Strata Wealth Advisors, LLC Sells in Q2 2025

Strata Wealth Advisors, LLC

  • $363 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.28K
- 1.76%
$483.48 - $539.8 $617K - $689K
71.4K $34.7B
XOM
Exxon Mobil Corp

Energy
-6.48K
- 52.19%
$99.93 - $119.04 $647K - $771K
5.93K $640M
Brookfield Corp
-10.2K
- 70.64%
N/A
4.26K $263M
PGR
Progressive Corp

Financial Services
-596
- 2.9%
$255.27 - $288.74 $152K - $172K
20K $5.33B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.87K
- 10.82%
$82.21 - $83.12 $400K - $405K
40.1K $3.32B
VTI
Vanguard Total Stock Market Et

ETFs
-1.41K
- 36.86%
$243.75 - $303.93 $345K - $430K
2.42K $736M
JNJ
Johnson & Johnson

Healthcare
-1.64K
- 40.81%
$146.36 - $159.82 $240K - $262K
2.38K $363M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.14K
- 24.7%
$51.16 - $62.02 $263K - $319K
15.7K $972M
ADI
Analog Devices Inc

Technology
-3.03K
- 22.4%
$164.6 - $238.02 $498K - $720K
10.5K $2.49B
MC
Moelis & CO

Financial Services
-3.65K
- 13.0%
$48.86 - $62.99 $179K - $230K
24.5K $1.52B
IEFA
Ishares Tr

ETFs
-1.96K
- 13.36%
$67.83 - $84.09 $133K - $165K
12.7K $1.06B
CRM
Salesforce, Inc.

Technology
-87
- 6.04%
$236.26 - $291.15 $20.6K - $25.3K
1.35K $369M
TXN
Texas Instruments Inc

Technology
-71
- 5.56%
N/A
1.21K $250M
WMT
Walmart Inc.

Consumer Defensive
-103
- 3.21%
$81.79 - $99.98 $8.42K - $10.3K
3.11K $304M
ORCL
Oracle Corp

Technology
-567
- 23.02%
$122.82 - $218.63 $69.6K - $124K
1.9K $415M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-65
- 1.82%
$180.84 - $240.32 $11.8K - $15.6K
3.51K $843M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-275
- 1.38%
N/A
19.6K $1.34B
EFG
Msci Eafe Growth ETF

ETFs
-28
- 0.15%
$89.8 - $112.0 $2.51K - $3.14K
18.1K $2.03B
IVV
Ishares Core S&P 500 ETF

ETFs
-628
- 5.62%
$498.8 - $620.9 $313K - $390K
10.6K $6.55B
AWI
Armstrong World Industries Inc

Industrials
-1
- 0.01%
$126.1 - $163.12 $126 - $163
16.6K $2.7B
GOOG
Alphabet Inc.

Communication Services
-108
- 0.5%
$146.58 - $180.01 $15.8K - $19.4K
21.4K $3.8B
AXP
American Express CO

Financial Services
-12
- 0.09%
$231.39 - $318.98 $2.78K - $3.83K
12.9K $4.1B
Arista Networks Inc
-94
- 0.25%
N/A
37.8K $3.86B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 0.23%
$4164.15 - $5789.24 $8.33K - $11.6K
886 $5.13B
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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