Strategies Wealth Advisors, LLC Purchases in Q2 2025

Strategies Wealth Advisors, LLC

  • $916 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31.8K
+ 0.96%
$32.66 - $40.75 $1.04M - $1.3M
3.34M $135B
EFA
Ishares Tr Msci Eafe ETF

ETFs
77.2K
+ 52.38%
$72.96 - $90.39 $5.63M - $6.97M
224K $20.1B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
25K
+ 13.91%
$113.67 - $150.4 $2.84M - $3.76M
205K $30.8B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
58.5K
+ 34.39%
$81.46 - $94.63 $4.77M - $5.54M
229K $21.6B
VIG
Vanguard Dividend Appreciation

ETFs
17.7K
+ 31.57%
N/A
73.7K $15.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.47K
+ 1.32%
$152.42 - $182.82 $529K - $634K
267K $48.8B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
41.8K
+ 33.78%
$59.24 - $71.39 $2.48M - $2.99M
166K $11.8B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
31.7K
+ 62.79%
$72.61 - $88.75 $2.3M - $2.81M
82.1K $7.28B
DGRO
Ishares Core Dividend Growth E

ETFs
1.84K
+ 0.15%
$55.22 - $63.94 $101K - $118K
1.24M $79.5B
MSFT
Microsoft Corp

Technology
71
+ 0.45%
$354.56 - $497.45 $25.2K - $35.3K
15.8K $7.85B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
34.6K
+ 219.46%
$50.36 - $50.68 $1.74M - $1.75M
50.4K $2.55B
VBR
Vanguard Small Cap Value ETF

ETFs
124
+ 0.07%
$162.76 - $195.77 $20.2K - $24.3K
171K $33.4B
META
Meta Platforms, Inc.

Communication Services
259
+ 3.8%
$484.66 - $738.09 $126K - $191K
7.08K $5.22B
AMZN
Amazon Com Inc

Consumer Cyclical
879
+ 2.82%
$167.32 - $223.3 $147K - $196K
32K $7.02B
PM
Philip Morris International Inc.

Consumer Defensive
4.73K
New
$149.23 - $184.95 $706K - $875K
4.73K $861M
Ge Vernova Inc
682
+ 37.09%
N/A
2.52K $1.33B
SPOT
Spotify Technology S.A.

Communication Services
969
New
$503.3 - $775.9 $488K - $752K
969 $744M
MUB
Ishares National Muni Bond ETF

ETFs
6.64K
+ 33.4%
$102.31 - $105.8 $679K - $702K
26.5K $2.77B
VTI
Vanguard Total Stock Market Et

ETFs
684
+ 5.03%
$243.75 - $303.93 $167K - $208K
14.3K $4.34B
DOW
Dow Inc.

Basic Materials
20.9K
New
$25.81 - $34.89 $539K - $728K
20.9K $553M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.73K
New
$179.95 - $278.88 $312K - $483K
1.73K $483M
NEE
Nextera Energy Inc

Utilities
6.83K
+ 145.9%
$64.11 - $75.0 $438K - $512K
11.5K $799M
AXP
American Express CO

Financial Services
1.27K
+ 161.76%
$231.39 - $318.98 $293K - $404K
2.05K $653M
Ishares Bitcoin Trust ETF
4.43K
+ 98.49%
N/A
8.92K $546M
FV
First Trust Dorsey Wright Focu

ETFs
5.53K
New
$48.43 - $59.26 $268K - $328K
5.53K $328M
Tortoise Capital Series Trus
8.9K
New
N/A
8.9K $318M
HYG
Ishares Tr

ETFs
3.93K
New
$75.75 - $80.65 $298K - $317K
3.93K $317M
VRT
Vertiv Holdings CO

Industrials
3
+ 0.05%
N/A
5.63K $723M
ALCC
Alt C Acquisition Corp.

Financial Services
5.6K
New
N/A
5.6K $313M
CRWD
Crowd Strike Holdings, Inc.

Technology
117
+ 7.65%
$321.63 - $509.31 $37.6K - $59.6K
1.65K $839M
COP
Conocophillips

Energy
3.66K
+ 134.5%
$82.66 - $106.1 $302K - $388K
6.38K $572M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.56K
New
$152.93 - $181.74 $239K - $284K
1.56K $284M
CSX
Csx Corp

Industrials
8.4K
New
$26.69 - $32.91 $224K - $276K
8.4K $274M
ORCL
Oracle Corp

Technology
1.14K
New
$122.82 - $218.63 $140K - $250K
1.14K $250M
LOW
Lowes Companies Inc

Consumer Cyclical
1.1K
New
$210.83 - $235.28 $233K - $260K
1.1K $245M
ASML
Asml Holding Nv

Technology
295
New
$595.37 - $815.24 $176K - $240K
295 $236M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
989
New
$141.37 - $228.57 $140K - $226K
989 $224M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.21K
+ 45.21%
$96.84 - $99.46 $214K - $220K
7.1K $705M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.17K
+ 27.09%
$108.12 - $135.04 $127K - $158K
5.49K $742M
APP
App Lovin Corp

Technology
602
New
$219.37 - $417.89 $132K - $252K
602 $211M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
857
New
$180.84 - $240.32 $155K - $206K
857 $206M
NFLX
Netflix Inc

Communication Services
3
+ 0.63%
$855.86 - $1339.13 $2.57K - $4.02K
479 $641M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.03K
+ 5.72%
$55.54 - $69.09 $57.2K - $71.1K
19K $1.31B
VOOV
Vanguard S&P 500 Value ETF

ETFs
19
+ 0.06%
$162.65 - $188.71 $3.09K - $3.59K
31.8K $5.99B
GOOGL
Alphabet Inc.

Communication Services
114
+ 1.99%
$144.7 - $178.6 $16.5K - $20.4K
5.83K $1.03B
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.12%
$218.97 - $332.17 $438 - $664
1.71K $568M
RDVY
First Trust Rising Dividend Ac

ETFs
1.4K
+ 34.69%
$51.6 - $62.74 $72K - $87.6K
5.42K $340M
BA
Boeing CO

Industrials
42
+ 1.81%
$136.59 - $217.51 $5.74K - $9.14K
2.37K $495M
GD
General Dynamics Corp

Industrials
32
+ 0.81%
$247.68 - $291.66 $7.93K - $9.33K
4K $1.17B
Activity Summary
Buys All Purchases 96 New Holdings 17 Increased Positions 79 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 1 Puts 0
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