Strata Wealth Advisors, LLC Purchases and Sells in Q3 2024

Strata Wealth Advisors, LLC

$311 Billion
Q3 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDF	26K + 1.91%	$33.67 - $37.71 $875K - $980K	1.38M $51.7B
VGSH	39.6K + 4.83%	$57.74 - $59.13 $2.28M - $2.34M	859K $50.7B
FNDX	1.08K + 0.54%	$65.36 - $71.76 $70.3K - $77.1K	199K $14.3B
AAPL	663 + 3.68%	$207.23 - $234.82 $137K - $156K	18.7K $4.35B
VTI	1.7K + 103.47%	$255.18 - $283.2 $434K - $482K	3.35K $948M
JNJ	2.62K + 124.9%	$145.48 - $167.38 $382K - $439K	4.72K $765M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	7.02K New	$44.65 - $47.21 $314K - $332K	7.02K $328M
PFE	11.3K New	$27.7 - $31.39 $312K - $354K	11.3K $326M
XLRE	6.4K New	$38.04 - $45.36 $243K - $290K	6.4K $286M
LQD	2.38K New	$106.11 - $113.72 $252K - $271K	2.38K $269M
NEE	2.4K New	$69.9 - $84.97 $168K - $204K	2.4K $203M
AVGO	1.17K New	$136.27 - $1745.86 $160K - $2.05M	1.17K $202M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHW	-273 - 0.83%	$61.74 - $76.08 $16.9K - $20.8K	32.8K $2.12B
MSFT	-202 - 1.94%	$395.15 - $467.56 $79.8K - $94.4K	10.2K $4.4B
THO	-1.78K - 30.2%	$91.4 - $109.97 $163K - $196K	4.11K $452M
WST	-1 - 0.12%	$277.16 - $333.3 $277 - $333	825 $248M
ADI	-95 - 0.66%	$200.56 - $243.33 $19.1K - $23.1K	14.4K $3.31B
IVW	-95 - 1.65%	$84.77 - $97.13 $8.05K - $9.23K	5.66K $542M

Activity Summary All Purchases 39 New Holdings 7 Increased Positions 32 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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