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: $457.2M164 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$764K	0.2%Prev: 0.1%	4,717 SH	Increased+851 SH
ABBVIE INC	COM	$11.2M	2.4%Prev: 1.8%	44,492 SH	Increased-3,527 SH
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.3%Prev: 0.1%	2,482 SH	Increased+105 SH
AIR PRODUCTS AND CHEMICALS I	COM	$2.2M	0.5%	7,602 SH	New
ALPHABET INC	CAP STK CL A	$26.5M	5.8%Prev: 2.8%	74,223 SH	Increased-7,048 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.5%Prev: 0.3%	6,238 SH	Increased-1,025 SH
ALTRIA GROUP INC	COM	$348K	0.1%Prev: 0.1%	4,839 SH	Decreased-3,946 SH
AMAZON COM INC	COM	$21.3M	4.7%Prev: 5.2%	89,204 SH	Decreased-31,669 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.1M	0.2%Prev: 0.2%	9,038 SH	Increased-2,189 SH
AMERICAN ELEC PWR CO INC	COM	$868K	0.2%Prev: 0.5%	6,347 SH	Decreased-20,171 SH
AMERICAN EXPRESS CO	COM	$1.7M	0.4%Prev: 0.3%	5,162 SH	Increased+757 SH
AMGEN INC	COM	$234K	0.1%	645 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$1.1M	0.2%Prev: 0.2%	10,293 SH	Decreased-3,786 SH
ANALOG DEVICES INC	COM	$368K	0.1%Prev: 0.0%	926 SH	Increased+20 SH
APPLE INC	COM	$48.4M	10.6%Prev: 7.9%	167,122 SH	Increased-29,845 SH
APPLIED MATLS INC	COM	$689K	0.2%Prev: 0.0%	953 SH	Increased-175 SH
ARISTA NETWORKS INC	COM SHS	$1.7M	0.4%Prev: 0.5%	9,859 SH	Decreased-13,342 SH
ASTRAZENECA PLC	ORD	$327K	0.1%	1,724 SH	New
AT&T INC	COM	$1.0M	0.2%Prev: 0.3%	49,920 SH	Decreased-1,642 SH
AXON ENTERPRISE INC	COM	$2.2M	0.5%Prev: 0.4%	3,899 SH	Increased+1,668 SH
BANK OF AMER CORP	COM	$1.7M	0.4%	30,487 SH	New
BANK OF NY MELLON CORP	COM	$626K	0.1%	4,329 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.9M	1.5%Prev: 1.4%	13,815 SH	Decreased-1,117 SH
BLACKROCK INC	COM	$833K	0.2%Prev: 0.4%	866 SH	Decreased-1,092 SH
BLACKROCK RES & COMMODITIES	SHS	$113K	0.0%Prev: 0.0%	10,000 SH	Increased
BLACKSTONE INC	COM	$351K	0.1%Prev: 0.2%	2,984 SH	Decreased-3,705 SH
BROADCOM INC	COM	$4.9M	1.1%Prev: 1.0%	13,022 SH	Increased-4,611 SH
CARRIER GLOBAL CORPORATION	COM	$244K	0.1%Prev: 0.0%	3,331 SH	Increased+78 SH
CATERPILLAR INC	COM	$2.5M	0.6%Prev: 0.5%	2,371 SH	Increased-3,805 SH
CHENIERE ENERGY INC	COM NEW	$2.8M	0.6%Prev: 0.6%	11,584 SH	Decreased-332 SH
CHEVRON CORPORATION	COM	$3.4M	0.8%	20,734 SH	New
CHUBB LIMITED	COM	$438K	0.1%Prev: 0.1%	1,286 SH	Increased-32 SH
CISCO SYS INC	COM	$776K	0.2%Prev: 0.1%	6,607 SH	Increased-45 SH
CITIZENS FINL GROUP INC	COM	$1.5M	0.3%Prev: 0.2%	21,270 SH	Increased
COCA COLA CO	COM	$871K	0.2%Prev: 0.3%	10,718 SH	Decreased-10,375 SH
COHEN & STEERS QUALITY INCOM	COM	$333K	0.1%Prev: 0.1%	27,023 SH	Decreased-4,382 SH
COHEN & STEERS QUALITY INCOM	RIGHT 07/15/2026	$403	0.0%	27,023 SH	New
COHEN & STEERS TOTAL RETURN	COM	$126K	0.0%Prev: 0.0%	11,101 SH	Decreased
CONSOLIDATED EDISON INC	COM	$435K	0.1%Prev: 0.1%	3,930 SH	Decreased-589 SH
CONSTELLATION ENERGY CORP	COM	$2.9M	0.6%Prev: 0.6%	11,744 SH	Increased+2,750 SH
CORNING INC	COM	$948K	0.2%	3,712 SH	New
CORTEVA INC	COM	$472K	0.1%Prev: 0.1%	5,571 SH	Increased+688 SH
