Strategic Advisors LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investment firms are constantly analyzing and adjusting their portfolios to maximize returns and adapt to market conditions. One tool they use to disclose their holdings is the Form 13F, which provides a snapshot of a firm's investment positions. In this article, we will compare Strategic Advisors LLC's holdings in Q2 2023 to their holdings in Q3 2023, as reported in their 13F filings.

Apple Inc (AAPL)

Strategic Advisors LLC held 246,209 shares of Apple Inc in Q2 2023, which decreased slightly to 247,174 shares in Q3 2023. The value of their holdings also decreased from $47,757,000 to $42,318,000, representing an 11.4% change.

Microsoft Corp (MSFT)

The firm held 88,942 shares of Microsoft Corp in Q2 2023, which slightly increased to 91,171 shares in Q3 2023. However, the value of their holdings declined from $30,288,000 to $28,787,000, indicating a 5% decrease.

Schwab Strategic TR (SCHB)

The firm's holdings in Schwab Strategic TR remained relatively stable, with 361,748 shares in Q2 2023 and a slight increase to 369,454 shares in Q3 2023. The value of their holdings decreased from $18,702,000 to $18,417,000, representing a 1.5% change.

Amazon.com Inc (AMZN)

Strategic Advisors LLC held 141,724 shares of Amazon.com Inc in Q2 2023, which decreased to 139,709 shares in Q3 2023. The value of their holdings also declined from $18,475,000 to $17,759,000, indicating a 3.9% decrease.

SPDR Ser TR (BIL)

The firm's holdings in SPDR Ser TR saw a significant increase, with 158,937 shares in Q2 2023 rising to 184,641 shares in Q3 2023. The value of their holdings also increased from $14,593,000 to $16,953,000, representing a 16.2% change.

Alphabet Inc (GOOGL)

Strategic Advisors LLC held 121,201 shares of Alphabet Inc in Q2 2023, which increased to 123,196 shares in Q3 2023. The value of their holdings also grew from $14,507,000 to $16,121,000, indicating an 11.1% increase.

SPDR S&P 500 ETF TR (SPY)

The firm's holdings in SPDR S&P 500 ETF TR remained relatively flat, with 35,162 shares in Q2 2023 and a slight decrease to 35,101 shares in Q3 2023. The value of their holdings decreased from $15,586,000 to $15,004,000, representing a 3.7% change.

NVIDIA Corporation (NVDA)

Strategic Advisors LLC held 29,926 shares of NVIDIA Corporation in Q2 2023, which increased to 31,375 shares in Q3 2023. The value of their holdings also grew from $12,659,000 to $13,648,000, indicating a 7.8% increase.

Invesco QQQ TR (QQQ)

The firm's holdings in Invesco QQQ TR remained relatively stable, with 37,607 shares in Q2 2023 and a slight decrease to 37,523 shares in Q3 2023. The value of their holdings decreased from $13,892,000 to $13,443,000, representing a 3.2% change.

Home Depot Inc (HD)

Strategic Advisors LLC held 44,530 shares of Home Depot Inc in Q2 2023, which decreased to 44,094 shares in Q3 2023. The value of their holdings also declined from $13,832,000 to $13,323,000, indicating a 3.7% decrease.

This is just a small sample of the changes in Strategic Advisors LLC's holdings in Q2 2023 compared to Q3 2023. These holdings reflect the firm's strategy and market opportunities at the time. It's important to note that these numbers are only a snapshot and may not represent the firm's current positions. Investors should always consult with their financial advisors and conduct their own research before making any investment decisions.