Stratos Wealth Partners, Ltd. Incresed Positions in Q1 2025

Stratos Wealth Partners, Ltd.

  • $6.32 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PBI
Pitney Bowes Inc

Industrials
331
+ 3.23%
$7.03 - $10.86 $2.33K - $3.59K
10.6K $95K
GUT
Gabelli Utility Trust

Financial Services
3.18K
+ 24.02%
$5.11 - $5.55 $16.2K - $17.6K
16.4K $87K
ALLE
Allegion PLC

Industrials
170
+ 2.6%
$123.79 - $135.5 $21K - $23K
6.71K $875K
STEW
Boulder Growth & Income Fund

Financial Services
87
+ 0.6%
$15.76 - $17.3 $1.37K - $1.51K
14.5K $250K
DEA
Easterly Government Properties, Inc.

Real Estate
4.08K
+ 12.77%
$10.26 - $11.77 $41.8K - $48K
36K $381K
USRT
Ishares Core U.S. Reit ETF

ETFs
250
+ 1.63%
$55.14 - $60.29 $13.8K - $15.1K
15.6K $897K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
157
+ 1.72%
$28.65 - $30.72 $4.5K - $4.82K
9.28K $284K
NUDM
Nuveen Esg International Devel

ETFs
57
+ 0.63%
$29.75 - $33.12 $1.7K - $1.89K
9.09K $289K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
350
+ 4.49%
$25.81 - $28.52 $9.03K - $9.98K
8.14K $224K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
241
+ 3.7%
$61.9 - $66.89 $14.9K - $16.1K
6.75K $429K
XYL
Xylem Inc.

Industrials
64
+ 2.18%
$114.02 - $132.04 $7.3K - $8.45K
3K $357K
IQV
Iqvia Holdings Inc.

Healthcare
743
+ 12.98%
$176.3 - $209.96 $131K - $156K
6.47K $1.14M
CHRD
Oasis Petroleum Inc.

Energy
208
+ 9.55%
$101.34 - $127.78 $21.1K - $26.6K
2.39K $268K
WDFC
Wd 40 CO

Basic Materials
48
+ 4.8%
$226.67 - $250.92 $10.9K - $12K
1.05K $255K
VT
Vanguard Total World Stk Index

ETFs
453
+ 1.73%
$115.08 - $123.97 $52.1K - $56.2K
26.7K $3.1M
BEN
Franklin Resources Inc

Financial Services
2.59K
+ 7.34%
$18.92 - $22.24 $49K - $57.6K
37.9K $728K
ICF
Ishares Tr

ETFs
37
+ 0.47%
$57.98 - $63.8 $2.15K - $2.36K
7.87K $484K
HUBB
Hubbell Inc

Industrials
360
+ 29.56%
$330.91 - $456.86 $119K - $164K
1.58K $522K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
538
+ 1.37%
$8.58 - $8.9 $4.62K - $4.79K
39.9K $349K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.5K
+ 7.84%
$8.11 - $8.58 $12.2K - $12.9K
20.6K $167K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
724
+ 4.89%
$14.31 - $14.8 $10.4K - $10.7K
15.5K $224K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
31
+ 0.41%
$38.89 - $41.6 $1.21K - $1.29K
7.65K $309K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
169
+ 1.34%
$21.49 - $22.24 $3.63K - $3.76K
12.8K $283K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
105
+ 2.06%
$38.99 - $40.37 $4.09K - $4.24K
5.21K $209K
DD
Du Pont De Nemours, Inc.

Basic Materials
311
+ 3.35%
$72.7 - $84.32 $22.6K - $26.2K
9.58K $715K
IBMP
Ishares Tr Ibonds December 202

ETFs
56
+ 0.12%
$25.1 - $25.34 $1.41K - $1.42K
48.2K $1.22M
IP
International Paper CO

Consumer Cyclical
282
+ 2.04%
$49.38 - $60.09 $13.9K - $16.9K
14.1K $750K
CLF
Cleveland Cliffs Inc.

Basic Materials
6.51K
+ 16.52%
$8.22 - $12.02 $53.5K - $78.3K
45.9K $377K
HQL
Tekla Life Sciences Investors

Financial Services
971
+ 7.35%
$12.69 - $14.36 $12.3K - $13.9K
14.2K $179K
PEY
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.14%
$20.82 - $22.08 $645 - $684
22.5K $482K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
81
+ 0.78%
N/A
10.5K $654K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
131
+ 1.56%
$28.11 - $30.42 $3.68K - $3.99K
8.55K $250K
IBMO
Ishares Tr Ibonds December 202

ETFs
30
+ 0.07%
$25.45 - $25.6 $764 - $768
44.3K $1.13M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.17K
+ 6.96%
$25.58 - $29.24 $29.9K - $34.2K
17.9K $470K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
22
+ 0.06%
$25.08 - $25.39 $552 - $559
34.3K $866K
PPLT
Abrdn Platinum ETF Trust

ETFs
15
+ 0.15%
N/A
9.91K $890K
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.08K
+ 9.68%
$14.93 - $16.85 $16.1K - $18.2K
12.2K $184K
GPS
Gap Inc

Consumer Cyclical
91
+ 0.61%
N/A
15.1K $304K
MTCH
Match Group, Inc.

Communication Services
939
+ 5.01%
$30.08 - $36.47 $28.2K - $34.2K
19.7K $613K
Fidelity Covington Trust
133K
+ 84.97%
N/A
291K $0
Simplify Exchange Traded Fun
15
+ 0.17%
N/A
8.98K $0
BFB
Brown Forman Corp Cl B
1.59K
+ 6.69%
N/A
25.3K $0
Global X Fds
752
+ 1.73%
N/A
44.2K $0
Carisma Therapeutics Inc
10K
+ 81.97%
N/A
22.2K $0
T Rowe Price ETF Inc
35.5K
+ 33.0%
N/A
143K $0
Celestica Inc
4.87K
+ 10.34%
N/A
52K $0
Goldman Sachs ETF Tr
1.39K
+ 32.86%
N/A
5.6K $0
Fidelity Covington Trust
50.3K
+ 322.94%
N/A
65.9K $0
T Rowe Price ETF Inc
6.97K
+ 8.63%
N/A
87.7K $0
Activity Summary
Buys All Purchases 486 New Holdings 69 Increased Positions 417 Sells All Sells 833 Reductions 833 Sold out 0 Options Calls 0 Puts 0
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