COSTCO WHOLESALE CORPORATION	COM	$4.0M	0.9%	4,302 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.8M	0.4%Prev: 2.1%	9,394 SH	Decreased-11,359 SH
DANAHER CORP DEL	COM	$2.5M	0.5%	13,101 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$2.8M	0.6%Prev: 0.5%	50,461 SH	Increased-10,157 SH
DELTA AIR LINES INC	COM NEW	$237K	0.1%	2,534 SH	New
DTE ENERGY CO	COM	$337K	0.1%Prev: 1.3%	2,214 SH	Decreased-46,481 SH
DUKE ENERGY CORP NEW	COM NEW	$1.2M	0.3%Prev: 1.6%	9,475 SH	Decreased-58,737 SH
EATON CORP PLC	SHS	$6.5M	1.4%Prev: 1.3%	15,269 SH	Decreased-3,682 SH
ELI LILLY & CO	COM	$2.4M	0.5%Prev: 0.3%	2,017 SH	Increased+63 SH
EMERSON ELEC CO	COM	$676K	0.1%Prev: 1.6%	4,721 SH	Decreased-57,845 SH
ENBRIDGE INC	COM	$1.1M	0.2%Prev: 0.2%	19,821 SH	Increased-194 SH
ENTERPRISE PRODS PARTNERS L	COM	$398K	0.1%Prev: 0.1%	10,829 SH	Increased+212 SH
EXELON CORP	COM	$394K	0.1%Prev: 0.1%	8,457 SH	Decreased-2,992 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$497K	0.1%Prev: 0.1%	16,799 SH	Increased-3,033 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$768K	0.2%	8,549 SH	New
GE AEROSPACE	COM NEW	$936K	0.2%Prev: 0.1%	2,504 SH	Increased-74 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$611K	0.1%Prev: 0.3%	9,550 SH	Decreased-8,281 SH
GE VERNOVA INC	COM	$1.2M	0.3%Prev: 0.1%	995 SH	Increased+403 SH
GLOBAL X FDS	DEFENSE TECH ETF	$257K	0.1%	4,304 SH	New
GLOBAL X FDS	US INFR DEV ETF	$443K	0.1%Prev: 0.1%	7,526 SH	Decreased-2,841 SH
GOLDMAN SACHS GROUP INC	COM	$9.7M	2.1%Prev: 1.4%	9,636 SH	Increased-196 SH
HARTFORD INSURANCE GROUP INC	COM	$241K	0.1%Prev: 0.0%	1,816 SH	Increased+6 SH
HEICO CORP NEW	CL A	$820K	0.2%Prev: 0.2%	3,180 SH	Decreased-1,721 SH
HOME DEPOT INC	COM	$10.0M	2.2%Prev: 3.2%	28,286 SH	Decreased-16,013 SH
HONEYWELL AEROSPACE INC	COM	$602K	0.1%	2,721 SH	New
HONEYWELL INTL INC	COM	$622K	0.1%Prev: 0.4%	2,778 SH	Decreased-6,999 SH
ILLINOIS TOOL WKS INC	COM	$374K	0.1%Prev: 0.1%	1,385 SH	Increased+12 SH
INGERSOLL RAND INC	COM	$353K	0.1%Prev: 0.1%	4,310 SH	Decreased+1 SH
INTEL CORP	COM	$1.2M	0.3%	8,637 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.1M	0.5%Prev: 0.5%	7,587 SH	Decreased-791 SH
INTERNATIONAL PAPER CO	COM	$749K	0.2%Prev: 0.2%	19,660 SH	Decreased-2,500 SH
INTUITIVE SURGICAL INC	COM NEW	$1.7M	0.4%Prev: 0.7%	4,188 SH	Decreased-2,178 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$7.1M	1.5%Prev: 0.7%	23,285 SH	Increased+8,455 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$238K	0.1%Prev: 0.0%	1,345 SH	Increased-136 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$293K	0.1%Prev: 0.1%	2,986 SH	Decreased-1,052 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$247K	0.1%	3,835 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$232K	0.1%Prev: 0.1%	2,574 SH	Decreased-2,380 SH
INVESCO QQQ TR	UNIT SER 1	$8.5M	1.9%Prev: 1.4%	11,532 SH	Increased-1,215 SH
ISHARES TR	0-3 MTH TREASURY	$3.7M	0.8%	36,865 SH	New
ISHARES TR	CORE S&P MCP ETF	$213K	0.0%Prev: 0.0%	2,767 SH	Decreased-1,168 SH
ISHARES TR	RUS 1000 ETF	$987K	0.2%	2,409 SH	New
ISHARES TR	RUS 1000 GRW ETF	$265K	0.1%Prev: 0.0%	2,136 SH	Increased+1,602 SH
