Strategic Capital Advisers, Inc. 13F Holdings · last filed Q2 2022
Strategic Capital Advisers, Inc. reported 59 securities worth $121.11M in its SEC 13F filing for Q2 2022 (period ended 2022-06-30). Top holdings: MOO (6.31%), SCHB (5.13%), IAU (4.79%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOO | VANECK ETF TRUST | $7.6M | 6.31% | 88,338 | Added |
| 2 | SCHB | SCHWAB STRATEGIC TR | $6.2M | 5.13% | 140,679 | Added |
| 3 | IAU | ISHARES GOLD TR | $5.8M | 4.79% | 169,212 | Added |
| 4 | LLY | LILLY ELI & CO | $4.6M | 3.81% | 14,214 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $4.0M | 3.27% | 20,994 | Added |
| 6 | GLD | SPDR GOLD TR | $3.9M | 3.24% | 23,309 | Trimmed |
| 7 | UNH | UNITEDHEALTH GROUP INC | $3.9M | 3.23% | 7,609 | Trimmed |
| 8 | AAPL | APPLE INC | $3.4M | 2.82% | 24,975 | Added |
| 9 | WM | WASTE MGMT INC DEL | $3.4M | 2.80% | 22,156 | Added |
| 10 | COST | COSTCO WHSL CORP NEW | $3.1M | 2.58% | 6,516 | Added |
| 11 | MSFT | MICROSOFT CORP | $3.1M | 2.58% | 12,180 | Trimmed |
| 12 | AMT | AMERICAN TOWER CORP NEW | $3.1M | 2.57% | 12,199 | Added |
| 13 | CVX | CHEVRON CORP NEW | $3.1M | 2.53% | 21,194 | Added |
| 14 | BX | BLACKSTONE INC | $3.1M | 2.52% | 33,466 | Added |
| 15 | XLU | SELECT SECTOR SPDR TR | $3.0M | 2.47% | 42,673 | Added |
| 16 | MRK | MERCK & CO INC | $3.0M | 2.45% | 32,506 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $2.9M | 2.40% | 16,396 | Added |
| 18 | HD | HOME DEPOT INC | $2.9M | 2.36% | 10,410 | Added |
| 19 | ADM | ARCHER DANIELS MIDLAND CO | $2.8M | 2.34% | 36,453 | Added |
| 20 | SCHA | SCHWAB STRATEGIC TR | $2.8M | 2.29% | 71,096 | Trimmed |
| 21 | V | VISA INC | $2.7M | 2.23% | 13,724 | Added |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $2.6M | 2.15% | 51,219 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $2.5M | 2.08% | 22,415 | Added |
| 24 | SYK | STRYKER CORPORATION | $2.5M | 2.04% | 12,401 | Trimmed |
| 25 | ISRG | INTUITIVE SURGICAL INC | $2.4M | 1.98% | 11,977 | Added |
Source: SEC Form 13F filings · as of 2022-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR