Strata Wealth Advisors, LLC Reduced Holdings in Q3 2024

Strata Wealth Advisors, LLC

  • $311 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-273
- 0.83%
$61.74 - $76.08 $16.9K - $20.8K
32.8K $2.12B
MSFT
Microsoft Corp

Technology
-202
- 1.94%
$395.15 - $467.56 $79.8K - $94.4K
10.2K $4.4B
THO
Thor Industries Inc

Consumer Cyclical
-1.78K
- 30.2%
$91.4 - $109.97 $163K - $196K
4.11K $452M
WST
West Pharmaceutical Services Inc

Healthcare
-1
- 0.12%
$277.16 - $333.3 $277 - $333
825 $248M
ADI
Analog Devices Inc

Technology
-95
- 0.66%
$200.56 - $243.33 $19.1K - $23.1K
14.4K $3.31B
IVW
Ishares S&P 500 Growth ETF

ETFs
-95
- 1.65%
$84.77 - $97.13 $8.05K - $9.23K
5.66K $542M
SPY
Spdr S&P 500 ETF Trust

ETFs
-203
- 4.65%
$517.38 - $573.86 $105K - $116K
4.16K $2.39B
FCN
Fti Consulting, Inc

Industrials
-1
- 0.08%
$213.61 - $230.59 $214 - $231
1.27K $289M
PODD
Insulet Corp

Healthcare
-23
- 2.15%
$180.69 - $239.01 $4.16K - $5.5K
1.05K $244M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-241
- 1.12%
$45.22 - $54.77 $10.9K - $13.2K
21.3K $1.17B
IVV
Ishares Core S&P 500 ETF

ETFs
-304
- 2.42%
$520.18 - $576.82 $158K - $175K
12.3K $7.08B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 0.83%
$3305.62 - $4268.05 $29.8K - $38.4K
1.07K $4.5B
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-1.34K
- 7.78%
$89.87 - $124.16 $120K - $166K
15.8K $1.97B
MC
Moelis & CO

Financial Services
-716
- 2.43%
$57.14 - $70.62 $40.9K - $50.6K
28.7K $1.97B
ANET
Arista Networks, Inc.

Technology
-18
- 0.19%
$311.42 - $388.21 $5.61K - $6.99K
9.58K $3.68B
AXP
American Express CO

Financial Services
-203
- 1.32%
$225.92 - $271.17 $45.9K - $55K
15.1K $4.1B
VUG
Vanguard Growth ETF

ETFs
-1.74K
- 1.26%
$341.08 - $391.94 $595K - $683K
136K $52.3B
PGR
Progressive Corp

Financial Services
-31
- 0.14%
$209.46 - $259.24 $6.49K - $8.04K
21.9K $5.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.29K
- 1.58%
$405.19 - $478.57 $521K - $615K
80.1K $36.9B
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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