Strata Wealth Advisors, LLC Portfolio Holdings

Strata Wealth Advisors, LLC

  • $322 Billion
  • Q1 2025

Strata Wealth Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $322 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $54.9B, Schwab Fundamental Intl Large with a value of $52.6B, Vanguard Growth ETF with a value of $42B, Berkshire Hathaway Inc Class B with a value of $38.7B, and Schwab Fundamental U S Large C with a value of $14.1B.

Examining the 13F form we can see an increase of $3.13B in the current position value, from $319B to 322B.

Strata Wealth Advisors, LLC is based out at Dallas, TX

Below you can find more details about Strata Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Billion
ETFs: $215 Billion
Financial Services: $62 Billion
Technology: $14 Billion
Consumer Cyclical: $8.25 Billion
Communication Services: $3.68 Billion
Industrials: $2.44 Billion
Healthcare: $2.4 Billion
Energy: $2.12 Billion
Other: $1.52 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $322 Billion
  • Prior Value $319 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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