Strata Wealth Advisors, LLC Purchases and Sells in Q2 2024

Strata Wealth Advisors, LLC

$290 Billion
Q2 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	31.6K + 370.77%	$81.05 - $81.66 $2.56M - $2.58M	40.2K $3.28B
FNDF	59.8K + 4.6%	$34.19 - $36.51 $2.04M - $2.18M	1.36M $47.6B
NVDA	17.7K + 1113.44%	$118.11 - $1224.4 $2.09M - $21.7M	19.3K $2.39B
AAPL	1.16K + 6.87%	$165.0 - $216.67 $191K - $251K	18K $3.79B
GOOG	137 + 0.63%	$151.94 - $186.86 $20.8K - $25.6K	21.9K $4.02B
PIMCO ETF TR	15.2K + 7.53%	N/A	217K $5.56B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KO	8.44K New	$58.06 - $64.15 $490K - $542K	8.44K $537M
UNH	889 New	$439.2 - $524.63 $390K - $466K	889 $453M
MRK	3.27K New	$123.8 - $132.96 $405K - $435K	3.27K $405M
BMY	7.8K New	$40.25 - $52.99 $314K - $413K	7.8K $324M
AMGN	917 New	$262.75 - $319.31 $241K - $293K	917 $287M
CVX	1.68K New	$152.57 - $166.33 $256K - $279K	1.68K $262M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	-20.8K - 2.48%	$57.55 - $58.0 $1.2M - $1.21M	819K $47.5B
BRK-B	-319 - 0.39%	$396.73 - $420.24 $127K - $134K	81.4K $33.1B
BRK-A	-1 - 7.14%	$598160.0 - $634030.0 $598K - $634K	13 $7.96B
FND	-1.14K - 6.22%	$99.41 - $126.69 $113K - $144K	17.2K $1.71B
JNJ	-3.83K - 64.57%	$144.38 - $157.78 $553K - $604K	2.1K $307M
LLY	-711 - 53.3%	$724.87 - $909.04 $515K - $646K	623 $564M

Activity Summary All Purchases 30 New Holdings 9 Increased Positions 21 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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