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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
53
2
2
2
1
0
34
2
2
STRATEGIC ADVISORS LLC

Time Period2019-03-31

Total Holdings159

Total Value ($x1000)258,784
Activities
New19

Increased60

Unchanged9

Decreased71

Sold Out5

Top 10 Stock Holdingstotal 34.95%
SCHB7.31

AAPL4.68

AMZN3.95

MSFT3.67

JNJ2.86

 
V2.65

T2.6

QQQ2.53

VZ2.41

HD2.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHB
7.31%
US BRD MKT ETF
AAPL
4.68%
COM
AMZN
3.95%
COM
MSFT
3.67%
COM
JNJ
2.86%
COM
V
2.65%
COM CL A
T
2.6%
COM
QQQ
2.53%
UNIT SER 1
VZ
2.41%
COM
HD
2.29%
COM
GOOGL
2.24%
CAP STK CL A
BOND
2.19%
TOTL RETN ETF
MDYG
1.99%
S&P 400 MDCP GRW
SCHF
1.93%
INTL EQTY ETF
JPM
1.84%
COM
FB
1.81%
CL A
WM
1.68%
COM
FNDA
1.54%
SCHWAB FDT US SC
BRK.B
1.44%
CL B NEW
PFE
1.22%
COM
MET
1.21%
COM
CSCO
1.2%
COM
BAC
1.15%
COM
PG
1.03%
COM
TLO
0.99%
BRCLYS LG TRS ET
HBC
0.97%
SPON ADR NEW
UAL
0.94%
COM
DWDP
0.93%
COM
IP
0.85%
COM
PSX
0.84%
COM
MMM
0.82%
COM
BA
0.78%
COM
TMO
0.76%
COM
DUK
0.75%
COM NEW
SCHE
0.75%
EMRG MKTEQ ETF
HEI/A
0.74%
CL A
ARKK
0.71%
INNOVATION ETF
MA
0.71%
CL A
PEP
0.69%
COM
MRK
0.68%
COM
AFL
0.68%
COM
C
0.66%
COM NEW
BBT
0.63%
COM
DIS
0.63%
COM DISNEY
DAL
0.61%
COM NEW
EPD
0.6%
COM
WFC
0.59%
COM
INTC
0.57%
COM
WFC/PL
0.54%
PERP PFD CNV A
UPS
0.53%
CL B
CCL
0.52%
PAIRED CTF
QQQE
0.52%
NAS100 EQL WGT
BAC/PL
0.5%
7.25%CNV PFD L
BABA
0.5%
SPONSORED ADS
PRU
0.48%
COM
CLBK
0.47%
COM
TRV
0.47%
COM
SCHO
0.47%
SHT TM US TRES
UNH
0.46%
COM
RYH
0.44%
S&P500 EQL HLT
USB
0.42%
COM NEW
RHS
0.41%
S&P500 EQL STP
AEG
0.4%
NY REGISTRY SH
BMY
0.4%
COM
ANTM
0.39%
COM
SCHR
0.38%
INTRM TRM TRES
VLO
0.38%
COM
MO
0.37%
COM
HON
0.36%
COM
JBLU
0.36%
COM
AXP
0.35%
COM
XLK
0.34%
TECHNOLOGY
PCY
0.31%
EMRNG MKT SVRG
CRM
0.3%
COM
WY
0.3%
COM
EL
0.3%
CL A
CVS
0.29%
COM
VEEV
0.27%
CL A COM
GSK
0.27%
SPONSORED ADR
SPLV
0.27%
S&P500 LOW VOL
CMCSA
0.27%
CL A
UTX
0.26%
COM
TROW
0.26%
COM
GOOG
0.26%
CAP STK CL C
RYU
0.24%
S&P500 EQL UTL
RCD
0.24%
S&P500 EQL DIS
XOM
0.24%
COM
AXL
0.23%
COM
KO
0.23%
COM
NVDA
0.23%
COM
XLU
0.23%
SBI INT-UTILS
ABBV
0.22%
COM
KMI
0.22%
COM
KHC
0.22%
COM
ETN
0.21%
SHS
LMT
0.21%
COM
ORCL
0.2%
COM
LOW
0.19%
COM
D
0.19%
COM
MDT
0.18%
SHS
EMR
0.18%
COM
EOG
0.18%
COM
IWB
0.18%
RUS 1000 ETF
RQI
0.17%
COM
MDLZ
0.17%
CL A
GILD
0.17%
COM
RDS/A
0.17%
SPONS ADR A
SBUX
0.17%
COM
VV
0.16%
LARGE CAP ETF
VGT
0.16%
INF TECH ETF
XLP
0.16%
SBI CONS STPLS
PM
0.16%
COM
CB
0.16%
COM
ENB
0.16%
COM
NOW
0.16%
COM
SCHD
0.15%
US DIVIDEND EQ
SPY
0.15%
TR UNIT
XLY
0.15%
SBI CONS DISCR
VMW
0.15%
CL A COM
VTI
0.15%
TOTAL STK MKT
IBM
0.15%
COM
DHR
0.15%
COM
GS
0.14%
COM
CHL
0.14%
SPONSORED ADR
ADX
0.14%
COM
AIG
0.14%
COM NEW
IJR
0.13%
CORE S&P SCP ETF
VIRT
0.13%
CL A
MCD
0.13%
COM
HQY
0.12%
COM
HIG
0.12%
COM
AMGN
0.12%
COM
CIK
0.12%
COM
BDGE
0.12%
COM
SO
0.12%
COM
SCHW
0.11%
COM
AEP
0.11%
COM
SQ
0.11%
CL A
NKE
0.11%
CL B
NRO
0.1%
COM
XLC
0.1%
COMMUNICATION
IWF
0.1%
RUS 1000 GRW ETF
UN
0.1%
N Y SHS NEW
TEVA
0.09%
ADR
MPC
0.09%
COM
RTN
0.09%
COM NEW
NFLX
0.09%
COM
ITA
0.09%
U.S. AER&DEF ETF
VAR
0.09%
COM
WMT
0.09%
COM
SWK
0.09%
COM
VOE
0.08%
MCAP VL IDXVIP
LARE
0.08%
TIERRA XP LATIN
ITW
0.08%
COM
XLV
0.08%
SBI HEALTHCARE
GIS
0.08%
COM
PPA
0.08%
AEROSPACE DEFN
UL
0.08%
SPON ADR NEW
RMCF
0.05%
COM
PLD
0.17%
COM
JEC
0.14%
COM
SCHP
0.12%
US TIPS ETF
VEU
0.11%
ALLWRLD EX US
XXII
0.03%
COM