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: $602.2M182 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$685K	0.1%Prev: 0.1%	4,716 SH	Increased+350 SH
ABBVIE INC	COM	$10.0M	1.7%Prev: 2.0%	46,130 SH	Decreased-4,203 SH
ADVANCED MICRO DEVICES INC	COM	$504K	0.1%Prev: 0.1%	2,479 SH	Increased-227 SH
AIR PRODUCTS AND CHEMICALS I	COM	$2.3M	0.4%	7,882 SH	New
ALPHABET INC	CAP STK CL A	$22.3M	3.7%Prev: 3.3%	77,503 SH	Increased-32,003 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.3%Prev: 0.2%	6,834 SH	Increased-614 SH
ALTRIA GROUP INC	COM	$523K	0.1%Prev: 0.1%	7,926 SH	Decreased-1,043 SH
AMAZON COM INC	COM	$25.3M	4.2%Prev: 4.7%	121,347 SH	Increased-8,052 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.2M	0.2%Prev: 0.2%	10,443 SH	Increased-1,165 SH
AMERICAN ELEC PWR CO INC	COM	$3.5M	0.6%Prev: 0.6%	26,739 SH	Increased+221 SH
AMERICAN EXPRESS CO	COM	$1.6M	0.3%Prev: 0.3%	5,162 SH	Increased-239 SH
AMGEN INC	COM	$226K	0.0%	643 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$773K	0.1%Prev: 0.2%	10,293 SH	Decreased-2,793 SH
ANALOG DEVICES INC	COM	$294K	0.0%	923 SH	New
APPLE INC	COM	$48.3M	8.0%Prev: 8.6%	190,315 SH	Increased-9,820 SH
APPLIED MATLS INC	COM	$341K	0.1%	998 SH	New
ARISTA NETWORKS INC	COM SHS	$2.3M	0.4%Prev: 0.3%	18,879 SH	Increased-4,251 SH
ASML HLDG NV	N Y REGISTRY SHS	$5.8M	1.0%	4,387 SH	New
ASTRAZENECA PLC	ORD	$343K	0.1%	1,739 SH	New
AT&T INC	COM	$1.4M	0.2%Prev: 0.3%	49,914 SH	Decreased-11,925 SH
AXON ENTERPRISE INC	COM	$2.1M	0.3%Prev: 0.2%	4,870 SH	Increased+2,854 SH
BANK AMERICA CORP	COM	$1.5M	0.2%Prev: 0.2%	30,766 SH	Increased+111 SH
BANK NEW YORK MELLON CORP	COM	$517K	0.1%	4,361 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.9M	1.2%Prev: 1.6%	14,460 SH	Decreased-1,029 SH
BLACKROCK INC	COM	$2.0M	0.3%Prev: 0.1%	2,072 SH	Increased+1,393 SH
BLACKROCK MUNIHLDGS NJ QLTY	COM	$2.1M	0.4%Prev: 0.4%	182,404 SH	Increased+2,482 SH
BLACKROCK RES & COMMODITIES	SHS	$121K	0.0%Prev: 0.0%	10,000 SH	Increased
BLACKSTONE INC	COM	$346K	0.1%Prev: 0.1%	3,005 SH	Decreased-1,706 SH
BROADCOM INC	COM	$6.7M	1.1%Prev: 0.5%	21,774 SH	Increased+5,511 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$1.9M	0.3%	43,072 SH	New
CADENCE DESIGN SYSTEM INC	COM	$2.1M	0.4%Prev: 0.4%	7,658 SH	Increased-202 SH
CATERPILLAR INC	COM	$4.6M	0.8%Prev: 0.4%	6,540 SH	Increased+529 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$1.9M	0.3%Prev: 0.3%	136,860 SH	Increased+67,662 SH
CHENIERE ENERGY INC	COM NEW	$3.5M	0.6%Prev: 0.6%	12,234 SH	Increased-203 SH
CHEVRON CORPORATION	COM	$4.4M	0.7%	21,295 SH	New
CHUBB LTD SWITZ	COM	$425K	0.1%	1,305 SH	New
CISCO SYS INC	COM	$517K	0.1%Prev: 0.3%	6,665 SH	Decreased-20,182 SH
CITIZENS FINL GROUP INC	COM	$1.3M	0.2%Prev: 0.2%	21,270 SH	Increased
