Stratos Wealth Advisors, LLC Portfolio Holdings
Stratos Wealth Advisors, LLC
- $2.03 Billion
- Q4 2024
Stratos Wealth Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.03 Billion distributed in 711 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $74.4M, Apple Inc. with a value of $59.4M, Ishares Tr Ibonds Dec 2025 Ter with a value of $58.4M, Nvidia Corp with a value of $44.9M, and Ishares Trishares 0 3 Mnth Tre with a value of $43.7M.
Examining the 13F form we can see an decrease of $106M in the current position value, from $2.13B to 2.03B.
Below you can find more details about Stratos Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.03 Billion
ETFs: $1.36 Billion
Technology: $213 Million
Financial Services: $114 Million
Consumer Cyclical: $70.8 Million
Communication Services: $62.1 Million
Consumer Defensive: $54.7 Million
Healthcare: $47.8 Million
Industrials: $33.4 Million
Other: $42.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 711
- Current Value $2.03 Billion
- Prior Value $2.13 Billion
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 53 stocks
- Additional Purchases 268 stocks
- Sold out of 0 stocks
- Reduced holdings in 351 stocks