Strategies Wealth Advisors, LLC Portfolio Holdings

Strategies Wealth Advisors, LLC

  • $650 Billion
  • Q1 2024

Strategies Wealth Advisors, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $650 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $105B, Vanguard Value ETF with a value of $76.9B, Spdr Ser Tr Fds Spdr Portfolio with a value of $71B, Ishares Core Dividend Growth E with a value of $59.3B, and Ishares Tr with a value of $39.3B.

Examining the 13F form we can see an increase of $64.5B in the current position value, from $585B to 650B.

Strategies Wealth Advisors, LLC is based out at Grand Rapids, MI

Below you can find more details about Strategies Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $650 Billion
ETFs: $647 Billion
Financial Services: $1.58 Billion
Consumer Cyclical: $531 Million
Healthcare: $305 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Billion 16.16% of portfolio
305,112
Q1 2024 Added 2.41%
$0
$76.9 Billion 11.83% of portfolio
472,011
Q1 2024 Added 6.94%
$0
$71 Billion 10.93% of portfolio
1,982,362
Q1 2024 Added 22.33%
$0
$59.3 Billion 9.12% of portfolio
1,020,945
Q1 2024 Added 5.22%
$0
$39.3 Billion 6.05% of portfolio
530,028
Q1 2024 Reduced 2.93%
$0
$32.4 Billion 4.99% of portfolio
197,346
Q1 2024 Added 2.68%
$0
$30.9 Billion 4.75% of portfolio
160,802
Q1 2024 Added 7.7%
$0
$27.5 Billion 4.23% of portfolio
105,367
Q1 2024 Added 9.6%
$0
$27.1 Billion 4.18% of portfolio
373,653
Q1 2024 Added 3.46%
$0
$26 Billion 4.0% of portfolio
221,741
Q1 2024 Reduced 5.63%
$0
$15.8 Billion 2.43% of portfolio
174,604
Q1 2024 Reduced 3.8%
$0
$12.7 Billion 1.96% of portfolio
69,603
Q1 2024 Reduced 0.55%
$0
$11.6 Billion 1.79% of portfolio
145,843
Q1 2024 Reduced 0.23%
$0
$7.7 Billion 1.18% of portfolio
127,424
Q1 2024 Reduced 1.05%
$0
$6.98 Billion 1.07% of portfolio
22,891
Q1 2024 Reduced 0.06%
$74.2B
$6.3 Billion 0.97% of portfolio
30,628
Q1 2024 Reduced 34.83%
$0
$5.72 Billion 0.88% of portfolio
31,669
Q1 2024 Reduced 0.01%
$0
$5.55 Billion 0.85% of portfolio
116,920
Q1 2024 Reduced 1.62%
$0
$4.57 Billion 0.7% of portfolio
52,352
Q1 2024 Reduced 0.58%
$0
$3.69 Billion 0.57% of portfolio
7,673
Q1 2024 Added 81.82%
$0
$3.66 Billion 0.56% of portfolio
8,246
Q1 2024 Added 0.11%
$0
$3.46 Billion 0.53% of portfolio
13,327
Q1 2024 Added 14.11%
$0
$3.41 Billion 0.52% of portfolio
31,647
Q1 2024 Reduced 27.47%
$0
$3.12 Billion 0.48% of portfolio
37,551
Q1 2024 Reduced 3.41%
$0
$3.11 Billion 0.48% of portfolio
74,568
Q1 2024 Reduced 5.13%
$0
$2.98 Billion 0.46% of portfolio
31,529
Q1 2024 Reduced 38.34%
$0
$2.48 Billion 0.38% of portfolio
41,148
Q1 2024 Reduced 44.39%
$0
$2.43 Billion 0.37% of portfolio
28,751
Q1 2024 Reduced 8.2%
$0
$2.41 Billion 0.37% of portfolio
12,898
Q1 2024 Added 1.53%
$0
$2.41 Billion 0.37% of portfolio
10,535
Q1 2024 Reduced 0.17%
$0
$2.34 Billion 0.36% of portfolio
129,587
Q2 2022 Added 54.64%
$0
$1.76 Billion 0.27% of portfolio
35,075
Q1 2024 Added 14.09%
$0
$1.71 Billion 0.26% of portfolio
110,144
Q3 2023 Added 1.02%
$0
$1.66 Billion 0.25% of portfolio
24,661
Q1 2024 Added 0.74%
$0
$1.17 Billion 0.18% of portfolio
4,684
Q1 2024 Reduced 2.86%
$0
$1.08 Billion 0.17% of portfolio
5,794
Q1 2024 Added 0.29%
$0
$1.01 Billion 0.16% of portfolio
1,935
Q1 2024 Reduced 0.1%
$0
$995 Million 0.15% of portfolio
23,380
Q1 2024 Added 0.07%
$0
$910 Million 0.14% of portfolio
8,236
Q1 2024 Reduced 22.61%
$0
$900 Million 0.14% of portfolio
24,869
Q1 2024 Reduced 54.76%
$0
$916 Million 0.14% of portfolio
15,079
Q1 2024 Added 413.42%
$0
$834 Million 0.13% of portfolio
13,829
Q1 2024 Added 70.12%
$36.9B
$871 Million 0.13% of portfolio
13,788
Q1 2024 New
$0
$803 Million 0.12% of portfolio
2,018
Q1 2024 Reduced 9.43%
$0
$763 Million 0.12% of portfolio
9,458
Q1 2024 Added 0.01%
$0
$802 Million 0.12% of portfolio
4,389
Q1 2024 Added 2.5%
$0
$799 Million 0.12% of portfolio
2,371
Q1 2024 Added 7.53%
$0
$747 Million 0.11% of portfolio
11,605
Q4 2023 Reduced 1.2%
$0
$690 Million 0.11% of portfolio
2,547
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $650 Billion
  • Prior Value $585 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 13 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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