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: $638.4M179 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$755K	0.1%Prev: 0.1%	4,716 SH	Increased
ABBVIE INC	COM	$10.8M	1.7%Prev: 1.8%	47,163 SH	Decreased-1,113 SH
ADVANCED MICRO DEVICES INC	COM	$531K	0.1%Prev: 0.1%	2,479 SH	Increased+2 SH
AIR PRODS & CHEMS INC	COM	$2.0M	0.3%Prev: 0.4%	7,981 SH	Decreased-162 SH
ALPHABET INC	CAP STK CL A	$24.4M	3.8%Prev: 3.1%	77,960 SH	Increased-1,515 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.3%Prev: 0.3%	6,869 SH	Increased+16 SH
ALTRIA GROUP INC	COM	$475K	0.1%Prev: 0.1%	8,243 SH	Decreased+160 SH
AMAZON COM INC	COM	$28.3M	4.4%Prev: 4.4%	122,653 SH	Increased-1,234 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.1M	0.2%Prev: 0.2%	10,313 SH	Decreased-416 SH
AMERICAN ELEC PWR CO INC	COM	$3.1M	0.5%Prev: 0.5%	26,739 SH	Increased+134 SH
AMERICAN EXPRESS CO	COM	$1.9M	0.3%Prev: 0.3%	5,193 SH	Increased-233 SH
AMGEN INC	COM	$210K	0.0%	642 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$1.2M	0.2%Prev: 0.2%	14,369 SH	Decreased-736 SH
ANALOG DEVICES INC	COM	$250K	0.0%Prev: 0.0%	920 SH	Increased+10 SH
APPLE INC	COM	$52.3M	8.2%Prev: 8.3%	192,449 SH	Increased-10,543 SH
APPLIED MATLS INC	COM	$262K	0.0%Prev: 0.0%	1,018 SH	Increased+7 SH
ARISTA NETWORKS INC	COM SHS	$2.5M	0.4%Prev: 0.4%	19,313 SH	Increased+3,496 SH
ASML HOLDING N V	N Y REGISTRY SHS	$5.0M	0.8%Prev: 0.7%	4,697 SH	Increased+2 SH
ASTRAZENECA PLC	SPONSORED ADR	$320K	0.1%Prev: 0.0%	3,481 SH	Increased
AT&T INC	COM	$1.2M	0.2%Prev: 0.2%	49,813 SH	Decreased-1,749 SH
AXON ENTERPRISE INC	COM	$3.0M	0.5%Prev: 0.5%	5,283 SH	Decreased+844 SH
BANK AMERICA CORP	COM	$1.7M	0.3%Prev: 0.3%	30,742 SH	Increased+42 SH
BANK NEW YORK MELLON CORP	COM	$506K	0.1%Prev: 0.1%	4,355 SH	Increased-34 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.7M	1.2%Prev: 1.2%	15,361 SH	Decreased-110 SH
BLACKROCK INC	COM	$2.3M	0.4%Prev: 0.4%	2,142 SH	Decreased+99 SH
BLACKROCK MUNIHLDGS NJ QLTY	COM	$2.1M	0.3%Prev: 0.3%	180,238 SH	Increased
BLACKROCK RES & COMMODITIES	SHS	$110K	0.0%Prev: 0.0%	10,000 SH	Increased
BLACKSTONE INC	COM	$1.0M	0.2%Prev: 0.2%	6,799 SH	Decreased+37 SH
BROADCOM INC	COM	$7.4M	1.2%Prev: 1.1%	21,285 SH	Increased+1,132 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$2.2M	0.3%	42,240 SH	New
CADENCE DESIGN SYSTEM INC	COM	$2.6M	0.4%Prev: 0.5%	8,226 SH	Decreased-147 SH
CATERPILLAR INC	COM	$3.7M	0.6%Prev: 0.5%	6,444 SH	Increased+195 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$2.6M	0.4%Prev: 0.4%	144,040 SH	Decreased+110 SH
CHENIERE ENERGY INC	COM NEW	$2.4M	0.4%Prev: 0.5%	12,385 SH	Decreased+190 SH
CHEVRON CORP NEW	COM	$3.3M	0.5%Prev: 0.5%	21,641 SH	Decreased-362 SH
CHUBB LIMITED	COM	$406K	0.1%Prev: 0.1%	1,301 SH	Increased+18 SH
CISCO SYS INC	COM	$513K	0.1%Prev: 0.1%	6,661 SH	Increased+5 SH
