 SH	Increased+5,958 SH
ASML HOLDING N V	N Y REGISTRY SHS	$4.5M	0.7%	4,695 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$267K	0.0%	3,481 SH	New
AT&T INC	COM	$1.5M	0.2%Prev: 0.2%	51,562 SH	Increased+1,642 SH
AXON ENTERPRISE INC	COM	$3.2M	0.5%Prev: 0.5%	4,439 SH	Increased+540 SH
BANK AMERICA CORP	COM	$1.6M	0.3%	30,700 SH	New
BANK NEW YORK MELLON CORP	COM	$478K	0.1%	4,389 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.8M	1.2%Prev: 1.5%	15,471 SH	Increased+1,656 SH
BLACKROCK INC	COM	$2.4M	0.4%Prev: 0.2%	2,043 SH	Increased+1,177 SH
BLACKROCK MUNIHLDGS NJ QLTY	COM	$2.1M	0.3%	180,238 SH	New
BLACKROCK RES & COMMODITIES	SHS	$102K	0.0%Prev: 0.0%	10,000 SH	Decreased
BLACKSTONE INC	COM	$1.2M	0.2%Prev: 0.1%	6,762 SH	Increased+3,778 SH
BRISTOL-MYERS SQUIBB CO	COM	$288K	0.0%	6,394 SH	New
BROADCOM INC	COM	$6.6M	1.1%Prev: 1.1%	20,153 SH	Increased+7,131 SH
CADENCE DESIGN SYSTEM INC	COM	$2.9M	0.5%	8,373 SH	New
CARRIER GLOBAL CORPORATION	COM	$210K	0.0%Prev: 0.1%	3,512 SH	Decreased+181 SH
CATERPILLAR INC	COM	$3.0M	0.5%Prev: 0.6%	6,249 SH	Increased+3,878 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$2.7M	0.4%	143,930 SH	New
CENCORA INC	COM	$3.1M	0.5%	10,000 SH	New
CHENIERE ENERGY INC	COM NEW	$2.9M	0.5%Prev: 0.6%	12,195 SH	Increased+611 SH
CHEVRON CORP NEW	COM	$3.4M	0.5%	22,003 SH	New
CHUBB LIMITED	COM	$362K	0.1%Prev: 0.1%	1,283 SH	Decreased-3 SH
CISCO SYS INC	COM	$455K	0.1%Prev: 0.2%	6,656 SH	Decreased+49 SH
CITIZENS FINL GROUP INC	COM	$1.1M	0.2%Prev: 0.3%	21,270 SH	Decreased
COCA COLA CO	COM	$1.4M	0.2%Prev: 0.2%	21,104 SH	Increased+10,386 SH
COHEN & STEERS QUALITY INCOM	COM	$359K	0.1%Prev: 0.1%	28,755 SH	Increased+1,732 SH
COHEN & STEERS TOTAL RETURN	COM	$134K	0.0%Prev: 0.0%	11,101 SH	Increased
COLUMBIA FINL INC	COM	$157K	0.0%	10,459 SH	New
COMCAST CORP NEW	CL A	$211K	0.0%	6,728 SH	New
CONSOLIDATED EDISON INC	COM	$454K	0.1%Prev: 0.1%	4,519 SH	Increased+589 SH
CONSTELLATION ENERGY CORP	COM	$2.9M	0.5%Prev: 0.6%	8,870 SH	Increased-2,874 SH
CORTEVA INC	COM	$376K	0.1%Prev: 0.1%	5,565 SH	Decreased-6 SH
COSTCO WHSL CORP NEW	COM	$4.2M	0.7%	4,496 SH	New
CROWDSTRIKE HLDGS INC	CL A	$10.1M	1.6%Prev: 0.4%	20,683 SH	Increased+11,289 SH
DANAHER CORPORATION	COM	$2.3M	0.4%	11,823 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$2.7M	0.4%Prev: 0.6%	58,175 SH	Decreased+7,714 SH
DEERE & CO	COM	$2.3M	0.4%	5,070 SH	New
DISNEY WALT CO	COM	$2.0M	0.3%	17,159 SH	New
DTE ENERGY CO	COM	$6.9M	1.1%Prev: 0.1%	48,695 SH	Increased+46,481 SH
DUKE ENERGY CORP NEW	COM NEW	$8.4M	1.4%Prev: 0.3%	68,191 SH	Increased+58,716 SH
EATON CORP PLC	SHS	$7.3M	1.2%Prev: 1.4%	19,611 SH	Increased+4,342 SH
ELEVANCE HEALTH INC FORMERLY	COM	$225K	0.0%	697 SH	New
ELI LILLY & CO	COM	$1.5M	0.2%Prev: 0.5%	1,916 SH	Decreased-101 SH
EMERSON ELEC CO	COM	$7.1M	1.1%Prev: 0.1%	53,939 SH	Increased+49,218 SH
ENBRIDGE INC	COM	$1.0M	0.2%Prev: 0.2%	20,115 SH	Decreased+294 SH
ENTERPRISE PRODS PARTNERS L	COM	$333K	0.1%Prev: 0.1%	10,653 SH	Decreased-176 SH
EXELON CORP	COM	$516K	0.1%Prev: 0.1%	11,453 SH	Increased+2,996 SH
EXXON MOBIL CORP	COM	$2.4M	0.4%	21,703 SH	New
