Strategies Wealth Advisors, LLC Portfolio Holdings

Strategies Wealth Advisors, LLC

  • $916 Billion
  • Q2 2025

Strategies Wealth Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $916 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $135B, Vanguard Value ETF with a value of $122B, Vanguard Growth ETF with a value of $121B, Ishares Core Dividend Growth E with a value of $79.5B, and Ishares Msci Usa Quality Facto with a value of $48.8B.

Examining the 13F form we can see an increase of $96.8B in the current position value, from $819B to 916B.

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 $916 Billion
ETFs: $824 Billion
Technology: $30.1 Billion
Consumer Cyclical: $10.4 Billion
Communication Services: $9.45 Billion
Financial Services: $9.04 Billion
Consumer Defensive: $6.83 Billion
Healthcare: $6.49 Billion
Industrials: $6.07 Billion
Other: $5.73 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$737M
$417 Million 0.05% of portfolio
8,991
Q2 2025 Added 0.46%
$821M
$181 Million 0.02% of portfolio
29,691
Q3 2024 Reduced 25.0%
$466M
$13.4 Million 0.0% of portfolio
10,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $916 Billion
  • Prior Value $819 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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