Strategies Wealth Advisors, LLC Portfolio Holdings by Sector
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG VTV SPDW DGRO IEFA QUAL VBK BND 87 stocks |
$737 Million
99.12% of portfolio
|
  38  
|
  38  
|
  5  
|
- |
0
Calls
1
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.79 Million
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
FFC CSQ MYI PSEC NEA PFLT 6 stocks |
$2.15 Million
0.29% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
ORCC 1 stocks |
$450,723
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
MDXG 1 stocks |
$175,474
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
NAK 1 stocks |
$3,315
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|