Strategies Wealth Advisors, LLC ETFs

Strategies Wealth Advisors, LLC

$916 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DVY Ishares Tr	$0	$622 Million 0.07% of portfolio	4,683	Q2 2025 Added 0.95%
VEU Vanguard Ftse All World Ex Us	$0	$608 Million 0.07% of portfolio	9,043	Q2 2025 Reduced 7.36%
GBTC Grayscale Bitcoin Trust (Btc)	$66.3B	$607 Million 0.07% of portfolio	7,160	Q4 2024 Added 16.61%
IWN Ishares Russell2000 Val ETF	$0	$590 Million 0.06% of portfolio	3,738	Q2 2025 Added 0.46%
VYM Vanguard Whitehall Fds (Vangua	$0	$560 Million 0.06% of portfolio	4,202	Q2 2025 Added 0.48%
VDC Vanguard Consumer Staples ETF	$0	$531 Million 0.06% of portfolio	2,423	Q2 2025 Added 0.54%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$515 Million 0.06% of portfolio	12,058	Q2 2025 Added 1.23%
SMH Vaneck ETF Tr Semiconductor Et	$0	$483 Million 0.05% of portfolio	1,732	Q2 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$481 Million 0.05% of portfolio	3,468	Q2 2025 Reduced 14.37%
GEM Goldman Sachs ETF Tr Actvebeta	$0	$446 Million 0.05% of portfolio	11,997	Q4 2024 Reduced 10.3%
SPYG Spdr Portfolio	$0	$444 Million 0.05% of portfolio	4,655	Q2 2025 Reduced 11.25%
XLK Technology Sector Spdr	$0	$428 Million 0.05% of portfolio	1,692	Q2 2025 Reduced 26.02%
XLI Industrial Sector Spdr	$0	$420 Million 0.05% of portfolio	2,850	Q2 2025 Reduced 15.58%
FTCS First Trust Capital Strength E	$0	$381 Million 0.04% of portfolio	4,194	Q2 2025 Reduced 14.3%
RDVY First Trust Rising Dividend Ac	$0	$340 Million 0.04% of portfolio	5,420	Q2 2025 Added 34.69%
FV First Trust Dorsey Wright Focu	$0	$328 Million 0.04% of portfolio	5,528	Q2 2025 New
IWS Ishares Russell Midcap Value E	$0	$320 Million 0.03% of portfolio	2,420	Q1 2025 New
HYG Ishares Tr	$0	$317 Million 0.03% of portfolio	3,930	Q2 2025 New
XLV Select Sector Spdr Fund Health	$0	$289 Million 0.03% of portfolio	2,145	Q2 2025 Reduced 0.05%
RSP Invesco S&P 500 Equal Weight E	$0	$284 Million 0.03% of portfolio	1,563	Q2 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$279 Million 0.03% of portfolio	4,900	Q2 2025 Added 2.57%
XLF Financial Sector Spdr	$0	$278 Million 0.03% of portfolio	5,302	Q2 2025 Reduced 38.22%
XLE Energy Sector Spdr	$0	$275 Million 0.03% of portfolio	3,247	Q2 2025 Reduced 8.87%
DFAC Dimensional ETF Tr U S Core Eq	$0	$275 Million 0.03% of portfolio	7,661	Q2 2025 Reduced 5.3%
VV Vanguard Large Cap ETF	$0	$272 Million 0.03% of portfolio	952	Q2 2025 Added 13.2%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$271 Million 0.03% of portfolio	10,950	Q2 2025 Added 28.21%
VT Vanguard Total World Stk Index	$0	$248 Million 0.03% of portfolio	1,928	Q2 2025 Added 0.16%
IWM Ishares Russell 2000 ETF	$0	$240 Million 0.03% of portfolio	1,114	Q2 2025 Reduced 39.56%
IJK Ishares S&P Midcap 400 Growth	$0	$220 Million 0.02% of portfolio	2,416	Q1 2024 New
IAU Ishares Gold Trust	$53.5B	$217 Million 0.02% of portfolio	3,486	Q2 2025 Reduced 55.03%
HDV Ishares Core High Dividend ETF	$0	$213 Million 0.02% of portfolio	1,819	Q3 2024 Reduced 9.5%
MTUM Ishares Msci Usa Momentum Fact	$0	$206 Million 0.02% of portfolio	857	Q2 2025 New

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