Strategies Wealth Advisors, LLC New Holdings in Q1 2025

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.11K
New
$442.66 - $534.52 $1.38M - $1.66M
3.11K $1.66B
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
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
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
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
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
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
NEE
Nextera Energy Inc

Utilities
4.68K
New
$66.96 - $76.16 $313K - $356K
4.68K $332M
AMD
Advanced Micro Devices Inc

Technology
3.22K
New
$96.63 - $129.55 $311K - $417K
3.22K $331M
RTX
Raytheon Technologies Corp

Industrials
2.35K
New
$114.1 - $135.66 $268K - $319K
2.35K $311M
CSCO
Cisco Systems, Inc.

Technology
4.99K
New
$58.74 - $64.87 $293K - $324K
4.99K $308M
IWS
Ishares Russell Midcap Value E

ETFs
2.42K
New
$122.59 - $135.24 $297K - $327K
2.42K $305M
JNJ
Johnson & Johnson

Healthcare
1.82K
New
$142.06 - $167.7 $258K - $305K
1.82K $302M
PH
Parker Hannifin Corp

Industrials
495
New
$591.65 - $707.05 $293K - $350K
495 $301M
FISV
Fiserv Inc

Technology
1.36K
New
N/A
1.36K $300M
LMT
Lockheed Martin Corp

Industrials
659
New
$423.19 - $506.29 $279K - $334K
659 $294M
CAT
Caterpillar Inc

Industrials
882
New
$326.75 - $407.63 $288K - $360K
882 $291M
COP
Conocophillips

Energy
2.72K
New
$88.6 - $105.85 $241K - $288K
2.72K $286M
CMCSA
Comcast Corp

Communication Services
7.29K
New
$33.19 - $38.23 $242K - $279K
7.29K $269M
PFE
Pfizer Inc

Healthcare
10.3K
New
$25.01 - $27.13 $257K - $279K
10.3K $261M
ADP
Automatic Data Processing Inc

Industrials
841
New
$286.85 - $318.64 $241K - $268K
841 $257M
GE
General Electric CO

Industrials
1.26K
New
$168.59 - $212.13 $213K - $268K
1.26K $253M
F
Ford Motor CO

Consumer Cyclical
24K
New
$9.12 - $10.43 $218K - $250K
24K $240M
Lam Research Corp
3.29K
New
N/A
3.29K $239M
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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