Sponsored

The Analysis of STRATEGIC ADVISORY PARTNERS, LLC's Holdings & P&L

Currently, STRATEGIC ADVISORY PARTNERS, LLC holds 96 types of securities in its portfolio with a total value $127.1M. In the most recent quarter, they have increased their positions in N/A (+6.4K shares, valued at $3.8M), SCHO (+120.0K shares, valued at $2.9M), BND (+21.7K shares, valued at $1.6M); decreased their positions in IBB (-15.4K shares, valued at $2.6M), N/A (-484 shares, valued at $279.4K), DFAU (-2.4K shares, valued at $107.2K); initiated new positions in SCHO (+120.0K shares, valued at $2.9M), SGOV (+5.5K shares, valued at $558.7K), SCHX (+7.6K shares, valued at $193.7K).

1M P&L

-107.6K-0.14%

3M P&L

+716.3K+0.97%

HY P&L

-391.9K-0.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A69.1M

95.0%

2Consumer Electronics1.1M

1.6%

3Semiconductors724.1K

1.0%

Top Industries by Stock Count

1N/A81 stocks

91.0%

2Semiconductors2 stocks

2.2%

3Internet Retail1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS75.2K shares9.36%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS468.2K shares4.85%2026-03-312026-04-16

XLP SELECT SECTOR SPDR TR108.8K shares7.45%2026-03-312026-04-16

XLV SELECT SECTOR SPDR TR59.2K shares6.48%2026-03-312026-04-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II93.4K shares6.12%2026-03-312026-04-16

SCHO SCHWAB STRATEGIC TR120.0K sharesnew addition2026-03-312026-04-16

IBB ISHARES TR13.8K shares-52.81%2026-03-312026-04-16

VB VANGUARD INDEX FDS6.7K shares-4.56%2026-03-312026-04-16

Sponsored

AAPL APPLE INC4.5K shares-1.28%2026-03-312026-04-16

IEMG ISHARES INC13.8K shares0.55%2026-03-312026-04-16

EFA ISHARES TR9.3K shares0.00%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR1.5K shares-24.18%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS13.3K shares-7.53%2026-03-312026-04-16

BROADCOM INC BROADCOM INC2.4K shares-1.47%2026-03-312026-04-16

MSFT MICROSOFT CORP1.9K shares-8.68%2026-03-312026-04-16

SGOV ISHARES TR5.5K sharesnew addition2026-03-312026-04-16

Sponsored

ALPHABET INC ALPHABET INC1.9K shares-5.62%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF14.1K shares0.00%2026-03-312026-04-16

NVDA NVIDIA CORPORATION3.0K shares-5.89%2026-03-312026-04-16

ESGD ISHARES TR4.0K shares0.00%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR13.6K shares0.10%2026-03-312026-04-16

AMZN AMAZON COM INC1.6K shares-7.46%2026-03-312026-04-16

IVV ISHARES TR506 shares-13.95%2026-03-312026-04-16

LOW LOWES COS INC1.4K shares-1.87%2026-03-312026-04-16

Sponsored

VWO VANGUARD INTL EQUITY INDEX F5.8K shares-0.57%2026-03-312026-04-16

VCEB VANGUARD WORLD FD4.8K shares-5.50%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND615 shares-13.99%2026-03-312026-04-16

SUSB ISHARES TR11.1K shares0.00%2026-03-312026-04-16

STIP ISHARES TR2.5K shares7.82%2026-03-312026-04-16

DFAU DIMENSIONAL ETF TRUST5.4K shares-30.45%2026-03-312026-04-16

ALPHABET INC ALPHABET INC781 shares-14.92%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC225 shares0.00%2026-03-312026-04-16

Sponsored

WSM WILLIAMS SONOMA INC1.2K shares0.00%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC617 shares-17.95%2026-03-312026-04-16

TSLA TESLA INC541 shares-0.92%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR7.6K sharesnew addition2026-03-312026-04-16

