Strategies Wealth Advisors, LLC ETFs

Strategies Wealth Advisors, LLC

$803 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ITOT Ishares Core S&P Total U.S. St	$0	$587 Million 0.07% of portfolio	4,412	Q4 2024 Reduced 9.94%
VYM Vanguard Whitehall Fds (Vangua	$0	$552 Million 0.07% of portfolio	4,151	Q4 2024 Added 3.1%
GBTC Grayscale Bitcoin Trust (Btc)	$52.1B	$552 Million 0.07% of portfolio	7,160	Q4 2024 Added 16.61%
XLE Energy Sector Spdr	$0	$549 Million 0.07% of portfolio	6,070	Q4 2024 Reduced 45.68%
XLK Technology Sector Spdr	$0	$543 Million 0.07% of portfolio	2,299	Q4 2024 Added 1.95%
VDC Vanguard Consumer Staples ETF	$0	$525 Million 0.07% of portfolio	2,397	Q4 2024 Reduced 1.32%
AGG Ishares Core U.S. Aggregate Bo	$0	$524 Million 0.07% of portfolio	5,372	Q4 2024 Reduced 26.27%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$498 Million 0.06% of portfolio	12,587	Q4 2024 Reduced 32.14%
SPYG Spdr Portfolio	$0	$488 Million 0.06% of portfolio	5,341	Q4 2024 Reduced 10.94%
XLI Industrial Sector Spdr	$0	$471 Million 0.06% of portfolio	3,400	Q4 2024 Reduced 1.93%
IEMG Ishares Inc	$0	$454 Million 0.06% of portfolio	8,372	Q4 2024 Reduced 21.26%
IWO Ishares Russell 2000 Gwt ETF	$0	$447 Million 0.06% of portfolio	1,501	Q4 2024 Added 0.27%
FTCS First Trust Capital Strength E	$0	$439 Million 0.05% of portfolio	4,882	Q4 2024 Added 0.47%
IAU Ishares Gold Trust	$53.3B	$425 Million 0.05% of portfolio	7,752	Q1 2024 Added 11.94%
XLF Financial Sector Spdr	$0	$424 Million 0.05% of portfolio	8,253	Q4 2024 Added 2.91%
GEM Goldman Sachs ETF Tr Actvebeta	$0	$397 Million 0.05% of portfolio	11,997	Q4 2024 Reduced 10.3%
SHY Ishares Barclays 1 3 Year Trea	$0	$337 Million 0.04% of portfolio	4,114	Q4 2024 Reduced 82.88%
TPYP Managed Portfolio Ser Tortoise	$0	$318 Million 0.04% of portfolio	8,895	Q1 2024 Added 2.36%
XLV Select Sector Spdr Fund Health	$0	$314 Million 0.04% of portfolio	2,144	Q4 2024 Reduced 3.38%
DFAC Dimensional ETF Tr U S Core Eq	$0	$297 Million 0.04% of portfolio	8,305	Q4 2024 Reduced 5.32%
XME Spdr Ser Tr Spdr S&P Metals &	$0	$291 Million 0.04% of portfolio	4,650	Q4 2024 Reduced 61.73%
JEPI J P Morgan Exchange Traded Fd	$0	$281 Million 0.03% of portfolio	4,750	Q4 2024 Added 3.26%
VV Vanguard Large Cap ETF	$0	$267 Million 0.03% of portfolio	954	Q4 2024 Added 14.25%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$261 Million 0.03% of portfolio	10,105	Q4 2024 Reduced 8.56%
RDVY First Trust Rising Dividend Ac	$0	$250 Million 0.03% of portfolio	4,007	Q4 2024 Added 0.5%
HYG Ishares Tr	$0	$237 Million 0.03% of portfolio	2,974	Q4 2024 Reduced 38.81%
VT Vanguard Total World Stk Index	$0	$235 Million 0.03% of portfolio	1,923	Q4 2024 Reduced 11.63%
IJK Ishares S&P Midcap 400 Growth	$0	$227 Million 0.03% of portfolio	2,416	Q1 2024 New
FV First Trust Dorsey Wright Focu	$0	$225 Million 0.03% of portfolio	3,631	Q4 2024 Added 0.06%
HDV Ishares Core High Dividend ETF	$0	$211 Million 0.03% of portfolio	1,819	Q3 2024 Reduced 9.5%
XLY Select Sector Spdr Consumer Di	$0	$206 Million 0.03% of portfolio	910	Q4 2024 New

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