0001606587-19-000654.txt : 20190722 0001606587-19-000654.hdr.sgml : 20190722 20190722141718 ACCESSION NUMBER: 0001606587-19-000654 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190722 DATE AS OF CHANGE: 20190722 EFFECTIVENESS DATE: 20190722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Advisors LLC CENTRAL INDEX KEY: 0001569119 IRS NUMBER: 134087611 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15246 FILM NUMBER: 19965325 BUSINESS ADDRESS: STREET 1: 250 WEST 57TH STREET STREET 2: SUITE 1614 CITY: NEW YORK STATE: NY ZIP: 10107 BUSINESS PHONE: 212-489-0100 MAIL ADDRESS: STREET 1: 250 WEST 57TH STREET STREET 2: SUITE 1614 CITY: NEW YORK STATE: NY ZIP: 10107 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001569119 XXXXXXXX 06-30-2019 06-30-2019 false Strategic Advisors LLC

250 West 57th Street Suite 1614 New York NY 10107

13F HOLDINGS REPORT 028-15246 N Lawrence May 212-489-0100 Lawrence May New York NY 07-22-2019 0 158 262453 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3m Company COM 88579Y101 1702 9824 SH SOLE NONE 0 0 9824 A F L A C Inc COM 001055102 1919 35029 SH SOLE NONE 0 0 35029 A T & T Inc New COM 00206R102 7212 215233 SH SOLE NONE 0 0 215233 Abbvie Inc COM 00287Y109 505 6956 SH SOLE NONE 0 0 6956 Adams Express Co COM 006212104 385 24938 SH SOLE NONE 0 0 24938 Aegon Nv Cap NY REGISTRY SHS 007924103 1082 42100 SH SOLE NONE 0 0 42100 Albemarle Corp COM 012653101 527 7488 SH SOLE NONE 0 0 7488 Alibaba Group Hldg Adr SPONSORED ADS 01609W102 1206 7120 SH SOLE NONE 0 0 7120 Alphabet A CAP STK CL A 02079K305 5311 4905 SH SOLE NONE 0 0 4905 Alphabet C CAP STK CL C 02079K107 580 537 SH SOLE NONE 0 0 537 Altria Group Inc COM 02209S103 737 15577 SH SOLE NONE 0 0 15577 Amazon Com Inc COM 023135106 10850 5730 SH SOLE NONE 0 0 5730 Amer Electric Pwr Co Inc COM 025537101 304 3456 SH SOLE NONE 0 0 3456 American Axle & Mfg COM 024061103 484 38000 SH SOLE NONE 0 0 38000 American Express Company COM 025816109 1050 8514 SH SOLE NONE 0 0 8514 American Intl Group Inc COM NEW 026874784 444 8348 SH SOLE NONE 0 0 8348 Amgen Incorporated COM 031162100 237 1288 SH SOLE NONE 0 0 1288 Anthem Inc COM 036752103 456 1618 SH SOLE NONE 0 0 1618 Apple Computer Inc COM 037833100 12486 63089 SH SOLE NONE 0 0 63089 Ark Innovation Etf INNOVATION ETF 00214Q104 1930 40228 SH SOLE NONE 0 0 40228 Bank Of America 7.25%CNV PFD L 060505682 1365 995 SH SOLE NONE 0 0 995 Bank Of America Corp COM 060505104 3051 105237 SH SOLE NONE 0 0 105237 Bb&T Corporation COM 054937107 1730 35216 SH SOLE NONE 0 0 35216 Berkshire Hathaway Cl B CL B NEW 084670702 4010 18814 SH SOLE NONE 0 0 18814 Boeing Co COM 097023105 1052 2893 SH SOLE NONE 0 0 2893 Bridge Bancorp Inc COM 108035106 305 10364 SH SOLE NONE 0 0 10364 Bristol-Myers Squibb Co COM 110122108 887 19568 SH SOLE NONE 0 0 19568 C V S Corp Del 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SH SOLE NONE 0 0 91226 Disney Walt Co COM DISNEY 254687106 2235 16009 SH SOLE NONE 0 0 16009 Dominion Res Inc Va New COM 25746U109 489 6325 SH SOLE NONE 0 0 6325 Duke Energy Corp New COM NEW 26441C204 1978 22417 SH SOLE NONE 0 0 22417 Eaton Corporation SHS G29183103 540 6485 SH SOLE NONE 0 0 6485 Emerson Electric Co COM 291011104 395 5924 SH SOLE NONE 0 0 5924 Enbridge Inc COM 29250N105 395 10966 SH SOLE NONE 0 0 10966 Enterprise Prd Prtnrs COM 293792107 1558 53983 SH SOLE NONE 0 0 53983 