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
IBM
International Business Machines Corp

Technology
-30
- 1.87%
$221.03 - $294.78 $6.63K - $8.84K
1.57K $463M
GE
General Electric CO

Industrials
-8
- 0.63%
$166.81 - $257.39 $1.33K - $2.06K
1.26K $323M
Lam Research Corp
-70
- 2.13%
N/A
3.22K $313M
SYK
Stryker Corp

Healthcare
-5
- 0.13%
$337.37 - $395.63 $1.69K - $1.98K
3.77K $1.49B
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 1.06%
$908.13 - $1056.85 $24.5K - $28.5K
2.52K $2.5B
AVGO
Broadcom Inc.

Technology
-1.45K
- 31.87%
$146.29 - $275.65 $212K - $399K
3.09K $853M
AMD
Advanced Micro Devices Inc

Technology
-28
- 0.87%
$78.21 - $143.81 $2.19K - $4.03K
3.19K $453M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-51
- 1.19%
$171.4 - $227.1 $8.74K - $11.6K
4.22K $959M
VEA
Vanguard Ftse Developed Market

ETFs
-675
- 2.15%
$45.65 - $57.01 $30.8K - $38.5K
30.7K $1.75B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-168
- 4.38%
$320.42 - $424.58 $53.8K - $71.3K
3.67K $1.56B
VGT
Vanguard Information Technolog

ETFs
-1
- 0.06%
$470.37 - $663.28 $470 - $663
1.67K $1.11B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.94K
- 7.98%
$82.96 - $110.1 $161K - $214K
22.4K $2.47B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-89
- 1.39%
$456.74 - $568.03 $40.6K - $50.6K
6.29K $3.58B
CEG
Constellation Energy Corp

Utilities
-28
- 0.91%
$170.96 - $322.76 $4.79K - $9.04K
3.05K $983M
JPM
Jpmorgan Chase & CO

Financial Services
-162
- 1.68%
$210.28 - $289.91 $34.1K - $47K
9.47K $2.74B
PLTR
Palantir Technologies Inc.

Technology
-748
- 6.01%
$74.01 - $144.25 $55.4K - $108K
11.7K $1.59B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-49
- 0.7%
$416.06 - $551.64 $20.4K - $27K
6.97K $3.84B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-53
- 0.24%
$299.15 - $396.54 $15.9K - $21K
22.1K $8.75B
IEFA
Ishares Tr

ETFs
-28.9K
- 5.9%
$67.83 - $84.09 $1.96M - $2.43M
460K $38.4B
NVDA
Nvidia Corp

Technology
-6.95K
- 11.78%
$94.31 - $157.99 $655K - $1.1M
52K $8.22B
VTV
Vanguard Value ETF

ETFs
-1.38K
- 0.2%
$153.67 - $176.74 $212K - $243K
688K $122B
VBK
Vanguard Small Cap Growth ETF

ETFs
-693
- 0.49%
$219.76 - $276.94 $152K - $192K
139K $38.6B
VUG
Vanguard Growth ETF

ETFs
-8.09K
- 2.86%
$329.49 - $438.4 $2.67M - $3.55M
275K $121B
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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