Stratos Wealth Advisors, LLC Reduced Holdings in Q4 2024

Stratos Wealth Advisors, LLC

  • $2.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-13.2K
- 17.68%
$44.04 - $49.49 $579K - $651K
61.2K $2.7M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-10.1K
- 24.18%
$53.86 - $60.27 $543K - $607K
31.6K $1.71M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-10.9K
- 7.26%
$51.09 - $55.27 $555K - $600K
139K $7.09M
VIG
Vanguard Dividend Appreciation

ETFs
-4.42K
- 7.64%
N/A
53.4K $9.73M
SUB
Ishares Short Term National Mu

ETFs
-7.4K
- 55.8%
$104.94 - $106.2 $776K - $786K
5.86K $618K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-11.8K
- 36.77%
$66.77 - $71.52 $786K - $842K
20.2K $1.39M
UNH
Unitedhealth Group Inc

Healthcare
-965
- 27.97%
$485.52 - $625.25 $469K - $603K
2.49K $1.26M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-7.55K
- 2.71%
$20.55 - $23.26 $155K - $176K
271K $5.72M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-7.86K
- 69.11%
$89.9 - $100.66 $707K - $791K
3.51K $317K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-23.9K
- 20.74%
$28.88 - $29.33 $691K - $701K
91.3K $2.65M
DHR
Danaher Corp

Healthcare
-184
- 1.31%
$226.16 - $274.52 $41.6K - $50.5K
13.9K $3.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.2K
- 8.08%
$61.68 - $67.87 $691K - $760K
127K $7.94M
NVO
Novo Nordisk A S

Healthcare
-4.22K
- 41.88%
$85.0 - $120.04 $358K - $506K
5.85K $503K
IXUS
Ishares Tr

ETFs
-5.17K
- 10.53%
$65.95 - $72.56 $341K - $375K
43.9K $2.9M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-24.8K
- 14.57%
$29.73 - $30.81 $737K - $764K
145K $4.43M
SOXX
Ishares Semiconductor ETF

ETFs
-2.6K
- 57.9%
$211.27 - $239.8 $550K - $624K
1.89K $407K
PAAS
Pan American Silver Corp

Basic Materials
-24.9K
- 15.66%
$19.94 - $25.85 $497K - $645K
134K $2.72M
MDT
Medtronic PLC

Healthcare
-5.84K
- 47.11%
$79.61 - $92.24 $465K - $539K
6.56K $524K
GLD
Spdr Gold Trust

ETFs
-2.03K
- 3.05%
$236.59 - $257.5 $479K - $521K
64.4K $15.6M
INTC
Intel Corp

Technology
-20.2K
- 49.21%
$19.07 - $26.23 $385K - $530K
20.9K $418K
NEM
Newmont Corp

Basic Materials
-714
- 2.25%
$37.0 - $58.68 $26.4K - $41.9K
31K $1.15M
VONG
Vanguard Russell 1000 Growth E

ETFs
-5.4K
- 64.94%
$95.27 - $107.82 $514K - $582K
2.91K $300K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.18K
- 5.75%
$34.13 - $37.35 $177K - $194K
84.9K $2.9M
AMD
Advanced Micro Devices Inc

Technology
-481
- 5.15%
$118.88 - $172.8 $57.2K - $83.1K
8.86K $1.07M
XOM
Exxon Mobil Corp

Energy
-88
- 0.2%
$105.51 - $125.37 $9.28K - $11K
44K $4.74M
VOD
Vodafone Group Public LTD CO

Communication Services
-35.4K
- 40.78%
$8.37 - $9.95 $296K - $352K
51.4K $436K
MGA
Magna International Inc

Consumer Cyclical
-10.8K
- 46.52%
$39.47 - $46.46 $426K - $501K
12.4K $518K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.3K
- 1.92%
$56.06 - $61.35 $185K - $202K
169K $9.54M
IVE
Ishares S&P 500 Value ETF

ETFs
-852
- 2.21%
$189.5 - $206.17 $161K - $176K
37.7K $7.2M
CPNG
Coupang, Inc.

Consumer Cyclical
-6.86K
- 7.15%
$21.98 - $26.89 $151K - $185K
89.2K $1.96M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-42.8K
- 49.92%
$11.18 - $13.68 $479K - $586K
43K $545K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
-32.1K
- 42.92%
$9.75 - $10.91 $313K - $350K
42.7K $416K
FVD
First Tr Value Line Divid Inde

ETFs
-6.62K
- 12.8%
$43.4 - $46.7 $287K - $309K
45.1K $1.97M
ORCL
Oracle Corp

Technology
-1.98K
- 17.56%
$165.41 - $192.43 $327K - $380K
9.27K $1.55M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-9.18K
- 39.66%
$41.16 - $42.25 $378K - $388K
14K $590K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.28K
- 2.15%
$57.53 - $60.83 $131K - $138K
103K $5.95M
VZ
Verizon Communications Inc

Communication Services
-3.04K
- 7.42%
$39.6 - $45.21 $120K - $137K
37.9K $1.52M
ADI
Analog Devices Inc

Technology
-1.01K
- 18.29%
$206.35 - $236.48 $208K - $238K
4.5K $956K
IYR
Ishares Tr

ETFs
-1.57K
- 8.49%
$90.74 - $102.87 $142K - $162K
16.9K $1.58M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-647
- 1.14%
$115.08 - $119.55 $74.5K - $77.3K
56K $6.48M
ASML
Asml Holding Nv

Technology
-302
- 45.01%
$658.43 - $872.27 $199K - $263K
369 $255K
VTV
Vanguard Value ETF

ETFs
-625
- 1.73%
$168.32 - $181.87 $105K - $114K
35.4K $6M
SLV
I Shares Silver Trust

ETFs
-103
- 0.07%
$26.33 - $31.74 $2.71K - $3.27K
141K $3.71M
PEP
Pepsico Inc

Consumer Defensive
-864
- 9.51%
$151.29 - $176.1 $131K - $152K
8.22K $1.25M
IQI
Invesco Quality Municipal Income Trust

Financial Services
-14K
- 5.25%
$9.59 - $10.5 $134K - $147K
252K $2.49M
AVGO
Broadcom Inc.

Technology
-3.88K
- 37.59%
$159.67 - $250.0 $620K - $971K
6.44K $1.49M
KO
Coca Cola CO

Consumer Defensive
-640
- 2.49%
$61.74 - $71.71 $39.5K - $45.9K
25K $1.56M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-25.1K
- 58.36%
$9.99 - $10.92 $251K - $274K
17.9K $182K
CSL
Carlisle Companies Inc

Industrials
-144
- 5.06%
$368.67 - $480.91 $53.1K - $69.3K
2.7K $995K
Activity Summary
Buys All Purchases 321 New Holdings 53 Increased Positions 268 Sells All Sells 351 Reductions 351 Sold out 0 Options Calls 0 Puts 0
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