Strategies Wealth Advisors, LLC Incresed Positions 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
Ge Vernova Inc
682
+ 37.09%
N/A
2.52K $1.33B
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
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
VRT
Vertiv Holdings CO

Industrials
3
+ 0.05%
N/A
5.63K $723M
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
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
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
Linde PLC
156
+ 6.81%
N/A
2.45K $1.15B
PFM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.06%
$41.05 - $48.17 $616 - $723
23.5K $1.13B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.41K
+ 28.21%
$24.14 - $25.43 $58.2K - $61.3K
11K $271M
VV
Vanguard Large Cap ETF

ETFs
111
+ 13.2%
$228.25 - $285.3 $25.3K - $31.7K
952 $272M
Blackrock Inc
2
+ 0.41%
N/A
494 $518M
WMT
Walmart Inc.

Consumer Defensive
44
+ 0.93%
$81.79 - $99.98 $3.6K - $4.4K
4.77K $466M
CSQ
Calamos Strategic Total Return Fund

Financial Services
100
+ 0.43%
$13.86 - $18.24 $1.39K - $1.82K
23.5K $428M
LLY
Eli Lilly & CO

Healthcare
276
+ 7.68%
$713.71 - $898.95 $197K - $248K
3.87K $3.02B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
147
+ 1.23%
$34.72 - $42.74 $5.1K - $6.28K
12.1K $515M
PH
Parker Hannifin Corp

Industrials
1
+ 0.2%
$517.23 - $700.54 $517 - $701
496 $346M
KR
Kroger CO

Consumer Defensive
10
+ 0.1%
$64.62 - $74.0 $646 - $740
10.2K $728M
CMCSA
Comcast Corp

Communication Services
1.29K
+ 17.69%
$32.84 - $36.72 $42.3K - $47.3K
8.58K $306M
BAC
Bank Of America Corp

Financial Services
17
+ 0.33%
$34.39 - $47.46 $585 - $807
5.18K $245M
MBWM
Mercantile Bank Corp

Financial Services
41
+ 0.46%
$38.53 - $46.41 $1.58K - $1.9K
8.99K $417M
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 0.46%
$131.84 - $157.76 $2.24K - $2.68K
3.74K $590M
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.16%
$103.16 - $128.52 $309 - $386
1.93K $248M
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
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