Stratos Wealth Partners, Ltd. Incresed Positions in Q3 2024

Stratos Wealth Partners, Ltd.

  • $6.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
60.9K
+ 5.79%
$207.23 - $234.82 $12.6M - $14.3M
1.11M $259M
IVV
Ishares Core S&P 500 ETF

ETFs
38.2K
+ 12.84%
$520.18 - $576.82 $19.9M - $22M
336K $194M
RECS
Columbia ETF Tr I

ETFs
539K
+ 90.94%
$30.74 - $33.91 $16.6M - $18.3M
1.13M $38.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
83.2K
+ 14.46%
$117.9 - $128.2 $9.81M - $10.7M
659K $84.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.88K
+ 0.85%
$475.2 - $527.7 $1.85M - $2.05M
462K $244M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.85K
+ 1.69%
$517.38 - $573.86 $3.03M - $3.36M
351K $202M
QQQ
Invesco Qqq Trust, Series 1

ETFs
21.9K
+ 11.22%
$434.77 - $502.96 $9.5M - $11M
217K $106M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
127K
+ 59.08%
$77.02 - $85.06 $9.78M - $10.8M
342K $28.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
117K
+ 235.91%
$98.97 - $99.59 $11.6M - $11.7M
167K $16.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
111K
+ 15.85%
$63.28 - $70.06 $7.02M - $7.77M
811K $56.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
98.3K
+ 53.1%
$84.77 - $97.13 $8.33M - $9.55M
283K $27.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12.3K
+ 18.92%
$405.19 - $478.57 $5M - $5.91M
77.6K $35.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
27.3K
+ 1.98%
$63.46 - $71.43 $1.73M - $1.95M
1.4M $99.4M
META
Meta Platforms, Inc.

Communication Services
4.04K
+ 4.15%
$453.41 - $572.44 $1.83M - $2.31M
101K $58.1M
JPM
Jpmorgan Chase & CO

Financial Services
29.4K
+ 13.33%
$194.9 - $224.8 $5.72M - $6.6M
250K $52.6M
VXF
Vanguard Extended Market ETF

ETFs
3.54K
+ 0.65%
$163.98 - $182.92 $580K - $647K
546K $99.4M
HD
Home Depot, Inc.

Consumer Cyclical
3.65K
+ 3.57%
$333.64 - $405.2 $1.22M - $1.48M
106K $43M
QUAL
Ishares Msci Usa Quality Facto

ETFs
31K
+ 13.39%
$162.64 - $179.3 $5.04M - $5.56M
263K $47.1M
TSLA
Tesla, Inc.

Consumer Cyclical
4.06K
+ 4.24%
$191.76 - $263.26 $779K - $1.07M
99.9K $26.1M
EFG
Msci Eafe Growth ETF

ETFs
65.1K
+ 626.73%
$96.84 - $108.77 $6.3M - $7.08M
75.5K $8.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
43.8K
+ 4.13%
$57.32 - $62.65 $2.51M - $2.74M
1.1M $68.8M
ABBV
Abb Vie Inc.

Healthcare
11.2K
+ 7.1%
$163.84 - $199.33 $1.84M - $2.24M
169K $33.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
36.1K
+ 3.48%
$71.45 - $75.64 $2.58M - $2.73M
1.07M $80.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
73.2K
+ 15.76%
$48.51 - $52.86 $3.55M - $3.87M
538K $28.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
93
+ 0.02%
$105.53 - $118.34 $9.81K - $11K
533K $62.3M
IWM
Ishares Russell 2000 ETF

ETFs
13.8K
+ 10.61%
$200.87 - $224.6 $2.76M - $3.09M
143K $31.7M
MCD
Mcdonalds Corp

Consumer Cyclical
963
+ 0.97%
$245.82 - $304.51 $237K - $293K
100K $30.5M
ROAM
Hartford Multifactor Emerging

ETFs
203K
+ 764.35%
$22.74 - $25.87 $4.61M - $5.25M
229K $5.86M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
83K
+ 279.8%
$56.04 - $62.99 $4.65M - $5.23M
113K $6.88M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
96.9K
+ 157.24%
$44.24 - $49.47 $4.29M - $4.8M
159K $7.85M
AMZN
Amazon Com Inc

Consumer Cyclical
46.1K
+ 8.5%
$161.02 - $200.0 $7.42M - $9.21M
588K $110M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
75.2K
+ 80.43%
$59.61 - $60.15 $4.48M - $4.52M
169K $10.1M
SPYG
Spdr Portfolio

ETFs
40.9K
+ 11.21%
$73.38 - $84.1 $3M - $3.44M
406K $33.7M
WMT
Walmart Inc.

Consumer Defensive
23.7K
+ 12.9%
$66.91 - $81.4 $1.59M - $1.93M
208K $16.8M
AVGO
Broadcom Inc.

Technology
183K
+ 957.0%
$136.27 - $1745.86 $24.9M - $319M
202K $34.8M
COST
Costco Wholesale Corp

Consumer Defensive
2.52K
+ 4.8%
$801.83 - $917.05 $2.02M - $2.31M
55K $48.7M
SHW
Sherwin Williams CO

Basic Materials
2.91K
+ 8.14%
$294.65 - $384.0 $859K - $1.12M
38.7K $14.8M
MSFT
Microsoft Corp

Technology
22.1K
+ 6.77%
$395.15 - $467.56 $8.74M - $10.3M
349K $150M
PAVE
Global X Fds Us Infrastructure

ETFs
48.1K
+ 10.57%
$36.39 - $41.16 $1.75M - $1.98M
504K $20.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
18.7K
+ 63.48%
$178.94 - $207.0 $3.34M - $3.87M
48.1K $9.66M
ORCL
Oracle Corp

Technology
5.62K
+ 5.84%
$125.9 - $170.35 $708K - $957K
102K $17.4M
PGR
Progressive Corp

Financial Services
3.85K
+ 6.41%
$209.46 - $259.24 $807K - $999K
64K $16.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
152K
+ 202.1%
$22.51 - $23.57 $3.42M - $3.59M
227K $5.35M
IBM
International Business Machines Corp

Technology
3.11K
+ 5.18%
$175.1 - $223.38 $545K - $695K
63.2K $14M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
19.2K
+ 36.06%
$125.95 - $142.04 $2.42M - $2.73M
72.5K $10.3M
BLDR
Builders First Source, Inc.

Industrials
9.03K
+ 29.52%
$132.6 - $201.83 $1.2M - $1.82M
39.6K $7.68M
ACN
Accenture PLC

Technology
2.05K
+ 3.8%
$295.44 - $355.81 $604K - $728K
55.9K $19.8M
IYW
Ishares Dj Us Tech ETF

ETFs
21K
+ 12.09%
$133.16 - $158.73 $2.79M - $3.33M
194K $29.5M
POWL
Powell Industries Inc

Industrials
4.92K
+ 18.58%
$130.27 - $221.99 $641K - $1.09M
31.4K $6.98M
Activity Summary
Buys All Purchases 961 New Holdings 162 Increased Positions 799 Sells All Sells 441 Reductions 441 Sold out 0 Options Calls 0 Puts 0
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