Strata Wealth Advisors, LLC Incresed Positions 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
Pimco ETF Tr
15.2K
+ 7.53%
N/A
217K $5.56B
MSFT
Microsoft Corp

Technology
69
+ 0.67%
$389.33 - $452.85 $26.9K - $31.2K
10.4K $4.66B
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
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
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