Estee Lauderco Inc CL A 518439104 590 3225 SH SOLE NONE 0 0 3225 Exelon Corporation COM 30161N101 710 14829 SH SOLE NONE 0 0 14829 Exxon Mobil Corporation COM 30231G102 500 6530 SH SOLE NONE 0 0 6530 F M C Corp New COM NEW 302491303 467 5640 SH SOLE NONE 0 0 5640 Facebook Inc Class A CL A 30303M102 5182 26854 SH SOLE NONE 0 0 26854 Fedex Corporation COM 31428X106 553 3368 SH SOLE NONE 0 0 3368 General Mills Inc COM 370334104 210 4000 SH SOLE NONE 0 0 4000 Gilead Sciences Inc COM 375558103 348 5159 SH SOLE NONE 0 0 5159 Glaxosmithkline Plc Adrf SPONSORED ADR 37733W105 600 15000 SH SOLE NONE 0 0 15000 Goldman Sachs Group Inc COM 38141G104 349 1707 SH SOLE NONE 0 0 1707 Hartford Finl Svcs Grp COM 416515104 306 5502 SH SOLE NONE 0 0 5502 Healthequity Inc COM 42226A107 445 6809 SH SOLE NONE 0 0 6809 Heico Corp CL A 422806208 2272 21986 SH SOLE NONE 0 0 21986 Home Depot Inc COM 437076102 6416 30851 SH SOLE NONE 0 0 30851 Honeywell International COM 438516106 1104 6325 SH SOLE NONE 0 0 6325 Hsbc Hldgs Plc Adr New SPON ADR NEW 404280406 2628 62980 SH SOLE NONE 0 0 62980 Illinois Tool Works Inc COM 452308109 219 1458 SH SOLE NONE 0 0 1458 Ing Groep Nv SPONSORED ADR 456837103 485 18854 SH SOLE NONE 0 0 18854 Intel Corp COM 458140100 1308 27343 SH SOLE NONE 0 0 27343 International Paper Co COM 460146103 1725 39837 SH SOLE NONE 0 0 39837 Intl Business Machines COM 459200101 371 2697 SH SOLE NONE 0 0 2697 Invesco Aerospace & Defense ET AEROSPACE DEFN 46137V100 230 3546 SH SOLE NONE 0 0 3546 Invesco Emerging Markets EMRNG MKT SVRG 46138E784 845 29124 SH SOLE NONE 0 0 29124 Invesco QQQ Trust UNIT SER 1 46090E103 6668 35708 SH SOLE NONE 0 0 35708 Invesco S&P 500 Equal S&P500 EQL UTL 46137V274 640 6483 SH SOLE NONE 0 0 6483 Invesco S&P 500 Equal S&P500 EQL DIS 46137V381 1094 10445 SH SOLE NONE 0 0 10445 Invesco S&P 500 Equal Weight S&P500 EQL HLT 46137V332 780 3853 SH SOLE NONE 0 0 3853 Invesco S&P 500 Equal Weight S&P500 EQL STP 46137V373 1104 8250 SH SOLE NONE 0 0 8250 Invesco S&P 500 Low Volatilit S&P500 LOW VOL 46138E354 747 13350 SH SOLE NONE 0 0 13350 Ishares Aero & Def Etf US AER DEF ETF 464288760 226 1056 SH SOLE NONE 0 0 1056 Ishares Russell 1000 RUS 1000 GRW ETF 464287614 274 1742 SH SOLE NONE 0 0 1742 Ishares Tr Russell RUS 1000 ETF 464287622 436 2679 SH SOLE NONE 0 0 2679 Ishares Tr S&P Smallcap CORE S&P SCP ETF 464287804 328 4192 SH SOLE NONE 0 0 4192 Jetblue Airways Corp COM 477143101 1041 56350 SH SOLE NONE 0 0 56350 Johnson & Johnson COM 478160104 4265 30624 SH SOLE NONE 0 0 30624 Jpmorgan Chase & Co COM 46625H100 5376 48093 SH SOLE NONE 0 0 48093 Kinder Morgan Inc COM 49456B101 371 17815 SH SOLE NONE 0 0 17815 Kraft Heinz Company COM 500754106 474 15278 SH SOLE NONE 0 0 15278 Lockheed Martin Corp COM 539830109 649 1787 SH SOLE NONE 0 0 1787 Lowes Companies Inc COM 548661107 454 4505 SH SOLE NONE 0 0 4505 Mastercard Inc CL A 57636Q104 2115 7996 SH SOLE NONE 0 0 7996 Mc Donalds Corp COM 580135101 386 1863 SH SOLE NONE 0 0 1863 Merck & Co Inc COM 58933Y105 1753 20916 SH SOLE NONE 0 0 20916 Metlife Inc COM 59156R108 3655 73586 SH SOLE NONE 0 0 73586 Microsoft Corp COM 594918104 10825 80814 SH SOLE NONE 0 0 80814 Mondelez Intl Inc Cl A CL A 609207105 474 8802 SH SOLE NONE 0 0 8802 Netflix Inc COM 64110L106 237 646 SH SOLE NONE 0 0 646 Neuberger Bermn Real Est COM 64190A103 277 54000 SH SOLE NONE 0 0 54000 Nike Inc