Strata Wealth Advisors, LLC Purchases in Q2 2024

Strata Wealth Advisors, LLC

  • $290 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
31.6K
+ 370.77%
$81.05 - $81.66 $2.56M - $2.58M
40.2K $3.28B
FNDF
Schwab Fundamental Intl Large

ETFs
59.8K
+ 4.6%
$34.19 - $36.51 $2.04M - $2.18M
1.36M $47.6B
NVDA
Nvidia Corp

Technology
17.7K
+ 1113.44%
$118.11 - $1224.4 $2.09M - $21.7M
19.3K $2.39B
AAPL
Apple Inc.

Technology
1.16K
+ 6.87%
$165.0 - $216.67 $191K - $251K
18K $3.79B
GOOG
Alphabet Inc.

Communication Services
137
+ 0.63%
$151.94 - $186.86 $20.8K - $25.6K
21.9K $4.02B
KO
Coca Cola CO

Consumer Defensive
8.44K
New
$58.06 - $64.15 $490K - $542K
8.44K $537M
UNH
Unitedhealth Group Inc

Healthcare
889
New
$439.2 - $524.63 $390K - $466K
889 $453M
MRK
Merck & Co., Inc.

Healthcare
3.27K
New
$123.8 - $132.96 $405K - $435K
3.27K $405M
Pimco ETF Tr
15.2K
+ 7.53%
N/A
217K $5.56B
BMY
Bristol Myers Squibb CO

Healthcare
7.8K
New
$40.25 - $52.99 $314K - $413K
7.8K $324M
AMGN
Amgen Inc

Healthcare
917
New
$262.75 - $319.31 $241K - $293K
917 $287M
CVX
Chevron Corp

Energy
1.68K
New
$152.57 - $166.33 $256K - $279K
1.68K $262M
WMT
Walmart Inc.

Consumer Defensive
3.46K
New
$58.85 - $68.9 $204K - $238K
3.46K $234M
PODD
Insulet Corp

Healthcare
1.07K
New
$161.02 - $206.98 $173K - $222K
1.07K $216M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.12K
New
$100.29 - $100.75 $213K - $214K
2.12K $214M
AMZN
Amazon Com Inc

Consumer Cyclical
731
+ 14.92%
$173.67 - $197.85 $127K - $145K
5.63K $1.09B
XOM
Exxon Mobil Corp

Energy
1.48K
+ 13.07%
$108.36 - $122.2 $160K - $181K
12.8K $1.47B
ORCL
Oracle Corp

Technology
800
+ 49.69%
$113.75 - $144.64 $91K - $116K
2.41K $340M
VO
Vanguard Mid Cap ETF

ETFs
675
+ 16.06%
$234.99 - $248.98 $159K - $168K
4.88K $1.18B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.86K
+ 11.2%
$25.39 - $27.96 $72.6K - $80K
28.4K $781M
TSLA
Tesla, Inc.

Consumer Cyclical
193
+ 9.25%
$142.05 - $197.88 $27.4K - $38.2K
2.28K $451M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
701
+ 22.65%
$74.81 - $88.63 $52.4K - $62.1K
3.8K $332M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
95
+ 10.44%
$455.1 - $504.28 $43.2K - $47.9K
1.01K $503M
META
Meta Platforms, Inc.

Communication Services
76
+ 12.08%
$430.17 - $527.34 $32.7K - $40.1K
705 $355M
JPM
Jpmorgan Chase & CO

Financial Services
120
+ 11.08%
$180.08 - $204.79 $21.6K - $24.6K
1.2K $243M
VNQ
Vanguard Specialized Funds Van

ETFs
533
+ 6.32%
$78.61 - $85.97 $41.9K - $45.8K
8.97K $751M
VTV
Vanguard Value ETF

ETFs
10
+ 0.51%
$154.57 - $163.65 $1.55K - $1.64K
1.98K $318M
DFIV
Dimensional ETF Tr

ETFs
165
+ 0.64%
$35.5 - $38.02 $5.86K - $6.27K
26.1K $937M
WST
West Pharmaceutical Services Inc

Healthcare
13
+ 1.6%
$314.68 - $395.94 $4.09K - $5.15K
826 $272M
Activity Summary
Buys All Purchases 30 New Holdings 9 Increased Positions 21 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Strata Wealth Advisors, LLC Portfolio

Follow Strata Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strata Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strata Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email