Stratos Wealth Partners, Ltd. Reduced Holdings in Q4 2024

Stratos Wealth Partners, Ltd.

  • $6.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTA
First Tr Large Cap Value

ETFs
-17.8K
- 49.31%
$75.21 - $83.49 $1.34M - $1.48M
18.3K $1.4M
XLE
Energy Sector Spdr

ETFs
-14.5K
- 19.86%
$83.32 - $97.27 $1.21M - $1.41M
58.5K $5.01M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-22.2K
- 12.79%
$42.84 - $45.38 $949K - $1.01M
151K $6.49M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-12.9K
- 2.97%
$77.23 - $82.11 $997K - $1.06M
422K $32.8M
KO
Coca Cola CO

Consumer Defensive
-884
- 0.66%
$61.74 - $71.71 $54.6K - $63.4K
133K $8.25M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-64.5K
- 15.4%
$17.65 - $18.18 $1.14M - $1.17M
354K $6.27M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-41.3K
- 6.82%
$23.42 - $24.25 $968K - $1M
564K $13.3M
RTX
Raytheon Technologies Corp

Industrials
-8.79K
- 16.84%
$114.45 - $127.21 $1.01M - $1.12M
43.4K $5.02M
O
Realty Income Corp

Real Estate
-4.79K
- 4.77%
$51.76 - $64.71 $248K - $310K
95.5K $5.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-28.8K
- 66.63%
$37.12 - $41.23 $1.07M - $1.19M
14.4K $536K
DE
Deere & CO

Industrials
-3.09K
- 26.76%
$389.45 - $466.0 $1.2M - $1.44M
8.45K $3.58M
MU
Micron Technology Inc

Technology
-6.51K
- 18.87%
$84.16 - $113.41 $548K - $739K
28K $2.36M
NVO
Novo Nordisk A S

Healthcare
-3.18K
- 11.14%
$85.0 - $120.04 $270K - $382K
25.4K $2.18M
HSY
Hershey CO

Consumer Defensive
-2.04K
- 6.09%
$168.67 - $193.65 $344K - $394K
31.4K $5.32M
CDW
Cdw Corp

Technology
-4.02K
- 53.98%
$171.49 - $225.64 $690K - $908K
3.43K $596K
SO
Southern CO

Utilities
-6.69K
- 10.19%
$81.5 - $94.15 $545K - $630K
58.9K $4.85M
LOW
Lowes Companies Inc

Consumer Cyclical
-381
- 0.95%
$244.52 - $284.07 $93.2K - $108K
39.8K $9.81M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-33.1K
- 9.54%
$33.92 - $36.6 $1.12M - $1.21M
314K $10.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10.4K
- 7.62%
$91.29 - $91.8 $949K - $954K
126K $11.5M
MOD
Modine Manufacturing CO

Consumer Cyclical
-402
- 0.71%
$109.77 - $143.22 $44.1K - $57.6K
56.2K $6.51M
MPC
Marathon Petroleum Corp

Energy
-3.76K
- 19.13%
$131.65 - $174.84 $495K - $657K
15.9K $2.22M
SBUX
Starbucks Corp

Consumer Cyclical
-4.73K
- 5.48%
$87.44 - $102.5 $414K - $485K
81.5K $7.43M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-17.1K
- 22.98%
$46.69 - $49.2 $797K - $839K
57.2K $2.68M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-16.7K
- 10.06%
$48.48 - $49.47 $810K - $827K
149K $7.27M
PFE
Pfizer Inc

Healthcare
-8.84K
- 3.05%
$24.8 - $30.19 $219K - $267K
282K $7.47M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.06K
- 11.43%
$183.23 - $199.79 $743K - $810K
31.4K $5.82M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-30.9K
- 26.71%
$24.94 - $26.14 $771K - $808K
84.8K $2.12M
KLAC
Kla Corp

Technology
-377
- 8.15%
$614.46 - $829.55 $232K - $313K
4.25K $2.68M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-35.5K
- 22.48%
$22.39 - $23.45 $795K - $832K
122K $2.81M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-12.9K
- 17.92%
$33.77 - $44.09 $436K - $570K
59.2K $2.01M
HCA
Hca Healthcare, Inc.

Healthcare
-1.49K
- 39.67%
$297.52 - $415.61 $443K - $619K
2.26K $679K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-21.3K
- 46.92%
$45.39 - $62.98 $966K - $1.34M
24.1K $1.37M
FNDF
Schwab Fundamental Intl Large

ETFs
-8.34K
- 7.01%
$32.92 - $37.15 $274K - $310K
111K $3.67M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
-40K
- 41.1%
$14.98 - $16.73 $599K - $669K
57.3K $859K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.1K
- 1.47%
$56.06 - $61.35 $286K - $313K
341K $19.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-218
- 0.3%
$131.66 - $144.0 $28.7K - $31.4K
72.3K $9.55M
DOW
Dow Inc.

Basic Materials
-597
- 1.22%
$39.1 - $55.34 $23.3K - $33K
48.3K $1.94M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-13.5K
- 61.97%
$49.87 - $52.46 $675K - $710K
8.3K $414K
HDV
Ishares Core High Dividend ETF

ETFs
-5.26K
- 22.62%
$110.82 - $121.28 $582K - $637K
18K $2.02M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-16.2K
- 26.94%
$33.43 - $36.52 $540K - $590K
43.8K $1.48M
AMT
American Tower Corp

Real Estate
-287
- 2.15%
$179.4 - $232.01 $51.5K - $66.6K
13.1K $2.4M
SOXX
Ishares Semiconductor ETF

ETFs
-2.12K
- 13.32%
$211.27 - $239.8 $448K - $508K
13.8K $2.97M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-14.3K
- 57.26%
$44.87 - $46.86 $641K - $669K
10.7K $478K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-13.1K
- 11.72%
$50.73 - $51.08 $666K - $670K
98.8K $5.03M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.81K
- 0.74%
$60.73 - $64.94 $170K - $182K
377K $23.1M
MDT
Medtronic PLC

Healthcare
-687
- 1.12%
$79.61 - $92.24 $54.7K - $63.4K
60.7K $4.85M
IAU
Ishares Gold Trust

ETFs
-13K
- 8.2%
$48.37 - $52.65 $629K - $685K
146K $7.21M
GE
General Electric CO

Industrials
-1.34K
- 6.95%
$159.95 - $194.23 $215K - $261K
18K $3M
A
Agilent Technologies, Inc.

Healthcare
-366
- 0.88%
$125.69 - $146.56 $46K - $53.6K
41.2K $5.54M
Activity Summary
Buys All Purchases 782 New Holdings 128 Increased Positions 654 Sells All Sells 620 Reductions 620 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. 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 Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email