Class B CL B 654106103 301 3595 SH SOLE NONE 0 0 3595 Nvidia Corp COM 67066G104 811 4941 SH SOLE NONE 0 0 4941 Oracle Corporation COM 68389X105 541 9505 SH SOLE NONE 0 0 9505 Paypal Holdings Inco COM 70450Y103 257 2247 SH SOLE NONE 0 0 2247 Pepsico Incorporated COM 713448108 1840 14036 SH SOLE NONE 0 0 14036 Pfizer Incorporated COM 717081103 3221 74354 SH SOLE NONE 0 0 74354 Philip Morris Intl Inc COM 718172109 334 4263 SH SOLE NONE 0 0 4263 Phillips COM 718546104 2199 23516 SH SOLE NONE 0 0 23516 Pimco Total Return ACTIVE BD ETF 72201R775 5863 54552 SH SOLE NONE 0 0 54552 Procter & Gamble COM 742718109 2725 24857 SH SOLE NONE 0 0 24857 Prologis Inc COM 74340W103 495 6190 SH SOLE NONE 0 0 6190 Prudential Financial Inc COM 744320102 1575 15599 SH SOLE NONE 0 0 15599 Qualcomm Inc COM 747525103 222 2930 SH SOLE NONE 0 0 2930 Rocky Mtn Choc Fact New COM 77467X101 126 15013 SH SOLE NONE 0 0 15013 Rowe T Price Group Inc COM 74144T108 735 6700 SH SOLE NONE 0 0 6700 Royal Dutch Shell A Adrf SPONS ADR A 780259206 566 8700 SH SOLE NONE 0 0 8700 S P D R S&P 500 Etf Tr TR UNIT 78462F103 366 1252 SH SOLE NONE 0 0 1252 Salesforce Com COM 79466L302 785 5178 SH SOLE NONE 0 0 5178 Sch US Div Equity Etf US DIVIDEND EQ 808524797 399 7537 SH SOLE NONE 0 0 7537 Schw Emg Mkt Eq Etf EMRG MKTEQ ETF 808524706 3008 114654 SH SOLE NONE 0 0 114654 Schw Intl Eq Etf INTL EQTY ETF 808524805 3470 108142 SH SOLE NONE 0 0 108142 Schw US Brd Mkt Etf US BRD MKT ETF 808524102 19425 275415 SH SOLE NONE 0 0 275415 Schwab Fundamental US SCHWAB FDT US SC 808524763 3971 105377 SH SOLE NONE 0 0 105377 Schwab Intermediate Term INTRM TRM TRES 808524854 1024 18643 SH SOLE NONE 0 0 18643 Schwab Short Term US SHT TM US TRES 808524862 1240 24520 SH SOLE NONE 0 0 24520 Sector Spdr Consumer Fd SBI CONS DISCR 81369Y407 409 3432 SH SOLE NONE 0 0 3432 Sector Spdr Health Fund SBI HEALTHCARE 81369Y209 211 2287 SH SOLE NONE 0 0 2287 Sector Spdr Tech Select TECHNOLOGY 81369Y803 943 12096 SH SOLE NONE 0 0 12096 Sector Spdr Tr Con Stpls SBI CONS STPLS 81369Y308 437 7525 SH SOLE NONE 0 0 7525 Service Now Inc COM 81762P102 454 1655 SH SOLE NONE 0 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Technologies Corp COM 913017109 723 5557 SH SOLE NONE 0 0 5557 Unitedhealth Group Inc COM 91324P102 1183 4851 SH SOLE NONE 0 0 4851 Valero Energy Corp New COM 91913Y100 1128 13179 SH SOLE NONE 0 0 13179 Vanguard Info Technology INF TECH ETF 92204A702 462 2192 SH SOLE NONE 0 0 2192 Vanguard Large Cap LARGE CAP ETF 922908637 438 3253 SH SOLE NONE 0 0 3253 Vanguard Mid Cap Value MCAP VL IDXVIP 922908512 222 2000 SH SOLE NONE 0 0 2000 Vanguard Total Stock Mkt TOTAL STK MKT 922908769 398 2658 SH SOLE NONE 0 0 2658 Varian Medical Systems COM 92220P105 217 1600 SH SOLE NONE 0 0 1600 Veeva Systems Inc CL A COM 922475108 1096 6765 SH SOLE NONE 0 0 6765 Verizon Communications COM 92343V104 6535 114397 SH SOLE NONE 0 0 114397 Visa Inc Cl A COM CL A 92826C839 7847 45218 SH SOLE NONE 0 0 45218 Vmware Inc Cl A CL A COM 928563402 389 2328 SH SOLE NONE 0 0 2328 Wal-Mart Stores Inc COM 931142103 255 2309 SH SOLE NONE 0 0 2309 Waste Management Inc Del COM 94106L109 4842 41973 SH SOLE NONE 0 0 41973 Wells Fargo & Co New COM 949746101 1247 26367 SH SOLE NONE 0 0 26367 Wells Fargo L PERP PFD CNV A 949746804 1495 1096 SH SOLE NONE 0 0 1096 Xcel Energy Inc COM 98389B100 270 4554 SH SOLE NONE 0 0 4554