Strata Wealth Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $290 Billion distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $51.6B, Schwab Fundamental Intl Large with a value of $47.6B, Vanguard with a value of $47.5B, Berkshire Hathaway Inc Class B with a value of $33.1B, and Schwab Fundamental U S Large C with a value of $13.2B.
Examining the 13F form we can see an increase of $5.99B in the current position value, from $284B to 290B.
Strata Wealth Advisors, LLC is based out at Dallas, TX
Below you can find more details about Strata Wealth Advisors, LLC portfolio as well as his latest detailed transactions.