Strategies Wealth Advisors, LLC Purchases in Q1 2025

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
4.68K
New
$66.96 - $76.16 $313K - $356K
4.68K $332M
AVGO
Broadcom Inc.

Technology
2.72K
+ 149.92%
$167.43 - $244.7 $456K - $667K
4.54K $760M
AMD
Advanced Micro Devices Inc

Technology
3.22K
New
$96.63 - $129.55 $311K - $417K
3.22K $331M
RTX
Raytheon Technologies Corp

Industrials
2.35K
New
$114.1 - $135.66 $268K - $319K
2.35K $311M
CSCO
Cisco Systems, Inc.

Technology
4.99K
New
$58.74 - $64.87 $293K - $324K
4.99K $308M
IWS
Ishares Russell Midcap Value E

ETFs
2.42K
New
$122.59 - $135.24 $297K - $327K
2.42K $305M
JNJ
Johnson & Johnson

Healthcare
1.82K
New
$142.06 - $167.7 $258K - $305K
1.82K $302M
PH
Parker Hannifin Corp

Industrials
495
New
$591.65 - $707.05 $293K - $350K
495 $301M
FISV
Fiserv Inc

Technology
1.36K
New
N/A
1.36K $300M
LMT
Lockheed Martin Corp

Industrials
659
New
$423.19 - $506.29 $279K - $334K
659 $294M
COP
Conocophillips

Energy
2.72K
New
$88.6 - $105.85 $241K - $288K
2.72K $286M
CMCSA
Comcast Corp

Communication Services
7.29K
New
$33.19 - $38.23 $242K - $279K
7.29K $269M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.28K
+ 84.94%
$254.58 - $302.92 $325K - $386K
2.78K $709M
PFE
Pfizer Inc

Healthcare
10.3K
New
$25.01 - $27.13 $257K - $279K
10.3K $261M
ADP
Automatic Data Processing Inc

Industrials
841
New
$286.85 - $318.64 $241K - $268K
841 $257M
Linde PLC
520
+ 29.36%
N/A
2.29K $1.07B
EFA
Ishares Tr Msci Eafe ETF

ETFs
266
+ 0.18%
$74.85 - $84.89 $19.9K - $22.6K
147K $12B
GE
General Electric CO

Industrials
1.26K
New
$168.59 - $212.13 $213K - $268K
1.26K $253M
F
Ford Motor CO

Consumer Cyclical
24K
New
$9.12 - $10.43 $218K - $250K
24K $240M
Lam Research Corp
3.29K
New
N/A
3.29K $239M
MRK
Merck & Co., Inc.

Healthcare
2.64K
New
$83.01 - $101.02 $219K - $267K
2.64K $237M
PLD
Prologis, Inc.

Real Estate
2.11K
New
$103.59 - $124.04 $219K - $262K
2.11K $236M
AZN
Astrazeneca PLC

Healthcare
3.06K
New
$65.37 - $77.96 $200K - $239K
3.06K $225M
TXN
Texas Instruments Inc

Technology
1.24K
New
N/A
1.24K $223M
BAC
Bank Of America Corp

Financial Services
5.17K
New
$39.61 - $47.74 $205K - $247K
5.17K $216M
ARCC
Ares Capital Corp

Financial Services
9.54K
New
$21.28 - $23.81 $203K - $227K
9.54K $211M
Ishares Bitcoin Trust ETF
4.5K
New
N/A
4.5K $210M
AXP
American Express CO

Financial Services
782
New
$255.39 - $325.87 $200K - $255K
782 $210M
DUK
Duke Energy Corp

Utilities
1.4K
+ 44.98%
$105.87 - $121.97 $148K - $170K
4.5K $549M
GD
General Dynamics Corp

Industrials
244
+ 6.55%
$241.94 - $272.58 $59K - $66.5K
3.97K $1.08B
DGRO
Ishares Core Dividend Growth E

ETFs
36.8K
+ 3.06%
$60.46 - $64.42 $2.23M - $2.37M
1.24M $76.7B
SYK
Stryker Corp

Healthcare
403
+ 11.97%
$355.18 - $399.9 $143K - $161K
3.77K $1.4B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.47K
+ 8.88%
$58.01 - $64.46 $85.1K - $94.6K
18K $1.12B
GRAB
Grab Holdings LTD

Technology
12.5K
New
$4.12 - $5.34 $51.5K - $66.8K
12.5K $56.6M
GLW
Corning Inc

Technology
1.83K
+ 31.22%
$44.91 - $54.25 $82K - $99K
7.67K $351M
PANW
Palo Alto Networks Inc

Technology
730
+ 20.6%
$167.82 - $208.28 $123K - $152K
4.27K $729M
UNP
Union Pacific Corp

Industrials
252
+ 8.15%
$225.21 - $254.42 $56.8K - $64.1K
3.34K $790M
AMPXWS
Amprius Technologies Inc Wt Ex
20K
New
N/A
20K $9.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.01%
$27.01 - $28.54 $54 - $57.1
27.9K $780M
DVY
Ishares Tr

ETFs
50
+ 1.09%
$128.58 - $138.1 $6.43K - $6.91K
4.64K $623M
DFAX
Dimensional ETF Tr
2
+ 0.01%
$24.45 - $27.2 $48.9 - $54.4
15.6K $409M
XLF
Financial Sector Spdr

ETFs
329
+ 3.99%
$47.32 - $52.19 $15.6K - $17.2K
8.58K $427M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
113
+ 0.91%
$10.91 - $11.42 $1.23K - $1.29K
12.5K $140M
VDC
Vanguard Consumer Staples ETF

ETFs
13
+ 0.54%
$206.54 - $226.16 $2.69K - $2.94K
2.41K $527M
PSEC
Prospect Capital Corp

Financial Services
779
+ 2.19%
$4.1 - $4.45 $3.19K - $3.47K
36.4K $149M
FTCS
First Trust Capital Strength E

ETFs
12
+ 0.25%
$86.39 - $91.35 $1.04K - $1.1K
4.89K $439M
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.09%
$137.61 - $149.68 $275 - $299
2.15K $313M
JEPI
J P Morgan Exchange Traded Fd

ETFs
27
+ 0.57%
$56.17 - $59.71 $1.52K - $1.61K
4.78K $273M
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.1%
$115.08 - $123.97 $230 - $248
1.93K $223M
Activity Summary
Buys All Purchases 123 New Holdings 60 Increased Positions 63 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 1 Puts 1
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