Strata Wealth Advisors, LLC Incresed Positions in Q3 2024

Strata Wealth Advisors, LLC

  • $311 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
26K
+ 1.91%
$33.67 - $37.71 $875K - $980K
1.38M $51.7B
VGSH
Vanguard

ETFs
39.6K
+ 4.83%
$57.74 - $59.13 $2.28M - $2.34M
859K $50.7B
FNDX
Schwab Fundamental U S Large C

ETFs
1.08K
+ 0.54%
$65.36 - $71.76 $70.3K - $77.1K
199K $14.3B
AAPL
Apple Inc.

Technology
663
+ 3.68%
$207.23 - $234.82 $137K - $156K
18.7K $4.35B
VTI
Vanguard Total Stock Market Et

ETFs
1.7K
+ 103.47%
$255.18 - $283.2 $434K - $482K
3.35K $948M
JNJ
Johnson & Johnson

Healthcare
2.62K
+ 124.9%
$145.48 - $167.38 $382K - $439K
4.72K $765M
Pimco ETF Tr
3.36K
+ 1.55%
N/A
220K $5.87B
DFIV
Dimensional ETF Tr

ETFs
4.95K
+ 18.97%
$34.66 - $38.38 $171K - $190K
31K $1.18B
VO
Vanguard Mid Cap ETF

ETFs
521
+ 10.68%
$237.84 - $263.83 $124K - $137K
5.4K $1.42B
TSLA
Tesla, Inc.

Consumer Cyclical
253
+ 11.1%
$191.76 - $263.26 $48.5K - $66.6K
2.53K $663M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
293
+ 29.15%
$475.2 - $527.7 $139K - $155K
1.3K $685M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
953
+ 2.37%
$81.31 - $83.29 $77.5K - $79.4K
41.1K $3.42B
VNQ
Vanguard Specialized Funds Van

ETFs
124
+ 1.38%
$82.97 - $98.97 $10.3K - $12.3K
9.09K $886M
UNH
Unitedhealth Group Inc

Healthcare
107
+ 12.04%
$488.01 - $604.18 $52.2K - $64.6K
996 $582M
EFG
Msci Eafe Growth ETF

ETFs
20
+ 0.1%
$96.84 - $108.77 $1.94K - $2.18K
20.7K $2.22B
XOM
Exxon Mobil Corp

Energy
640
+ 5.0%
$109.72 - $119.0 $70.2K - $76.2K
13.4K $1.57B
META
Meta Platforms, Inc.

Communication Services
77
+ 10.92%
$453.41 - $572.44 $34.9K - $44.1K
782 $448M
ORCL
Oracle Corp

Technology
42
+ 1.74%
$125.9 - $170.35 $5.29K - $7.15K
2.45K $418M
KO
Coca Cola CO

Consumer Defensive
69
+ 0.82%
$62.69 - $73.01 $4.33K - $5.04K
8.51K $612M
NVDA
Nvidia Corp

Technology
817
+ 4.23%
$98.91 - $134.91 $80.8K - $110K
20.1K $2.45B
CRM
Salesforce, Inc.

Technology
129
+ 10.43%
$238.42 - $276.53 $30.8K - $35.7K
1.37K $374M
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 7.3%
$801.83 - $917.05 $31.3K - $35.8K
573 $508M
WMT
Walmart Inc.

Consumer Defensive
105
+ 3.04%
$66.91 - $81.4 $7.03K - $8.55K
3.56K $288M
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
+ 8.79%
$531.86 - $624.21 $17K - $20K
396 $245M
UBER
Uber Technologies, Inc

Technology
106
+ 1.07%
$58.48 - $77.47 $6.2K - $8.21K
9.98K $750M
IWM
Ishares Russell 2000 ETF

ETFs
25
+ 2.05%
$200.87 - $224.6 $5.02K - $5.62K
1.24K $274M
JPM
Jpmorgan Chase & CO

Financial Services
77
+ 6.4%
$194.9 - $224.8 $15K - $17.3K
1.28K $270M
TXN
Texas Instruments Inc

Technology
36
+ 2.82%
$194.6 - $194.6 $7.01K - $7.01K
1.31K $271M
LLY
Eli Lilly & CO

Healthcare
35
+ 5.62%
$772.14 - $960.02 $27K - $33.6K
658 $583M
AMZN
Amazon Com Inc

Consumer Cyclical
171
+ 3.04%
$161.02 - $200.0 $27.5K - $34.2K
5.8K $1.08B
GOOG
Alphabet Inc.

Communication Services
161
+ 0.74%
$149.54 - $192.66 $24.1K - $31K
22.1K $3.69B
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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