Strategies Wealth Advisors, LLC Purchases in Q3 2025

Strategies Wealth Advisors, LLC

  • $962 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
67
+ 1.59%
$225.11 - $247.9 $15.1K - $16.6K
4.29K $1.06B
AXP
American Express CO

Financial Services
217
+ 10.6%
$294.27 - $342.31 $63.9K - $74.3K
2.26K $752M
PSX
Phillips 66

Energy
485
+ 25.06%
$118.37 - $139.46 $57.4K - $67.6K
2.42K $329M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
31
+ 1.25%
$284.45 - $324.95 $8.82K - $10.1K
2.52K $805M
SPOT
Spotify Technology S.A.

Communication Services
219
+ 22.6%
$620.01 - $738.53 $136K - $162K
1.19K $829M
ORCL
Oracle Corp

Technology
23
+ 2.01%
$218.96 - $328.33 $5.04K - $7.55K
1.17K $328M
NIO
Nio Inc.

Consumer Cyclical
10.1K
New
$3.41 - $7.62 $34.4K - $76.9K
10.1K $76.9M
DUK
Duke Energy Corp

Utilities
414
+ 9.61%
$116.31 - $125.93 $48.2K - $52.1K
4.72K $584M
MBWM
Mercantile Bank Corp

Financial Services
1.96K
+ 21.78%
$44.05 - $49.92 $86.2K - $97.7K
10.9K $493M
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 0.45%
$157.1 - $178.94 $2.67K - $3.04K
3.76K $664M
PFM
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.06%
$48.04 - $50.89 $625 - $662
23.5K $1.19B
ARCC
Ares Capital Corp

Financial Services
3.57K
+ 36.7%
$20.41 - $23.25 $72.9K - $83K
13.3K $272M
JNJ
Johnson & Johnson

Healthcare
9
+ 0.57%
$155.17 - $185.42 $1.4K - $1.67K
1.6K $296M
DVY
Ishares Tr

ETFs
27
+ 0.58%
$133.88 - $142.57 $3.61K - $3.85K
4.71K $669M
DVN
Devon Energy Corp

Energy
68
+ 0.58%
$31.75 - $36.99 $2.16K - $2.52K
11.7K $410M
PH
Parker Hannifin Corp

Industrials
1
+ 0.2%
$697.13 - $769.67 $697 - $770
497 $377M
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.12%
$328.67 - $358.52 $657 - $717
1.71K $598M
XLF
Financial Sector Spdr

ETFs
279
+ 5.26%
$51.37 - $54.25 $14.3K - $15.1K
5.58K $301M
RSP
Invesco S&P 500 Equal Weight E

ETFs
55
+ 3.52%
$181.56 - $190.33 $9.99K - $10.5K
1.62K $307M
PLD
Prologis, Inc.

Real Estate
19
+ 0.89%
$104.08 - $115.35 $1.98K - $2.19K
2.15K $246M
VT
Vanguard Total World Stk Index

ETFs
31
+ 1.61%
$128.41 - $138.03 $3.98K - $4.28K
1.96K $270M
CEG
Constellation Energy Corp

Utilities
1
+ 0.03%
$298.82 - $354.89 $299 - $355
3.05K $1B
SO
Southern CO

Utilities
2
+ 0.03%
$90.83 - $96.0 $182 - $192
6.34K $601M
FTCS
First Trust Capital Strength E

ETFs
9
+ 0.21%
$89.72 - $93.74 $807 - $844
4.2K $394M
COST
Costco Wholesale Corp

Consumer Defensive
181
+ 7.17%
$915.95 - $994.57 $166K - $180K
2.71K $2.5B
PANW
Palo Alto Networks Inc

Technology
6
+ 0.16%
$167.06 - $208.19 $1K - $1.25K
3.78K $770M
ADP
Automatic Data Processing Inc

Industrials
12
+ 1.42%
$288.69 - $310.94 $3.46K - $3.73K
858 $252M
VDC
Vanguard Consumer Staples ETF

ETFs
13
+ 0.54%
$212.64 - $225.25 $2.76K - $2.93K
2.44K $521M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
387
+ 3.0%
$8.89 - $10.82 $3.44K - $4.19K
13.3K $118M
TXN
Texas Instruments Inc

Technology
4
+ 0.32%
N/A
1.24K $228M
ISRG
Intuitive Surgical Inc

Healthcare
42
+ 8.0%
$433.66 - $544.47 $18.2K - $22.9K
567 $254M
ORCC
Owl Rock Capital Corp

Financial Services
334
+ 1.0%
N/A
33.8K $431M
DOW
Dow Inc.

Basic Materials
941
+ 4.51%
$20.87 - $30.37 $19.6K - $28.6K
21.8K $500M
Activity Summary
Buys All Purchases 84 New Holdings 15 Increased Positions 69 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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