Strategies Wealth Advisors, LLC New Holdings in Q4 2024

Strategies Wealth Advisors, LLC

  • $803 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
25.1K
New
$117.0 - $148.88 $2.93M - $3.73M
25.1K $3.28B
AMZN
Amazon Com Inc

Consumer Cyclical
13.8K
New
$180.88 - $232.93 $2.5M - $3.22M
13.8K $3.19B
META
Meta Platforms, Inc.

Communication Services
3.93K
New
$554.08 - $632.68 $2.18M - $2.49M
3.93K $2.85B
MSFT
Microsoft Corp

Technology
5.87K
New
$406.35 - $454.46 $2.38M - $2.67M
5.87K $2.4B
LLY
Eli Lilly & CO

Healthcare
2.55K
New
$727.2 - $932.06 $1.85M - $2.37M
2.55K $2.22B
PLTR
Palantir Technologies Inc.

Technology
11.9K
New
$36.46 - $82.38 $433K - $978K
11.9K $1.39B
COST
Costco Wholesale Corp

Consumer Defensive
1.22K
New
$873.59 - $994.69 $1.06M - $1.21M
1.22K $1.3B
SYK
Stryker Corp

Healthcare
3.37K
New
$345.14 - $392.15 $1.16M - $1.32M
3.37K $1.3B
GS
Goldman Sachs Group Inc

Financial Services
1.89K
New
$486.1 - $608.57 $919K - $1.15M
1.89K $1.23B
AAPL
Apple Inc.

Technology
4.98K
New
$221.69 - $259.02 $1.1M - $1.29M
4.98K $1.18B
GD
General Dynamics Corp

Industrials
3.73K
New
$260.28 - $314.03 $970K - $1.17M
3.73K $940M
DIS
Walt Disney CO

Communication Services
8.43K
New
$92.39 - $117.6 $779K - $992K
8.43K $923M
Linde PLC
1.77K
New
N/A
1.77K $812M
CRM
Salesforce, Inc.

Technology
2.47K
New
$270.87 - $367.87 $669K - $908K
2.47K $806M
KR
Kroger CO

Consumer Defensive
12K
New
$55.21 - $63.3 $663K - $760K
12K $788M
UNP
Union Pacific Corp

Industrials
3.09K
New
$223.15 - $249.32 $690K - $771K
3.09K $766M
PANW
Palo Alto Networks Inc

Technology
3.54K
New
$181.96 - $405.9 $645K - $1.44M
3.54K $698M
FDG
American Centy ETF Tr Focused

ETFs
6.22K
New
$91.61 - $109.13 $570K - $679K
6.22K $669M
Ge Vernova Inc
1.64K
New
N/A
1.64K $611M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.31K
New
$275.15 - $388.2 $360K - $507K
1.31K $570M
CSX
Csx Corp

Industrials
16.5K
New
$31.58 - $36.88 $523K - $610K
16.5K $546M
AVGO
Broadcom Inc.

Technology
1.82K
New
$159.67 - $250.0 $290K - $454K
1.82K $429M
DFAX
Dimensional ETF Tr
15.6K
New
$24.76 - $27.04 $386K - $422K
15.6K $404M
ETN
Eaton Corp PLC

Industrials
1.28K
New
$326.96 - $377.52 $417K - $482K
1.28K $394M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.52K
New
$152.04 - $211.12 $383K - $531K
2.52K $391M
DUK
Duke Energy Corp

Utilities
3.11K
New
$105.76 - $120.76 $328K - $375K
3.11K $361M
MSTR
Microstrategy Inc

Technology
1.01K
New
$162.69 - $473.83 $164K - $479K
1.01K $330M
PG
Procter & Gamble CO

Consumer Defensive
1.91K
New
$161.05 - $179.7 $307K - $343K
1.91K $324M
Arista Networks Inc
2.81K
New
N/A
2.81K $309M
GLW
Corning Inc

Technology
5.85K
New
$44.11 - $49.76 $258K - $291K
5.85K $305M
KMB
Kimberly Clark Corp

Consumer Defensive
2.09K
New
$130.37 - $146.09 $273K - $306K
2.09K $280M
Volatility Shs Tr
4.88K
New
N/A
4.88K $263M
Fidelity Wise Origin Bitcoin
2.81K
New
N/A
2.81K $239M
DGX
Quest Diagnostics Inc

Healthcare
1.44K
New
N/A
1.44K $238M
Contineum Therapeutics Inc
25K
New
N/A
25K $206M
XLY
Select Sector Spdr Consumer Di

ETFs
910
New
$194.8 - $239.43 $177K - $218K
910 $206M
Activity Summary
Buys All Purchases 72 New Holdings 37 Increased Positions 35 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 1
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