Strategies Wealth Advisors, LLC Reduced Holdings in Q1 2025

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-6.84K
- 3.67%
$126.86 - $146.45 $868K - $1M
180K $22.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-27.7K
- 37.06%
$71.17 - $73.66 $1.97M - $2.04M
47K $3.45B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.38K
- 16.43%
$468.34 - $539.52 $646K - $744K
7.02K $3.29B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-148
- 0.66%
$333.37 - $384.99 $49.3K - $57K
22.1K $7.4B
GLD
Spdr Gold Trust

ETFs
-4.27K
- 47.83%
$243.19 - $288.14 $1.04M - $1.23M
4.65K $1.34B
IWM
Ishares Russell 2000 ETF

ETFs
-4.18K
- 69.4%
$198.1 - $229.79 $828K - $960K
1.84K $368M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-18.3K
- 53.64%
$50.39 - $50.66 $920K - $925K
15.8K $799M
IEFA
Ishares Tr

ETFs
-19.7K
- 3.88%
$69.57 - $78.65 $1.37M - $1.55M
489K $37B
CRM
Salesforce, Inc.

Technology
-1.36K
- 55.2%
$268.36 - $359.95 $366K - $491K
1.11K $297M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-362
- 5.37%
$507.05 - $563.67 $184K - $204K
6.38K $3.28B
VB
Vanguard Small Cap ETF

ETFs
-58
- 0.57%
$217.89 - $252.64 $12.6K - $14.7K
10.1K $2.25B
VO
Vanguard Mid Cap ETF

ETFs
-538
- 10.15%
$251.87 - $277.95 $136K - $150K
4.76K $1.23B
VGT
Vanguard Information Technolog

ETFs
-131
- 7.27%
$542.38 - $646.34 $71.1K - $84.7K
1.67K $906M
XLE
Energy Sector Spdr

ETFs
-2.51K
- 41.3%
$85.7 - $93.96 $215K - $236K
3.56K $333M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.64K
- 12.08%
$63.77 - $71.36 $168K - $188K
19.2K $1.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
-46
- 1.76%
$551.42 - $612.93 $25.4K - $28.2K
2.57K $1.43B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-500
- 4.5%
$68.07 - $78.99 $34K - $39.5K
10.6K $722M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-246
- 2.87%
$102.49 - $119.96 $25.2K - $29.5K
8.33K $871M
KR
Kroger CO

Consumer Defensive
-1.86K
- 15.48%
$58.36 - $67.72 $108K - $126K
10.1K $686M
JPIE
J P Morgan Exchange Traded Fd
-2.49K
- 2.94%
$45.46 - $46.18 $113K - $115K
82.2K $3.79B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-317
- 2.87%
$57.21 - $65.8 $18.1K - $20.9K
10.7K $625M
XLK
Technology Sector Spdr

ETFs
-12
- 0.52%
$206.38 - $242.18 $2.48K - $2.91K
2.29K $472M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.19K
- 0.94%
$47.33 - $47.92 $56.3K - $57K
126K $5.99B
SPYG
Spdr Portfolio

ETFs
-96
- 1.8%
$80.05 - $92.39 $7.68K - $8.87K
5.25K $422M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.12K
- 10.31%
$56.51 - $62.98 $63.4K - $70.7K
9.76K $592M
IVE
Ishares S&P 500 Value ETF

ETFs
-25
- 0.21%
$185.78 - $198.58 $4.64K - $4.96K
12.1K $2.3B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-90
- 2.04%
$120.29 - $134.6 $10.8K - $12.1K
4.32K $527M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-600
- 2.5%
$15.97 - $18.5 $9.58K - $11.1K
23.4K $378M
IEMG
Ishares Inc

ETFs
-909
- 10.86%
N/A
7.46K $403M
VV
Vanguard Large Cap ETF

ETFs
-113
- 11.84%
$253.32 - $282.66 $28.6K - $31.9K
841 $216M
MUB
Ishares National Muni Bond ETF

ETFs
-210
- 1.05%
$104.71 - $107.69 $22K - $22.6K
19.9K $2.1B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.56K
- 15.48%
$25.12 - $26.05 $39.3K - $40.7K
8.54K $215M
VEA
Vanguard Ftse Developed Market

ETFs
-1.05K
- 3.23%
$47.4 - $52.99 $49.7K - $55.6K
31.4K $1.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-481
- 8.95%
$95.85 - $99.25 $46.1K - $47.7K
4.89K $484M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-215
- 2.59%
$32.42 - $36.13 $6.97K - $7.77K
8.09K $267M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-676
- 5.37%
$37.07 - $40.63 $25.1K - $27.5K
11.9K $469M
XLI
Industrial Sector Spdr

ETFs
-24
- 0.71%
$128.78 - $141.67 $3.09K - $3.4K
3.38K $443M
KMB
Kimberly Clark Corp

Consumer Defensive
-84
- 4.01%
$124.46 - $147.4 $10.5K - $12.4K
2.01K $286M
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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