CITIZENS FINL GROUP INC	COM	$1.2M	0.2%Prev: 0.2%	21,270 SH	Increased
COCA COLA CO	COM	$1.5M	0.2%Prev: 0.2%	20,907 SH	Increased-197 SH
COHEN & STEERS QUALITY INCOM	COM	$309K	0.0%Prev: 0.1%	27,023 SH	Decreased-1,732 SH
COHEN & STEERS TOTAL RETURN	COM	$123K	0.0%Prev: 0.0%	11,101 SH	Decreased
COLUMBIA FINL INC	COM	$163K	0.0%Prev: 0.0%	10,459 SH	Increased
COMCAST CORP NEW	CL A	$201K	0.0%Prev: 0.0%	6,739 SH	Decreased+11 SH
CONSOLIDATED EDISON INC	COM	$390K	0.1%Prev: 0.1%	3,930 SH	Decreased-589 SH
CONSTELLATION ENERGY CORP	COM	$3.1M	0.5%Prev: 0.5%	8,831 SH	Increased-39 SH
CORNING INC	COM	$252K	0.0%	2,882 SH	New
CORTEVA INC	COM	$373K	0.1%Prev: 0.1%	5,569 SH	Decreased+4 SH
COSTCO WHSL CORP NEW	COM	$6.6M	1.0%Prev: 0.7%	7,653 SH	Increased+3,157 SH
CROWDSTRIKE HLDGS INC	CL A	$9.6M	1.5%Prev: 1.6%	20,426 SH	Decreased-257 SH
DANAHER CORPORATION	COM	$2.7M	0.4%Prev: 0.4%	11,681 SH	Increased-142 SH
DBX ETF TR	XTRACK MSCI EAFE	$2.7M	0.4%Prev: 0.4%	56,961 SH	Increased-1,214 SH
DEERE & CO	COM	$2.4M	0.4%Prev: 0.4%	5,071 SH	Increased+1 SH
DELTA AIR LINES INC DEL	COM NEW	$205K	0.0%	2,959 SH	New
DTE ENERGY CO	COM	$6.3M	1.0%Prev: 1.1%	48,695 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$7.9M	1.2%Prev: 1.4%	67,814 SH	Decreased-377 SH
EATON CORP PLC	SHS	$6.6M	1.0%Prev: 1.2%	20,626 SH	Decreased+1,015 SH
ELEVANCE HEALTH INC FORMERLY	COM	$246K	0.0%Prev: 0.0%	700 SH	Increased+3 SH
ELI LILLY & CO	COM	$2.1M	0.3%Prev: 0.2%	1,993 SH	Increased+77 SH
EMERSON ELEC CO	COM	$6.5M	1.0%Prev: 1.1%	48,870 SH	Decreased-5,069 SH
ENBRIDGE INC	COM	$962K	0.2%Prev: 0.2%	20,115 SH	Decreased
ENTERPRISE PRODS PARTNERS L	COM	$343K	0.1%Prev: 0.1%	10,690 SH	Increased+37 SH
EXELON CORP	COM	$499K	0.1%Prev: 0.1%	11,457 SH	Decreased+4 SH
EXXON MOBIL CORP	COM	$2.8M	0.4%Prev: 0.4%	23,048 SH	Increased+1,345 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$419K	0.1%Prev: 0.1%	16,920 SH	Decreased-259 SH
FIRSTENERGY CORP	COM	$2.1M	0.3%Prev: 0.3%	45,989 SH	Decreased
GE AEROSPACE	COM NEW	$785K	0.1%Prev: 0.1%	2,547 SH	Increased-24 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.6M	0.3%Prev: 0.2%	19,857 SH	Increased+2,333 SH
GE VERNOVA INC	COM	$518K	0.1%Prev: 0.1%	792 SH	Increased+198 SH
GLOBAL X FDS	US INFR DEV ETF	$487K	0.1%Prev: 0.1%	10,199 SH	Decreased-168 SH
GOLDMAN SACHS GROUP INC	COM	$8.6M	1.3%Prev: 1.2%	9,785 SH	Increased+47 SH
HARTFORD INSURANCE GROUP INC	COM	$251K	0.0%Prev: 0.0%	1,818 SH	Increased+8 SH
HEICO CORP NEW	CL A	$1.1M	0.2%Prev: 0.2%	4,480 SH	Decreased
HOME DEPOT INC	COM	$14.5M	2.3%Prev: 2.8%	42,249 SH	Decreased-591 SH
HONEYWELL INTL INC	COM	$1.7M	0.3%Prev: 0.3%	8,915 SH	Decreased-1,031 SH
ILLINOIS TOOL WKS INC	COM	$337K	0.1%Prev: 0.1%	1,369 SH	Decreased-11 SH
INGERSOLL RAND INC	COM	$341K	0.1%Prev: 0.1%	4,309 SH	Decreased
