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STRATEGIC ADVISORS LLC

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NEW YORK NY Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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

Portfolio Performance