Strategies Wealth Advisors, LLC Portfolio Holdings

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025

Strategies Wealth Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $819 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $120B, Vanguard Value ETF with a value of $119B, Vanguard Growth ETF with a value of $105B, Ishares Core Dividend Growth E with a value of $76.7B, and Ishares Msci Usa Quality Facto with a value of $45B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $803B to 819B.

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 $819 Billion
ETFs: $737 Billion
Technology: $25.6 Billion
Financial Services: $9.09 Billion
Consumer Cyclical: $8.54 Billion
Communication Services: $7.91 Billion
Healthcare: $6.94 Billion
Industrials: $6.17 Billion
Consumer Defensive: $5.87 Billion
Other: $4.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$120 Billion 14.7% of portfolio
3,307,179
Q1 2025 Added 4.57%
$0
$119 Billion 14.54% of portfolio
689,117
Q1 2025 Added 4.07%
$0
$105 Billion 12.82% of portfolio
283,011
Q1 2025 Added 0.19%
$0
$76.7 Billion 9.37% of portfolio
1,241,908
Q1 2025 Added 3.06%
$0
$45 Billion 5.5% of portfolio
263,590
Q1 2025 Added 5.04%
$0
$37 Billion 4.52% of portfolio
488,846
Q1 2025 Reduced 3.88%
$0
$35.3 Billion 4.31% of portfolio
140,039
Q1 2025 Added 5.42%
$0
$31.8 Billion 3.89% of portfolio
170,901
Q1 2025 Added 3.59%
$0
$22.8 Billion 2.79% of portfolio
179,796
Q1 2025 Reduced 3.67%
$0
$15.7 Billion 1.92% of portfolio
170,097
Q1 2025 Added 2.0%
$0
$12 Billion 1.47% of portfolio
147,320
Q1 2025 Added 0.18%
$0
$10.9 Billion 1.33% of portfolio
55,991
Q1 2025 Added 2.82%
$0
$8.68 Billion 1.06% of portfolio
845,422
Q1 2025 Added 6.3%
$0
$8.22 Billion 1.0% of portfolio
123,832
Q1 2025 Added 2.75%
$0
$7.4 Billion 0.9% of portfolio
22,110
Q1 2025 Reduced 0.66%
$3.22T
$6.93 Billion 0.85% of portfolio
31,202
Q1 2025 Added 526.17%
$0
$5.99 Billion 0.73% of portfolio
125,817
Q1 2025 Reduced 0.94%
$2.12T
$5.92 Billion 0.72% of portfolio
31,126
Q1 2025 Added 125.32%
$3.49T
$5.9 Billion 0.72% of portfolio
15,705
Q1 2025 Added 167.68%
$0
$5.85 Billion 0.71% of portfolio
31,741
Q1 2025 Added 0.06%
$0
$5.63 Billion 0.69% of portfolio
10,021
Q1 2025 Added 0.49%
$0
$4.18 Billion 0.51% of portfolio
50,420
Q1 2025 Added 4.5%
$1.5T
$3.93 Billion 0.48% of portfolio
6,820
Q1 2025 Added 73.4%
$0
$3.79 Billion 0.46% of portfolio
82,242
Q1 2025 Reduced 2.94%
$0
$3.74 Billion 0.46% of portfolio
13,603
Q1 2025 Added 1.82%
$0
$3.45 Billion 0.42% of portfolio
46,981
Q1 2025 Reduced 37.06%
$0
$3.29 Billion 0.4% of portfolio
7,015
Q1 2025 Reduced 16.43%
$0
$3.28 Billion 0.4% of portfolio
6,383
Q1 2025 Reduced 5.37%
$728B
$2.97 Billion 0.36% of portfolio
3,595
Q1 2025 Added 41.2%
$0
$2.63 Billion 0.32% of portfolio
33,557
Q1 2025 Added 4.63%
$447B
$2.41 Billion 0.29% of portfolio
2,551
Q1 2025 Added 109.44%
$768B
$2.36 Billion 0.29% of portfolio
9,628
Q1 2025 Added 135.58%
$0
$2.3 Billion 0.28% of portfolio
12,072
Q1 2025 Reduced 0.21%
$0
$2.26 Billion 0.28% of portfolio
24,348
Q1 2025 Reduced 1.49%
$0
$2.25 Billion 0.27% of portfolio
10,138
Q1 2025 Reduced 0.57%
$0
$2.1 Billion 0.26% of portfolio
19,875
Q1 2025 Reduced 1.05%
$0
$1.6 Billion 0.2% of portfolio
19,366
Q1 2025 Added 370.73%
$648B
$1.66 Billion 0.2% of portfolio
3,110
Q1 2025 New
$0
$1.6 Billion 0.19% of portfolio
31,395
Q1 2025 Reduced 3.23%
$207B
$1.58 Billion 0.19% of portfolio
2,896
Q1 2025 Added 53.23%
$0
$1.43 Billion 0.18% of portfolio
2,565
Q1 2025 Reduced 1.76%
$0
$1.39 Billion 0.17% of portfolio
3,838
Q1 2025 Added 76.22%
$145B
$1.4 Billion 0.17% of portfolio
3,770
Q1 2025 Added 11.97%
$107B
$1.34 Billion 0.16% of portfolio
4,652
Q1 2025 Reduced 47.83%
$205B
$1.34 Billion 0.16% of portfolio
13,566
Q1 2025 Added 60.85%
$0
$1.32 Billion 0.16% of portfolio
19,174
Q1 2025 Reduced 12.08%
$0
$1.23 Billion 0.15% of portfolio
4,762
Q1 2025 Reduced 10.15%
$0
$1.12 Billion 0.14% of portfolio
17,993
Q1 2025 Added 8.88%
$0
$1.13 Billion 0.14% of portfolio
5,616
Q1 2025 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $819 Billion
  • Prior Value $803 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 60 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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