Strategic Wealth Advisors LLC

Position in MSFT — Microsoft Corp

CIK 2107449 SCOTTSDALE, AZ

Position in MSFT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$712

-$535,664 QoQ

Shares Held

1,473

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#6,177

of 6,179 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Strategic Wealth Advisors LLC holds $733 across 6 Software - Infrastructure names. MSFT ranks #1 (97.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	1,473	$712
2	ORCL	Oracle Corp	47	$9
3	PLTR	Palantir Technologies Inc.	32	$5
4	NET	Cloudflare, Inc.	18	$3
5	ZS	Zscaler, Inc.	11	$2
6	IOT	Samsara Inc.	82	$2

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$712	1,473	+1.7%	Shares	Sole	2026-08-07
2026-03-31	$536,376	1,449	-1.6%	Shares	Sole	2026-05-01
2025-12-31	$712,372	1,473	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.