Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

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

Ava Hoppe | 26 January, 2024

In the ever-changing world of finance and investments, it's crucial for companies to stay on top of their holdings and adapt to market conditions. Strategic Advisors LLC, a prominent investment firm, has recently released their Q3 2023 vs. Q4 2023 13F holdings comparison. This report showcases the changes in their holdings and provides insight into their strategic moves.

During the third quarter of 2023, Strategic Advisors LLC had a total of 57 holdings in their portfolio. These holdings included well-known companies such as Apple Inc, Microsoft Corp, and Amazon Com Inc. However, the fourth quarter saw a slight decrease in the number of holdings, with a total of 56 companies in their portfolio. Despite this slight reduction, the value of their holdings increased, indicating smart investment decisions.

Let's take a closer look at some of the notable changes in Strategic Advisor LLC's holdings during this period.

Apple Inc (AAPL) - Strategic Advisors LLC reduced their holdings in Apple Inc, going from 247,174 shares in Q3 2023 to 241,570 shares in Q4 2023. Despite the slight decrease in shares, the value of their Apple holdings increased from $42,318,000 to $46,509,000, indicating their confidence in the company's future prospects.

Microsoft Corp (MSFT) - Strategic Advisors LLC also made adjustments to their holdings in Microsoft Corp. While the number of shares decreased from 91,171 to 90,323, the value of their holdings increased from $28,787,000 to $33,964,000. This suggests that they believe Microsoft Corp still has room for growth.

Amazon Com Inc (AMZN) - Another noteworthy change occurred in Strategic Advisors LLC's holdings in Amazon Com Inc. The number of shares decreased from 139,709 to 138,193, but the value of their holdings increased from $17,759,000 to $20,997,000. This indicates that Strategic Advisors LLC sees potential in Amazon's continued dominance in the e-commerce industry.

These examples highlight Strategic Advisors LLC's strategic moves in reallocating their holdings to optimize their investment portfolio. It's worth noting that not all the changes resulted in increased value. Some holdings experienced a decrease, reflecting the volatility of the market.

One such example is AbbVie Inc (ABBV), where Strategic Advisors LLC significantly reduced their holdings from 78,456 shares to 60,527 shares. This decrease in shares also translated to a decrease in value from $11,694,000 to $9,379,000. It's important to remember that investing in the stock market carries a level of risk, and not all investments will yield positive returns.

Overall, Strategic Advisors LLC's Q3 2023 vs. Q4 2023 13F holdings comparison showcases their ability to adapt to market conditions and make strategic decisions that align with their investment objectives. By analyzing the changes in their holdings, investors can gain insights into potential investment opportunities and trends.

As always, it's important for investors to do their own research and consider their financial goals before making any investment decisions. The stock market can be unpredictable, but with the right strategies and portfolio management, investors can navigate through the volatility and achieve their desired outcomes.

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only. does not provide investment advice. is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by / All Rights Reserved.