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Lawrence May

Strategic Advisors Llc

Assets Managed
$602.159M
Holdings
183
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-5.68%(2Q avg: -1.57%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 183 positions.

Assets under management

The assets under management (AUM) of Strategic Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 602.159M in assets, with a quarterly growth rate of -5.68% and a 2-quarter average growth rate of -1.57%. The portfolio is managed by Lawrence May, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.1%
8.03%
$48.3M
190,315 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -6.03%
5.56%
$33.474M
191,935 shares@ $174.41 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.27%
4.62%
$27.813M
1.108M shares@ $25.11 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.36%
4.21%
$25.332M
68,433 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.06%
4.2%
$25.273M
121,347 shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.58%
3.71%
$22.287M
77,503 shares@ $287.57 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 1%
3.13%
$18.825M
205,421 shares@ $91.65 avg price
HD
Home Depot Inc
Recent Activity
Decreased -1.52%
2.28%
$13.683M
41,603 shares@ $328.9 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.73%
1.88%
$11.3M
38,414 shares@ $294.17 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.43%
1.7%
$10.193M
33,726 shares@ $302.25 avg price

1-10 of 183