Notify me when Strategic Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 180 | $638,447,210 | +$42,209,644 | -$19,688,645 | +$22,520,999 | AAPL, NVDA, MSFT, SCHB, AMZN | 13F-HR | 10 Feb 2026, 15:40 |
| Q3 2025 | 184 | $619,567,728 | +$77,683,813 | -$8,041,539 | +$69,642,274 | AAPL, MSFT, NVDA, SCHB, AMZN | 13F-HR | 03 Nov 2025, 14:51 |
| Q2 2025 | 176 | $508,481,549 | +$14,863,644 | -$79,649,725 | -$64,786,081 | AAPL, MSFT, NVDA, AMZN, SCHB | 13F-HR | 12 Aug 2025, 12:56 |
| Q1 2025 | 187 | $518,988,499 | +$32,457,750 | -$37,530,760 | -$5,073,010 | AAPL, MSFT, SCHB, AMZN, NVDA | 13F-HR | 17 Apr 2025, 16:31 |
| Q4 2024 | 193 | $552,999,906 | +$66,224,342 | -$51,746,904 | +$14,477,438 | AAPL, AMZN, MSFT, NVDA, SCHB | 13F-HR | 31 Jan 2025, 07:12 |
| Q3 2024 | 202 | $536,070,950 | +$32,317,714 | -$38,150,289 | -$5,832,575 | AAPL, MSFT, NVDA, AMZN, SCHB | 13F-HR | 09 Oct 2024, 08:59 |
| Q2 2024 | 201 | $515,369,573 | +$42,744,178 | -$31,177,808 | +$11,566,370 | AAPL, MSFT, AMZN, NVDA, SCHB | 13F-HR | 11 Jul 2024, 15:39 |
| Q1 2024 | 201 | $507,051,416 | +$17,993,720 | -$89,480,885 | -$71,487,165 | AAPL, MSFT, AMZN, SCHB, GOOGL | 13F-HR | 19 Apr 2024, 18:20 |
| Q4 2023 | 199 | $528,365,949 | +$7,488,057 | -$39,844,595 | -$32,356,538 | AAPL, MSFT, AMZN, SCHB, GOOGL | 13F-HR | 19 Jan 2024, 16:50 |
| Q3 2023 | 194 | $507,209,905 | +$21,045,778 | -$22,319,785 | -$1,274,007 | AAPL, MSFT, SCHB, AMZN, BIL | 13F-HR | 13 Oct 2023, 16:01 |
| Q2 2023 | 198 | $524,949,754 | +$13,618,363 | -$18,778,267 | -$5,159,904 | AAPL, MSFT, SCHB, AMZN, SPY | 13F-HR | 31 Jul 2023, 09:35 |
| Q1 2023 | 202 | $493,877,709 | +$35,008,607 | -$22,299,623 | +$12,708,984 | AAPL, MSFT, SCHB, SPY, AMZN | 13F-HR | 27 Apr 2023, 13:33 |
| Q4 2022 | 194 | $448,875,875 | +$9,434,754 | -$34,423,045 | -$24,988,291 | AAPL, MSFT, SCHB, JNJ, SPY | 13F-HR | 23 Jan 2023, 09:54 |
| Q3 2022 | 196 | $450,978,000 | +$25,934,203 | -$9,281,864 | +$16,652,339 | AAPL, MSFT, SCHB, AMZN, SPY | 13F-HR | 10 Nov 2022, 12:11 |
| Q2 2022 | 188 | $478,281,000 | +$46,020,093 | -$31,737,393 | +$14,282,700 | AAPL, MSFT, SCHB, AMZN, GOOGL | 13F-HR | 03 Aug 2022, 14:27 |
| Q1 2022 | 197 | $575,972,000 | +$39,788,163 | -$103,445,409 | -$63,657,246 | AAPL, MSFT, AMZN, SCHB, GOOGL | 13F-HR | 10 May 2022, 16:35 |
