Strata Wealth Advisors, LLC Portfolio Holdings

Strata Wealth Advisors, LLC

  • $290 Billion
  • Q2 2024

Strata Wealth Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $290 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $51.6B, Schwab Fundamental Intl Large with a value of $47.6B, Vanguard with a value of $47.5B, Berkshire Hathaway Inc Class B with a value of $33.1B, and Schwab Fundamental U S Large C with a value of $13.2B.

Examining the 13F form we can see an increase of $5.99B in the current position value, from $284B to 290B.

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 $290 Billion
ETFs: $188 Billion
Financial Services: $53.5 Billion
Technology: $19.1 Billion
Consumer Cyclical: $10.9 Billion
Communication Services: $4.37 Billion
Healthcare: $3.03 Billion
Industrials: $2.38 Billion
Energy: $1.73 Billion
Other: $1.23 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $290 Billion
  • Prior Value $284 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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