ISHARES TR	RUS MID CAP ETF	$1.7M	0.4%Prev: 0.3%	15,554 SH	Increased-2,450 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.3M	0.3%Prev: 0.1%	22,173 SH	Increased+11,474 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$859K	0.2%Prev: 0.0%	13,972 SH	Increased+9,673 SH
JACKSON FINANCIAL INC	COM CL A	$1.2M	0.3%Prev: 0.2%	11,900 SH	Increased-306 SH
JACOBS SOLUTIONS INC	COM	$2.1M	0.5%Prev: 0.4%	16,947 SH	Increased+2,301 SH
JOHNSON & JOHNSON	COM	$220K	0.0%	867 SH	New
JPMORGAN CHASE & CO	COM	$12.5M	2.7%	38,119 SH	New
LABCORP HOLDINGS INC	COM SHS	$1.1M	0.3%Prev: 0.1%	4,094 SH	Increased+1,937 SH
LOCKHEED MARTIN CORP	COM	$1.0M	0.2%Prev: 0.2%	2,019 SH	Increased+12 SH
LOWES COS INC	COM	$891K	0.2%	4,042 SH	New
MARVELL TECHNOLOGY INC	COM	$276K	0.1%	926 SH	New
MASTERCARD INCORPORATED	CL A	$2.9M	0.6%Prev: 0.6%	5,557 SH	Decreased+205 SH
MCDONALDS CORP	COM	$588K	0.1%	2,177 SH	New
MCKESSON CORP	COM	$606K	0.1%Prev: 0.1%	802 SH	Increased+122 SH
MEDTRONIC PLC	SHS	$413K	0.1%Prev: 0.2%	5,284 SH	Decreased-5,482 SH
MERCK & CO INC	COM	$1.1M	0.2%Prev: 0.1%	8,362 SH	Increased-580 SH
META PLATFORMS INC	CL A	$7.6M	1.7%Prev: 2.1%	13,577 SH	Decreased-1,177 SH
METLIFE INC	COM	$2.7M	0.6%Prev: 0.5%	32,479 SH	Decreased-2,054 SH
MICRON TECHNOLOGY INC	COM	$452K	0.1%	392 SH	New
MICROSOFT CORP	COM	$22.0M	4.8%Prev: 6.3%	59,037 SH	Decreased-5,562 SH
MORGAN STANLEY	COM NEW	$813K	0.2%Prev: 0.5%	3,887 SH	Decreased-13,988 SH
NUCOR CORP	COM	$1.1M	0.2%Prev: 0.1%	5,019 SH	Increased+520 SH
NUVEEN QUALITY MUNCP INCOME	COM	$128K	0.0%Prev: 0.0%	10,589 SH	Increased
NVIDIA CORPORATION	COM	$17.0M	3.7%Prev: 6.2%	84,794 SH	Decreased-114,988 SH
ORACLE CORP	COM	$702K	0.2%Prev: 0.2%	4,789 SH	Decreased-99 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.4M	0.3%	11,884 SH	New
PALO ALTO NETWORKS INC	COM	$2.1M	0.5%Prev: 0.3%	6,247 SH	Increased-18 SH
PARKER-HANNIFIN CORP	COM	$5.5M	1.2%Prev: 0.8%	5,637 SH	Increased-202 SH
PFIZER INC	COM	$439K	0.1%Prev: 0.1%	18,216 SH	Decreased-707 SH
PHILIP MORRIS INTL INC	COM	$570K	0.1%Prev: 0.1%	3,153 SH	Decreased-266 SH
PHILLIPS 66	COM	$1.2M	0.3%Prev: 0.2%	7,023 SH	Increased+18 SH
PIMCO ETF TR	ACTIVE BD ETF	$2.4M	0.5%	26,166 SH	New
PRICE T ROWE GROUP INC	COM	$330K	0.1%Prev: 0.0%	2,900 SH	Increased+450 SH
PROCTER & GAMBLE CO	COM	$1.7M	0.4%	11,568 SH	New
PROSHARES TR	S&P 500 DV ARIST	$294K	0.1%Prev: 0.0%	5,232 SH	Increased+3,172 SH
PRUDENTIAL FINL INC	COM	$682K	0.1%Prev: 0.2%	6,315 SH	Decreased-2,500 SH
QUALCOMM INC	COM	$410K	0.1%Prev: 0.2%	2,218 SH	Decreased-2,636 SH
RTX CORPORATION	COM	$823K	0.2%Prev: 0.1%	4,337 SH	Increased+394 SH
SALESFORCE INC	COM	$598K	0.1%Prev: 0.5%	3,819 SH	Decreased-6,049 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$29.6M	6.5%Prev: 5.2%	1,021,776 SH	Increased-82,563 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$459K	0.1%Prev: 0.1%	14,486 SH	Increased+3,773 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.3M	0.5%Prev: 0.4%	67,381 SH	Increased-8,697 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$560K	0.1%	3,531 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.1M	0.2%	20,588 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$327K	0.1%	6,100 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$579K	0.1%	3,126 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$6.3M	1.4%	33,159 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$521K	0.1%	11,485 SH	New
