Strata Wealth Advisors, LLC Incresed Positions in Q2 2025

Strata Wealth Advisors, LLC

  • $363 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
6.07K
+ 5.36%
$329.49 - $438.4 $2M - $2.66M
119K $52.3B
FNDF
Schwab Fundamental Intl Large

ETFs
24.3K
+ 1.67%
$32.25 - $40.02 $784K - $973K
1.48M $59.2B
Capital Grp Fixed Incm ETF T
258K
+ 1392.97%
N/A
276K $6.81B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
61.4K
+ 12.9%
$23.66 - $29.99 $1.45M - $1.84M
538K $16.1B
CGXU
Capital Group Intl Focus Equit

ETFs
58.3K
+ 12.69%
$21.44 - $27.35 $1.25M - $1.59M
518K $14.1B
FNDX
Schwab Fundamental U S Large C

ETFs
54K
+ 9.06%
$20.84 - $24.54 $1.12M - $1.32M
650K $15.9B
NVDA
Nvidia Corp

Technology
3.36K
+ 16.51%
$94.31 - $157.99 $316K - $530K
23.7K $3.74B
MSFT
Microsoft Corp

Technology
612
+ 6.42%
$354.56 - $497.45 $217K - $304K
10.1K $5.04B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.47K
+ 104.33%
$416.06 - $551.64 $612K - $811K
2.88K $1.59B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.9K
+ 151.9%
$44.68 - $45.96 $711K - $731K
26.4K $1.21B
VGSH
Vanguard

ETFs
8.87K
+ 0.95%
$58.32 - $58.95 $517K - $523K
945K $55.5B
SCHW
Schwab Charles Corp

Financial Services
53
+ 0.17%
$69.06 - $91.24 $3.66K - $4.84K
31.8K $2.9B
DFIV
Dimensional ETF Tr

ETFs
5.72K
+ 14.26%
$34.67 - $43.21 $198K - $247K
45.8K $1.96B
AVGO
Broadcom Inc.

Technology
837
+ 67.39%
$146.29 - $275.65 $122K - $231K
2.08K $573M
CVX
Chevron Corp

Energy
2.98K
+ 76.92%
$133.73 - $168.51 $398K - $502K
6.85K $981M
AMZN
Amazon Com Inc

Consumer Cyclical
324
+ 5.68%
$167.32 - $223.3 $54.2K - $72.3K
6.03K $1.32B
TSLA
Tesla, Inc.

Consumer Cyclical
485
+ 36.03%
$221.86 - $362.89 $108K - $176K
1.83K $582M
VO
Vanguard Mid Cap ETF

ETFs
321
+ 5.2%
$228.54 - $279.83 $73.4K - $89.8K
6.5K $1.82B
SPY
Spdr S&P 500 ETF Trust

ETFs
48
+ 1.61%
$496.48 - $617.85 $23.8K - $29.7K
3.03K $1.87B
Pimco ETF Tr
5.25K
+ 2.69%
N/A
200K $5.31B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
99
+ 4.94%
$456.74 - $568.03 $45.2K - $56.2K
2.11K $1.2B
JPM
Jpmorgan Chase & CO

Financial Services
223
+ 16.67%
$210.28 - $289.91 $46.9K - $64.6K
1.56K $453M
META
Meta Platforms, Inc.

Communication Services
19
+ 3.45%
$484.66 - $738.09 $9.21K - $14K
570 $421M
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 14.39%
$908.13 - $1056.85 $69K - $80.3K
604 $598M
UBER
Uber Technologies, Inc

Technology
15
+ 0.34%
$64.62 - $93.3 $969 - $1.4K
4.49K $419M
RPRX
Royalty Pharma PLC

Healthcare
121
+ 0.97%
$30.85 - $36.14 $3.73K - $4.37K
12.6K $452M
VNQ
Vanguard Specialized Funds Van

ETFs
821
+ 13.36%
$79.79 - $91.42 $65.5K - $75.1K
6.96K $620M
PODD
Insulet Corp

Healthcare
1
+ 0.1%
$238.57 - $327.47 $239 - $327
1.05K $330M
KO
Coca Cola CO

Consumer Defensive
634
+ 8.62%
$68.37 - $73.9 $43.3K - $46.9K
7.99K $565M
NVR
Nvr Inc

Consumer Cyclical
1
+ 0.69%
$6700.0 - $7410.93 $6.7K - $7.41K
146 $1.08B
ICF
Ishares Tr

ETFs
492
+ 5.15%
$54.56 - $62.47 $26.8K - $30.7K
10K $614M
ABBV
Abb Vie Inc.

Healthcare
154
+ 12.67%
$170.16 - $206.27 $26.2K - $31.8K
1.37K $254M
DUK
Duke Energy Corp

Utilities
6
+ 0.35%
$112.46 - $124.05 $675 - $744
1.74K $206M
UNH
Unitedhealth Group Inc

Healthcare
207
+ 22.8%
$274.35 - $599.47 $56.8K - $124K
1.12K $348M
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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