| Q4 2021 | 194 | $702,956,000 | +$212,539,830 | -$14,016,135 | +$198,523,695 | AAPL, MSFT, AMZN, SCHB, GOOGL | 13F-HR | 21 Jan 2022, 17:17 |
| Q3 2021 | 183 | $464,415,000 | +$90,581,444 | -$7,811,696 | +$82,769,748 | AAPL, SCHB, MSFT, AMZN, QQQ | 13F-HR | 21 Oct 2021, 16:44 |
| Q2 2021 | 168 | $384,545,000 | +$24,114,929 | -$13,468,197 | +$10,646,732 | AAPL, SCHB, AMZN, MSFT, QQQ | 13F-HR | 10 Aug 2021, 13:29 |
| Q1 2021 | 158 | $344,651,000 | +$27,624,669 | -$36,034,386 | -$8,409,717 | AAPL, SCHB, AMZN, MSFT, QQQ | 13F-HR | 05 May 2021, 14:58 |
| Q4 2020 | 158 | $345,885,000 | +$37,863,709 | -$20,321,839 | +$17,541,870 | AAPL, SCHB, AMZN, MSFT, QQQ | 13F-HR | 11 Feb 2021, 14:51 |
| Q3 2020 | 150 | $298,175,000 | +$57,986,102 | -$20,434,140 | +$37,551,962 | AAPL, SCHB, AMZN, MSFT, QQQ | 13F-HR | 13 Oct 2020, 13:41 |
| Q2 2020 | 145 | $267,048,000 | +$24,418,291 | -$32,330,783 | -$7,912,492 | AAPL, SCHB, AMZN, MSFT, QQQ | 13F-HR | 12 Aug 2020, 14:56 |
| Q1 2020 | 142 | $229,558,000 | +$21,215,240 | -$44,662,816 | -$23,447,576 | SCHB, AAPL, MSFT, AMZN, V | 13F-HR | 30 Apr 2020, 13:26 |
| Q4 2019 | 166 | $287,103,000 | +$16,185,901 | -$16,143,244 | +$42,657 | SCHB, AAPL, MSFT, AMZN, T | 13F-HR | 05 Feb 2020, 07:47 |
| Q3 2019 | 160 | $266,561,000 | +$23,384,675 | -$19,242,672 | +$4,142,003 | SCHB, AAPL, MSFT, AMZN, T | 13F-HR | 17 Oct 2019, 14:09 |
| Q2 2019 | 158 | $258,587,000 | +$9,262,187 | -$18,928,791 | -$9,666,604 | SCHB, AAPL, AMZN, MSFT, V | 13F-HR | 22 Jul 2019, 14:17 |
| Q1 2019 | 159 | $257,743,000 | +$15,982,715 | -$12,906,633 | +$3,076,082 | SCHB, AAPL, AMZN, MSFT, JNJ | 13F-HR | 15 Apr 2019, 13:02 |
| Q4 2018 | 145 | $228,558,000 | +$17,452,235 | -$27,381,509 | -$9,929,274 | SCHB, AAPL, AMZN, MSFT, JNJ | 13F-HR | 24 Jan 2019, 10:45 |
| Q3 2018 | 153 | $273,250,000 | +$15,517,943 | -$7,423,102 | +$8,094,841 | SCHB, AAPL, AMZN, MSFT, JNJ | 13F-HR | 18 Oct 2018, 12:23 |
| Q2 2018 | 141 | $246,802,000 | +$25,313,081 | -$17,715,951 | +$7,597,130 | SCHB, AAPL, AMZN, MSFT, HD | 13F-HR | 30 Jul 2018, 13:20 |
| Q1 2018 | 132 | $237,346,000 | +$17,580,391 | -$12,251,997 | +$5,328,394 | SCHB, AAPL, AMZN, JNJ, MSFT | 13F-HR | 19 Apr 2018, 09:50 |
