Strategies Wealth Advisors, LLC Portfolio Holdings by Sector
Strategies Wealth Advisors, LLC
- $650 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG VTV SPDW DGRO IEFA QUAL VBR VBK 88 stocks |
$644 Million
99.1% of portfolio
|
  48  
|
  34  
|
  12  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.46 Million
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
CSQ MYI PSEC NEA PFLT 5 stocks |
$1.15 Million
0.18% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
PLYA 1 stocks |
$530,589
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
ORCC 1 stocks |
$423,252
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
MDXG 1 stocks |
$304,836
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|