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Home > Institutional Investor > Strategic Advisors Llc > Profile

Instuitional Investor - Strategic Advisors Llc

Fund Profile
Filing Period:
Fund Name: Strategic Advisors Llc
Portfolio Value $518,988,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 200,135 $44,455,932 8.57%
2.
Microsoft Corp
 MSFT 67,752 $25,433,335 4.9%
3.
Schwab Strategic Trust
 FNDF 1,162,731 $25,033,603 4.82%
4.
Amazon Com Inc
 AMZN 129,399 $24,619,454 4.74%
5.
Nvidia Corp
 NVDA 204,012 $22,110,766 4.26%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)