| Q4 2017 | 135 | $239,884,000 | +$17,687,841 | -$15,445,900 | +$2,241,941 | SCHB, AAPL, HD, JNJ, T | 13F-HR | 16 Jan 2018, 15:05 |
| Q3 2017 | 146 | $224,012,000 | +$18,594,748 | -$14,434,131 | +$4,160,617 | SCHB, AAPL, T, JNJ, HD | 13F-HR | 13 Nov 2017, 16:26 |
| Q2 2017 | 141 | $211,954,000 | +$17,843,811 | -$14,265,288 | +$3,578,523 | SCHB, AAPL, JNJ, T, VZ | 13F-HR | 10 Aug 2017, 16:58 |
| Q1 2017 | 136 | $204,969,000 | +$27,439,393 | -$13,480,192 | +$13,959,201 | SCHB, AAPL, JNJ, T, GE | 13F-HR | 03 May 2017, 17:02 |
| Q4 2016 | 125 | $184,599,000 | +$20,211,955 | -$14,051,940 | +$6,160,015 | SCHB, AAPL, GE, VZ, JNJ | 13F-HR | 06 Feb 2017, 16:26 |
| Q3 2016 | 126 | $173,106,000 | +$13,245,304 | -$10,263,394 | +$2,981,910 | AAPL, JNJ, VZ, GE, SCHB | 13F-HR | 24 Oct 2016, 17:30 |
| Q2 2016 | 116 | $167,635,000 | +$12,770,527 | -$17,117,544 | -$4,347,017 | VZ, JNJ, GE, AAPL, SCHB | 13F-HR | 18 Jul 2016, 21:33 |
| Q1 2016 | 129 | $169,597,000 | +$32,042,629 | -$13,606,798 | +$18,435,831 | VZ, AAPL, GE, JNJ, SCHB | 13F-HR | 05 May 2016, 20:05 |
| Q4 2015 | 118 | $149,112,590 | +$10,756,739 | -$11,455,312 | -$698,573 | GE, JNJ, VZ, SCHB, AAPL | 13F-HR | 28 Jan 2016, 16:15 |
| Q3 2015 | 120 | $141,039,000 | +$10,677,925 | -$13,538,678 | -$2,860,753 | VZ, JNJ, GE, AAPL, SCHB | 13F-HR | 03 Nov 2015, 17:37 |
| Q2 2015 | 122 | $153,885,000 | +$34,048,737 | -$22,006,012 | +$12,042,725 | SCHD, VZ, SCHB, GE, JNJ | 13F-HR | 11 Aug 2015, 21:41 |
| Q1 2015 | 133 | $116,087,000 | +$12,485,683 | -$15,786,300 | -$3,300,617 | VZ, GE, JNJ, SCHD, MET | 13F-HR | 12 May 2015, 21:52 |
| Q4 2014 | 127 | $151,427,000 | +$13,377,326 | -$11,669,154 | +$1,708,172 | SCHD, VZ, JNJ, GE, XOM | 13F-HR | 20 Jan 2015, 09:58 |
| Q3 2014 | 131 | $146,444,000 | +$8,293,901 | -$9,301,714 | -$1,007,813 | VZ, GE, JNJ, SCHD, BP | 13F-HR | 14 Nov 2014, 14:22 |
| Q2 2014 | 134 | $150,631,000 | +$18,224,496 | -$14,617,110 | +$3,607,386 | VZ, GE, JNJ, SCHD, BP | 13F-HR | 14 Aug 2014, 17:04 |
| Q1 2014 | 134 | $143,163,000 | +$10,705,404 | -$8,778,265 | +$1,927,139 | GE, T, JNJ, SCHD, BP | 13F-HR | 07 May 2014, 21:43 |
| Q4 2013 | 128 | $141,090,000 | $0 | $0 | $0 | GE, T, JNJ, MET, BP | 13F-HR | 31 Jan 2014, 14:39 |