Institutions / Strategic Advisors LLC / Holdings

Strategic Advisors LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
AMERICAN ELECTRIC POWER CO INC	—	$3.08M	26,739	0.5%
Axon Enterprise Inc	—	$3.00M	5,283	0.5%
PIMCO ETF TR	—	$2.93M	31,514	0.5%
Salesforce Inc	—	$2.78M	10,510	0.4%
EXXON MOBIL CORP	—	$2.77M	23,048	0.4%
INTERNATIONAL BUSINESS MACHINES CORP	—	$2.77M	9,334	0.4%
DBX ETF TR	—	$2.74M	56,961	0.4%
DANAHER CORP /DE	—	$2.67M	11,681	0.4%
CELLEBRITE DI LTD	—	$2.60M	144,040	0.4%
MetLife Inc	—	$2.60M	32,883	0.4%
CADENCE DESIGN SYSTEMS INC	—	$2.57M	8,226	0.4%
MercadoLibre, Inc.	—	$2.56M	1,273	0.4%
Arista Networks, Inc.ANET	Common Stock	$2.53M	19,313	0.4%
Cheniere Energy, Inc.	—	$2.41M	12,385	0.4%
SCHWAB STRATEGIC TR	—	$2.40M	73,434	0.4%
DEERE & CO	—	$2.36M	5,071	0.4%
JACOBS SOLUTIONS INC.	—	$2.32M	17,537	0.4%
BlackRock, Inc.	—	$2.29M	2,142	0.4%
BROOKFIELD ASSET MANAGMT LTD	—	$2.21M	42,240	0.3%
Alphabet Inc.	—	$2.16M	6,869	0.3%
BLACKROCK MUNIHLDGS NJ QLTY	—	$2.14M	180,238	0.3%
ELI LILLY & Co	—	$2.14M	1,993	0.3%
SPDR S&P 500 ETF TR	—	$2.10M	3,082	0.3%
Trane Technologies plc	—	$2.10M	5,399	0.3%
Netflix Inc	—	$2.07M	22,034	0.3%
FirstEnergy Corp	—	$2.06M	45,989	0.3%
VANGUARD INTL EQUITY INDEX F	—	$1.98M	26,896	0.3%
Air Products & Chemicals, Inc.	—	$1.97M	7,981	0.3%
Rockwell Automation Inc	—	$1.95M	5,002	0.3%
AMERICAN EXPRESS CO	—	$1.92M	5,193	0.3%
Palantir Technologies Inc	—	$1.90M	10,707	0.3%
Zscaler, Inc.	—	$1.86M	8,250	0.3%
HONEYWELL INTERNATIONAL INC	—	$1.74M	8,915	0.3%
BANK OF AMERICA CORP /DE	—	$1.69M	30,742	0.3%
GE HealthCare Technologies Inc.	—	$1.63M	19,857	0.3%
ISHARES TR	—	$1.63M	16,916	0.3%
THERMO FISHER SCIENTIFIC INC.	—	$1.62M	2,797	0.3%
NUVEEN NEW JERSEY QULT MUN F	—	$1.47M	116,446	0.2%
COCA COLA CO	—	$1.46M	20,907	0.2%
Palo Alto Networks Inc	—	$1.43M	7,761	0.2%
Walmart Inc.	—	$1.30M	11,678	0.2%
PTC Inc	—	$1.30M	7,448	0.2%
Jackson Financial Inc.	—	$1.28M	12,000	0.2%
Intercontinental Exchange, Inc.	—	$1.24M	7,679	0.2%
CITIZENS FINANCIAL GROUP INC/RI	—	$1.24M	21,270	0.2%
AT&T INC.	—	$1.24M	49,813	0.2%
VERIZON COMMUNICATIONS INC	—	$1.17M	28,739	0.2%
AMPLIFY ETF TR	—	$1.15M	14,369	0.2%
HEICO CORP	—	$1.13M	4,480	0.2%
J P MORGAN EXCHANGE TRADED F	—	$1.13M	19,747	0.2%