Stratos Wealth Advisors, LLC Purchases in Q1 2025

Stratos Wealth Advisors, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
241
+ 0.55%
$105.44 - $118.93 $25.4K - $28.7K
44.3K $5.27M
VPU
Vanguard Utilities ETF

ETFs
1.35K
+ 3.54%
$161.24 - $173.33 $218K - $234K
39.5K $6.75M
IDV
Ishares Tr

ETFs
15.2K
New
$27.0 - $31.7 $411K - $483K
15.2K $472K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.22K
+ 1.59%
$182.82 - $196.21 $224K - $240K
78.1K $14.7M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.07K
+ 37.63%
$110.9 - $132.93 $562K - $674K
18.5K $2.11M
VNQ
Vanguard Specialized Funds Van

ETFs
3.92K
+ 7.09%
$85.55 - $94.34 $335K - $370K
59.2K $5.36M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
15K
+ 45.2%
$23.44 - $26.38 $352K - $396K
48.2K $1.23M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.66K
New
$254.58 - $302.92 $424K - $504K
1.66K $425K
PFE
Pfizer Inc

Healthcare
18.9K
+ 35.63%
$25.01 - $27.13 $473K - $513K
71.9K $1.82M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
3.5K
+ 38.37%
$147.38 - $176.39 $516K - $617K
12.6K $1.91M
CROX
Crocs, Inc.

Consumer Cyclical
4.12K
+ 30.98%
$88.83 - $112.59 $366K - $464K
17.4K $1.85M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
102
+ 0.09%
$33.37 - $38.01 $3.4K - $3.88K
109K $4.08M
IWX
Ishares Tr Russell 200 Value E

ETFs
4.68K
New
$78.54 - $84.86 $368K - $397K
4.68K $384K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.44K
+ 42.28%
$210.19 - $243.33 $512K - $593K
8.19K $1.73M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
11.1K
+ 22.34%
$41.45 - $46.58 $460K - $516K
60.7K $2.59M
UNH
Unitedhealth Group Inc

Healthcare
629
+ 25.31%
$461.52 - $548.18 $290K - $345K
3.11K $1.63M
UBER
Uber Technologies, Inc

Technology
3.58K
+ 42.88%
$63.17 - $81.49 $226K - $292K
11.9K $869K
JPIB
Jpmorgan International Bond Op

ETFs
6.88K
+ 13.9%
$46.97 - $48.35 $323K - $332K
56.3K $2.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.56K
New
$46.74 - $47.55 $353K - $360K
7.56K $359K
INDA
Ishares Msci India Index Fund

ETFs
9.64K
+ 6.93%
$47.8 - $53.4 $461K - $515K
149K $7.66M
RFV
Invesco Exchange Traded Fd Tr

ETFs
6.65K
+ 11.24%
$111.51 - $128.61 $742K - $856K
65.9K $7.52M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.93K
+ 46.53%
$79.17 - $82.04 $311K - $323K
12.4K $1.01M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.7K
+ 4.35%
$33.84 - $37.77 $125K - $140K
88.6K $3.23M
VBR
Vanguard Small Cap Value ETF

ETFs
2.27K
+ 25.35%
$183.02 - $207.75 $415K - $471K
11.2K $2.09M
DNP
Dnp Select Income Fund Inc

Financial Services
5.07K
+ 2.1%
$8.93 - $9.92 $45.3K - $50.3K
246K $2.43M
MO
Altria Group, Inc.

Consumer Defensive
1.47K
+ 5.35%
$50.81 - $60.02 $74.7K - $88.2K
28.9K $1.74M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.64K
+ 1.57%
$76.77 - $82.22 $126K - $135K
106K $8.39M
AMD
Advanced Micro Devices Inc

Technology
4.32K
+ 48.71%
$96.63 - $129.55 $417K - $559K
13.2K $1.35M
XLP
Consumer Staples Sector Spdr

ETFs
3.59K
+ 36.43%
N/A
13.5K $1.02M
FLMI
Franklin Dynamic Municipal Bon

ETFs
11.1K
+ 16.28%
$24.22 - $24.86 $270K - $277K
79.5K $1.94M
FNDF
Schwab Fundamental Intl Large

ETFs
5.08K
+ 16.49%
$32.9 - $37.45 $167K - $190K
35.9K $1.3M
DWM
Wisdomtree Tr

ETFs
2.85K
+ 16.29%
$52.19 - $59.86 $149K - $171K
20.3K $1.18M
SAP
Sap Se

Technology
972
New
$241.4 - $293.69 $235K - $285K
972 $260K
MRVL
Marvell Technology, Inc.

Technology
4.15K
New
$61.57 - $126.06 $255K - $523K
4.15K $255K
DBL
Double Line Opportunistic Credit Fund

Financial Services
16.1K
+ 85.39%
$15.51 - $15.85 $250K - $255K
35K $546K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.75K
+ 86.97%
$47.08 - $50.67 $224K - $241K
10.2K $513K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.31K
+ 16.33%
$237.72 - $276.98 $311K - $362K
9.31K $2.28M
VRT
Vertiv Holdings CO

Industrials
2.85K
New
N/A
2.85K $246K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.45K
New
$164.86 - $182.19 $239K - $264K
1.45K $246K
MGK
Vanguard Mega Cap Growth ETF

ETFs
785
New
$307.43 - $357.48 $241K - $281K
785 $242K
OHI
Omega Healthcare Investors Inc

Real Estate
6.35K
New
$35.7 - $38.33 $227K - $243K
6.35K $241K
IXUS
Ishares Tr

ETFs
1.13K
+ 2.57%
$65.06 - $72.31 $73.3K - $81.5K
45K $3.14M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.15K
+ 4.68%
$50.39 - $50.66 $209K - $210K
92.9K $4.7M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.13K
New
$79.66 - $108.41 $170K - $231K
2.13K $230K
ELV
Elevance Health, Inc.

Healthcare
504
New
$365.9 - $436.25 $184K - $220K
504 $219K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
5.7K
New
N/A
5.7K $218K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.91K
New
$88.0 - $115.5 $168K - $220K
1.91K $217K
GILD
Gilead Sciences, Inc.

Healthcare
1.92K
New
$89.14 - $117.41 $172K - $226K
1.92K $215K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
427
New
$402.49 - $513.76 $172K - $219K
427 $207K
Activity Summary
Buys All Purchases 291 New Holdings 55 Increased Positions 236 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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