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
COPX
Global X Copper Miners ETF

ETFs
-146
- 1.94%
$38.17 - $48.57 $5.57K - $7.09K
7.36K $281K
SUN
Sunoco LP

Energy
-992
- 9.96%
$50.8 - $56.82 $50.4K - $56.4K
8.97K $461K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-564
- 7.36%
$65.79 - $72.14 $37.1K - $40.7K
7.1K $467K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-69
- 2.5%
$176.4 - $231.84 $12.2K - $16K
2.69K $474K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-523
- 2.08%
$90.66 - $99.46 $47.4K - $52K
24.7K $2.24M
XT
Ishares Tr Exponential Technol

ETFs
-1.08K
- 19.52%
$58.7 - $62.72 $63.5K - $67.8K
4.46K $266K
DFAE
Dimensional ETF Tr

ETFs
-1.69K
- 12.34%
$25.36 - $28.15 $42.8K - $47.5K
12K $303K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-1.37K
- 9.06%
$34.04 - $35.66 $46.5K - $48.7K
13.7K $471K
LMNR
Limoneira CO

Consumer Defensive
-183
- 0.57%
$23.92 - $28.91 $4.38K - $5.29K
31.7K $774K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-34
- 0.83%
$49.78 - $66.55 $1.69K - $2.26K
4.05K $202K
LNTH
Lantheus Holdings, Inc.

Healthcare
-157
- 5.97%
$76.22 - $116.71 $12K - $18.3K
2.47K $221K
MTB
M&T Bank Corp

Financial Services
-578
- 13.86%
$172.48 - $221.95 $99.7K - $128K
3.59K $675K
LTC
Ltc Properties Inc

Real Estate
-1.27K
- 12.43%
$34.42 - $39.44 $43.6K - $49.9K
8.92K $308K
DFAX
Dimensional ETF Tr
-1.07K
- 5.88%
$24.76 - $27.04 $26.4K - $28.8K
17.1K $424K
IFF
International Flavors & Fragrances Inc

Basic Materials
-33
- 1.1%
$83.96 - $106.19 $2.77K - $3.5K
2.97K $250K
BALL
Ball Corp

Consumer Cyclical
-50
- 1.09%
$54.84 - $67.94 $2.74K - $3.4K
4.52K $247K
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.02K
- 7.04%
$26.18 - $28.77 $26.6K - $29.2K
13.4K $356K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-3.6K
- 8.64%
$9.99 - $10.92 $36K - $39.3K
38K $388K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-459
- 1.11%
$57.38 - $61.11 $26.3K - $28K
41K $2.39M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-14.4K
- 37.33%
$7.33 - $12.37 $106K - $179K
24.2K $257K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.93K
- 4.66%
$12.12 - $13.1 $23.4K - $25.3K
39.6K $482K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-4.03K
- 19.33%
$13.12 - $13.68 $52.8K - $55.1K
16.8K $223K
NOK
Nokia Corp

Technology
-14.8K
- 15.34%
$4.13 - $4.95 $60.9K - $73K
81.4K $360K
BWA
Borgwarner Inc

Consumer Cyclical
-518
- 5.41%
$31.48 - $35.49 $16.3K - $18.4K
9.05K $287K
OHI
Omega Healthcare Investors Inc

Real Estate
-736
- 6.58%
$37.51 - $42.56 $27.6K - $31.3K
10.5K $395K
ALC
Alcon Inc

Healthcare
-105
- 3.28%
$83.87 - $99.15 $8.81K - $10.4K
3.1K $263K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-589
- 15.31%
$89.95 - $90.89 $53K - $53.5K
3.26K $294K
TM
Toyota Motor Corp

Consumer Cyclical
-467
- 21.15%
$169.2 - $199.52 $79K - $93.2K
1.74K $338K
PARA
Paramount Global

Communication Services
-4.99K
- 30.27%
$10.27 - $11.57 $51.2K - $57.7K
11.5K $119K
PM
Philip Morris International Inc.

Consumer Defensive
-235
- 0.92%
$118.38 - $133.06 $27.8K - $31.3K
25.2K $3.03M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-1.23K
- 18.94%
$42.95 - $45.72 $53K - $56.4K
5.28K $228K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-145
- 1.54%
$52.1 - $57.26 $7.55K - $8.3K
9.25K $482K
VIS
Vanguard Industrial ETF

ETFs
-157
- 6.41%
$254.39 - $279.7 $39.9K - $43.9K
2.29K $583K
PRU
Prudential Financial Inc

Financial Services
-245
- 2.51%
$114.59 - $129.52 $28.1K - $31.7K
9.52K $1.13M
AGI
Alamos Gold Inc

Basic Materials
-194
- 0.59%
$17.54 - $21.38 $3.4K - $4.15K
32.5K $598K
GAB
Gabelli Equity Trust Inc

Financial Services
-6.3K
- 3.88%
$5.36 - $5.83 $33.7K - $36.7K
156K $839K
AHCO
Adapt Health Corp.

Healthcare
-2.74K
- 17.91%
$9.18 - $11.0 $25.2K - $30.1K
12.6K $119K
PPT
Putnam Premier Income Trust

Financial Services
-10.6K
- 14.55%
$3.49 - $3.73 $37K - $39.6K
62.3K $221K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-1.25K
- 9.46%
$15.0 - $17.55 $18.7K - $21.8K
11.9K $181K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-258
- 1.85%
$61.65 - $67.55 $15.9K - $17.4K
13.7K $856K
CHY
Calamos Convertible & High Income Fund

Financial Services
-5.56K
- 6.03%
$11.79 - $12.56 $65.6K - $69.9K
86.6K $1.05M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-249
- 2.54%
$101.77 - $113.02 $25.3K - $28.1K
9.57K $1.01M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-377
- 2.49%
$23.41 - $25.88 $8.83K - $9.76K
14.8K $346K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-184
- 0.24%
$100.16 - $100.7 $18.4K - $18.5K
76.1K $7.63M
SCI
Service Corp International

Consumer Cyclical
-665
- 11.35%
$73.36 - $88.6 $48.8K - $58.9K
5.2K $414K
VTRS
Viatris Inc

Healthcare
-7.17K
- 14.46%
$11.32 - $13.37 $81.1K - $95.8K
42.4K $527K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-265
- 0.57%
$25.17 - $26.23 $6.67K - $6.95K
46.2K $1.17M
NU
Nu Holdings Ltd.

Financial Services
-465
- 3.59%
$10.24 - $15.89 $4.76K - $7.39K
12.5K $129K
ARKW
Ark Next Generation Internet E

ETFs
-2.54K
- 25.47%
$82.66 - $120.04 $210K - $305K
7.44K $803K
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
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