SPEM SPDR INDEX SHS FDS4.1K sharesnew addition2026-03-312026-04-16

FLOT ISHARES TR3.7K sharesnew addition2026-03-312026-04-16

IEFA ISHARES TR2.0K sharesnew addition2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS3.8K sharesnew addition2026-03-312026-04-16

Sponsored

XLI SELECT SECTOR SPDR TR983 sharesnew addition2026-03-312026-04-16

QUAL ISHARES TR813 sharesnew addition2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR1.2K sharesnew addition2026-03-312026-04-16

VTWO VANGUARD SCOTTSDALE FDS1.4K sharesnew addition2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR4.2K sharesnew addition2026-03-312026-04-16

SCHM SCHWAB STRATEGIC TR3.9K sharesnew addition2026-03-312026-04-16

IJR ISHARES TR935 sharesnew addition2026-03-312026-04-16

XLB SELECT SECTOR SPDR TR2.0K sharesnew addition2026-03-312026-04-16

Sponsored

VTV VANGUARD INDEX FDS468 sharesnew addition2026-03-312026-04-16

VGSH VANGUARD SCOTTSDALE FDS1.4K sharesnew addition2026-03-312026-04-16

VUG VANGUARD INDEX FDS177 sharesnew addition2026-03-312026-04-16

MUB ISHARES TR709 sharesnew addition2026-03-312026-04-16

ESGE ISHARES INC1.5K sharesnew addition2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR2.3K sharesnew addition2026-03-312026-04-16

IAGG ISHARES TR1.3K sharesnew addition2026-03-312026-04-16

IJS ISHARES TR543 sharesnew addition2026-03-312026-04-16

Sponsored

MBB ISHARES TR627 sharesnew addition2026-03-312026-04-16

USRT ISHARES TR987 sharesnew addition2026-03-312026-04-16

IWO ISHARES TR186 sharesnew addition2026-03-312026-04-16

ESGU ISHARES TR412 sharesnew addition2026-03-312026-04-16

EFV ISHARES TR741 sharesnew addition2026-03-312026-04-16

IWM ISHARES TR212 sharesnew addition2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR1.6K sharesnew addition2026-03-312026-04-16

USMV ISHARES TR539 sharesnew addition2026-03-312026-04-16

Sponsored

VCSH VANGUARD SCOTTSDALE FDS527 sharesnew addition2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS455 sharesnew addition2026-03-312026-04-16

DIHP DIMENSIONAL ETF TRUST1.1K sharesnew addition2026-03-312026-04-16

IJH ISHARES TR515 sharesnew addition2026-03-312026-04-16

EFG ISHARES TR293 sharesnew addition2026-03-312026-04-16

DFSV DIMENSIONAL ETF TRUST925 sharesnew addition2026-03-312026-04-16

SCHH SCHWAB STRATEGIC TR1.3K sharesnew addition2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F205 sharesnew addition2026-03-312026-04-16

Sponsored

IYW ISHARES TR140 sharesnew addition2026-03-312026-04-16

OEF ISHARES TR64 sharesnew addition2026-03-312026-04-16

IWD ISHARES TR77 sharesnew addition2026-03-312026-04-16

EEM ISHARES TR270 sharesnew addition2026-03-312026-04-16

VBR VANGUARD INDEX FDS70 sharesnew addition2026-03-312026-04-16

ITA ISHARES TR56 sharesnew addition2026-03-312026-04-16

EMXC ISHARES INC149 sharesnew addition2026-03-312026-04-16

VOE VANGUARD INDEX FDS50 sharesnew addition2026-03-312026-04-16

Sponsored

SCZ ISHARES TR108 sharesnew addition2026-03-312026-04-16

XLU SELECT SECTOR SPDR TR181 sharesnew addition2026-03-312026-04-16

IWP ISHARES TR62 sharesnew addition2026-03-312026-04-16

DSI ISHARES TR57 sharesnew addition2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS78 sharesnew addition2026-03-312026-04-16

