Strategic Advisors LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the ever-evolving world of finance, staying updated with the latest trends and changes in investment holdings is crucial. One way to gain insights into the portfolio adjustments of investment firms is through the analysis of their 13F filings. In this article, we will compare the Q3 2023 and Q4 2023 13F holdings of Strategic Advisors LLC. We will explore the changes in their holdings for various issuers and examine the implications of these adjustments.

Apple Inc (AAPL):

Strategic Advisors LLC made a slight reduction in their holdings of Apple Inc during Q4 2023, with a decrease from 247,174 shares to 241,570 shares. Despite the decrease in the number of shares, the value of their holdings increased from $42,318,000 to $46,509,000, indicating a positive change of 9.9%. This suggests that Strategic Advisors LLC continues to have confidence in Apple's future growth prospects.

Microsoft Corp (MSFT):

During Q4 2023, Strategic Advisors LLC slightly reduced their holdings of Microsoft Corp. The number of shares decreased from 91,171 to 90,323, reflecting a small decrease of 0.9%. However, the value of their holdings increased significantly from $28,787,000 to $33,964,000, representing a positive change of 18%. This indicates that despite the slight reduction in shares, Strategic Advisors LLC recognizes Microsoft's potential for future growth.

Amazon.com Inc (AMZN):

Strategic Advisors LLC made a marginal decrease in their holdings of Amazon.com Inc during Q4 2023. The number of shares decreased from 139,709 to 138,193, reflecting a decrease of 1.1%. Despite the decrease in shares, the value of their holdings increased from $17,759,000 to $20,997,000, indicating a positive change of 18.2%. This suggests that Strategic Advisors LLC believes in the long-term growth prospects of Amazon.com.

Schwab Strategic TR (SCHB):

During Q4 2023, Strategic Advisors LLC slightly increased their holdings of Schwab Strategic TR. The number of shares rose from 369,454 to 372,507, reflecting a small increase of 0.8%. Additionally, the value of their holdings increased from $18,417,000 to $20,737,000, representing a positive change of 12.6%. This indicates that Strategic Advisors LLC sees growth potential in Schwab Strategic TR.

Alphabet Inc (GOOGL):

Strategic Advisors LLC made a marginal reduction in their holdings of Alphabet Inc during Q4 2023. The number of shares decreased from 123,196 to 122,244, reflecting a decrease of 0.8%. Despite the slight decrease in shares, the value of their holdings increased from $16,121,000 to $17,076,000, indicating a positive change of 5.9%. This suggests that Strategic Advisors LLC remains optimistic about Alphabet's future prospects.

SPDR S&P 500 ETF Trust (SPY):

During Q4 2023, Strategic Advisors LLC slightly reduced their holdings of SPDR S&P 500 ETF Trust. The number of shares decreased from 35,101 to 34,924, reflecting a small decrease of 0.5%. However, the value of their holdings increased from $15,004,000 to $16,599,000, representing a positive change of 10.6%. This indicates that Strategic Advisors LLC recognizes the potential for growth in the broader market represented by the S&P 500.

Conclusion:

In summary, Strategic Advisors LLC made various adjustments to their holdings during the Q4 2023 period. While some positions were slightly reduced, others experienced increases. Overall, the portfolio adjustments reflect the firm's cautious yet optimistic approach to the market. These changes indicate a belief in the growth potential of companies such as Apple Inc, Microsoft Corp, Amazon.com Inc, and Schwab Strategic TR. As the market continues to evolve, it will be interesting to see how these adjustments will impact Strategic Advisors LLC's performance in the coming quarters.

Please note that the information provided in this article is based on the analysis of publicly available data and should not be considered as financial advice. Investors are encouraged to conduct their research and consult with financial professionals before making investment decisions.