Strata Wealth Advisors, LLC Reduced Holdings in Q2 2024

Strata Wealth Advisors, LLC

  • $290 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-20.8K
- 2.48%
$57.55 - $58.0 $1.2M - $1.21M
819K $47.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-319
- 0.39%
$396.73 - $420.24 $127K - $134K
81.4K $33.1B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 7.14%
$598160.0 - $634030.0 $598K - $634K
13 $7.96B
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-1.14K
- 6.22%
$99.41 - $126.69 $113K - $144K
17.2K $1.71B
JNJ
Johnson & Johnson

Healthcare
-3.83K
- 64.57%
$144.38 - $157.78 $553K - $604K
2.1K $307M
LLY
Eli Lilly & CO

Healthcare
-711
- 53.3%
$724.87 - $909.04 $515K - $646K
623 $564M
EFG
Msci Eafe Growth ETF

ETFs
-2.4K
- 10.43%
$97.17 - $106.25 $234K - $255K
20.6K $2.11B
THO
Thor Industries Inc

Consumer Cyclical
-1.19K
- 16.76%
$88.93 - $116.19 $105K - $138K
5.89K $550M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-476
- 2.16%
$45.98 - $55.51 $21.9K - $26.4K
21.6K $1.02B
AWI
Armstrong World Industries Inc

Industrials
-241
- 1.43%
$112.03 - $123.24 $27K - $29.7K
16.6K $1.88B
VTI
Vanguard Total Stock Market Et

ETFs
-585
- 26.23%
$245.23 - $269.4 $143K - $158K
1.65K $440M
FNDX
Schwab Fundamental U S Large C

ETFs
-307
- 0.16%
$63.87 - $67.55 $19.6K - $20.7K
198K $13.2B
IWM
Ishares Russell 2000 ETF

ETFs
-353
- 22.48%
$192.84 - $209.44 $68.1K - $73.9K
1.22K $247M
UBER
Uber Technologies, Inc

Technology
-275
- 2.71%
$63.52 - $77.16 $17.5K - $21.2K
9.87K $718M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-307
- 1.93%
$56.43 - $60.79 $17.3K - $18.7K
15.6K $914M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.6K
- 16.31%
$25.12 - $25.81 $40.1K - $41.2K
8.2K $209M
Brookfield Corp
-878
- 5.22%
N/A
16K $663M
MC
Moelis & CO

Financial Services
-715
- 2.37%
$49.08 - $57.92 $35.1K - $41.4K
29.4K $1.67B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-38
- 9.45%
$541.52 - $599.02 $20.6K - $22.8K
364 $201M
FCN
Fti Consulting, Inc

Industrials
-183
- 12.59%
$204.46 - $224.8 $37.4K - $41.1K
1.27K $274M
SPY
Spdr S&P 500 ETF Trust

ETFs
-209
- 4.57%
$495.16 - $548.49 $103K - $115K
4.37K $2.38B
PGR
Progressive Corp

Financial Services
-101
- 0.46%
$202.26 - $215.9 $20.4K - $21.8K
21.9K $4.56B
SCHW
Schwab Charles Corp

Financial Services
-533
- 1.59%
$70.03 - $78.9 $37.3K - $42.1K
33.1K $2.44B
COST
Costco Wholesale Corp

Consumer Defensive
-61
- 10.25%
$704.88 - $870.75 $43K - $53.1K
534 $454M
TXN
Texas Instruments Inc

Technology
-43
- 3.26%
$159.68 - $202.54 $6.87K - $8.71K
1.28K $248M
IVV
Ishares Core S&P 500 ETF

ETFs
-454
- 3.49%
$497.53 - $549.64 $226K - $250K
12.6K $6.88B
AXP
American Express CO

Financial Services
-76
- 0.49%
$217.5 - $243.08 $16.5K - $18.5K
15.3K $3.55B
IVW
Ishares S&P 500 Growth ETF

ETFs
-5
- 0.09%
$79.31 - $93.31 $397 - $467
5.76K $533M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 1.37%
$3414.82 - $4014.38 $51.2K - $60.2K
1.08K $4.27B
ADI
Analog Devices Inc

Technology
-149
- 1.02%
$183.36 - $240.16 $27.3K - $35.8K
14.5K $3.3B
ANET
Arista Networks, Inc.

Technology
-119
- 1.23%
$245.47 - $350.48 $29.2K - $41.7K
9.59K $3.36B
VUG
Vanguard Growth ETF

ETFs
-537
- 0.39%
$322.46 - $377.11 $173K - $203K
138K $51.6B
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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