COCA COLA CO	COM	$1.6M	0.3%Prev: 0.3%	20,907 SH	Increased+23 SH
COHEN & STEERS QUALITY INCOM	COM	$326K	0.1%Prev: 0.1%	27,023 SH	Decreased-4,349 SH
COHEN & STEERS TOTAL RETURN	COM	$124K	0.0%Prev: 0.0%	11,101 SH	Decreased
COLUMBIA FINL INC	COM	$183K	0.0%Prev: 0.0%	10,459 SH	Increased
CONSOLIDATED EDISON INC	COM	$445K	0.1%Prev: 0.1%	3,930 SH	Decreased-500 SH
CONSTELLATION ENERGY CORP	COM	$2.4M	0.4%Prev: 0.4%	8,716 SH	Increased-624 SH
CORNING INC	COM	$447K	0.1%	3,284 SH	New
CORTEVA INC	COM	$466K	0.1%Prev: 0.1%	5,570 SH	Increased-164 SH
COSTCO WHOLESALE CORPORATION	COM	$7.5M	1.3%	7,561 SH	New
CROWDSTRIKE HLDGS INC	CL A	$8.1M	1.3%Prev: 1.5%	20,687 SH	Increased-1,047 SH
DANAHER CORP DEL	COM	$2.6M	0.4%	13,655 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$2.9M	0.5%Prev: 0.5%	57,842 SH	Increased-4,300 SH
DEERE & CO	COM	$2.9M	0.5%	5,071 SH	New
DTE ENERGY CO	COM	$7.1M	1.2%Prev: 1.3%	48,695 SH	Increased
DUKE ENERGY CORP NEW	COM NEW	$8.9M	1.5%Prev: 1.6%	67,741 SH	Increased-250 SH
EATON CORP PLC	SHS	$7.4M	1.2%Prev: 0.9%	20,627 SH	Increased+2,680 SH
ELEVANCE HEALTH INC FORMERLY	COM	$204K	0.0%	697 SH	New
ELI LILLY & CO	COM	$1.9M	0.3%Prev: 0.3%	2,018 SH	Increased+314 SH
EMERSON ELEC CO	COM	$6.4M	1.1%Prev: 1.3%	48,902 SH	Decreased-13,720 SH
ENBRIDGE INC	COM	$1.1M	0.2%Prev: 0.2%	19,821 SH	Increased-1,069 SH
ENTERPRISE PRODS PARTNERS L	COM	$407K	0.1%Prev: 0.1%	10,756 SH	Increased+771 SH
EXELON CORP	COM	$551K	0.1%Prev: 0.1%	11,243 SH	Decreased-808 SH
EXXON MOBIL CORP	COM	$3.9M	0.7%Prev: 0.5%	23,245 SH	Increased+442 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$577K	0.1%Prev: 0.1%	16,970 SH	Increased-3,123 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$556K	0.1%	8,877 SH	New
FIRSTENERGY CORP	COM	$2.3M	0.4%Prev: 0.4%	45,989 SH	Increased
GE AEROSPACE	COM NEW	$719K	0.1%Prev: 0.1%	2,532 SH	Increased-16 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.4M	0.2%Prev: 0.3%	19,676 SH	Decreased+424 SH
GE VERNOVA INC	COM	$780K	0.1%	894 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$279K	0.0%	3,940 SH	New
GLOBAL X FDS	US INFR DEV ETF	$489K	0.1%Prev: 0.1%	9,628 SH	Increased-888 SH
GOLDMAN SACHS GROUP INC	COM	$8.4M	1.4%Prev: 2.0%	9,984 SH	Decreased-9,232 SH
HARTFORD INSURANCE GROUP INC	COM	$245K	0.0%Prev: 0.0%	1,811 SH	Increased+2 SH
HEICO CORP NEW	CL A	$946K	0.2%Prev: 0.2%	4,480 SH	Decreased-421 SH
HOME DEPOT INC	COM	$13.7M	2.3%Prev: 3.2%	41,603 SH	Decreased-3,780 SH
HONEYWELL INTL INC	COM	$2.1M	0.3%Prev: 0.4%	9,159 SH	Increased-615 SH
ILLINOIS TOOL WKS INC	COM	$358K	0.1%Prev: 0.1%	1,377 SH	Increased+75 SH
