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Strategic Advisors LLC
RIA/Wealth
Strategic Advisors LLC is a RIA/Wealth based in New York, NY led by Lawrence Evan May, reporting $758.3M in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).
PresidentLawrence Evan May
- Portfolio Value
- $619.6M
- Positions
- 184
- Top Holding
- AAPL at 8.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Strategic Advisors LLC's portfolio (42% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $51.7M | 8.34% | +$1.5M Bought | 0.00% 203.0K shares | |
Software - Infrastructure Technology | $36.9M | 5.95% | +$3.4M Bought | 0.00% 71.2K shares | |
Semiconductors Technology | $36.5M | 5.89% | -$785.9K Sold | 0.00% 195.6K shares | |
ETF ETF | $29.2M | 4.71% | +$760.0K Bought | — 1.1M shares | |
Specialty Retail Consumer Cyclical | $27.2M | 4.39% | +$661.8K Bought | 0.00% 123.9K shares | |
Internet Content & Information Communication Services | $19.3M | 3.12% | -$436.6K Sold | 0.00% 79.5K shares | |
ETF ETF | $18.6M | 3.01% | +$18.6M Bought | — 203.2K shares | |
Home Improvement Consumer Cyclical | $17.4M | 2.80% | -$591.2K Sold | 0.00% 42.8K shares | |
Banks - Diversified Financial Services | $12.2M | 1.97% | +$134.1K Bought | 0.00% 38.7K shares | |
Financial - Credit Services Financial Services | $11.5M | 1.85% | +$352.3K Bought | 0.00% 33.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Strategic Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+459.62% | |
+276.95% | |
+269.09% | |
+254.81% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Strategic Advisors LLC
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