Equal-WT
WhaleScore 2.0
?
Strategic Advisors is based out of New York. Strategic Advisors is a large advisory firm with 319 clients and discretionary assets under management (AUM) of $568,738,295 (Form ADV from 2024-02-06). Their last reported 13F filing for Q4 2023 included $528,365,949 in managed 13F securities
and a top 10 holdings concentration of 41.44%. Strategic Advisors's largest holding is Apple Inc with shares held of 241,570. Whalewisdom has at least 45 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
NVDA NVIDIA Corp. | 0.37% |
SCHB Schwab U.S. Broad Ma | 0.29% |
CRM Salesforce.com Inc. | 0.27% |
BA Boeing Company | 0.26% |
JPM JPMorgan Chase & Co. | 0.17% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
PEP Pepsico Inc. (Loft, | 1.2% |
KO Coca Cola Co. | 1.17% |
BOND PIMCO Active Bond Ex | 0.82% |
CVX Chevron Corp. (Stand | 0.62% |
ABBV AbbVie Inc | 0.53% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 8.8% |
MSFT Microsoft Corp. | 6.43% |
AMZN Amazon.com Inc. | 3.97% |
SCHB Schwab U.S. Broad Ma | 3.92% |
GOOGL Alphabet Inc. Class | 3.23% |
2023-12-31
13F Activity
Market Value | $0.53b, Prior: $0.51b |
New Purchases | 11 stocks |
Added To | 67 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 104 stocks |
Top 10 Holdings % | 41.44% |
Turnover %[1] | 8.54% |
Turnover Alt %[2] | 1.41% |
Time Held Top 20 | 18.2 quarters |
Time Held Top 10 | 19 quarters |
Time Held All | 18.66 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31