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
VGT
Vanguard Information Technolog

ETFs
-231
- 3.82%
$542.38 - $646.34 $125K - $149K
5.81K $3.15M
DIS
Walt Disney CO

Communication Services
-3.63K
- 18.69%
$96.87 - $114.0 $352K - $414K
15.8K $1.56M
VEU
Vanguard Ftse All World Ex Us

ETFs
-10.6K
- 59.58%
$56.51 - $62.98 $602K - $671K
7.22K $438K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.5K
- 19.05%
$302.31 - $337.54 $452K - $505K
6.36K $1.95M
VDE
Vanguard Energy ETF

ETFs
-4.99K
- 55.35%
$119.14 - $132.76 $594K - $662K
4.03K $522K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-11.9K
- 34.44%
$42.65 - $46.09 $508K - $549K
22.7K $978K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-7.39K
- 36.52%
$64.88 - $72.1 $479K - $533K
12.8K $844K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-14.2K
- 16.11%
$23.16 - $27.04 $328K - $383K
73.8K $1.73M
TCHP
T Rowe Price Exchange Traded F

Technology
-10.5K
- 29.82%
$37.86 - $44.2 $398K - $465K
24.7K $942K
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.22K
- 55.84%
$106.22 - $111.09 $554K - $580K
4.13K $458K
IYR
Ishares Tr

ETFs
-5.78K
- 34.13%
$89.49 - $98.98 $517K - $572K
11.2K $1.07M
VTV
Vanguard Value ETF

ETFs
-3.63K
- 10.24%
$167.73 - $179.21 $609K - $650K
31.8K $5.5M
VLO
Valero Energy Corp

Energy
-4.48K
- 46.98%
$121.76 - $142.99 $546K - $641K
5.06K $668K
HD
Home Depot, Inc.

Consumer Cyclical
-969
- 15.69%
$347.25 - $424.87 $336K - $412K
5.21K $1.91M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-14.8K
- 60.2%
$34.25 - $37.6 $507K - $556K
9.78K $359K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-9.47K
- 61.94%
$48.31 - $49.23 $458K - $466K
5.82K $286K
VHT
Vanguard Health Care ETF

ETFs
-1.84K
- 57.57%
$254.06 - $273.83 $467K - $504K
1.36K $358K
XT
Ishares Tr Exponential Technol

ETFs
-2.71K
- 1.97%
$57.56 - $64.0 $156K - $174K
135K $7.79M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1.8K
- 6.18%
$38.18 - $50.93 $68.6K - $91.6K
27.3K $1.05M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-18.9K
- 13.04%
$22.25 - $23.0 $420K - $434K
126K $2.89M
FDN
First Tr Fd Dow Jones

ETFs
-1.61K
- 44.98%
$221.38 - $266.86 $355K - $428K
1.96K $436K
XLE
Energy Sector Spdr

ETFs
-20K
- 10.73%
$85.7 - $93.96 $1.71M - $1.88M
166K $15.5M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-8.77K
- 50.07%
$41.97 - $46.03 $368K - $404K
8.74K $371K
IAU
Ishares Gold Trust

ETFs
-17.8K
- 25.01%
$49.74 - $58.96 $887K - $1.05M
53.5K $3.15M
WMT
Walmart Inc.

Consumer Defensive
-2.71K
- 5.17%
$84.5 - $105.05 $229K - $284K
49.7K $4.36M
FTNT
Fortinet, Inc.

Technology
-4.24K
- 17.78%
$92.49 - $114.57 $392K - $485K
19.6K $1.89M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-416
- 43.74%
$1187.71 - $1432.58 $494K - $596K
535 $766K
XLU
Utilities Sector Spdr

ETFs
-4.73K
- 52.96%
$74.7 - $80.27 $354K - $380K
4.2K $331K
SQ
Block, Inc.

Technology
-1.29K
- 13.43%
$54.04 - $92.95 $69.6K - $120K
8.3K $475K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-7.77K
- 17.9%
$61.25 - $72.83 $476K - $566K
35.7K $2.52M
ORCL
Oracle Corp

Technology
-607
- 6.55%
$139.81 - $186.47 $84.9K - $113K
8.67K $1.21M
IHE
Ishares Tr

ETFs
-5.21K
- 61.34%
$65.36 - $72.85 $341K - $380K
3.29K $231K
IREN
Iris Energy LTD

Financial Services
-4.35K
- 5.41%
$6.07 - $13.18 $26.4K - $57.3K
76K $463K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-6.95K
- 50.81%
$44.99 - $47.69 $313K - $332K
6.73K $306K
BAC
Bank Of America Corp

Financial Services
-4.52K
- 7.72%
$39.61 - $47.74 $179K - $216K
54K $2.26M
QCOM
Qualcomm Inc

Technology
-2.02K
- 18.24%
$151.94 - $175.86 $307K - $356K
9.06K $1.39M
PFIX
Simplify ETF Simplify Int Rate

ETFs
-4.8K
- 25.81%
$44.43 - $57.11 $213K - $274K
13.8K $668K
CSX
Csx Corp

Industrials
-7.25K
- 23.86%
$29.11 - $33.67 $211K - $244K
23.1K $680K
TGT
Target Corp

Consumer Defensive
-184
- 2.07%
$103.65 - $142.5 $19.1K - $26.2K
8.72K $909K
NVO
Novo Nordisk A S

Healthcare
-2.76K
- 47.09%
$69.3 - $90.95 $191K - $251K
3.1K $214K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-6.96K
- 41.46%
$39.08 - $41.36 $272K - $288K
9.83K $389K
AXP
American Express CO

Financial Services
-470
- 8.32%
$255.39 - $325.87 $120K - $153K
5.18K $1.39M
ABNB
Airbnb, Inc.

Consumer Cyclical
-300
- 1.63%
$119.38 - $161.42 $35.8K - $48.4K
18.1K $2.16M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.13K
- 24.53%
$67.03 - $74.61 $210K - $233K
9.62K $654K
RTX
Raytheon Technologies Corp

Industrials
-3.79K
- 25.8%
$114.1 - $135.66 $432K - $513K
10.9K $1.44M
JNJ
Johnson & Johnson

Healthcare
-3.62K
- 21.14%
$142.06 - $167.7 $514K - $607K
13.5K $2.24M
STWD
Starwood Property Trust, Inc.

Real Estate
-15.1K
- 18.58%
$18.41 - $20.53 $278K - $310K
66.1K $1.31M
IWS
Ishares Russell Midcap Value E

ETFs
-1.68K
- 39.43%
$122.59 - $135.24 $206K - $227K
2.58K $324K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-211
- 0.91%
$408.78 - $448.82 $86.3K - $94.7K
23.1K $9.69M
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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