Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STRATEGIC ADVISORS LLC 01-19-2024 12-31-2023 199 528,365,949
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $46,509,415 241,570 0.01 0.01 -4,639 -1.88 12-31-2023
MICROSOFT CORP COM 2 $33,964,996 90,323 0.01 0.01 1,381 1.55 12-31-2023
AMAZON COM INC COM 3 $20,997,044 138,193 0.00 0.00 -3,531 -2.49 12-31-2023
SCHWAB STRATEGIC TR US BRD MKT ETF 4 $20,737,463 372,507 0.00 0.00 10,759 2.97 12-31-2023
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