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$425K	0.1%Prev: 0.1%	17,179 SH	Decreased+380 SH
FIRSTENERGY CORP	COM	$2.1M	0.3%	45,989 SH	New
GE AEROSPACE	COM NEW	$773K	0.1%Prev: 0.2%	2,571 SH	Decreased+67 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.3M	0.2%Prev: 0.1%	17,524 SH	Increased+7,974 SH
GE VERNOVA INC	COM	$366K	0.1%Prev: 0.3%	594 SH	Decreased-401 SH
GLOBAL X FDS	NASDAQ 100 COVER	$304K	0.0%	17,900 SH	New
GLOBAL X FDS	US INFR DEV ETF	$494K	0.1%Prev: 0.1%	10,367 SH	Increased+2,841 SH
GOLDMAN SACHS GROUP INC	COM	$7.8M	1.2%Prev: 2.1%	9,738 SH	Decreased+102 SH
GRAINGER W W INC	COM	$423K	0.1%	443 SH	New
HARTFORD INSURANCE GROUP INC	COM	$241K	0.0%Prev: 0.1%	1,810 SH	Increased-6 SH
HEICO CORP NEW	CL A	$1.1M	0.2%Prev: 0.2%	4,480 SH	Increased+1,300 SH
HOME DEPOT INC	COM	$17.4M	2.8%Prev: 2.2%	42,840 SH	Increased+14,554 SH
HONEYWELL INTL INC	COM	$2.1M	0.3%Prev: 0.1%	9,946 SH	Increased+7,168 SH
ILLINOIS TOOL WKS INC	COM	$360K	0.1%Prev: 0.1%	1,380 SH	Decreased-5 SH
INGERSOLL RAND INC	COM	$356K	0.1%Prev: 0.1%	4,309 SH	Increased-1 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.3M	0.2%	7,650 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.5M	0.4%Prev: 0.5%	8,786 SH	Increased+1,199 SH
INTERNATIONAL PAPER CO	COM	$1.0M	0.2%Prev: 0.2%	22,160 SH	Increased+2,500 SH
INTUITIVE SURGICAL INC	COM NEW	$4.6M	0.7%Prev: 0.4%	10,397 SH	Increased+6,209 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$4.4M	0.7%Prev: 1.5%	17,812 SH	Decreased-5,473 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$209K	0.0%Prev: 0.1%	1,343 SH	Decreased-2 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$321K	0.1%Prev: 0.1%	4,038 SH	Increased+1,052 SH
INVESCO QQQ TR	UNIT SER 1	$7.7M	1.2%Prev: 1.9%	12,831 SH	Decreased+1,299 SH
ISHARES TR	0-3 MNTH TREASRY	$8.1M	1.3%	80,417 SH	New
ISHARES TR	CORE S&P MCP ETF	$257K	0.0%Prev: 0.0%	3,935 SH	Increased+1,168 SH
ISHARES TR	RUS 1000 ETF	$887K	0.1%Prev: 0.2%	2,427 SH	Decreased+18 SH
ISHARES TR	RUS 1000 GRW ETF	$250K	0.0%Prev: 0.1%	534 SH	Decreased-1,602 SH
ISHARES TR	RUS MID CAP ETF	$1.7M	0.3%Prev: 0.4%	17,236 SH	Decreased+1,682 SH
ISHARES TR	U.S. MED DVC ETF	$233K	0.0%	3,876 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$969K	0.2%Prev: 0.3%	16,973 SH	Decreased-5,200 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$486K	0.1%Prev: 0.2%	8,446 SH	Decreased-5,526 SH
JACKSON FINANCIAL INC	COM CL A	$1.2M	0.2%Prev: 0.3%	12,000 SH	Decreased+100 SH
JACOBS SOLUTIONS INC	COM	$2.3M	0.4%Prev: 0.5%	15,173 SH	Increased-1,774 SH
JPMORGAN CHASE & CO.	COM	$12.2M	2.0%	38,748 SH	New
KINSALE CAP GROUP INC	COM	$3.6M	0.6%	8,515 SH	New
LABCORP HOLDINGS INC	COM SHS	$689K	0.1%Prev: 0.3%	2,399 SH	Decreased-1,695 SH
LOCKHEED MARTIN CORP	COM	$982K	0.2%Prev: 0.2%	1,966 SH	Decreased-53 SH
LOWES COS INC	COM	$1.0M	0.2%Prev: 0.2%	4,042 SH	Increased
MANHATTAN ASSOCIATES INC	COM	$707K	0.1%	3,447 SH	New
MASTERCARD INCORPORATED	CL A	$3.2M	0.5%Prev: 0.6%	5,646 SH	Increased+89 SH
MCDONALDS CORP	COM	$665K	0.1%Prev: 0.1%	2,189 SH	Increased+12 SH
MCKESSON CORP	COM	$432K	0.1%Prev: 0.1%	559 SH	Decreased-243 SH
