Universe · entity
Strategic Advisors LLC
Institutional manager (13F) · CIK 1569119
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $469M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $48M | 190,315 |
| 2 | NVIDIA CORPORATION | $33M | 191,935 |
| 3 | SCHWAB STRATEGIC TR | $28M | 1,108,104 |
| 4 | MICROSOFT CORP | $25M | 68,433 |
| 5 | AMAZON COM INC | $25M | 121,347 |
| 6 | ALPHABET INC | $22M | 77,503 |
| 7 | SPDR SERIES TRUST | $19M | 205,421 |
| 8 | HOME DEPOT INC | $14M | 41,603 |
| 9 | JPMORGAN CHASE & CO | $11M | 38,414 |
| 10 | VISA INC | $10M | 33,726 |
| 11 | ABBVIE INC | $10M | 46,130 |
| 12 | SPDR SERIES TRUST | $10M | 130,276 |
| 13 | TESLA INC | $9M | 23,929 |
| 14 | DUKE ENERGY CORP NEW | $9M | 67,741 |
| 15 | META PLATFORMS INC | $9M | 15,138 |
| 16 | GOLDMAN SACHS GROUP INC | $8M | 9,984 |
| 17 | WASTE MGMT INC DEL | $8M | 35,894 |
| 18 | CROWDSTRIKE HLDGS INC | $8M | 20,687 |
| 19 | COSTCO WHOLESALE CORPORATION | $8M | 7,561 |
| 20 | PROCTER & GAMBLE CO | $7M | 51,219 |
| 21 | EATON CORP PLC | $7M | 20,627 |
| 22 | INVESCO QQQ TR | $7M | 12,658 |
| 23 | DTE ENERGY CO | $7M | 48,695 |
| 24 | ISHARES TR | $7M | 69,073 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $7M | 14,460 |
| 26 | BROADCOM INC | $7M | 21,774 |
| 27 | EMERSON ELEC CO | $6M | 48,902 |
| 28 | VANGUARD SPECIALIZED FUNDS | $6M | 29,016 |
| 29 | VANGUARD WHITEHALL FDS | $6M | 41,552 |
| 30 | ASML HLDG NV | $6M | 4,387 |
| 31 | INVESCO EXCH TRADED FD TR II | $5M | 22,291 |
| 32 | PARKER-HANNIFIN CORP | $5M | 5,813 |
| 33 | VANGUARD INDEX FDS | $5M | 27,772 |
| 34 | VANGUARD INDEX FDS | $5M | 23,006 |
| 35 | INTUITIVE SURGICAL INC | $5M | 10,560 |
| 36 | CATERPILLAR INC | $5M | 6,540 |
| 37 | CHEVRON CORPORATION | $4M | 21,295 |
| 38 | SELECT SECTOR SPDR TR | $4M | 32,746 |
| 39 | SERVICENOW INC | $4M | 37,828 |
| 40 | EXXON MOBIL CORP | $4M | 23,245 |
| 41 | TAIWAN SEMICONDUCTOR MANUFAC | $4M | 11,515 |
| 42 | VERTEX PHARMACEUTICALS INC | $4M | 8,294 |
| 43 | VANGUARD INDEX FDS | $4M | 11,367 |
| 44 | AMERICAN ELEC PWR CO INC | $4M | 26,739 |
| 45 | CHENIERE ENERGY INC | $3M | 12,234 |
| 46 | SHOPIFY INC | $3M | 27,007 |
| 47 | MORGAN STANLEY | $3M | 17,944 |
| 48 | DBX ETF TR | $3M | 57,842 |
| 49 | DEERE & CO | $3M | 5,071 |
| 50 | PIMCO ETF TR | $3M | 30,785 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.