Strategies Wealth Advisors, LLC Reduced Holdings in Q2 2025

Strategies Wealth Advisors, LLC

  • $916 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-1.99K
- 68.65%
$462.22 - $707.75 $919K - $1.41M
908 $643M
DIS
Walt Disney CO

Communication Services
-10.3K
- 75.81%
$81.72 - $124.01 $840K - $1.28M
3.28K $407M
AAPL
Apple Inc.

Technology
-1.81K
- 5.79%
$172.42 - $223.89 $312K - $405K
29.4K $6.03B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-10K
- 21.39%
$72.02 - $73.82 $724K - $742K
36.9K $2.72B
JPIE
J P Morgan Exchange Traded Fd
-10.8K
- 13.13%
$45.12 - $46.32 $487K - $500K
71.4K $3.31B
ETN
Eaton Corp PLC

Industrials
-2.14K
- 63.38%
$246.52 - $356.99 $527K - $764K
1.24K $441M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-7.29K
- 5.8%
$47.02 - $47.83 $343K - $349K
119K $5.67B
IAU
Ishares Gold Trust

ETFs
-4.27K
- 55.03%
$56.1 - $64.74 $239K - $276K
3.49K $217M
PSX
Phillips 66

Energy
-1.86K
- 48.97%
$92.87 - $125.73 $172K - $233K
1.94K $231M
CVX
Chevron Corp

Energy
-402
- 9.76%
$133.73 - $168.51 $53.8K - $67.7K
3.72K $532M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.06K
- 8.81%
$168.34 - $195.42 $179K - $208K
11K $2.15B
IDEV
Ishares Core Msci Intl Develop

ETFs
-3.72K
- 19.38%
$61.79 - $76.67 $230K - $285K
15.5K $1.18B
IWM
Ishares Russell 2000 ETF

ETFs
-729
- 39.56%
$174.82 - $215.79 $127K - $157K
1.11K $240M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.3K
- 15.58%
$90.56 - $109.49 $118K - $142K
7.04K $769M
GLW
Corning Inc

Technology
-2.62K
- 34.19%
$39.07 - $52.59 $102K - $138K
5.05K $265M
ISRG
Intuitive Surgical Inc

Healthcare
-197
- 27.29%
$451.58 - $565.94 $89K - $111K
525 $285M
VO
Vanguard Mid Cap ETF

ETFs
-588
- 12.35%
$228.54 - $279.83 $134K - $165K
4.17K $1.17B
JNJ
Johnson & Johnson

Healthcare
-231
- 12.71%
$146.36 - $159.82 $33.8K - $36.9K
1.59K $242M
XLE
Energy Sector Spdr

ETFs
-316
- 8.87%
$76.44 - $94.13 $24.2K - $29.7K
3.25K $275M
FTCS
First Trust Capital Strength E

ETFs
-700
- 14.3%
$81.6 - $92.39 $57.1K - $64.7K
4.19K $381M
ABBV
Abb Vie Inc.

Healthcare
-14
- 0.68%
$170.16 - $206.27 $2.38K - $2.89K
2.06K $382M
ACN
Accenture PLC

Technology
-92
- 5.32%
$279.23 - $323.21 $25.7K - $29.7K
1.64K $490M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-632
- 3.26%
$82.21 - $83.12 $52K - $52.5K
18.7K $1.55B
XLK
Technology Sector Spdr

ETFs
-595
- 26.02%
$179.73 - $253.23 $107K - $151K
1.69K $428M
DUK
Duke Energy Corp

Utilities
-194
- 4.31%
$112.46 - $124.05 $21.8K - $24.1K
4.31K $509M
VB
Vanguard Small Cap ETF

ETFs
-761
- 7.51%
$193.73 - $237.37 $147K - $181K
9.38K $2.22B
XLV
Select Sector Spdr Fund Health

ETFs
-1
- 0.05%
$128.77 - $144.3 $129 - $144
2.15K $289M
XLI
Industrial Sector Spdr

ETFs
-526
- 15.58%
$116.42 - $147.52 $61.2K - $77.6K
2.85K $420M
KO
Coca Cola CO

Consumer Defensive
-48
- 0.35%
$68.37 - $73.9 $3.28K - $3.55K
13.7K $971M
GLD
Spdr Gold Trust

ETFs
-269
- 5.78%
$273.71 - $316.29 $73.6K - $85.1K
4.38K $1.34B
V
Visa Inc.

Financial Services
-27
- 2.09%
$308.27 - $373.31 $8.32K - $10.1K
1.26K $448M
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.21%
$335.24 - $380.78 $1.01K - $1.14K
1.44K $527M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-290
- 10.45%
$224.16 - $285.86 $65K - $82.9K
2.49K $711M
IWP
Ishares Russell Mid Cap Growth

ETFs
-582
- 14.37%
$104.34 - $138.68 $60.7K - $80.7K
3.47K $481M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-429
- 5.3%
$29.12 - $35.84 $12.5K - $15.4K
7.66K $275M
QCOM
Qualcomm Inc

Technology
-8
- 0.27%
$124.66 - $159.48 $997 - $1.28K
2.94K $469M
VEU
Vanguard Ftse All World Ex Us

ETFs
-718
- 7.36%
$54.19 - $67.22 $38.9K - $48.3K
9.04K $608M
RTX
Raytheon Technologies Corp

Industrials
-74
- 3.15%
$113.75 - $148.48 $8.42K - $11K
2.28K $332M
SPYG
Spdr Portfolio

ETFs
-590
- 11.25%
$71.83 - $95.32 $42.4K - $56.2K
4.66K $444M
SPY
Spdr S&P 500 ETF Trust

ETFs
-198
- 7.72%
$496.48 - $617.85 $98.3K - $122K
2.37K $1.46B
CSCO
Cisco Systems, Inc.

Technology
-60
- 1.2%
$53.19 - $69.38 $3.19K - $4.16K
4.93K $342M
TXN
Texas Instruments Inc

Technology
-3
- 0.24%
N/A
1.24K $257M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1
- 0.05%
$376.48 - $440.65 $376 - $441
1.84K $810M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-20
- 0.19%
$51.16 - $62.02 $1.02K - $1.24K
10.7K $664M
PANW
Palo Alto Networks Inc

Technology
-496
- 11.61%
$152.44 - $204.64 $75.6K - $102K
3.78K $773M
CAT
Caterpillar Inc

Industrials
-8
- 0.91%
$273.94 - $388.21 $2.19K - $3.11K
874 $339M
IVV
Ishares Core S&P 500 ETF

ETFs
-869
- 8.67%
$498.8 - $620.9 $433K - $540K
9.15K $5.68B
GOOG
Alphabet Inc.

Communication Services
-507
- 7.59%
$146.58 - $180.01 $74.3K - $91.3K
6.17K $1.09B
UAL
United Airlines Holdings, Inc.

Industrials
-75
- 1.2%
$56.15 - $84.23 $4.21K - $6.32K
6.17K $491M
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
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