Strategies Wealth Advisors, LLC Incresed Positions 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
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
META
Meta Platforms, Inc.

Communication Services
2.89K
+ 73.4%
$576.36 - $736.67 $1.66M - $2.13M
6.82K $3.93B
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
50.1K
+ 6.3%
$9.44 - $10.68 $473K - $535K
845K $8.68B
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
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
GS
Goldman Sachs Group Inc

Financial Services
1.01K
+ 53.23%
$524.81 - $672.19 $528K - $676K
2.9K $1.58B
AVGO
Broadcom Inc.

Technology
2.72K
+ 149.92%
$167.43 - $244.7 $456K - $667K
4.54K $760M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.28K
+ 84.94%
$254.58 - $302.92 $325K - $386K
2.78K $709M
Linde PLC
520
+ 29.36%
N/A
2.29K $1.07B
EFA
Ishares Tr Msci Eafe ETF

ETFs
266
+ 0.18%
$74.85 - $84.89 $19.9K - $22.6K
147K $12B
DUK
Duke Energy Corp

Utilities
1.4K
+ 44.98%
$105.87 - $121.97 $148K - $170K
4.5K $549M
GD
General Dynamics Corp

Industrials
244
+ 6.55%
$241.94 - $272.58 $59K - $66.5K
3.97K $1.08B
DGRO
Ishares Core Dividend Growth E

ETFs
36.8K
+ 3.06%
$60.46 - $64.42 $2.23M - $2.37M
1.24M $76.7B
SYK
Stryker Corp

Healthcare
403
+ 11.97%
$355.18 - $399.9 $143K - $161K
3.77K $1.4B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.47K
+ 8.88%
$58.01 - $64.46 $85.1K - $94.6K
18K $1.12B
GLW
Corning Inc

Technology
1.83K
+ 31.22%
$44.91 - $54.25 $82K - $99K
7.67K $351M
PANW
Palo Alto Networks Inc

Technology
730
+ 20.6%
$167.82 - $208.28 $123K - $152K
4.27K $729M
UNP
Union Pacific Corp

Industrials
252
+ 8.15%
$225.21 - $254.42 $56.8K - $64.1K
3.34K $790M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.01%
$27.01 - $28.54 $54 - $57.1
27.9K $780M
DVY
Ishares Tr

ETFs
50
+ 1.09%
$128.58 - $138.1 $6.43K - $6.91K
4.64K $623M
DFAX
Dimensional ETF Tr
2
+ 0.01%
$24.45 - $27.2 $48.9 - $54.4
15.6K $409M
XLF
Financial Sector Spdr

ETFs
329
+ 3.99%
$47.32 - $52.19 $15.6K - $17.2K
8.58K $427M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
113
+ 0.91%
$10.91 - $11.42 $1.23K - $1.29K
12.5K $140M
VDC
Vanguard Consumer Staples ETF

ETFs
13
+ 0.54%
$206.54 - $226.16 $2.69K - $2.94K
2.41K $527M
PSEC
Prospect Capital Corp

Financial Services
779
+ 2.19%
$4.1 - $4.45 $3.19K - $3.47K
36.4K $149M
FTCS
First Trust Capital Strength E

ETFs
12
+ 0.25%
$86.39 - $91.35 $1.04K - $1.1K
4.89K $439M
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.09%
$137.61 - $149.68 $275 - $299
2.15K $313M
JEPI
J P Morgan Exchange Traded Fd

ETFs
27
+ 0.57%
$56.17 - $59.71 $1.52K - $1.61K
4.78K $273M
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.1%
$115.08 - $123.97 $230 - $248
1.93K $223M
ORCC
Owl Rock Capital Corp

Financial Services
107
+ 0.33%
N/A
32.6K $478M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
31
+ 0.75%
$126.11 - $135.06 $3.91K - $4.19K
4.18K $539M
RDVY
First Trust Rising Dividend Ac

ETFs
17
+ 0.42%
$57.22 - $63.39 $973 - $1.08K
4.02K $236M
CRWD
Crowd Strike Holdings, Inc.

Technology
223
+ 17.06%
$308.86 - $455.36 $68.9K - $102K
1.53K $539M
PFM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.06%
$44.92 - $48.18 $674 - $723
23.4K $1.07B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.16%
$408.78 - $448.82 $1.23K - $1.35K
1.84K $772M
Ge Vernova Inc
202
+ 12.34%
N/A
1.84K $561M
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.32%
$149.27 - $169.4 $1.79K - $2.03K
3.72K $562M
MGC
Vanguard Mega Cap ETF

ETFs
17
+ 0.3%
$199.2 - $222.69 $3.39K - $3.79K
5.62K $1.13B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.05%
$192.82 - $222.1 $386 - $444
4.28K $825M
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
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