INGERSOLL RAND INC	COM	$345K	0.1%Prev: 0.1%	4,309 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$1.1M	0.2%Prev: 0.0%	6,834 SH	Increased+5,461 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.4M	0.4%Prev: 0.4%	9,992 SH	Increased+870 SH
INTERNATIONAL PAPER CO	COM	$738K	0.1%Prev: 0.4%	20,660 SH	Decreased-23,000 SH
INTUITIVE SURGICAL INC	COM NEW	$4.9M	0.8%Prev: 0.4%	10,560 SH	Increased+6,665 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$5.3M	0.9%Prev: 0.6%	22,291 SH	Increased+5,377 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$223K	0.0%	1,343 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$418K	0.1%Prev: 0.1%	3,814 SH	Increased-290 SH
INVESCO QQQ TR	UNIT SER 1	$7.3M	1.2%Prev: 1.1%	12,658 SH	Increased+357 SH
ISHARES TR	0-3 MNTH TREASRY	$7.0M	1.2%Prev: 1.4%	69,073 SH	Decreased-5,478 SH
ISHARES TR	CORE S&P MCP ETF	$249K	0.0%Prev: 0.0%	3,687 SH	Increased-318 SH
ISHARES TR	RUS 1000 ETF	$869K	0.1%Prev: 0.2%	2,436 SH	Decreased-467 SH
ISHARES TR	RUS 1000 GRW ETF	$228K	0.0%	534 SH	New
ISHARES TR	RUS MID CAP ETF	$1.7M	0.3%Prev: 0.3%	17,134 SH	Increased-1,348 SH
ISHARES TR	U.S. MED DVC ETF	$207K	0.0%Prev: 0.1%	3,876 SH	Decreased-840 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	0.2%Prev: 0.1%	21,913 SH	Increased+14,717 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$763K	0.1%	13,737 SH	New
JACKSON FINANCIAL INC	COM CL A	$1.3M	0.2%Prev: 0.2%	12,000 SH	Increased-204 SH
JACOBS SOLUTIONS INC	COM	$2.2M	0.4%Prev: 0.4%	17,454 SH	Increased+2,421 SH
JPMORGAN CHASE & CO	COM	$11.3M	1.9%	38,414 SH	New
KINSALE CAP GROUP INC	COM	$2.7M	0.5%Prev: 0.5%	8,009 SH	Increased+2,732 SH
L3HARRIS TECHNOLOGIES INC	COM	$205K	0.0%	594 SH	New
LABCORP HOLDINGS INC	COM SHS	$1.1M	0.2%	4,075 SH	New
LOCKHEED MARTIN CORP	COM	$1.2M	0.2%Prev: 0.2%	2,018 SH	Increased-38 SH
LOWES COS INC	COM	$955K	0.2%Prev: 0.2%	4,041 SH	Increased+8 SH
MANHATTAN ASSOCIATES INC	COM	$429K	0.1%Prev: 0.1%	3,219 SH	Decreased-235 SH
MASTERCARD INCORPORATED	CL A	$2.8M	0.5%Prev: 0.6%	5,559 SH	Decreased-83 SH
MCDONALDS CORP	COM	$683K	0.1%Prev: 0.1%	2,199 SH	Increased+25 SH
MCKESSON CORP	COM	$694K	0.1%Prev: 0.1%	802 SH	Increased+204 SH
MEDTRONIC PLC	SHS	$666K	0.1%Prev: 0.2%	7,688 SH	Decreased-5,128 SH
MERCADOLIBRE INC	COM	$2.0M	0.3%Prev: 0.2%	1,183 SH	Increased+680 SH
MERCK & CO INC	COM	$1.0M	0.2%Prev: 0.2%	8,359 SH	Decreased-4,974 SH
META PLATFORMS INC	CL A	$8.7M	1.4%Prev: 1.7%	15,138 SH	Decreased-41 SH
METLIFE INC	COM	$2.3M	0.4%Prev: 0.6%	32,478 SH	Decreased-4,203 SH
MICROSOFT CORP	COM	$25.3M	4.2%Prev: 4.9%	68,433 SH	Decreased+681 SH
MORGAN STANLEY	COM NEW	$3.0M	0.5%Prev: 0.4%	17,944 SH	Increased+296 SH
NETFLIX INC.	COM	$1.9M	0.3%	19,575 SH	New
NUCOR CORP	COM	$849K	0.1%Prev: 0.1%	5,019 SH	Increased-230 SH
NUVEEN NEW JERSEY	COM	$1.4M	0.2%	116,446 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$122K	0.0%Prev: 0.0%	10,589 SH	Decreased
