Strata Wealth Advisors, LLC Incresed Positions in Q4 2024

Strata Wealth Advisors, LLC

  • $319 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
496
+ 0.36%
$378.79 - $428.11 $188K - $212K
137K $56.1B
VGSH
Vanguard

ETFs
29.5K
+ 3.44%
$58.02 - $58.88 $1.71M - $1.74M
888K $51.7B
NVDA
Nvidia Corp

Technology
2.2K
+ 10.91%
$117.0 - $148.88 $257K - $327K
22.3K $3B
GOOG
Alphabet Inc.

Communication Services
77
+ 0.35%
$163.08 - $198.16 $12.6K - $15.3K
22.1K $4.21B
TSLA
Tesla, Inc.

Consumer Cyclical
351
+ 13.86%
$213.65 - $479.86 $75K - $168K
2.88K $1.16B
AXP
American Express CO

Financial Services
45
+ 0.3%
$267.35 - $305.57 $12K - $13.8K
15.2K $4.5B
AAPL
Apple Inc.

Technology
272
+ 1.46%
$221.69 - $259.02 $60.3K - $70.5K
18.9K $4.74B
AMZN
Amazon Com Inc

Consumer Cyclical
606
+ 10.45%
$180.88 - $232.93 $110K - $141K
6.41K $1.41B
SCHW
Schwab Charles Corp

Financial Services
57
+ 0.17%
$63.31 - $82.85 $3.61K - $4.72K
32.8K $2.43B
VO
Vanguard Mid Cap ETF

ETFs
699
+ 12.95%
$261.5 - $284.63 $183K - $199K
6.1K $1.61B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
264
+ 20.34%
$521.84 - $558.82 $138K - $148K
1.56K $842M
SPY
Spdr S&P 500 ETF Trust

ETFs
154
+ 3.7%
$567.81 - $607.81 $87.4K - $93.6K
4.32K $2.53B
FNDX
Schwab Fundamental U S Large C

ETFs
409K
+ 205.71%
$23.49 - $71.77 $9.6M - $29.3M
608K $14.4B
ICF
Ishares Tr

ETFs
1.81K
+ 59.22%
$58.8 - $66.61 $107K - $121K
4.87K $294M
CRM
Salesforce, Inc.

Technology
22
+ 1.61%
$270.87 - $367.87 $5.96K - $8.09K
1.39K $464M
IWM
Ishares Russell 2000 ETF

ETFs
400
+ 32.21%
$216.13 - $242.4 $86.5K - $97K
1.64K $363M
AVGO
Broadcom Inc.

Technology
68
+ 5.8%
$159.67 - $250.0 $10.9K - $17K
1.24K $287M
PFE
Pfizer Inc

Healthcare
3.9K
+ 34.59%
$24.8 - $30.19 $96.6K - $118K
15.2K $402M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.75K
+ 24.98%
$44.87 - $46.86 $78.7K - $82.2K
8.78K $394M
VTI
Vanguard Total Stock Market Et

ETFs
111
+ 3.32%
$280.04 - $302.45 $31.1K - $33.6K
3.46K $1B
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
76
+ 0.36%
$47.66 - $57.86 $3.62K - $4.4K
21.4K $1.21B
JPM
Jpmorgan Chase & CO

Financial Services
48
+ 3.75%
$205.18 - $250.29 $9.85K - $12K
1.33K $318M
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 4.71%
$873.59 - $994.69 $23.6K - $26.9K
600 $550M
WMT
Walmart Inc.

Consumer Defensive
29
+ 0.81%
$79.1 - $95.7 $2.29K - $2.78K
3.59K $325M
WST
West Pharmaceutical Services Inc

Healthcare
10
+ 1.21%
$285.69 - $344.0 $2.86K - $3.44K
835 $274M
Pimco ETF Tr
6.54K
+ 2.97%
N/A
227K $5.88B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.82K
+ 8.28%
$26.16 - $29.13 $73.8K - $82.1K
36.9K $967M
VTV
Vanguard Value ETF

ETFs
45
+ 2.27%
$168.32 - $181.87 $7.57K - $8.18K
2.03K $344M
ORCL
Oracle Corp

Technology
20
+ 0.82%
$165.41 - $192.43 $3.31K - $3.85K
2.47K $412M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
365
+ 0.89%
$81.68 - $82.93 $29.8K - $30.3K
41.5K $3.4B
DFIV
Dimensional ETF Tr

ETFs
1.73K
+ 5.56%
$34.86 - $37.97 $60.2K - $65.5K
32.7K $1.16B
TMO
Thermo Fisher Scientific Inc.

Healthcare
26
+ 6.57%
$501.29 - $612.85 $13K - $15.9K
422 $220M
KO
Coca Cola CO

Consumer Defensive
246
+ 2.89%
$61.74 - $71.71 $15.2K - $17.6K
8.76K $545M
MSFT
Microsoft Corp

Technology
44
+ 0.43%
$406.35 - $454.46 $17.9K - $20K
10.3K $4.33B
ADI
Analog Devices Inc

Technology
29
+ 0.2%
$206.35 - $236.48 $5.98K - $6.86K
14.4K $3.06B
PGR
Progressive Corp

Financial Services
8
+ 0.04%
$239.6 - $268.88 $1.92K - $2.15K
21.9K $5.25B
FNDF
Schwab Fundamental Intl Large

ETFs
85.3K
+ 6.16%
$32.92 - $37.15 $2.81M - $3.17M
1.47M $48.8B
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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