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
VGSH
Vanguard

ETFs
-33.1K
- 8.09%
$58.07 - $58.69 $1.92M - $1.95M
376K $22.1M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-48.2K
- 56.0%
$35.29 - $36.56 $1.7M - $1.76M
37.9K $1.36M
HPQ
Hp Inc

Technology
-51.8K
- 86.92%
$27.69 - $34.72 $1.43M - $1.8M
7.8K $216K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-71.6K
- 66.15%
$26.05 - $30.88 $1.87M - $2.21M
36.6K $1.13M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-14.6K
- 68.33%
$113.59 - $123.29 $1.66M - $1.8M
6.76K $788K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-27.8K
- 26.86%
$56.17 - $59.71 $1.56M - $1.66M
75.7K $4.32M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.17K
- 12.87%
$222.15 - $428.22 $261K - $502K
7.94K $2.06M
ACN
Accenture PLC

Technology
-670
- 1.88%
$300.91 - $398.25 $202K - $267K
34.9K $10.9M
META
Meta Platforms, Inc.

Communication Services
-1.69K
- 4.12%
$576.36 - $736.67 $972K - $1.24M
39.2K $22.6M
FIW
First Trust Water ETF

ETFs
-14.7K
- 66.04%
$99.48 - $106.74 $1.46M - $1.57M
7.54K $759K
FCG
First Tr Exchange Traded Fd

ETFs
-59.8K
- 46.21%
$22.37 - $27.09 $1.34M - $1.62M
69.6K $1.73M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-20K
- 40.63%
$71.17 - $73.66 $1.42M - $1.47M
29.2K $2.14M
IEMG
Ishares Inc

ETFs
-24.4K
- 35.98%
N/A
43.5K $2.33M
USFR
Wisdomtree Floating Rate Treas

ETFs
-25.4K
- 59.46%
$50.29 - $50.5 $1.28M - $1.28M
17.3K $870K
ABBV
Abb Vie Inc.

Healthcare
-9.3K
- 38.48%
$169.2 - $216.66 $1.57M - $2.01M
14.9K $3.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.23K
- 25.24%
$360.07 - $417.26 $803K - $931K
6.61K $2.39M
GM
General Motors CO

Consumer Cyclical
-21.1K
- 78.24%
$45.22 - $54.92 $954K - $1.16M
5.87K $276K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-9.2K
- 40.99%
$123.11 - $130.57 $1.13M - $1.2M
13.2K $1.68M
PLTR
Palantir Technologies Inc.

Technology
-18K
- 40.76%
$64.98 - $124.62 $1.17M - $2.24M
26.1K $2.21M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-53.4K
- 2.13%
$23.29 - $23.38 $1.24M - $1.25M
2.45M $57.3M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-21.8K
- 75.9%
$50.17 - $51.45 $1.09M - $1.12M
6.92K $348K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-28.9K
- 37.03%
$35.54 - $37.44 $1.03M - $1.08M
49.2K $1.76M
MA
Mastercard Inc

Financial Services
-2.21K
- 32.06%
$504.67 - $576.31 $1.11M - $1.27M
4.68K $2.56M
ABT
Abbott Laboratories

Healthcare
-11.3K
- 50.2%
$111.1 - $140.22 $1.25M - $1.58M
11.2K $1.48M
FDX
Fedex Corp

Industrials
-2.83K
- 29.09%
$230.33 - $281.53 $652K - $797K
6.9K $1.68M
XLV
Select Sector Spdr Fund Health

ETFs
-8.35K
- 30.43%
$137.61 - $149.68 $1.15M - $1.25M
19.1K $2.79M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-4.26K
- 4.79%
$91.68 - $109.93 $391K - $468K
84.7K $7.93M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.06K
- 16.77%
$283.06 - $421.16 $301K - $448K
5.28K $1.49M
HEQT
Simplify Exchange Traded Fds H
-26.4K
- 15.78%
$28.48 - $30.52 $751K - $805K
141K $4.02M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-36.4K
- 29.66%
$25.77 - $27.6 $938K - $1M
86.3K $2.29M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.17K
- 15.24%
$102.49 - $119.96 $530K - $620K
28.7K $3.01M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-354
- 4.13%
$634.14 - $744.83 $224K - $264K
8.23K $5.22M
PANW
Palo Alto Networks Inc

Technology
-1.75K
- 3.43%
$167.82 - $208.28 $293K - $364K
49.2K $8.4M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-10.1K
- 71.13%
$85.24 - $94.86 $860K - $958K
4.1K $373K
IEF
Ishares Barclays

ETFs
-9.48K
- 32.31%
$91.17 - $95.39 $864K - $904K
19.9K $1.89M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.47K
- 38.68%
$497.6 - $606.74 $730K - $891K
2.33K $1.16M
VB
Vanguard Small Cap ETF

ETFs
-1.26K
- 4.51%
$217.89 - $252.64 $274K - $318K
26.6K $5.9M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-19.6K
- 53.5%
$39.51 - $41.0 $773K - $802K
17K $678K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11.8K
- 6.22%
$95.85 - $99.25 $1.13M - $1.17M
178K $17.6M
ROK
Rockwell Automation, Inc

Industrials
-1.23K
- 7.5%
$255.29 - $303.75 $313K - $372K
15.1K $3.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.9K
- 51.16%
$74.85 - $84.89 $813K - $922K
10.4K $847K
IFRA
Ishares Tr

ETFs
-15.6K
- 42.16%
$44.8 - $49.25 $701K - $771K
21.5K $967K
INTU
Intuit Inc

Technology
-1.06K
- 47.39%
$555.63 - $630.23 $590K - $669K
1.18K $723K
VO
Vanguard Mid Cap ETF

ETFs
-1.05K
- 1.47%
$251.87 - $277.95 $265K - $292K
70.5K $18.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-8.63K
- 27.26%
$76.94 - $78.28 $664K - $675K
23K $1.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2K
- 1.43%
$45.72 - $51.73 $91.3K - $103K
137K $6.32M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-8.61K
- 20.86%
$51.45 - $58.51 $443K - $504K
32.7K $1.69M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-28.3K
- 47.07%
$22.46 - $23.26 $636K - $659K
31.9K $737K
VT
Vanguard Total World Stk Index

ETFs
-3.63K
- 2.9%
$115.08 - $123.97 $417K - $449K
121K $14.1M
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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