IVW ISHARES TR44 sharesnew addition2026-03-312026-04-16

IXC ISHARES TR83 sharesnew addition2026-03-312026-04-16

IJT ISHARES TR30 sharesnew addition2026-03-312026-04-16

Sponsored

EMB ISHARES TR33 sharesnew addition2026-03-312026-04-16

DFIS DIMENSIONAL ETF TRUST91 sharesnew addition2026-03-312026-04-16

SCHP SCHWAB STRATEGIC TR96 sharesnew addition2026-03-312026-04-16

IWR ISHARES TR18 sharesnew addition2026-03-312026-04-16

SHV ISHARES TR6 sharesnew addition2026-03-312026-04-16

IVE ISHARES TR2 sharesnew addition2026-03-312026-04-16

VNQ VANGUARD INDEX FDS2 sharesnew addition2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR1 sharesnew addition2026-03-312026-04-16

Sponsored

VANGUARD INDEX FDS

9.36%

Shares75.2K

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

4.85%

Shares468.2K

Event2026-03-31

Filed2026-04-16

XLP

SELECT SECTOR SPDR TR

7.45%

Shares108.8K

Event2026-03-31

Filed2026-04-16

XLV

SELECT SECTOR SPDR TR

6.48%

Shares59.2K

Event2026-03-31

Filed2026-04-16

INVESCO EXCH TRADED FD TR II

6.12%

Shares93.4K

Event2026-03-31

Filed2026-04-16

SCHO

SCHWAB STRATEGIC TR

New

Shares120.0K

Event2026-03-31

Filed2026-04-16

IBB

ISHARES TR

-52.81%

Shares13.8K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-4.56%

Shares6.7K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.28%

Shares4.5K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

0.55%

Shares13.8K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-24.18%

Shares1.5K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

-7.53%

Shares13.3K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

-1.47%

Shares2.4K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-8.68%

Shares1.9K

Event2026-03-31

Filed2026-04-16

SGOV

ISHARES TR

New

Shares5.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-5.62%

Shares1.9K

Event2026-03-31

Filed2026-04-16

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-5.89%

Shares3.0K

Event2026-03-31

Filed2026-04-16

ESGD

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

0.10%

Shares13.6K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-7.46%

Shares1.6K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

-13.95%

Shares506

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

-1.87%

Shares1.4K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

-0.57%

Shares5.8K

Event2026-03-31

Filed2026-04-16

VCEB

VANGUARD WORLD FD

-5.50%

Shares4.8K

Event2026-03-31

Filed2026-04-16

DIA

STATE STR SPDR DOW JONES IND

-13.99%

Shares615

Event2026-03-31

Filed2026-04-16

SUSB

ISHARES TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-16

STIP

ISHARES TR

7.82%

Shares2.5K

Event2026-03-31

Filed2026-04-16

DFAU

DIMENSIONAL ETF TRUST

-30.45%

Shares5.4K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-14.92%

Shares781

Event2026-03-31

Filed2026-04-16

BLACKROCK INC

0.00%

Shares225

Event2026-03-31

Filed2026-04-16

WSM

WILLIAMS SONOMA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-17.95%

Shares617

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

-0.92%

Shares541

Event2026-03-31

Filed2026-04-16

SCHX

SCHWAB STRATEGIC TR

New

Shares7.6K

Event2026-03-31

Filed2026-04-16

SPEM

SPDR INDEX SHS FDS

New

Shares4.1K

Event2026-03-31

Filed2026-04-16

FLOT

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-04-16

SPDW

SPDR INDEX SHS FDS

New

Shares3.8K

Event2026-03-31

Filed2026-04-16

XLI

SELECT SECTOR SPDR TR

New

Shares983

Event2026-03-31

Filed2026-04-16

QUAL

ISHARES TR

New

Shares813

Event2026-03-31

Filed2026-04-16

XLK

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-03-31

Filed2026-04-16

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares1.4K

Event2026-03-31

Filed2026-04-16

SCHG

SCHWAB STRATEGIC TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-16

SCHM

SCHWAB STRATEGIC TR

New

Shares3.9K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

New

Shares935

Event2026-03-31

Filed2026-04-16

XLB

SELECT SECTOR SPDR TR

New

Shares2.0K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

New

Shares468

Event2026-03-31

Filed2026-04-16

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares1.4K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

