Strategies Wealth Advisors, LLC Incresed Positions in Q3 2025

Strategies Wealth Advisors, LLC

  • $962 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
35.6K
+ 1.06%
$39.8 - $42.86 $1.42M - $1.52M
3.37M $144B
VTV
Vanguard Value ETF

ETFs
7.9K
+ 1.15%
$175.51 - $186.57 $1.39M - $1.47M
696K $130B
DGRO
Ishares Core Dividend Growth E

ETFs
9.92K
+ 0.8%
$64.12 - $68.08 $636K - $675K
1.25M $85.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.21K
+ 1.95%
$182.33 - $194.5 $950K - $1.01M
272K $53B
NVDA
Nvidia Corp

Technology
13.4K
+ 25.72%
$153.3 - $186.58 $2.05M - $2.5M
65.4K $12.2B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.95K
+ 1.4%
$276.51 - $305.12 $539K - $595K
141K $42.1B
VBR
Vanguard Small Cap Value ETF

ETFs
1.59K
+ 0.93%
$195.41 - $212.37 $311K - $339K
173K $36B
AAPL
Apple Inc.

Technology
2.34K
+ 7.97%
$202.38 - $256.87 $474K - $602K
31.7K $8.08B
AMZN
Amazon Com Inc

Consumer Cyclical
8.43K
+ 26.33%
$211.65 - $238.24 $1.78M - $2.01M
40.4K $8.88B
TSLA
Tesla, Inc.

Consumer Cyclical
1.5K
+ 45.07%
$293.94 - $444.72 $442K - $669K
4.84K $2.15B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
50
+ 0.23%
$393.18 - $439.39 $19.7K - $22K
22.1K $9.63B
AMD
Advanced Micro Devices Inc

Technology
4.86K
+ 152.45%
$134.8 - $184.42 $656K - $897K
8.05K $1.3B
MSFT
Microsoft Corp

Technology
945
+ 5.99%
$491.09 - $535.64 $464K - $506K
16.7K $8.66B
GOOGL
Alphabet Inc.

Communication Services
1.03K
+ 17.71%
$174.36 - $254.72 $180K - $263K
6.87K $1.67B
LOW
Lowes Companies Inc

Consumer Cyclical
2.37K
+ 214.51%
$215.01 - $273.02 $509K - $646K
3.47K $872M
CAT
Caterpillar Inc

Industrials
768
+ 87.87%
$390.92 - $477.15 $300K - $366K
1.64K $784M
Ge Vernova Inc
340
+ 13.49%
N/A
2.86K $1.76B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.78K
+ 6.56%
$47.76 - $48.46 $371K - $377K
126K $6.09B
UNH
Unitedhealth Group Inc

Healthcare
1.06K
+ 94.14%
$237.77 - $353.61 $252K - $375K
2.19K $755M
NEE
Nextera Energy Inc

Utilities
4.12K
+ 35.83%
$69.77 - $77.54 $288K - $320K
15.6K $1.18B
IWM
Ishares Russell 2000 ETF

ETFs
1.42K
+ 127.02%
$214.92 - $244.84 $304K - $346K
2.53K $612M
Ishares Bitcoin Trust ETF
4.78K
+ 53.55%
N/A
13.7K $891M
JPM
Jpmorgan Chase & CO

Financial Services
125
+ 1.32%
$282.78 - $316.06 $35.3K - $39.5K
9.59K $3.03B
ETN
Eaton Corp PLC

Industrials
639
+ 51.7%
$342.99 - $392.76 $219K - $251K
1.88K $702M
LLY
Eli Lilly & CO

Healthcare
404
+ 10.44%
$625.65 - $812.69 $253K - $328K
4.28K $3.26B
COP
Conocophillips

Energy
2.19K
+ 34.39%
$91.0 - $98.99 $200K - $217K
8.57K $811M
GLW
Corning Inc

Technology
730
+ 14.46%
$51.6 - $82.03 $37.7K - $59.9K
5.78K $474M
META
Meta Platforms, Inc.

Communication Services
279
+ 3.94%
$695.21 - $791.73 $194K - $221K
7.36K $5.4B
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.09%
$237.58 - $259.17 $1.9K - $2.07K
9.39K $2.39B
VGT
Vanguard Information Technolog

ETFs
4
+ 0.24%
$656.44 - $753.15 $2.63K - $3.01K
1.67K $1.25B
Blackrock Inc
55
+ 11.13%
N/A
549 $640M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
110
+ 6.35%
$275.84 - $326.36 $30.3K - $35.9K
1.84K $601M
IXN
Ishares Global Information Tec

ETFs
159
+ 1.75%
$91.28 - $103.32 $14.5K - $16.4K
9.23K $953M
CRWD
Crowd Strike Holdings, Inc.

Technology
297
+ 18.03%
$412.46 - $514.1 $123K - $153K
1.94K $953M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.09K
+ 27.27%
$36.04 - $38.78 $75.3K - $81K
9.75K $376M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
67
+ 1.59%
$225.11 - $247.9 $15.1K - $16.6K
4.29K $1.06B
AXP
American Express CO

Financial Services
217
+ 10.6%
$294.27 - $342.31 $63.9K - $74.3K
2.26K $752M
PSX
Phillips 66

Energy
485
+ 25.06%
$118.37 - $139.46 $57.4K - $67.6K
2.42K $329M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
31
+ 1.25%
$284.45 - $324.95 $8.82K - $10.1K
2.52K $805M
SPOT
Spotify Technology S.A.

Communication Services
219
+ 22.6%
$620.01 - $738.53 $136K - $162K
1.19K $829M
ORCL
Oracle Corp

Technology
23
+ 2.01%
$218.96 - $328.33 $5.04K - $7.55K
1.17K $328M
DUK
Duke Energy Corp

Utilities
414
+ 9.61%
$116.31 - $125.93 $48.2K - $52.1K
4.72K $584M
MBWM
Mercantile Bank Corp

Financial Services
1.96K
+ 21.78%
$44.05 - $49.92 $86.2K - $97.7K
10.9K $493M
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 0.45%
$157.1 - $178.94 $2.67K - $3.04K
3.76K $664M
CVX
Chevron Corp

Energy
166
+ 4.47%
$145.57 - $161.83 $24.2K - $26.9K
3.88K $603M
PFM
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.06%
$48.04 - $50.89 $625 - $662
23.5K $1.19B
ARCC
Ares Capital Corp

Financial Services
3.57K
+ 36.7%
$20.41 - $23.25 $72.9K - $83K
13.3K $272M
JNJ
Johnson & Johnson

Healthcare
9
+ 0.57%
$155.17 - $185.42 $1.4K - $1.67K
1.6K $296M
DVY
Ishares Tr

ETFs
27
+ 0.58%
$133.88 - $142.57 $3.61K - $3.85K
4.71K $669M
Activity Summary
Buys All Purchases 84 New Holdings 15 Increased Positions 69 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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