Strategies Wealth Advisors, LLC Portfolio Holdings by Sector

Strategies Wealth Advisors, LLC

$962 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPDW VTV VUG DGRO QUAL VBK IEFA VBR 78 stocks	$847 Million 89.03% of portfolio	27	43	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD AVGO QCOM TSM NVTS TXN 7 stocks	$15.7 Million 1.65% of portfolio	4	3	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR CRWD PANW ORCL 5 stocks	$13.3 Million 1.39% of portfolio	5	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$8.88 Million 0.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG SPOT 4 stocks	$8.88 Million 0.93% of portfolio	3	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8.08 Million 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV JNJ AMGN PFE AZN 6 stocks	$4.81 Million 0.51% of portfolio	3	2	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$4.32 Million 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$3.29 Million 0.35% of portfolio	1	1	-	-	0 Calls 0 Puts

Discount Stores \| Consumer Defensive COST WMT 2 stocks	$2.98 Million 0.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F NIO 3 stocks	$2.47 Million 0.26% of portfolio	2	1	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE SO DUK 3 stocks	$2.36 Million 0.25% of portfolio	3	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD BA RTX LMT 4 stocks	$2.21 Million 0.23% of portfolio	-	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP MA ORCC V 4 stocks	$2.11 Million 0.22% of portfolio	2	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN ROK PH GE 4 stocks	$2.03 Million 0.21% of portfolio	3	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT 2 stocks	$1.75 Million 0.18% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.6 Million 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$1.45 Million 0.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP DVN 2 stocks	$1.22 Million 0.13% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.11 Million 0.12% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$1 Million 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$983,434 0.1% of portfolio	1	1	-	-	0 Calls 0 Puts

Entertainment \| Communication Services NFLX DIS 2 stocks	$888,349 0.09% of portfolio	-	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS APLD 2 stocks	$882,682 0.09% of portfolio	1	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services CSQ ARCC PFLT PSEC 4 stocks	$843,231 0.09% of portfolio	2	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$783,718 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$765,281 0.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO PSX 2 stocks	$759,807 0.08% of portfolio	2	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$754,779 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MBWM HBAN 2 stocks	$702,076 0.07% of portfolio	2	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$683,677 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$672,735 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts

Electrical Equipment & Parts \| Industrials VRT 1 stocks	$638,176 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$544,899 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$500,047 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$473,936 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology APP 1 stocks	$431,124 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$406,501 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$379,410 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GNTX 1 stocks	$333,940 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$298,996 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$298,284 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MDXG IMUX 2 stocks	$295,404 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$283,307 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$253,580 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$252,849 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$251,712 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$246,339 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials MLI 1 stocks	$222,669 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials NAK 1 stocks	$12,000 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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Strategies Wealth Advisors, LLC Portfolio Holdings by Sector

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