INTERCONTINENTAL EXCHANGE IN	COM	$1.2M	0.2%Prev: 0.2%	7,679 SH	Decreased+29 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.8M	0.4%Prev: 0.4%	9,334 SH	Increased+548 SH
INTERNATIONAL PAPER CO	COM	$833K	0.1%Prev: 0.2%	21,160 SH	Decreased-1,000 SH
INTUITIVE SURGICAL INC	COM NEW	$6.2M	1.0%Prev: 0.7%	10,964 SH	Increased+567 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$5.3M	0.8%Prev: 0.7%	20,792 SH	Increased+2,980 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$210K	0.0%Prev: 0.0%	1,343 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$321K	0.1%Prev: 0.1%	4,038 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$7.8M	1.2%Prev: 1.2%	12,686 SH	Increased-145 SH
ISHARES TR	0-3 MNTH TREASRY	$7.1M	1.1%Prev: 1.3%	70,233 SH	Decreased-10,184 SH
ISHARES TR	CORE S&P MCP ETF	$260K	0.0%Prev: 0.0%	3,935 SH	Increased
ISHARES TR	RUS 1000 ETF	$921K	0.1%Prev: 0.1%	2,467 SH	Increased+40 SH
ISHARES TR	RUS 1000 GRW ETF	$253K	0.0%Prev: 0.0%	534 SH	Increased
ISHARES TR	RUS MID CAP ETF	$1.6M	0.3%Prev: 0.3%	16,916 SH	Decreased-320 SH
ISHARES TR	U.S. MED DVC ETF	$241K	0.0%Prev: 0.0%	3,876 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.1M	0.2%Prev: 0.2%	19,747 SH	Increased+2,774 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$695K	0.1%Prev: 0.1%	11,951 SH	Increased+3,505 SH
JACKSON FINANCIAL INC	COM CL A	$1.3M	0.2%Prev: 0.2%	12,000 SH	Increased
JACOBS SOLUTIONS INC	COM	$2.3M	0.4%Prev: 0.4%	17,537 SH	Increased+2,364 SH
JPMORGAN CHASE & CO.	COM	$12.6M	2.0%Prev: 2.0%	39,093 SH	Increased+345 SH
KINSALE CAP GROUP INC	COM	$3.3M	0.5%Prev: 0.6%	8,553 SH	Decreased+38 SH
LABCORP HOLDINGS INC	COM SHS	$1.0M	0.2%Prev: 0.1%	4,082 SH	Increased+1,683 SH
LOCKHEED MARTIN CORP	COM	$958K	0.1%Prev: 0.2%	1,979 SH	Decreased+13 SH
LOWES COS INC	COM	$978K	0.2%Prev: 0.2%	4,056 SH	Decreased+14 SH
MANHATTAN ASSOCIATES INC	COM	$597K	0.1%Prev: 0.1%	3,445 SH	Decreased-2 SH
MASTERCARD INCORPORATED	CL A	$3.2M	0.5%Prev: 0.5%	5,659 SH	Increased+13 SH
MCDONALDS CORP	COM	$672K	0.1%Prev: 0.1%	2,198 SH	Increased+9 SH
MCKESSON CORP	COM	$559K	0.1%Prev: 0.1%	682 SH	Increased+123 SH
MEDTRONIC PLC	SHS	$797K	0.1%Prev: 0.2%	8,299 SH	Decreased-2,445 SH
MERCADOLIBRE INC	COM	$2.6M	0.4%Prev: 0.5%	1,273 SH	Decreased+5 SH
MERCK & CO INC	COM	$921K	0.1%Prev: 0.1%	8,752 SH	Increased+302 SH
META PLATFORMS INC	CL A	$9.9M	1.6%Prev: 1.7%	15,016 SH	Decreased+633 SH
METLIFE INC	COM	$2.6M	0.4%Prev: 0.5%	32,883 SH	Decreased-2,422 SH
MICROSOFT CORP	COM	$33.9M	5.3%Prev: 5.9%	70,090 SH	Decreased-1,082 SH
MORGAN STANLEY	COM NEW	$3.2M	0.5%Prev: 0.5%	17,943 SH	Increased+35 SH
NETFLIX INC	COM	$2.1M	0.3%Prev: 0.4%	22,034 SH	Decreased+19,848 SH
NUCOR CORP	COM	$819K	0.1%Prev: 0.1%	5,019 SH	Increased-30 SH
NUVEEN NEW JERSEY QULT MUN F	COM	$1.5M	0.2%Prev: 0.2%	116,446 SH	Increased
