Strategies Wealth Advisors, LLC Purchases in Q2 2025

Strategies Wealth Advisors, LLC

  • $916 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Linde PLC
156
+ 6.81%
N/A
2.45K $1.15B
IMUX
Immunic, Inc.

Healthcare
100K
New
$0.66 - $1.15 $66K - $115K
100K $69.8M
PFM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.06%
$41.05 - $48.17 $616 - $723
23.5K $1.13B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.41K
+ 28.21%
$24.14 - $25.43 $58.2K - $61.3K
11K $271M
VV
Vanguard Large Cap ETF

ETFs
111
+ 13.2%
$228.25 - $285.3 $25.3K - $31.7K
952 $272M
Blackrock Inc
2
+ 0.41%
N/A
494 $518M
WMT
Walmart Inc.

Consumer Defensive
44
+ 0.93%
$81.79 - $99.98 $3.6K - $4.4K
4.77K $466M
CSQ
Calamos Strategic Total Return Fund

Financial Services
100
+ 0.43%
$13.86 - $18.24 $1.39K - $1.82K
23.5K $428M
LLY
Eli Lilly & CO

Healthcare
276
+ 7.68%
$713.71 - $898.95 $197K - $248K
3.87K $3.02B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
147
+ 1.23%
$34.72 - $42.74 $5.1K - $6.28K
12.1K $515M
KR
Kroger CO

Consumer Defensive
10
+ 0.1%
$64.62 - $74.0 $646 - $740
10.2K $728M
CMCSA
Comcast Corp

Communication Services
1.29K
+ 17.69%
$32.84 - $36.72 $42.3K - $47.3K
8.58K $306M
BAC
Bank Of America Corp

Financial Services
17
+ 0.33%
$34.39 - $47.46 $585 - $807
5.18K $245M
MBWM
Mercantile Bank Corp

Financial Services
41
+ 0.46%
$38.53 - $46.41 $1.58K - $1.9K
8.99K $417M
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 0.46%
$131.84 - $157.76 $2.24K - $2.68K
3.74K $590M
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.16%
$103.16 - $128.52 $309 - $386
1.93K $248M
Contineum Therapeutics Inc
25K
+ 100.0%
N/A
50K $199M
F
Ford Motor CO

Consumer Cyclical
150
+ 0.63%
$8.69 - $10.85 $1.3K - $1.63K
24.1K $262M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20
+ 0.48%
$114.78 - $133.31 $2.3K - $2.67K
4.2K $560M
MA
Mastercard Inc

Financial Services
11
+ 1.15%
$479.92 - $590.74 $5.28K - $6.5K
971 $545M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.46%
$430.82 - $486.45 $1.29K - $1.46K
662 $307M
JEPI
J P Morgan Exchange Traded Fd

ETFs
123
+ 2.57%
$51.14 - $57.0 $6.29K - $7.01K
4.9K $279M
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.59%
$276.76 - $326.81 $1.38K - $1.63K
846 $261M
VDC
Vanguard Consumer Staples ETF

ETFs
13
+ 0.54%
$204.89 - $224.73 $2.66K - $2.92K
2.42K $531M
ARCC
Ares Capital Corp

Financial Services
193
+ 2.02%
$18.91 - $22.43 $3.65K - $4.33K
9.73K $214M
ORCC
Owl Rock Capital Corp

Financial Services
854
+ 2.62%
N/A
33.4K $480M
SO
Southern CO

Utilities
2
+ 0.03%
$84.91 - $92.56 $170 - $185
6.34K $582M
DVY
Ishares Tr

ETFs
44
+ 0.95%
$118.37 - $134.86 $5.21K - $5.93K
4.68K $622M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
295
+ 9.49%
$483.48 - $539.8 $143K - $159K
3.41K $1.65B
KMB
Kimberly Clark Corp

Consumer Defensive
163
+ 8.11%
$126.84 - $145.22 $20.7K - $23.7K
2.17K $280M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
372
+ 2.96%
$9.18 - $11.13 $3.41K - $4.14K
12.9K $133M
PFE
Pfizer Inc

Healthcare
96
+ 0.93%
$21.59 - $24.84 $2.07K - $2.38K
10.4K $252M
AZN
Astrazeneca PLC

Healthcare
22
+ 0.72%
$64.87 - $75.0 $1.43K - $1.65K
3.08K $216M
MCD
Mcdonalds Corp

Consumer Cyclical
49
+ 4.07%
$285.55 - $321.23 $14K - $15.7K
1.25K $366M
PLD
Prologis, Inc.

Real Estate
20
+ 0.95%
$89.76 - $112.34 $1.8K - $2.25K
2.13K $224M
PG
Procter & Gamble CO

Consumer Defensive
189
+ 4.35%
$157.66 - $172.39 $29.8K - $32.6K
4.54K $723M
PSEC
Prospect Capital Corp

Financial Services
1.53K
+ 4.2%
$3.14 - $4.06 $4.8K - $6.2K
37.9K $121M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.83K
+ 1402.4%
$87.84 - $1441.89 $512K - $8.41M
6.25K $563M
XOM
Exxon Mobil Corp

Energy
24
+ 0.71%
$99.93 - $119.04 $2.4K - $2.86K
3.39K $366M
PEP
Pepsico Inc

Consumer Defensive
21
+ 0.92%
$128.02 - $151.37 $2.69K - $3.18K
2.3K $304M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1
+ 0.0%
$24.32 - $27.87 $24.3 - $27.9
27.9K $739M
DVN
Devon Energy Corp

Energy
76
+ 0.66%
$26.8 - $37.92 $2.04K - $2.88K
11.6K $370M
FISV
Fiserv Inc

Technology
6
+ 0.44%
N/A
1.37K $235M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
41.8K
+ 4.94%
$8.91 - $10.66 $372K - $445K
887K $8.52B
UNH
Unitedhealth Group Inc

Healthcare
120
+ 11.93%
$274.35 - $599.47 $32.9K - $71.9K
1.13K $351M
Activity Summary
Buys All Purchases 96 New Holdings 17 Increased Positions 79 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 1 Puts 0
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