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STRATEGIC CAPITAL ADVISERS, INC.13F | |
| STRATEGIC CAPITAL ADVISERS, INC. | |
| Last update 2022-07-18 | 59 Stocks (1 new) |
| Value $121.00 Mil | Turnover 9 % |
STRATEGIC CAPITAL ADVISERS, IN... Top Holdings of 2022-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOO | VanEck Agribusiness ETF | 88,338 | 7,639.0 | +19.78% | 6.310 | +1.04% | 0.490 | +10.72% | +13.36% | 643.6 | ||
SCHB | Schwab U.S. Broad Market ETF | 140,679 | 6,217.0 | +2.12% | 5.130 | +0.11% | 0.030 | +20.01% | +7.37% | 34,940.9 | ||
IAU | iShares Gold Trust | 169,212 | 5,806.0 | +17.32% | 4.790 | +0.71% | 0.020 | +0.80% | +27.51% | 47,693.5 | ||
LLY | Eli Lilly and Co | 14,214 | 4,609.0 | +1.10% | 3.810 | +0.04% | 0.000 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers | |
VTI | Vanguard Total Stock Market ETF | 20,994 | 3,960.0 | +0.02% | 3.270 | 0% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
GLD | SPDR Gold Shares ETF | 23,309 | 3,927.0 | -0.72% | 3.240 | -0.02% | 0.010 | +0.74% | +27.37% | 101,985.4 | ||
UNH | UnitedHealth Group Inc | 7,609 | 3,908.0 | -0.54% | 3.230 | -0.02% | 0.000 | -37.32% | -43.49% | 256,403.2 | Healthcare Plans | |
AAPL | Apple Inc | 24,975 | 3,415.0 | +4.27% | 2.820 | +0.12% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
WM | Waste Management Inc | 22,156 | 3,389.0 | +2.49% | 2.800 | +0.07% | 0.010 | -1.21% | +13.46% | 91,475.4 | Waste Management | |
MSFT | Microsoft Corp | 12,180 | 3,128.0 | -0.33% | 2.580 | -0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software |
STRATEGIC CAPITAL ADVISERS, INC.'s Historical Top Holdings Breakdowns
STRATEGIC CAPITAL ADVISERS, INC. Total Holding History ($B)
STRATEGIC CAPITAL ADVISERS, INC.'s Asset Allocation
STRATEGIC CAPITAL ADVISERS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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STRATEGIC CAPITAL ADVISERS, INC.'s Hypothetical Growth since 2022-06-30
STRATEGIC CAPITAL ADVISERS, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
STRATEGIC CAPITAL ADVISERS, INC.'s Holdings Heat Map
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STRATEGIC CAPITAL ADVISERS, INC.'s Holdings Bubble Chart
STRATEGIC CAPITAL ADVISERS, INC. News
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