Stratos Wealth Advisors, LLC Portfolio Holdings
Stratos Wealth Advisors, LLC
- $1.63 Billion
- Q1 2024
Stratos Wealth Advisors, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.63 Billion distributed in 659 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.1M, Schwab Strategic Tr Us Large C with a value of $35.7M, Ishares Core S&P 500 ETF with a value of $35.7M, Spdr S&P 500 ETF Trust with a value of $30.3M, and Nvidia Corp with a value of $29.1M.
Examining the 13F form we can see an decrease of $50.5M in the current position value, from $1.68B to 1.63B.
Below you can find more details about Stratos Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.63 Billion
ETFs: $978 Million
Technology: $180 Million
Financial Services: $92.1 Million
Healthcare: $79.7 Million
Consumer Cyclical: $62.3 Million
Consumer Defensive: $54.5 Million
Communication Services: $51.7 Million
Industrials: $45.7 Million
Other: $62.1 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 659
- Current Value $1.63 Billion
- Prior Value $1.68 Billion
- Filing
- Period Q1 2024
- Filing Date April 16, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 64 stocks
- Additional Purchases 280 stocks
- Sold out of 0 stocks
- Reduced holdings in 275 stocks