MEDTRONIC PLC	SHS	$1.0M	0.2%Prev: 0.1%	10,744 SH	Increased+5,460 SH
MERCADOLIBRE INC	COM	$3.0M	0.5%	1,268 SH	New
MERCK & CO INC	COM	$709K	0.1%Prev: 0.2%	8,450 SH	Decreased+88 SH
META PLATFORMS INC	CL A	$10.6M	1.7%Prev: 1.7%	14,383 SH	Increased+806 SH
METLIFE INC	COM	$2.9M	0.5%Prev: 0.6%	35,305 SH	Increased+2,826 SH
MICROSOFT CORP	COM	$36.9M	5.9%Prev: 4.8%	71,172 SH	Increased+12,135 SH
MORGAN STANLEY	COM NEW	$2.8M	0.5%Prev: 0.2%	17,908 SH	Increased+14,021 SH
NETFLIX INC	COM	$2.6M	0.4%	2,186 SH	New
NUCOR CORP	COM	$684K	0.1%Prev: 0.2%	5,049 SH	Decreased+30 SH
NUVEEN NEW JERSEY QULT MUN F	COM	$1.4M	0.2%	116,446 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$124K	0.0%Prev: 0.0%	10,589 SH	Decreased
NVIDIA CORPORATION	COM	$36.5M	5.9%Prev: 3.7%	195,570 SH	Increased+110,776 SH
ORACLE CORP	COM	$1.3M	0.2%Prev: 0.2%	4,762 SH	Increased-27 SH
PALANTIR TECHNOLOGIES INC	CL A	$299K	0.0%Prev: 0.3%	1,638 SH	Decreased-10,246 SH
PALO ALTO NETWORKS INC	COM	$1.5M	0.2%Prev: 0.5%	7,468 SH	Decreased+1,221 SH
PARKER-HANNIFIN CORP	COM	$4.5M	0.7%Prev: 1.2%	5,984 SH	Decreased+347 SH
PEPSICO INC	COM	$381K	0.1%	2,715 SH	New
PFIZER INC	COM	$482K	0.1%Prev: 0.1%	18,923 SH	Increased+707 SH
PHILIP MORRIS INTL INC	COM	$506K	0.1%Prev: 0.1%	3,119 SH	Decreased-34 SH
PHILLIPS 66	COM	$953K	0.2%Prev: 0.3%	7,009 SH	Decreased-14 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.8M	0.6%Prev: 0.5%	41,224 SH	Increased+15,058 SH
PRICE T ROWE GROUP INC	COM	$328K	0.1%Prev: 0.1%	3,200 SH	Decreased+300 SH
PROCTER AND GAMBLE CO	COM	$8.1M	1.3%	52,549 SH	New
PROSHARES TR	S&P 500 DV ARIST	$242K	0.0%Prev: 0.1%	2,347 SH	Decreased-2,885 SH
PRUDENTIAL FINL INC	COM	$1.1M	0.2%Prev: 0.1%	10,315 SH	Increased+4,000 SH
PTC INC	COM	$1.5M	0.2%	7,383 SH	New
QUALCOMM INC	COM	$805K	0.1%Prev: 0.1%	4,838 SH	Increased+2,620 SH
ROCKWELL AUTOMATION INC	COM	$1.7M	0.3%	5,002 SH	New
RTX CORPORATION	COM	$704K	0.1%Prev: 0.2%	4,207 SH	Decreased-130 SH
SALESFORCE INC	COM	$2.4M	0.4%Prev: 0.1%	10,221 SH	Increased+6,402 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$29.2M	4.7%Prev: 6.5%	1,133,900 SH	Decreased+112,124 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$261K	0.0%Prev: 0.1%	9,559 SH	Decreased-4,927 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.4M	0.4%Prev: 0.5%	73,923 SH	Increased+6,542 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$237K	0.0%	2,003 SH	New
SELECT SECTOR SPDR TR	ENERGY	$913K	0.1%	10,221 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$472K	0.1%	8,768 SH	New
SELECT SECTOR SPDR TR	INDL	$472K	0.1%	3,062 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$604K	0.1%	7,707 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$527K	0.1%	3,788 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$456K	0.1%	5,233 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$3.9M	0.6%	13,848 SH	New
SERVICENOW INC	COM	$5.0M	0.8%Prev: 0.1%	5,469 SH	Increased+622 SH
SHELL PLC	SPON ADS	$429K	0.1%Prev: 0.1%	6,000 SH	Decreased
SHOPIFY INC	CL A SUB VTG SHS	$4.3M	0.7%	28,785 SH	New