New

Shares177

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

New

Shares709

Event2026-03-31

Filed2026-04-16

ESGE

ISHARES INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

New

Shares2.3K

Event2026-03-31

Filed2026-04-16

IAGG

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-04-16

IJS

ISHARES TR

New

Shares543

Event2026-03-31

Filed2026-04-16

MBB

ISHARES TR

New

Shares627

Event2026-03-31

Filed2026-04-16

USRT

ISHARES TR

New

Shares987

Event2026-03-31

Filed2026-04-16

IWO

ISHARES TR

New

Shares186

Event2026-03-31

Filed2026-04-16

ESGU

ISHARES TR

New

Shares412

Event2026-03-31

Filed2026-04-16

EFV

ISHARES TR

New

Shares741

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

New

Shares212

Event2026-03-31

Filed2026-04-16

SCHD

SCHWAB STRATEGIC TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-16

USMV

ISHARES TR

New

Shares539

Event2026-03-31

Filed2026-04-16

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares527

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares455

Event2026-03-31

Filed2026-04-16

DIHP

DIMENSIONAL ETF TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

New

Shares515

Event2026-03-31

Filed2026-04-16

EFG

ISHARES TR

New

Shares293

Event2026-03-31

Filed2026-04-16

DFSV

DIMENSIONAL ETF TRUST

New

Shares925

Event2026-03-31

Filed2026-04-16

SCHH

SCHWAB STRATEGIC TR

New

Shares1.3K

Event2026-03-31

Filed2026-04-16

VANGUARD INTL EQUITY INDEX F

New

Shares205

Event2026-03-31

Filed2026-04-16

IYW

ISHARES TR

New

Shares140

Event2026-03-31

Filed2026-04-16

OEF

ISHARES TR

New

Shares64

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

New

Shares77

Event2026-03-31

Filed2026-04-16

EEM

ISHARES TR

New

Shares270

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

New

Shares70

Event2026-03-31

Filed2026-04-16

ITA

ISHARES TR

New

Shares56

Event2026-03-31

Filed2026-04-16

EMXC

ISHARES INC

New

Shares149

Event2026-03-31

Filed2026-04-16

VOE

VANGUARD INDEX FDS

New

Shares50

Event2026-03-31

Filed2026-04-16

SCZ

ISHARES TR

New

Shares108

Event2026-03-31

Filed2026-04-16

XLU

SELECT SECTOR SPDR TR

New

Shares181

Event2026-03-31

Filed2026-04-16

IWP

ISHARES TR

New

Shares62

Event2026-03-31

Filed2026-04-16

DSI

ISHARES TR

New

Shares57

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD BD INDEX FDS

New

Shares78

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

New

Shares44

Event2026-03-31

Filed2026-04-16

IXC

ISHARES TR

New

Shares83

Event2026-03-31

Filed2026-04-16

IJT

ISHARES TR

New

Shares30

Event2026-03-31

Filed2026-04-16

EMB

ISHARES TR

New

Shares33

Event2026-03-31

Filed2026-04-16

DFIS

DIMENSIONAL ETF TRUST

New

Shares91

Event2026-03-31

Filed2026-04-16

SCHP

SCHWAB STRATEGIC TR

New

Shares96

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

New

Shares18

Event2026-03-31

Filed2026-04-16

SHV

ISHARES TR

New

Shares6

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

New

Shares2

Event2026-03-31

Filed2026-04-16

VNQ

VANGUARD INDEX FDS

New

Shares2

Event2026-03-31

Filed2026-04-16

FNDF

SCHWAB STRATEGIC TR

New

Shares1

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available