Strategies Wealth Advisors, LLC Portfolio Holdings

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025

Strategies Wealth Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $819 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $120B, Vanguard Value ETF with a value of $119B, Vanguard Growth ETF with a value of $105B, Ishares Core Dividend Growth E with a value of $76.7B, and Ishares Msci Usa Quality Facto with a value of $45B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $803B to 819B.

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 $819 Billion
ETFs: $737 Billion
Technology: $25.6 Billion
Financial Services: $9.09 Billion
Consumer Cyclical: $8.54 Billion
Communication Services: $7.91 Billion
Healthcare: $6.94 Billion
Industrials: $6.17 Billion
Consumer Defensive: $5.87 Billion
Other: $4.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ishares Bitcoin Trust ETF
-
$210 Million 0.03% of portfolio
-
Q1 2025 New
$221B
$210 Million 0.03% of portfolio
782
Q1 2025 New
$99.5B
$236 Million 0.03% of portfolio
2,112
Q1 2025 New
$720M
$226 Million 0.03% of portfolio
29,691
Q3 2024 Reduced 25.0%
$0
$236 Million 0.03% of portfolio
4,024
Q1 2025 Added 0.42%
$135B
$257 Million 0.03% of portfolio
841
Q1 2025 New
$45.7B
$286 Million 0.03% of portfolio
2,009
Q1 2025 Reduced 4.01%
$109B
$286 Million 0.03% of portfolio
2,719
Q1 2025 New
$0
$273 Million 0.03% of portfolio
4,777
Q1 2025 Added 0.57%
$151B
$269 Million 0.03% of portfolio
7,286
Q1 2025 New
$0
$267 Million 0.03% of portfolio
8,090
Q1 2025 Reduced 2.59%
$130B
$261 Million 0.03% of portfolio
10,290
Q1 2025 New
$275B
$253 Million 0.03% of portfolio
1,264
Q1 2025 New
$39.9B
$240 Million 0.03% of portfolio
23,953
Q1 2025 New
Lam Research Corp
-
$239 Million 0.03% of portfolio
-
Q1 2025 New
$197B
$237 Million 0.03% of portfolio
2,639
Q1 2025 New
$0
$149 Million 0.02% of portfolio
36,387
Q1 2025 Added 2.19%
$0
$201 Million 0.02% of portfolio
2,416
Q1 2024 New
Fidelity Wise Origin Bitcoin
-
$202 Million 0.02% of portfolio
-
Q4 2024 New
Contineum Therapeutics Inc
-
$175 Million 0.02% of portfolio
-
Q4 2024 New
$18.8B
$56.6 Million 0.01% of portfolio
12,500
Q1 2025 New
-
$9.6 Million 0.0% of portfolio
-
Q1 2025 New
$657M
$11.5 Million 0.0% of portfolio
10,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $819 Billion
  • Prior Value $803 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 60 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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