Strategies Wealth Advisors, LLC Sells in Q3 2024

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-11.9K
- 3.93%
$341.08 - $391.94 $4.06M - $4.66M
290K $112B
GLD
Spdr Gold Trust

ETFs
-6.73K
- 33.1%
$215.56 - $246.98 $1.45M - $1.66M
13.6K $3.3B
XLE
Energy Sector Spdr

ETFs
-7.91K
- 41.45%
$84.35 - $93.39 $667K - $739K
11.2K $981M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-11.8K
- 5.77%
$116.79 - $133.54 $1.38M - $1.58M
193K $25.5B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-11.1K
- 47.81%
$54.2 - $65.22 $603K - $726K
12.2K $774M
MUB
Ishares National Muni Bond ETF

ETFs
-5.36K
- 17.05%
$106.13 - $108.7 $569K - $582K
26.1K $2.83B
MDXG
Mimedx Group, Inc.

Healthcare
-9.9K
- 25.0%
$5.65 - $7.76 $55.9K - $76.8K
29.7K $175M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.57K
- 16.15%
$36.02 - $41.68 $129K - $149K
18.5K $766M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-730
- 12.97%
$113.41 - $125.62 $82.8K - $91.7K
4.9K $615M
VGT
Vanguard Information Technolog

ETFs
-101
- 5.01%
$514.43 - $606.85 $52K - $61.3K
1.92K $1.12B
XLK
Technology Sector Spdr

ETFs
-61
- 2.63%
$197.34 - $237.68 $12K - $14.5K
2.26K $509M
XLV
Select Sector Spdr Fund Health

ETFs
-214
- 8.8%
$143.3 - $157.24 $30.7K - $33.6K
2.22K $342M
VEA
Vanguard Ftse Developed Market

ETFs
-2.45K
- 7.07%
$47.6 - $53.31 $116K - $130K
32.1K $1.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-957
- 7.09%
$57.32 - $62.65 $54.9K - $60K
12.5K $782M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.9K
- 7.71%
$63.46 - $71.43 $120K - $136K
22.7K $1.61B
HDV
Ishares Core High Dividend ETF

ETFs
-191
- 9.5%
$107.62 - $118.76 $20.6K - $22.7K
1.82K $214M
IEMG
Ishares Inc

ETFs
-804
- 7.03%
$53.64 - $53.64 $43.1K - $43.1K
10.6K $610M
SPY
Spdr S&P 500 ETF Trust

ETFs
-165
- 5.22%
$517.38 - $573.86 $85.4K - $94.7K
3K $1.72B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-66
- 2.74%
$332.02 - $382.76 $21.9K - $25.3K
2.34K $879M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-499
- 5.38%
$31.05 - $34.29 $15.5K - $17.1K
8.77K $301M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-200
- 0.84%
$15.71 - $17.51 $3.14K - $3.5K
23.7K $411M
SPYG
Spdr Portfolio

ETFs
-97
- 1.59%
$73.38 - $84.1 $7.12K - $8.16K
6K $497M
XLI
Industrial Sector Spdr

ETFs
-213
- 5.79%
$120.56 - $135.44 $25.7K - $28.8K
3.47K $470M
XLF
Financial Sector Spdr

ETFs
-301
- 3.62%
$40.84 - $45.74 $12.3K - $13.8K
8.02K $363M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3
- 0.2%
$256.4 - $289.78 $769 - $869
1.5K $425M
VEU
Vanguard Ftse All World Ex Us

ETFs
-168
- 1.52%
$56.47 - $63.69 $9.49K - $10.7K
10.9K $686M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-401
- 4.82%
$105.53 - $118.34 $42.3K - $47.5K
7.92K $926M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-68
- 0.72%
$77.02 - $85.06 $5.24K - $5.78K
9.39K $794M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.12%
$434.77 - $502.96 $4.35K - $5.03K
8.42K $4.11B
VTI
Vanguard Total Stock Market Et

ETFs
-484
- 3.49%
$255.18 - $283.2 $124K - $137K
13.4K $3.79B
IVE
Ishares S&P 500 Value ETF

ETFs
-405
- 2.98%
$181.06 - $197.17 $73.3K - $79.9K
13.2K $2.6B
IVV
Ishares Core S&P 500 ETF

ETFs
-251
- 2.34%
$520.18 - $576.82 $131K - $145K
10.5K $6.05B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.35K
- 3.84%
$77.23 - $87.97 $104K - $119K
33.9K $2.94B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-37
- 0.17%
$305.34 - $350.41 $11.3K - $13K
22.3K $7.68B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.56K
- 1.27%
$61.47 - $67.36 $96.1K - $105K
121K $8.17B
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-9.87K
- 1.68%
$10.46 - $12.45 $103K - $123K
579K $6.83B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.85K
- 1.29%
$75.32 - $84.37 $139K - $156K
141K $11.8B
VIG
Vanguard Dividend Appreciation

ETFs
-311
- 0.57%
$182.15 - $182.15 $56.6K - $56.6K
54.5K $10.8B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.21K
- 1.29%
$87.56 - $95.49 $194K - $211K
170K $16.2B
IEFA
Ishares Tr

ETFs
-10.2K
- 1.93%
$70.09 - $78.74 $718K - $807K
521K $40.6B
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 1
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