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
AFL
Aflac Inc

Financial Services
-780
- 26.68%
$100.99 - $111.19 $78.8K - $86.7K
2.14K $238K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-238
- 6.5%
$96.3 - $112.23 $22.9K - $26.7K
3.42K $333K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-5.66K
- 8.68%
$12.18 - $12.91 $68.9K - $73K
59.5K $736K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-21
- 0.91%
$203.38 - $274.79 $4.27K - $5.77K
2.3K $471K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.6K
- 9.26%
N/A
15.6K $611K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
-5.97K
- 16.77%
$39.44 - $47.66 $235K - $284K
29.6K $1.35M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.75K
- 4.91%
$22.77 - $22.94 $62.6K - $63.1K
53.2K $1.22M
KMI
Kinder Morgan, Inc.

Energy
-2.76K
- 12.9%
$26.1 - $31.22 $71.9K - $86K
18.6K $530K
AXON
Axon Enterprise, Inc.

Industrials
-15
- 2.33%
$496.65 - $710.01 $7.45K - $10.7K
630 $331K
LII
Lennox International Inc

Industrials
-17
- 1.95%
$553.05 - $666.93 $9.4K - $11.3K
857 $480K
MET
Metlife Inc

Financial Services
-364
- 3.24%
$77.7 - $87.0 $28.3K - $31.7K
10.9K $872K
OXY
Occidental Petroleum Corp

Energy
-925
- 7.86%
$45.45 - $52.7 $42K - $48.7K
10.8K $535K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-13
- 0.21%
$120.29 - $134.6 $1.56K - $1.75K
6.3K $768K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-483
- 3.01%
$65.27 - $71.18 $31.5K - $34.4K
15.6K $1.03M
IWP
Ishares Russell Mid Cap Growth

ETFs
-30
- 0.74%
$114.9 - $139.6 $3.45K - $4.19K
4.04K $475K
GE
General Electric CO

Industrials
-1.02K
- 20.71%
$168.59 - $212.13 $172K - $217K
3.91K $782K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-332
- 3.06%
$78.0 - $84.37 $25.9K - $28K
10.5K $839K
HLMN
Hillman Solutions Corp.

Industrials
-2.5K
- 20.0%
$8.69 - $10.5 $21.7K - $26.3K
10K $87K
MCD
Mcdonalds Corp

Consumer Cyclical
-793
- 8.34%
$279.74 - $321.29 $222K - $255K
8.72K $2.72M
CSCO
Cisco Systems, Inc.

Technology
-1.27K
- 6.98%
$58.74 - $64.87 $74.8K - $82.6K
17K $1.05M
PEP
Pepsico Inc

Consumer Defensive
-98
- 1.19%
$142.64 - $156.42 $14K - $15.3K
8.12K $1.22M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.74K
- 5.46%
$58.01 - $64.46 $449K - $499K
134K $8.31M
KMX
Carmax Inc

Consumer Cyclical
-2
- 0.03%
$69.25 - $89.19 $139 - $178
7.93K $618K
OMC
Omnicom Group Inc.

Communication Services
-248
- 9.11%
$79.43 - $88.34 $19.7K - $21.9K
2.48K $205K
PCAR
Paccar Inc

Industrials
-16
- 0.4%
$96.91 - $112.51 $1.55K - $1.8K
3.99K $388K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-117
- 0.65%
$26.53 - $29.63 $3.1K - $3.47K
17.9K $483K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-305
- 6.51%
$74.34 - $81.0 $22.7K - $24.7K
4.38K $333K
MSI
Motorola Solutions, Inc.

Technology
-8
- 0.84%
$411.73 - $482.1 $3.29K - $3.86K
945 $413K
MSTR
Microstrategy Inc

Technology
-51
- 0.61%
$239.27 - $396.5 $12.2K - $20.2K
8.32K $2.4M
KHC
Kraft Heinz CO

Consumer Defensive
-688
- 7.1%
$28.51 - $32.22 $19.6K - $22.2K
9K $273K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-63
- 0.6%
$27.52 - $33.6 $1.73K - $2.12K
10.5K $313K
TM
Toyota Motor Corp

Consumer Cyclical
-7
- 0.58%
$176.53 - $195.35 $1.24K - $1.37K
1.19K $210K
MCO
Moodys Corp

Financial Services
-27
- 2.53%
$437.8 - $527.48 $11.8K - $14.2K
1.04K $485K
HBAN
Huntington Bancshares Inc

Financial Services
-110
- 0.72%
$14.28 - $17.39 $1.57K - $1.91K
15.1K $226K
GD
General Dynamics Corp

Industrials
-115
- 9.3%
$241.94 - $272.58 $27.8K - $31.3K
1.12K $305K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.99K
- 4.62%
$11.96 - $13.56 $23.7K - $26.9K
41K $525K
SYY
Sysco Corp

Consumer Defensive
-104
- 1.35%
$70.0 - $77.13 $7.28K - $8.02K
7.62K $571K
TJX
Tjx Companies Inc

Consumer Cyclical
-180
- 5.54%
$112.81 - $126.16 $20.3K - $22.7K
3.07K $374K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-628
- 0.86%
$11.4 - $11.96 $7.16K - $7.51K
72K $829K
SPG
Simon Property Group Inc

Real Estate
-23
- 1.09%
$159.48 - $187.78 $3.67K - $4.32K
2.09K $346K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-188
- 0.76%
N/A
24.6K $2.12M
APD
Air Products & Chemicals, Inc.

Basic Materials
-63
- 8.48%
$283.24 - $338.07 $17.8K - $21.3K
680 $200K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-752
- 7.95%
$26.51 - $28.57 $19.9K - $21.5K
8.71K $238K
ORCC
Owl Rock Capital Corp

Financial Services
-1.04K
- 4.97%
N/A
19.9K $266K
PHM
Pultegroup Inc

Consumer Cyclical
-13
- 0.61%
$101.09 - $118.51 $1.31K - $1.54K
2.13K $218K
TXN
Texas Instruments Inc

Technology
-74
- 5.52%
N/A
1.27K $246K
MCK
Mckesson Corp

Healthcare
-144
- 17.71%
$566.21 - $672.99 $81.5K - $96.9K
669 $450K
PAYX
Paychex Inc

Industrials
-702
- 10.42%
$136.06 - $154.52 $95.5K - $108K
6.04K $931K
MARB
First Tr Exchange Traded Fd Ii

ETFs
-887
- 1.73%
$19.75 - $20.03 $17.5K - $17.8K
50.4K $1.01M
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
Track This Portfolio

Track Stratos Wealth Advisors, LLC Portfolio

Follow Stratos Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email