NVIDIA CORPORATION	COM	$33.5M	5.6%Prev: 4.3%	191,935 SH	Increased-12,077 SH
ORACLE CORP	COM	$704K	0.1%Prev: 0.1%	4,787 SH	Increased-64 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.6M	0.3%	10,949 SH	New
PALO ALTO NETWORKS INC	COM	$1.0M	0.2%Prev: 0.2%	6,300 SH	Increased+383 SH
PARKER-HANNIFIN CORP	COM	$5.2M	0.9%Prev: 0.8%	5,813 SH	Increased-704 SH
PEPSICO INC	COM	$410K	0.1%Prev: 0.1%	2,642 SH	Decreased-307 SH
PFIZER INC	COM	$566K	0.1%Prev: 0.1%	20,151 SH	Decreased-3,142 SH
PHILIP MORRIS INTL INC	COM	$521K	0.1%Prev: 0.1%	3,152 SH	Decreased-140 SH
PHILLIPS 66	COM	$1.3M	0.2%Prev: 0.2%	7,019 SH	Increased-910 SH
PIMCO ETF TR	ACTIVE BD ETF	$2.8M	0.5%Prev: 0.7%	30,785 SH	Decreased-9,157 SH
PRICE T ROWE GROUP INC	COM	$261K	0.0%Prev: 0.1%	2,900 SH	Decreased-900 SH
PROCTER & GAMBLE CO	COM	$7.4M	1.2%	51,219 SH	New
PROSHARES TR	S&P 500 DV ARIST	$277K	0.0%Prev: 0.0%	2,616 SH	Increased+556 SH
PRUDENTIAL FINL INC	COM	$617K	0.1%Prev: 0.2%	6,315 SH	Decreased-4,095 SH
PTC INC	COM	$1.0M	0.2%Prev: 0.2%	7,342 SH	Decreased-387 SH
QUALCOMM INC	COM	$290K	0.0%Prev: 0.2%	2,254 SH	Decreased-3,807 SH
ROCKWELL AUTOMATION INC	COM	$1.7M	0.3%	4,973 SH	New
RTX CORPORATION	COM	$786K	0.1%Prev: 0.1%	4,073 SH	Increased+12 SH
SALESFORCE INC	COM	$742K	0.1%Prev: 0.5%	3,973 SH	Decreased-6,296 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$27.8M	4.6%Prev: 4.8%	1,108,104 SH	Increased-54,627 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$435K	0.1%Prev: 0.1%	14,171 SH	Increased-1,073 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.2M	0.4%Prev: 0.4%	74,290 SH	Increased-2,785 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.3M	0.2%	20,571 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$388K	0.1%	7,861 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$610K	0.1%	4,159 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$508K	0.1%	3,140 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.4M	0.7%	32,746 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$551K	0.1%	12,002 SH	New
SERVICENOW INC	COM	$4.0M	0.7%Prev: 0.7%	37,828 SH	Increased+33,121 SH
SHELL PLC	SPON ADS	$558K	0.1%Prev: 0.1%	6,000 SH	Increased-500 SH
SHOPIFY INC	CL A SUB VTG SHS	$3.2M	0.5%	27,007 SH	New
SOUTHERN CO	COM	$275K	0.0%Prev: 0.1%	2,851 SH	Increased-92 SH
SPDR GOLD TR	GOLD SHS	$974K	0.2%	2,264 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$28.8M	4.8%	335,697 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	0.3%	3,166 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$315K	0.1%	511 SH	New
SYNOPSYS INC	COM	$2.8M	0.5%Prev: 0.3%	7,025 SH	Increased+3,132 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.9M	0.6%	11,515 SH	New
