Strategies Wealth Advisors, LLC Portfolio Holdings

Strategies Wealth Advisors, LLC

  • $803 Billion
  • Q4 2024

Strategies Wealth Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $803 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $119B, Vanguard Value ETF with a value of $117B, Spdr Ser Tr Fds Spdr Portfolio with a value of $114B, Ishares Core Dividend Growth E with a value of $76.6B, and Ishares Msci Usa Quality Facto with a value of $46.2B.

Examining the 13F form we can see an increase of $55.1B in the current position value, from $748B to 803B.

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 $803 Billion
ETFs: $764 Billion
Technology: $11.4 Billion
Healthcare: $4 Billion
Communication Services: $3.77 Billion
Consumer Cyclical: $3.58 Billion
Financial Services: $3.57 Billion
Consumer Defensive: $2.69 Billion
Industrials: $2.65 Billion
Other: $368 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$335B
$3.28 Billion 0.41% of portfolio
25,058
Q4 2024 New
$2.21T
$3.19 Billion 0.4% of portfolio
13,814
Q4 2024 New
$1.54T
$2.85 Billion 0.36% of portfolio
3,933
Q4 2024 New
$3.04T
$2.4 Billion 0.3% of portfolio
5,867
Q4 2024 New
$830B
$2.22 Billion 0.28% of portfolio
2,546
Q4 2024 New
$458B
$1.3 Billion 0.16% of portfolio
1,218
Q4 2024 New
$3.95T
$1.18 Billion 0.15% of portfolio
4,983
Q4 2024 New
$214B
$1.23 Billion 0.15% of portfolio
1,890
Q4 2024 New
$775B
$1.13 Billion 0.14% of portfolio
4,087
Q4 2024 New
$310B
$806 Million 0.1% of portfolio
2,469
Q4 2024 New
$403B
$324 Million 0.04% of portfolio
1,908
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $803 Billion
  • Prior Value $748 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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