Strategies Wealth Advisors, LLC ETFs

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWN Ishares Russell2000 Val ETF	$0	$562 Million 0.07% of portfolio	3,721	Q1 2025 Added 0.32%
VYM Vanguard Whitehall Fds (Vangua	$0	$539 Million 0.07% of portfolio	4,182	Q1 2025 Added 0.75%
VDC Vanguard Consumer Staples ETF	$0	$527 Million 0.06% of portfolio	2,410	Q1 2025 Added 0.54%
ITOT Ishares Core S&P Total U.S. St	$0	$527 Million 0.06% of portfolio	4,322	Q1 2025 Reduced 2.04%
AGG Ishares Core U.S. Aggregate Bo	$0	$484 Million 0.06% of portfolio	4,891	Q1 2025 Reduced 8.95%
IWP Ishares Russell Mid Cap Growth	$0	$476 Million 0.06% of portfolio	4,050	Q1 2025 New
XLK Technology Sector Spdr	$0	$472 Million 0.06% of portfolio	2,287	Q1 2025 Reduced 0.52%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$469 Million 0.06% of portfolio	11,911	Q1 2025 Reduced 5.37%
GBTC Grayscale Bitcoin Trust (Btc)	$57.1B	$467 Million 0.06% of portfolio	7,160	Q4 2024 Added 16.61%
IAU Ishares Gold Trust	$53.8B	$457 Million 0.06% of portfolio	7,752	Q1 2024 Added 11.94%
XLI Industrial Sector Spdr	$0	$443 Million 0.05% of portfolio	3,376	Q1 2025 Reduced 0.71%
FTCS First Trust Capital Strength E	$0	$439 Million 0.05% of portfolio	4,894	Q1 2025 Added 0.25%
XLF Financial Sector Spdr	$0	$427 Million 0.05% of portfolio	8,582	Q1 2025 Added 3.99%
SPYG Spdr Portfolio	$0	$422 Million 0.05% of portfolio	5,245	Q1 2025 Reduced 1.8%
IEMG Ishares Inc	$0	$403 Million 0.05% of portfolio	7,463	Q1 2025 Reduced 10.86%
GEM Goldman Sachs ETF Tr Actvebeta	$0	$398 Million 0.05% of portfolio	11,997	Q4 2024 Reduced 10.3%
IWM Ishares Russell 2000 ETF	$0	$368 Million 0.04% of portfolio	1,843	Q1 2025 Reduced 69.4%
XLE Energy Sector Spdr	$0	$333 Million 0.04% of portfolio	3,563	Q1 2025 Reduced 41.3%
TPYP Managed Portfolio Ser Tortoise	$0	$324 Million 0.04% of portfolio	8,895	Q1 2024 Added 2.36%
XLV Select Sector Spdr Fund Health	$0	$313 Million 0.04% of portfolio	2,146	Q1 2025 Added 0.09%
IWS Ishares Russell Midcap Value E	$0	$305 Million 0.04% of portfolio	2,420	Q1 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$273 Million 0.03% of portfolio	4,777	Q1 2025 Added 0.57%
DFAC Dimensional ETF Tr U S Core Eq	$0	$267 Million 0.03% of portfolio	8,090	Q1 2025 Reduced 2.59%
RDVY First Trust Rising Dividend Ac	$0	$236 Million 0.03% of portfolio	4,024	Q1 2025 Added 0.42%
VT Vanguard Total World Stk Index	$0	$223 Million 0.03% of portfolio	1,925	Q1 2025 Added 0.1%
HDV Ishares Core High Dividend ETF	$0	$220 Million 0.03% of portfolio	1,819	Q3 2024 Reduced 9.5%
VV Vanguard Large Cap ETF	$0	$216 Million 0.03% of portfolio	841	Q1 2025 Reduced 11.84%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$215 Million 0.03% of portfolio	8,541	Q1 2025 Reduced 15.48%
IJK Ishares S&P Midcap 400 Growth	$0	$201 Million 0.02% of portfolio	2,416	Q1 2024 New

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