Strategies Wealth Advisors, LLC ETFs

Strategies Wealth Advisors, LLC

$962 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ITOT Ishares Core S&P Total U.S. St	$0	$568 Million 0.06% of portfolio	3,899	Q3 2025 Reduced 29.02%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$564 Million 0.06% of portfolio	12,058	Q2 2025 Added 1.23%
AGG Ishares Core U.S. Aggregate Bo	$0	$561 Million 0.06% of portfolio	5,597	Q3 2025 Reduced 21.19%
GBTC Grayscale Bitcoin Trust (Btc)	$55.7B	$538 Million 0.06% of portfolio	5,990	Q3 2025 Reduced 16.34%
VDC Vanguard Consumer Staples ETF	$0	$521 Million 0.05% of portfolio	2,436	Q3 2025 Added 0.54%
IWP Ishares Russell Mid Cap Growth	$0	$494 Million 0.05% of portfolio	3,468	Q2 2025 Reduced 14.37%
GEM Goldman Sachs ETF Tr Actvebeta	$0	$489 Million 0.05% of portfolio	11,997	Q4 2024 Reduced 10.3%
IJH Ishares Core S&P Mid Cap ETF	$0	$479 Million 0.05% of portfolio	7,337	Q3 2025 Reduced 31.42%
XLI Industrial Sector Spdr	$0	$438 Million 0.05% of portfolio	2,837	Q3 2025 Reduced 0.46%
SPYG Spdr Portfolio	$0	$433 Million 0.04% of portfolio	4,140	Q3 2025 Reduced 11.06%
FTCS First Trust Capital Strength E	$0	$394 Million 0.04% of portfolio	4,203	Q3 2025 Added 0.21%
DFAC Dimensional ETF Tr U S Core Eq	$0	$376 Million 0.04% of portfolio	9,750	Q3 2025 Added 27.27%
IWS Ishares Russell Midcap Value E	$0	$338 Million 0.04% of portfolio	2,420	Q1 2025 New
RSP Invesco S&P 500 Equal Weight E	$0	$307 Million 0.03% of portfolio	1,618	Q3 2025 Added 3.52%
XLF Financial Sector Spdr	$0	$301 Million 0.03% of portfolio	5,581	Q3 2025 Added 5.26%
RDVY First Trust Rising Dividend Ac	$0	$299 Million 0.03% of portfolio	4,449	Q3 2025 Reduced 17.92%
VV Vanguard Large Cap ETF	$0	$293 Million 0.03% of portfolio	950	Q3 2025 Reduced 0.21%
XLE Energy Sector Spdr	$0	$286 Million 0.03% of portfolio	3,205	Q3 2025 Reduced 1.29%
VT Vanguard Total World Stk Index	$0	$270 Million 0.03% of portfolio	1,959	Q3 2025 Added 1.61%
XLK Technology Sector Spdr	$0	$267 Million 0.03% of portfolio	947	Q3 2025 Reduced 44.03%
FV First Trust Dorsey Wright Focu	$0	$261 Million 0.03% of portfolio	4,216	Q3 2025 Reduced 23.73%
IAU Ishares Gold Trust	$66B	$254 Million 0.03% of portfolio	3,486	Q2 2025 Reduced 55.03%
IJK Ishares S&P Midcap 400 Growth	$0	$232 Million 0.02% of portfolio	2,416	Q1 2024 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$221 Million 0.02% of portfolio	2,890	Q3 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$220 Million 0.02% of portfolio	857	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$211 Million 0.02% of portfolio	1,499	Q3 2025 Reduced 64.33%
XAR Spdr S&P Aerospace & Defense E	$0	$204 Million 0.02% of portfolio	868	Q3 2025 New
FNDX Schwab Fundamental U S Large C	$0	$202 Million 0.02% of portfolio	7,694	Q3 2025 New

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