Strategic Advisors LLC Buys Xtrackers MSCI EAFE Hedged Equity, SPDR S&P 500, Valero Energy Corp, Sells MetLife Inc, United Airlines Holdings Inc, Delta Air Lines Inc

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Apr 30, 2020
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New York, NY, based Investment company Strategic Advisors LLC (Current Portfolio) buys Xtrackers MSCI EAFE Hedged Equity, SPDR S&P 500, Valero Energy Corp, Vanguard Mid-Cap, Truist Financial Corp, sells MetLife Inc, United Airlines Holdings Inc, Delta Air Lines Inc, Nuveen New York AMT-Free Quality Municipal Income , HSBC Holdings PLC during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Strategic Advisors LLC. As of 2020Q1, Strategic Advisors LLC owns 142 stocks with a total value of $230 million. These are the details of the buys and sells.

For the details of Strategic Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Strategic Advisors LLC
  1. Schwab U.S. Broad Market (SCHB) - 281,549 shares, 7.87% of the total portfolio. Shares added by 0.11%
  2. Apple Inc (AAPL) - 61,810 shares, 7.16% of the total portfolio. Shares added by 0.79%
  3. Microsoft Corp (MSFT) - 80,590 shares, 5.80% of the total portfolio. Shares added by 0.03%
  4. Amazon.com Inc (AMZN) - 5,618 shares, 5.00% of the total portfolio. Shares reduced by 0.32%
  5. Visa Inc (V) - 44,516 shares, 3.39% of the total portfolio. Shares reduced by 0.45%
New Purchase: Vanguard Mid-Cap (VO)

Strategic Advisors LLC initiated holding in Vanguard Mid-Cap. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $150.47. The impact to a portfolio due to this purchase was 0.52%. The holding were 8,411 shares as of .

New Purchase: Truist Financial Corp (TFC)

Strategic Advisors LLC initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $37.38. The impact to a portfolio due to this purchase was 0.46%. The holding were 32,423 shares as of .

New Purchase: Costco Wholesale Corp (COST)

Strategic Advisors LLC initiated holding in Costco Wholesale Corp. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $302.91. The impact to a portfolio due to this purchase was 0.36%. The holding were 2,697 shares as of .

New Purchase: Chevron Corp (CVX)

Strategic Advisors LLC initiated holding in Chevron Corp. The purchase prices were between $54.22 and $121.43, with an estimated average price of $99.58. The stock is now traded at around $91.81. The impact to a portfolio due to this purchase was 0.35%. The holding were 9,281 shares as of .

New Purchase: Weingarten Realty Investors (WRI)

Strategic Advisors LLC initiated holding in Weingarten Realty Investors. The purchase prices were between $13.05 and $31.24, with an estimated average price of $26.6. The stock is now traded at around $18.11. The impact to a portfolio due to this purchase was 0.2%. The holding were 29,250 shares as of .

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Strategic Advisors LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.68. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,481 shares as of .

Added: Xtrackers MSCI EAFE Hedged Equity (DBEF)

Strategic Advisors LLC added to a holding in Xtrackers MSCI EAFE Hedged Equity by 2303.46%. The purchase prices were between $23.47 and $34.75, with an estimated average price of $31.48. The stock is now traded at around $28.34. The impact to a portfolio due to this purchase was 2.01%. The holding were 175,068 shares as of .

Added: SPDR S&P 500 (SPY)

Strategic Advisors LLC added to a holding in SPDR S&P 500 by 213.27%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $289.20. The impact to a portfolio due to this purchase was 0.67%. The holding were 8,214 shares as of .

Added: Valero Energy Corp (VLO)

Strategic Advisors LLC added to a holding in Valero Energy Corp by 143.85%. The purchase prices were between $32.62 and $96.89, with an estimated average price of $73.41. The stock is now traded at around $63.00. The impact to a portfolio due to this purchase was 0.55%. The holding were 41,447 shares as of .

Added: Royal Dutch Shell PLC (RDS.A)

Strategic Advisors LLC added to a holding in Royal Dutch Shell PLC by 69.73%. The purchase prices were between $21.62 and $60.96, with an estimated average price of $47.13. The stock is now traded at around $33.46. The impact to a portfolio due to this purchase was 0.37%. The holding were 54,280 shares as of .

Added: Wells Fargo & Co (WFC)

Strategic Advisors LLC added to a holding in Wells Fargo & Co by 111.58%. The purchase prices were between $25.25 and $53.8, with an estimated average price of $42.87. The stock is now traded at around $29.06. The impact to a portfolio due to this purchase was 0.34%. The holding were 48,797 shares as of .

Added: United Parcel Service Inc (UPS)

Strategic Advisors LLC added to a holding in United Parcel Service Inc by 44.37%. The purchase prices were between $86.17 and $118.61, with an estimated average price of $104.08. The stock is now traded at around $94.73. The impact to a portfolio due to this purchase was 0.24%. The holding were 18,409 shares as of .

Sold Out: United Airlines Holdings Inc (UAL)

Strategic Advisors LLC sold out a holding in United Airlines Holdings Inc. The sale prices were between $21.28 and $89.74, with an estimated average price of $67.03.

Sold Out: Delta Air Lines Inc (DAL)

Strategic Advisors LLC sold out a holding in Delta Air Lines Inc. The sale prices were between $21.35 and $62.03, with an estimated average price of $50.04.

Sold Out: Nuveen New York AMT-Free Quality Municipal Income (NRK)

Strategic Advisors LLC sold out a holding in Nuveen New York AMT-Free Quality Municipal Income . The sale prices were between $10.73 and $14, with an estimated average price of $13.4.

Sold Out: HSBC Holdings PLC (HSBC)

Strategic Advisors LLC sold out a holding in HSBC Holdings PLC. The sale prices were between $28.01 and $39.37, with an estimated average price of $34.91.

Sold Out: Aflac Inc (AFL)

Strategic Advisors LLC sold out a holding in Aflac Inc. The sale prices were between $25.27 and $53.42, with an estimated average price of $46.04.

Sold Out: Truist Financial Corp (BBK)

Strategic Advisors LLC sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.



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