Strategies Wealth Advisors, LLC Purchases in Q1 2025

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
145K
+ 4.57%
$33.84 - $37.77 $4.89M - $5.46M
3.31M $120B
AAPL
Apple Inc.

Technology
26.2K
+ 526.17%
$209.68 - $247.1 $5.5M - $6.48M
31.2K $6.93B
MSFT
Microsoft Corp

Technology
9.84K
+ 167.68%
$375.39 - $447.2 $3.69M - $4.4M
15.7K $5.9B
NVDA
Nvidia Corp

Technology
33.9K
+ 135.41%
$106.98 - $149.43 $3.63M - $5.07M
59K $6.39B
AMZN
Amazon Com Inc

Consumer Cyclical
17.3K
+ 125.32%
$190.26 - $242.06 $3.29M - $4.19M
31.1K $5.92B
VTV
Vanguard Value ETF

ETFs
26.9K
+ 4.07%
$167.73 - $179.21 $4.52M - $4.83M
689K $119B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.11K
New
$442.66 - $534.52 $1.38M - $1.66M
3.11K $1.66B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.3K
+ 370.73%
$81.83 - $82.73 $1.25M - $1.26M
19.4K $1.6B
JPM
Jpmorgan Chase & CO

Financial Services
5.54K
+ 135.58%
$225.19 - $279.95 $1.25M - $1.55M
9.63K $2.36B
COST
Costco Wholesale Corp

Consumer Defensive
1.33K
+ 109.44%
$890.62 - $1076.86 $1.19M - $1.44M
2.55K $2.41B
GOOG
Alphabet Inc.

Communication Services
6.68K
New
$156.06 - $207.71 $1.04M - $1.39M
6.68K $1.04B
KO
Coca Cola CO

Consumer Defensive
13.8K
New
$60.81 - $72.32 $838K - $996K
13.8K $986M
GOOGL
Alphabet Inc.

Communication Services
5.72K
New
$154.33 - $206.19 $882K - $1.18M
5.72K $884M
TSLA
Tesla, Inc.

Consumer Cyclical
3.38K
New
$222.15 - $428.22 $752K - $1.45M
3.38K $877M
LLY
Eli Lilly & CO

Healthcare
1.05K
+ 41.2%
$725.72 - $929.72 $761K - $975K
3.6K $2.97B
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
50.1K
+ 6.3%
$9.44 - $10.68 $473K - $535K
845K $8.68B
CVX
Chevron Corp

Energy
4.12K
New
$146.71 - $167.97 $604K - $692K
4.12K $689M
CEG
Constellation Energy Corp

Utilities
3.07K
New
$201.63 - $347.44 $620K - $1.07M
3.07K $620M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
416
New
$1187.71 - $1432.58 $494K - $596K
416 $596M
SO
Southern CO

Utilities
6.34K
New
$80.96 - $92.96 $513K - $589K
6.34K $583M
ACN
Accenture PLC

Technology
1.73K
New
$300.91 - $398.25 $521K - $689K
1.73K $540M
HD
Home Depot, Inc.

Consumer Cyclical
1.44K
New
$347.25 - $424.87 $500K - $611K
1.44K $528M
UNH
Unitedhealth Group Inc

Healthcare
1.01K
New
$461.52 - $548.18 $464K - $551K
1.01K $527M
MA
Mastercard Inc

Financial Services
960
New
$504.67 - $576.31 $484K - $553K
960 $526M
ETN
Eaton Corp PLC

Industrials
2.1K
+ 164.5%
$271.83 - $371.23 $571K - $779K
3.38K $917M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.66K
+ 76.22%
$360.07 - $417.26 $598K - $693K
3.84K $1.39B
IWP
Ishares Russell Mid Cap Growth

ETFs
4.05K
New
$114.9 - $139.6 $465K - $565K
4.05K $476M
PSX
Phillips 66

Energy
3.79K
New
$113.93 - $131.55 $432K - $499K
3.79K $468M
Blackrock Inc
492
New
N/A
492 $466M
QCOM
Qualcomm Inc

Technology
2.95K
New
$151.94 - $175.86 $448K - $519K
2.95K $453M
V
Visa Inc.

Financial Services
1.29K
New
$306.92 - $362.71 $396K - $468K
1.29K $452M
NFLX
Netflix Inc

Communication Services
476
New
$828.4 - $1058.6 $394K - $504K
476 $444M
ROK
Rockwell Automation, Inc

Industrials
1.71K
New
$255.29 - $303.75 $436K - $519K
1.71K $441M
ABBV
Abb Vie Inc.

Healthcare
2.07K
New
$169.2 - $216.66 $351K - $449K
2.07K $435M
DVN
Devon Energy Corp

Energy
11.6K
New
$33.15 - $38.55 $383K - $446K
11.6K $432M
UAL
United Airlines Holdings, Inc.

Industrials
6.24K
New
$69.05 - $110.52 $431K - $690K
6.24K $431M
PG
Procter & Gamble CO

Consumer Defensive
2.44K
+ 127.83%
$158.56 - $176.26 $387K - $430K
4.35K $741M
DIS
Walt Disney CO

Communication Services
5.13K
+ 60.85%
$96.87 - $114.0 $497K - $585K
13.6K $1.34B
WMT
Walmart Inc.

Consumer Defensive
4.73K
New
$84.5 - $105.05 $399K - $496K
4.73K $415M
VRT
Vertiv Holdings CO

Industrials
5.63K
New
N/A
5.63K $406M
XOM
Exxon Mobil Corp

Energy
3.37K
New
$105.44 - $118.93 $355K - $401K
3.37K $401M
IBM
International Business Machines Corp

Technology
1.6K
New
$217.4 - $264.74 $348K - $424K
1.6K $398M
BA
Boeing CO

Industrials
2.32K
New
$148.15 - $186.25 $344K - $433K
2.32K $396M
MBWM
Mercantile Bank Corp

Financial Services
8.95K
New
$41.69 - $51.79 $373K - $464K
8.95K $389M
MCD
Mcdonalds Corp

Consumer Cyclical
1.21K
New
$279.74 - $321.29 $337K - $387K
1.21K $376M
ISRG
Intuitive Surgical Inc

Healthcare
722
New
$476.63 - $610.45 $344K - $441K
722 $358M
GS
Goldman Sachs Group Inc

Financial Services
1.01K
+ 53.23%
$524.81 - $672.19 $528K - $676K
2.9K $1.58B
PEP
Pepsico Inc

Consumer Defensive
2.28K
New
$142.64 - $156.42 $325K - $356K
2.28K $342M
BRO
Brown & Brown, Inc.

Financial Services
2.69K
New
$100.54 - $124.4 $271K - $335K
2.69K $335M
Activity Summary
Buys All Purchases 123 New Holdings 60 Increased Positions 63 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email