SOUTHERN CO	COM	$268K	0.0%Prev: 0.1%	2,824 SH	Decreased-31 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.3%	3,025 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$561K	0.1%	942 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$18.6M	3.0%	203,167 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$8.9M	1.4%	113,935 SH	New
SYNOPSYS INC	COM	$3.7M	0.6%	7,578 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$3.2M	0.5%	11,451 SH	New
TESLA INC	COM	$11.2M	1.8%Prev: 0.3%	25,214 SH	Increased+21,650 SH
THE TRADE DESK INC	COM CL A	$5.1M	0.8%	103,629 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$1.4M	0.2%Prev: 0.3%	2,893 SH	Increased+125 SH
TJX COS INC NEW	COM	$278K	0.0%Prev: 0.3%	1,926 SH	Decreased-5,758 SH
TOLL BROTHERS INC	COM	$262K	0.0%Prev: 0.1%	1,900 SH	Decreased
TRANE TECHNOLOGIES PLC	SHS	$2.3M	0.4%Prev: 0.3%	5,399 SH	Increased+2,800 SH
TRAVELERS COMPANIES INC	COM	$911K	0.1%Prev: 0.2%	3,262 SH	Decreased+70 SH
TRUIST FINL CORP	COM	$747K	0.1%Prev: 0.2%	16,330 SH	Decreased+590 SH
UNILEVER PLC	SPON ADR NEW	$3.2M	0.5%	53,549 SH	New
UNITED AIRLS HLDGS INC	COM	$290K	0.0%Prev: 0.1%	3,000 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$342K	0.1%	4,096 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.2M	0.2%Prev: 0.1%	7,007 SH	Increased+4,897 SH
VANGUARD INDEX FDS	MID CAP ETF	$779K	0.1%Prev: 0.1%	2,653 SH	Increased-1,983 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	0.2%	6,344 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	0.5%Prev: 0.9%	9,197 SH	Decreased-1,694 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.3M	0.2%Prev: 0.6%	18,584 SH	Decreased-16,278 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$201K	0.0%	3,709 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	0.2%	6,053 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$871K	0.1%	6,182 SH	New
VANGUARD WORLD FD	CONSUM DIS ETF	$647K	0.1%Prev: 0.1%	1,633 SH	Increased+447 SH
VEEVA SYS INC	CL A COM	$609K	0.1%	2,043 SH	New
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.2%Prev: 0.3%	29,506 SH	Increased+1,150 SH
VERTEX PHARMACEUTICALS INC	COM	$3.5M	0.6%Prev: 0.1%	8,854 SH	Increased+8,042 SH
VISA INC	COM CL A	$11.5M	1.8%Prev: 2.5%	33,627 SH	Decreased-174 SH
WALMART INC	COM	$1.1M	0.2%Prev: 0.3%	11,035 SH	Decreased-1,100 SH
WASTE MGMT INC DEL	COM	$8.0M	1.3%Prev: 1.7%	36,246 SH	Increased+1,406 SH
WILLIAMS COS INC	COM	$208K	0.0%Prev: 0.1%	3,286 SH	Decreased+197 SH
XPENG INC	ADS	$1.1M	0.2%	45,689 SH	New
ZSCALER INC	COM	$2.5M	0.4%	8,252 SH	New

Sold (vs prior filing)

AIR PRODUCTS AND CHEMICALS I — $2.2M
AMGEN INC — $234K
ASTRAZENECA PLC — $327K
BANK OF AMER CORP — $1.7M
BANK OF NY MELLON CORP — $626K
CHEVRON CORPORATION — $3.4M
COHEN & STEERS QUALITY INCOM — $403
CORNING INC — $948K
COSTCO WHOLESALE CORPORATION — $4.0M
DANAHER CORP DEL — $2.5M
DELTA AIR LINES INC — $237K
FIRST TR EXCHANGE-TRADED FD — $768K
GLOBAL X FDS — $257K
HONEYWELL AEROSPACE INC — $602K
INTEL CORP — $1.2M
INVESCO EXCHANGE TRADED FD T — $247K
INVESCO EXCHANGE TRADED FD T — $232K
ISHARES TR — $3.7M
JOHNSON & JOHNSON — $220K
JPMORGAN CHASE & CO — $12.5M
… and 19 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