NUVEEN QUALITY MUNCP INCOME	COM	$127K	0.0%Prev: 0.0%	10,589 SH	Increased
NVIDIA CORPORATION	COM	$38.1M	6.0%Prev: 5.9%	204,253 SH	Increased+8,683 SH
ORACLE CORP	COM	$934K	0.1%Prev: 0.2%	4,789 SH	Decreased+27 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.9M	0.3%Prev: 0.0%	10,707 SH	Increased+9,069 SH
PALO ALTO NETWORKS INC	COM	$1.4M	0.2%Prev: 0.2%	7,761 SH	Decreased+293 SH
PARKER-HANNIFIN CORP	COM	$5.2M	0.8%Prev: 0.7%	5,910 SH	Increased-74 SH
PEPSICO INC	COM	$376K	0.1%Prev: 0.1%	2,621 SH	Decreased-94 SH
PFIZER INC	COM	$431K	0.1%Prev: 0.1%	17,322 SH	Decreased-1,601 SH
PHILIP MORRIS INTL INC	COM	$505K	0.1%Prev: 0.1%	3,151 SH	Decreased+32 SH
PHILLIPS 66	COM	$905K	0.1%Prev: 0.2%	7,014 SH	Decreased+5 SH
PIMCO ETF TR	ACTIVE BD ETF	$2.9M	0.5%Prev: 0.6%	31,514 SH	Decreased-9,710 SH
PRICE T ROWE GROUP INC	COM	$297K	0.0%Prev: 0.1%	2,900 SH	Decreased-300 SH
PROCTER AND GAMBLE CO	COM	$7.2M	1.1%Prev: 1.3%	50,517 SH	Decreased-2,032 SH
PROSHARES TR	S&P 500 DV ARIST	$272K	0.0%Prev: 0.0%	2,616 SH	Increased+269 SH
PRUDENTIAL FINL INC	COM	$769K	0.1%Prev: 0.2%	6,815 SH	Decreased-3,500 SH
PTC INC	COM	$1.3M	0.2%Prev: 0.2%	7,448 SH	Decreased+65 SH
QUALCOMM INC	COM	$470K	0.1%Prev: 0.1%	2,748 SH	Decreased-2,090 SH
ROCKWELL AUTOMATION INC	COM	$1.9M	0.3%Prev: 0.3%	5,002 SH	Increased
RTX CORPORATION	COM	$736K	0.1%Prev: 0.1%	4,014 SH	Increased-193 SH
SALESFORCE INC	COM	$2.8M	0.4%Prev: 0.4%	10,510 SH	Increased+289 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$29.1M	4.6%Prev: 4.7%	1,111,119 SH	Decreased-22,781 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$281K	0.0%Prev: 0.0%	10,245 SH	Increased+686 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.4M	0.4%Prev: 0.4%	73,434 SH	Increased-489 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$915K	0.1%	20,456 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$470K	0.1%	8,576 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$662K	0.1%	4,277 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$477K	0.1%	3,072 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.6M	0.7%	32,130 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$508K	0.1%	11,908 SH	New
SERVICENOW INC	COM	$4.0M	0.6%Prev: 0.8%	26,271 SH	Decreased+20,802 SH
SHELL PLC	SPON ADS	$441K	0.1%Prev: 0.1%	6,000 SH	Increased
SHOPIFY INC	CL A SUB VTG SHS	$4.6M	0.7%Prev: 0.7%	28,796 SH	Increased+11 SH
SOUTHERN CO	COM	$259K	0.0%Prev: 0.0%	2,971 SH	Decreased+147 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.1M	0.3%Prev: 0.3%	3,082 SH	Increased+57 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$308K	0.0%Prev: 0.1%	511 SH	Decreased-431 SH
SPDR SERIES TRUST	STATE STREET SPD	$28.5M	4.5%	326,837 SH	New
SYNOPSYS INC	COM	$3.4M	0.5%Prev: 0.6%	7,197 SH	Decreased-381 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$3.5M	0.6%Prev: 0.5%	11,601 SH	Increased+150 SH