SERVICENOW INC	COM	$481K	0.1%Prev: 0.9%	4,847 SH	Decreased+234 SH
SHELL PLC	SPON ADS	$465K	0.1%Prev: 0.1%	6,000 SH	Increased+1,500 SH
SOUTHERN CO	COM	$273K	0.1%Prev: 0.1%	2,855 SH	Increased+33 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$336K	0.1%	1,964 SH	New
SPDR GOLD TR	GOLD SHS	$847K	0.2%	2,298 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$19.8M	4.3%	216,134 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$11.4M	2.5%	129,607 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.4M	0.5%	3,189 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$359K	0.1%	511 SH	New
TESLA INC	COM	$1.5M	0.3%Prev: 1.6%	3,564 SH	Decreased-21,487 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.4M	0.3%Prev: 0.3%	2,768 SH	Increased-381 SH
TJX COS INC NEW	COM	$1.2M	0.3%Prev: 0.0%	7,684 SH	Increased+5,771 SH
TOLL BROTHERS INC	COM	$313K	0.1%Prev: 0.0%	1,900 SH	Increased
TOTALENERGIES SE	ACT	$222K	0.0%	2,858 SH	New
TRANE TECHNOLOGIES PLC	SHS	$1.3M	0.3%Prev: 0.5%	2,599 SH	Decreased-2,800 SH
TRAVELERS COMPANIES INC	COM	$1.1M	0.2%Prev: 0.2%	3,192 SH	Increased-80 SH
TRUIST FINL CORP	COM	$784K	0.2%Prev: 0.1%	15,740 SH	Increased-700 SH
UBER TECHNOLOGIES INC	COM	$1.4M	0.3%	18,743 SH	New
UNITED AIRLS HLDGS INC	COM	$408K	0.1%Prev: 0.0%	3,000 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$417K	0.1%Prev: 0.1%	2,110 SH	Decreased-959 SH
VANGUARD INDEX FDS	MID CAP ETF	$374K	0.1%Prev: 0.2%	4,636 SH	Decreased+1,830 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.0M	0.9%Prev: 0.4%	10,891 SH	Increased+3,475 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.9M	0.6%Prev: 0.1%	34,862 SH	Increased+28,989 SH
VANGUARD NY TAX FREE FDS	TAX EXEMPT BD	$334K	0.1%	3,213 SH	New
VANGUARD WORLD FD	CONSUM DIS ETF	$470K	0.1%Prev: 0.1%	1,186 SH	Decreased-447 SH
VERIZON COMMUNICATIONS INC	COM	$1.2M	0.3%Prev: 0.3%	28,356 SH	Decreased-1,086 SH
VERTEX PHARMACEUTICALS INC	COM	$403K	0.1%Prev: 0.4%	812 SH	Decreased-3,770 SH
VISA INC	COM CL A	$11.6M	2.5%Prev: 2.3%	33,801 SH	Increased+1,206 SH
WALMART INC	COM	$1.4M	0.3%Prev: 0.2%	12,135 SH	Increased+795 SH
WASTE MGMT INC DEL	COM	$7.8M	1.7%Prev: 1.5%	34,840 SH	Decreased+769 SH
WILLIAMS COS INC	COM	$230K	0.1%Prev: 0.0%	3,089 SH	Increased-198 SH
WW GRAINGER INC	COM	$596K	0.1%	438 SH	New

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $2.3M
ASML HOLDING N V — $2.4M
ASTRAZENECA PLC — $243K
BANK AMERICA CORP — $1.4M
BANK NEW YORK MELLON CORP — $405K
BRISTOL-MYERS SQUIBB CO — $296K
CADENCE DESIGN SYSTEM INC — $1.8M
CELLEBRITE DI LTD — $1.6M
CHEVRON CORP NEW — $3.1M
COLUMBIA FINL INC — $152K
COMCAST CORP NEW — $240K
COSTCO WHSL CORP NEW — $4.3M
DANAHER CORPORATION — $2.1M
DISNEY WALT CO — $2.1M
ELEVANCE HEALTH INC — $274K
EXXON MOBIL CORP — $2.3M
FIRSTENERGY CORP — $1.9M
GLOBAL X FDS — $299K
GRAINGER W W INC — $475K
INTERCONTINENTAL EXCHANGE IN — $251K
… and 35 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