Stratos Wealth Advisors, LLC Reduced Holdings in Q1 2025

Stratos Wealth Advisors, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-690K
- 47.28%
$24.91 - $29.02 $17.2M - $20M
769K $19.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-33.3K
- 55.28%
$554.06 - $615.85 $18.4M - $20.5M
26.9K $15.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-102K
- 96.55%
$168.16 - $186.21 $17.1M - $18.9M
3.63K $619K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-175K
- 89.0%
$85.29 - $92.57 $14.9M - $16.2M
21.6K $1.96M
MBB
Ishares Tr

ETFs
-140K
- 98.19%
$90.37 - $94.08 $12.7M - $13.2M
2.58K $242K
PG
Procter & Gamble CO

Consumer Defensive
-74K
- 51.3%
$158.56 - $176.26 $11.7M - $13M
70.2K $12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12.6K
- 9.93%
$551.42 - $612.93 $6.95M - $7.73M
114K $64M
NVDA
Nvidia Corp

Technology
-11.7K
- 3.51%
$106.98 - $149.43 $1.25M - $1.75M
323K $35M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-70K
- 95.31%
$121.0 - $142.28 $8.46M - $9.95M
3.45K $428K
IVW
Ishares S&P 500 Growth ETF

ETFs
-90.1K
- 70.53%
$92.45 - $106.69 $8.33M - $9.61M
37.7K $3.5M
VEA
Vanguard Ftse Developed Market

ETFs
-196K
- 51.58%
$47.4 - $52.99 $9.31M - $10.4M
184K $9.37M
AVLV
American Centy ETF Tr Avantis
-124K
- 92.18%
$63.51 - $70.42 $7.86M - $8.72M
10.5K $684K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-125K
- 94.95%
$48.06 - $53.73 $6.02M - $6.73M
6.67K $325K
EFG
Msci Eafe Growth ETF

ETFs
-62.7K
- 81.62%
$96.1 - $106.37 $6.02M - $6.67M
14.1K $1.41M
EFV
Msci Eafe Value ETF

ETFs
-111K
- 95.91%
$51.88 - $60.73 $5.75M - $6.73M
4.72K $278K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-49.3K
- 92.6%
$106.43 - $123.29 $5.24M - $6.07M
3.94K $424K
VTI
Vanguard Total Stock Market Et

ETFs
-15.4K
- 24.52%
$271.18 - $303.12 $4.17M - $4.66M
47.3K $13M
XLF
Financial Sector Spdr

ETFs
-103K
- 55.89%
$47.32 - $52.19 $4.88M - $5.39M
81.4K $4.06M
IEFA
Ishares Tr

ETFs
-67.3K
- 65.61%
$69.57 - $78.65 $4.68M - $5.29M
35.2K $2.67M
MSFT
Microsoft Corp

Technology
-4.48K
- 7.3%
$375.39 - $447.2 $1.68M - $2M
56.9K $21.4M
VUG
Vanguard Growth ETF

ETFs
-5.24K
- 8.14%
$369.1 - $427.61 $1.94M - $2.24M
59.2K $21.9M
BX
Blackstone Inc.

Financial Services
-4.63K
- 3.95%
$136.53 - $186.74 $633K - $865K
113K $15.8M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-108K
- 89.9%
$36.56 - $38.35 $3.93M - $4.12M
12.1K $446K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-63.5K
- 45.24%
$59.78 - $60.03 $3.79M - $3.81M
76.8K $4.6M
XLK
Technology Sector Spdr

ETFs
-12.9K
- 31.69%
$206.38 - $242.18 $2.66M - $3.12M
27.7K $5.73M
IVE
Ishares S&P 500 Value ETF

ETFs
-19.1K
- 50.55%
$185.78 - $198.58 $3.54M - $3.78M
18.6K $3.55M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-86.1K
- 91.16%
$39.81 - $42.17 $3.43M - $3.63M
8.35K $335K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-70.7K
- 92.11%
$49.25 - $50.66 $3.48M - $3.58M
6.06K $300K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-142K
- 29.35%
$24.05 - $24.86 $3.41M - $3.52M
341K $8.49M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-54.9K
- 75.79%
$54.25 - $57.64 $2.98M - $3.17M
17.5K $966K
IYW
Ishares Dj Us Tech ETF

ETFs
-18.2K
- 85.67%
$140.44 - $166.79 $2.55M - $3.03M
3.04K $426K
GOOG
Alphabet Inc.

Communication Services
-1.87K
- 2.5%
$156.06 - $207.71 $292K - $389K
73K $11.4M
XLY
Select Sector Spdr Consumer Di

ETFs
-12.2K
- 73.83%
$192.6 - $233.2 $2.35M - $2.84M
4.32K $852K
TDVG
T Rowe Price Exchange Traded F

Technology
-70.6K
- 57.48%
$39.23 - $42.13 $2.77M - $2.97M
52.2K $2.11M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-54.2K
- 51.64%
$36.64 - $45.76 $1.99M - $2.48M
50.7K $1.9M
CRM
Salesforce, Inc.

Technology
-1.08K
- 3.03%
$268.36 - $359.95 $290K - $389K
34.6K $9.27M
IWM
Ishares Russell 2000 ETF

ETFs
-3.69K
- 4.59%
$198.1 - $229.79 $732K - $849K
76.8K $15.3M
MUB
Ishares National Muni Bond ETF

ETFs
-22.9K
- 51.59%
$104.71 - $107.69 $2.4M - $2.47M
21.5K $2.26M
DGRO
Ishares Core Dividend Growth E

ETFs
-40.8K
- 26.86%
$60.46 - $64.42 $2.47M - $2.63M
111K $6.87M
GOOGL
Alphabet Inc.

Communication Services
-568
- 0.85%
$154.33 - $206.19 $87.7K - $117K
66K $10.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-11.2K
- 50.96%
$196.12 - $229.48 $2.2M - $2.57M
10.8K $2.18M
ADBE
Adobe Inc.

Technology
-2.6K
- 12.57%
$377.84 - $464.11 $981K - $1.21M
18.1K $6.93M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
-53.3K
- 66.91%
$38.5 - $43.78 $2.05M - $2.33M
26.4K $1.08M
MRK
Merck & Co., Inc.

Healthcare
-17.7K
- 44.88%
$83.01 - $101.02 $1.47M - $1.79M
21.8K $1.95M
PAVE
Global X Fds Us Infrastructure

ETFs
-46.6K
- 66.2%
$37.31 - $43.82 $1.74M - $2.04M
23.8K $896K
OEF
Ishares S&P 100 ETF

ETFs
-7.3K
- 87.43%
N/A
1.05K $279K
SLV
I Shares Silver Trust

ETFs
-83.7K
- 59.34%
$26.93 - $31.32 $2.25M - $2.62M
57.3K $1.78M
VTWO
Vanguard Russell 2000 ETF

ETFs
-10.5K
- 9.5%
$80.08 - $92.93 $838K - $973K
99.7K $8.04M
GBIL
Goldman Sachs Access Treasury

ETFs
-17.5K
- 83.88%
$99.85 - $100.19 $1.74M - $1.75M
3.36K $336K
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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