Portfolio (Quarterly)
Guide ↗
Strategic Advisors LLC
· CIK 0001569119| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UL | UNILEVER PLC | Consumer Defensive | 53,549 | $3.2M | 0.51% | SOLD |
| 2 | — CALL | CENCORA INC | — | 10,000 | $3.1M | 0.50% | SOLD |
| 3 | DIS | DISNEY WALT CO | Communication Services | 17,159 | $2.0M | 0.32% | SOLD |
| 4 | XLP | SELECT SECTOR SPDR TR | — | 7,707 | $604K | 0.10% | SOLD |
| 5 | UPS | UNITED PARCEL SERVICE INC | Industrials | 4,096 | $342K | 0.06% | SOLD |
| 6 | QYLD | GLOBAL X FDS | — | 17,900 | $304K | 0.05% | SOLD |
| 7 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 6,394 | $288K | 0.05% | SOLD |
| 8 | XLC | SELECT SECTOR SPDR TR | — | 2,003 | $237K | 0.04% | SOLD |
| 9 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 3,512 | $210K | 0.03% | SOLD |
| 10 | WMB | WILLIAMS COS INC | Energy | 3,286 | $208K | 0.03% | SOLD |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | — | 3,709 | $201K | 0.03% | SOLD |
Sector Allocation
Technology
37.7%
Financial Services
14.6%
Consumer Cyclical
12.1%
Industrials
9.5%
Communication Services
8.2%
Healthcare
6.7%
Utilities
4.8%
Consumer Defensive
3.6%
Energy
2.2%
Basic Materials
0.6%