Strategies Wealth Advisors, LLC Portfolio Holdings

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024

Strategies Wealth Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $748 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $112B, Vanguard Value ETF with a value of $103B, Spdr Ser Tr Fds Spdr Portfolio with a value of $99.6B, Ishares Core Dividend Growth E with a value of $69.2B, and Ishares Tr with a value of $40.6B.

Examining the 13F form we can see an increase of $61.4B in the current position value, from $687B to 748B.

Strategies Wealth Advisors, LLC is based out at Grand Rapids, MI

Below you can find more details about Strategies Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $748 Billion
ETFs: $741 Billion
Financial Services: $2.6 Billion
Healthcare: $175 Million
Basic Materials: $3.32 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$112 Billion 14.91% of portfolio
290,429
Q3 2024 Reduced 3.93%
$0
$103 Billion 13.83% of portfolio
592,566
Q3 2024 Added 5.84%
$0
$99.6 Billion 13.32% of portfolio
2,651,950
Q3 2024 Added 11.39%
$0
$69.2 Billion 9.25% of portfolio
1,103,996
Q3 2024 Added 2.3%
$0
$40.6 Billion 5.43% of portfolio
520,704
Q3 2024 Reduced 1.93%
$0
$39.9 Billion 5.33% of portfolio
222,296
Q3 2024 Added 4.61%
$0
$32.5 Billion 4.35% of portfolio
121,594
Q3 2024 Added 4.34%
$0
$31.6 Billion 4.23% of portfolio
421,356
Q3 2024 Added 2.56%
$0
$31.6 Billion 4.22% of portfolio
157,304
Q3 2024 Added 0.46%
$0
$25.5 Billion 3.41% of portfolio
193,329
Q3 2024 Reduced 5.77%
$0
$16.2 Billion 2.17% of portfolio
169,649
Q3 2024 Reduced 1.29%
$0
$11.8 Billion 1.58% of portfolio
141,169
Q3 2024 Reduced 1.29%
$0
$10.8 Billion 1.44% of portfolio
54,453
Q3 2024 Reduced 0.57%
$0
$8.17 Billion 1.09% of portfolio
121,446
Q3 2024 Reduced 1.27%
$0
$7.68 Billion 1.03% of portfolio
22,252
Q3 2024 Reduced 0.17%
$0
$6.83 Billion 0.91% of portfolio
578,568
Q3 2024 Reduced 1.68%
$0
$6.04 Billion 0.81% of portfolio
31,691
Q3 2024 Added 0.07%
$0
$6.05 Billion 0.81% of portfolio
10,481
Q3 2024 Reduced 2.34%
$0
$4.83 Billion 0.65% of portfolio
51,821
Q3 2024 Added 0.36%
$0
$4.56 Billion 0.61% of portfolio
98,236
Q3 2024 Added 10.37%
$0
$4.11 Billion 0.55% of portfolio
8,424
Q3 2024 Reduced 0.12%
$0
$4.02 Billion 0.54% of portfolio
7,627
Q3 2024 Added 0.63%
$0
$3.79 Billion 0.51% of portfolio
13,391
Q3 2024 Reduced 3.49%
$0
$3.81 Billion 0.51% of portfolio
75,118
Q3 2024 Added 474.87%
$86B
$3.3 Billion 0.44% of portfolio
13,595
Q3 2024 Reduced 33.1%
$0
$2.94 Billion 0.39% of portfolio
33,866
Q3 2024 Reduced 3.84%
$0
$2.83 Billion 0.38% of portfolio
26,069
Q3 2024 Reduced 17.05%
$0
$2.69 Billion 0.36% of portfolio
28,124
Q3 2024 Reduced 4.71%
$0
$2.6 Billion 0.35% of portfolio
13,206
Q3 2024 Reduced 2.98%
$0
$2.47 Billion 0.33% of portfolio
10,426
Q3 2024 Added 0.08%
$0
$2 Billion 0.27% of portfolio
24,035
Q3 2024 Added 461.17%
$0
$1.72 Billion 0.23% of portfolio
2,996
Q3 2024 Reduced 5.22%
$0
$1.7 Billion 0.23% of portfolio
32,148
Q3 2024 Reduced 7.07%
$0
$1.61 Billion 0.22% of portfolio
22,710
Q3 2024 Reduced 7.71%
$0
$1.39 Billion 0.19% of portfolio
5,255
Q3 2024 Added 5.21%
$0
$1.2 Billion 0.16% of portfolio
5,830
Q3 2024 Added 0.62%
$0
$1.09 Billion 0.15% of portfolio
23,410
Q3 2024 Added 0.06%
$0
$1.12 Billion 0.15% of portfolio
1,916
Q3 2024 Reduced 5.01%
$0
$1.03 Billion 0.14% of portfolio
15,950
Q3 2024 Added 4.23%
$0
$981 Million 0.13% of portfolio
11,175
Q3 2024 Reduced 41.45%
$0
$863 Million 0.12% of portfolio
2,039
Q3 2024 Added 0.05%
$0
$860 Million 0.12% of portfolio
3,895
Q3 2024 Added 109.86%
$0
$926 Million 0.12% of portfolio
7,917
Q3 2024 Reduced 4.82%
$0
$879 Million 0.12% of portfolio
2,343
Q3 2024 Reduced 2.74%
$0
$850 Million 0.11% of portfolio
4,232
Q2 2024 Reduced 3.58%
$0
$794 Million 0.11% of portfolio
9,390
Q3 2024 Reduced 0.72%
$0
$831 Million 0.11% of portfolio
11,605
Q4 2023 Reduced 1.2%
$0
$749 Million 0.1% of portfolio
9,072
Q1 2024 Reduced 0.25%
$0
$782 Million 0.1% of portfolio
12,547
Q3 2024 Reduced 7.09%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $748 Billion
  • Prior Value $687 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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