Stratos Wealth Advisors, LLC Portfolio Holdings
Stratos Wealth Advisors, LLC
- $2.13 Billion
- Q3 2024
Stratos Wealth Advisors, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.13 Billion distributed in 733 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 $71.9M, Apple Inc. with a value of $61.3M, Ishares Trishares 0 3 Mnth Tre with a value of $53.5M, Nvidia Corp with a value of $41.7M, and Ishares Core S&P 500 ETF with a value of $41.4M.
Examining the 13F form we can see an increase of $150M in the current position value, from $1.98B to 2.13B.
Below you can find more details about Stratos Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.13 Billion
ETFs: $1.44 Billion
Technology: $211 Million
Financial Services: $113 Million
Consumer Cyclical: $67.7 Million
Healthcare: $62.7 Million
Communication Services: $60.6 Million
Consumer Defensive: $54.6 Million
Industrials: $34.6 Million
Other: $60.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 733
- Current Value $2.13 Billion
- Prior Value $1.98 Billion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 68 stocks
- Additional Purchases 378 stocks
- Sold out of 0 stocks
- Reduced holdings in 241 stocks