Strategies Wealth Advisors, LLC Portfolio Holdings

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024

Strategies Wealth Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $748 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $112B, Vanguard Value ETF with a value of $103B, Spdr Ser Tr Fds Spdr Portfolio with a value of $99.6B, Ishares Core Dividend Growth E with a value of $69.2B, and Ishares Tr with a value of $40.6B.

Examining the 13F form we can see an increase of $61.4B in the current position value, from $687B to 748B.

Strategies Wealth Advisors, LLC is based out at Grand Rapids, MI

Below you can find more details about Strategies Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $748 Billion
ETFs: $741 Billion
Financial Services: $2.6 Billion
Healthcare: $175 Million
Basic Materials: $3.32 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.3B
$310 Million 0.04% of portfolio
6,140
Q3 2024 Added 2.5%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $748 Billion
  • Prior Value $687 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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