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Strategic Advisors LLC
Strategic Advisors LLC is an independent investment adviser based in New York, NY. The firm provides discretionary investment management services primarily to high net worth individuals, individual investors, and pension plans. As of March 2025, the firm reported managing approximately $758.3 million in assets for 850 accounts, with 9 employees. Strategic Advisors LLC operates as an SEC-registered investment adviser serving US-based clients.
Investment Strategy
Strategic Advisors LLC primarily manages discretionary accounts, focusing on asset allocation and security selection appropriate to each client's risk tolerance and investment objectives. Their 13F filings indicate diversified exposure, with significant holdings in major equities and gold-related ETFs, suggesting a balanced approach that may blend growth and defensive assets for risk management. The firm does not appear to operate pooled investment vehicles, instead serving individuals and pension plans directly.
Latest 13F Filing Activity
Strategic Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 176 equity positions with a total 13F market value of $508M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Crowdstrike HLDGS Inc. among other positions. Strategic Advisors LLC reduced exposure to SPDR Ser TR, Ishares TR, Apple Inc. among others.
Top Holdings
Equity Positions (176)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.95% | $40.4M | 196,967 | $84.66 | $205.17 | -$4.0M |
M MSFT | MICROSOFT CORP | 6.32% | $32.1M | 64,599 | $140.38 | $497.41 | +$6.7M |
N NVDA | NVIDIA CORPORATION | 6.21% | $31.6M | 199,782 | $50.30 | $157.99 | +$9.5M |
A AMZN | AMAZON COM INC | 5.22% | $26.5M | 120,873 | $105.75 | $219.39 | +$1.9M |
S SCHB | SCHWAB STRATEGIC TR | 5.18% | $26.3M | 1,104,339 | $11.83 | $23.83 | +$1.3M |
Industry Allocation
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