TESLA INC	COM	$11.3M	1.8%Prev: 1.8%	25,206 SH	Increased-8 SH
THE TRADE DESK INC	COM CL A	$3.7M	0.6%Prev: 0.8%	98,251 SH	Decreased-5,378 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.6M	0.3%Prev: 0.2%	2,797 SH	Increased-96 SH
TJX COS INC NEW	COM	$309K	0.0%Prev: 0.0%	2,009 SH	Increased+83 SH
TOLL BROTHERS INC	COM	$257K	0.0%Prev: 0.0%	1,900 SH	Decreased
TRANE TECHNOLOGIES PLC	SHS	$2.1M	0.3%Prev: 0.4%	5,399 SH	Decreased
TRAVELERS COMPANIES INC	COM	$914K	0.1%Prev: 0.1%	3,151 SH	Increased-111 SH
TRUIST FINL CORP	COM	$791K	0.1%Prev: 0.1%	16,077 SH	Increased-253 SH
UNILEVER PLC	SPON ADR NEW	$3.1M	0.5%Prev: 0.5%	47,610 SH	Decreased-5,939 SH
UNITED AIRLS HLDGS INC	COM	$335K	0.1%Prev: 0.0%	3,000 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.0M	0.6%Prev: 0.2%	22,343 SH	Increased+15,336 SH
VANGUARD INDEX FDS	MID CAP ETF	$336K	0.1%Prev: 0.1%	1,159 SH	Decreased-1,494 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.3M	0.7%Prev: 0.2%	20,191 SH	Increased+13,847 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	0.6%Prev: 0.5%	10,614 SH	Increased+1,417 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.0M	0.3%Prev: 0.2%	26,896 SH	Increased+8,312 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.4M	0.8%Prev: 0.2%	24,532 SH	Increased+18,479 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.7M	0.7%Prev: 0.1%	33,096 SH	Increased+26,914 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$633K	0.1%Prev: 0.1%	1,607 SH	Decreased-26 SH
VEEVA SYS INC	CL A COM	$352K	0.1%Prev: 0.1%	1,577 SH	Decreased-466 SH
VERIZON COMMUNICATIONS INC	COM	$1.2M	0.2%Prev: 0.2%	28,739 SH	Decreased-767 SH
VERTEX PHARMACEUTICALS INC	COM	$4.0M	0.6%Prev: 0.6%	8,775 SH	Increased-79 SH
VISA INC	COM CL A	$11.9M	1.9%Prev: 1.8%	33,872 SH	Increased+245 SH
WALMART INC	COM	$1.3M	0.2%Prev: 0.2%	11,678 SH	Increased+643 SH
WASTE MGMT INC DEL	COM	$7.9M	1.2%Prev: 1.3%	35,832 SH	Decreased-414 SH
WELLS FARGO CO NEW	COM	$207K	0.0%	2,220 SH	New
WW GRAINGER INC	COM	$437K	0.1%	433 SH	New
XPENG INC	ADS	$902K	0.1%Prev: 0.2%	44,492 SH	Decreased-1,197 SH
ZSCALER INC	COM	$1.9M	0.3%Prev: 0.4%	8,250 SH	Decreased-2 SH

Sold (vs prior filing)

BRISTOL-MYERS SQUIBB CO — $288K
CARRIER GLOBAL CORPORATION — $210K
CENCORA INC — $3.1M
DISNEY WALT CO — $2.0M
GLOBAL X FDS — $304K
GRAINGER W W INC — $423K
SELECT SECTOR SPDR TR — $237K
SELECT SECTOR SPDR TR — $913K
SELECT SECTOR SPDR TR — $472K
SELECT SECTOR SPDR TR — $472K
SELECT SECTOR SPDR TR — $604K
SELECT SECTOR SPDR TR — $527K
SELECT SECTOR SPDR TR — $456K
SELECT SECTOR SPDR TR — $3.9M
SPDR SERIES TRUST — $18.6M
SPDR SERIES TRUST — $8.9M
UNITED PARCEL SERVICE INC — $342K
VANGUARD INTL EQUITY INDEX F — $201K
WILLIAMS COS INC — $208K

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