TESLA INC	COM	$8.9M	1.5%Prev: 1.2%	23,929 SH	Increased-574 SH
THE TRADE DESK INC	COM CL A	$1.5M	0.3%Prev: 0.4%	67,867 SH	Decreased+27,802 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.4M	0.2%Prev: 0.3%	2,795 SH	Decreased-690 SH
TJX COS INC NEW	COM	$306K	0.1%Prev: 0.0%	1,915 SH	Increased+45 SH
TOLL BROTHERS INC	COM	$259K	0.0%Prev: 0.0%	1,900 SH	Increased
TOTALENERGIES SE	ACT	$260K	0.0%	2,858 SH	New
TRANE TECHNOLOGIES PLC	SHS	$1.1M	0.2%Prev: 0.4%	2,599 SH	Decreased-2,800 SH
TRAVELERS COMPANIES INC	COM	$932K	0.2%Prev: 0.2%	3,194 SH	Increased-165 SH
TRUIST FINL CORP	COM	$724K	0.1%Prev: 0.1%	15,739 SH	Increased-1,361 SH
UNILEVER PLC	SPON ADR NEW	$2.7M	0.5%Prev: 0.6%	47,594 SH	Decreased-5,255 SH
UNITED AIRLS HLDGS INC	COM	$276K	0.0%Prev: 0.0%	3,000 SH	Increased-2 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.1M	0.8%Prev: 0.3%	27,772 SH	Increased+18,373 SH
VANGUARD INDEX FDS	MID CAP ETF	$333K	0.1%Prev: 0.1%	1,159 SH	Decreased-1,663 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.0M	0.8%Prev: 0.2%	23,006 SH	Increased+16,603 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	0.6%Prev: 0.3%	11,367 SH	Increased+5,632 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.8M	0.5%	36,681 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.2M	1.0%	29,016 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.2M	1.0%	41,552 SH	New
VANGUARD WORLD FD	CONSUM DIS ETF	$545K	0.1%Prev: 0.1%	1,517 SH	Increased-116 SH
VEEVA SYS INC	CL A COM	$214K	0.0%Prev: 0.1%	1,220 SH	Decreased-828 SH
VERIZON COMMUNICATIONS INC	COM	$1.4M	0.2%Prev: 0.3%	28,301 SH	Increased-580 SH
VERTEX PHARMACEUTICALS INC	COM	$3.7M	0.6%Prev: 0.4%	8,294 SH	Increased+3,714 SH
VISA INC	COM CL A	$10.2M	1.7%Prev: 2.3%	33,726 SH	Decreased-1,052 SH
WALMART INC	COM	$1.5M	0.3%Prev: 0.2%	12,395 SH	Increased+1,616 SH
WASTE MGMT INC DEL	COM	$8.2M	1.4%Prev: 1.6%	35,894 SH	Decreased-437 SH
WILLIAMS COS INC	COM	$224K	0.0%	3,084 SH	New
WW GRAINGER INC	COM	$478K	0.1%	438 SH	New
XPENG INC	ADS	$375K	0.1%	21,944 SH	New
ZSCALER INC	COM	$1.1M	0.2%Prev: 0.3%	7,745 SH	Decreased-495 SH

Sold (vs prior filing)

ADOBE INC — $298K
AIR PRODS & CHEMS INC — $2.7M
APYX MEDICAL CORPORATION — $27K
ASML HOLDING N V — $2.0M
ASTRAZENECA PLC — $256K
BRISTOL-MYERS SQUIBB CO — $390K
CARRIER GLOBAL CORPORATION — $224K
CHEVRON CORP NEW — $3.8M
CHUBB LIMITED — $397K
COMCAST CORP NEW — $261K
COSTCO WHSL CORP NEW — $4.2M
CREDIT SUISSE ASSET MGMT INC — $42K
DANAHER CORPORATION — $1.9M
DELTA AIR LINES INC DEL — $410K
DISNEY WALT CO — $2.0M
DOW INC — $265K
ELEVANCE HEALTH INC — $326K
GILEAD SCIENCES INC — $1.1M
GLOBAL X FDS — $298K
GRAINGER W W INC — $454K
… and 33 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