Stratos Wealth Partners, Ltd. Reduced Holdings in Q3 2024

Stratos Wealth Partners, Ltd.

  • $6.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NUSC
Nuveen Esg Small Cap ETF

ETFs
-89
- 0.6%
$38.89 - $42.97 $3.46K - $3.82K
14.6K $626K
VTR
Ventas, Inc.

Real Estate
-46
- 1.08%
$50.88 - $65.33 $2.34K - $3.01K
4.2K $269K
PSLV
Sprott Physical Silver Trust

Financial Services
-94
- 0.09%
$9.17 - $10.84 $862 - $1.02K
107K $1.12M
FTA
First Tr Large Cap Value

ETFs
-1.94K
- 5.11%
$72.76 - $79.13 $141K - $153K
36K $2.85M
IT
Gartner Inc

Technology
-78
- 4.65%
$441.32 - $516.47 $34.4K - $40.3K
1.6K $809K
GIS
General Mills Inc

Consumer Defensive
-1.79K
- 10.02%
$62.5 - $75.15 $112K - $135K
16.1K $1.19M
CMI
Cummins Inc

Industrials
-77
- 4.38%
$266.63 - $326.4 $20.5K - $25.1K
1.68K $544K
XEL
Xcel Energy Inc

Utilities
-164
- 2.82%
$52.11 - $65.3 $8.55K - $10.7K
5.64K $368K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-33
- 0.29%
$75.63 - $84.89 $2.5K - $2.8K
11.3K $953K
TRV
Travelers Companies, Inc.

Financial Services
-115
- 4.18%
$201.87 - $242.35 $23.2K - $27.9K
2.64K $617K
ERII
Energy Recovery, Inc.

Industrials
-1.26K
- 6.35%
$12.6 - $18.23 $15.9K - $23K
18.6K $324K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-267
- 1.99%
$54.75 - $61.2 $14.6K - $16.3K
13.2K $804K
ARKW
Ark Next Generation Internet E

ETFs
-69
- 0.69%
$68.06 - $85.67 $4.7K - $5.91K
9.98K $849K
UL
Unilever PLC

Consumer Defensive
-311
- 3.61%
$54.7 - $65.59 $17K - $20.4K
8.31K $540K
USXF
Ishares Esg Advanced Msci Usa

Technology
-304
- 0.92%
$43.59 - $49.35 $13.3K - $15K
32.6K $1.6M
MWA
Mueller Water Products, Inc.

Industrials
-507
- 2.44%
$17.56 - $21.7 $8.9K - $11K
20.3K $440K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-49
- 8.49%
$1066.32 - $1355.99 $52.2K - $66.4K
528 $695K
ENPH
Enphase Energy, Inc.

Technology
-362
- 4.3%
$95.77 - $123.65 $34.7K - $44.8K
8.05K $910K
VGR
Vector Group LTD

Consumer Defensive
-3.58K
- 12.07%
$10.5 - $15.17 $37.6K - $54.3K
26.1K $388K
NEM
Newmont Corp

Basic Materials
-715
- 7.31%
$41.65 - $55.85 $29.8K - $39.9K
9.07K $484K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-362
- 0.84%
$27.67 - $31.22 $10K - $11.3K
42.9K $1.33M
IWL
Ishares Tr Russell 200 ETF

ETFs
-421
- 2.01%
$126.32 - $140.44 $53.2K - $59.1K
20.5K $2.88M
COF
Capital One Financial Corp

Financial Services
-184
- 1.99%
$131.42 - $153.05 $24.2K - $28.2K
9.06K $1.36M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-23
- 0.31%
$127.29 - $141.5 $2.93K - $3.25K
7.37K $1.03M
ACGL
Arch Capital Group Ltd.

Financial Services
-813
- 5.18%
$94.47 - $114.25 $76.8K - $92.9K
14.9K $1.66M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-58
- 0.61%
$94.32 - $105.04 $5.47K - $6.09K
9.5K $997K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-753
- 1.78%
$54.38 - $59.77 $40.9K - $45K
41.5K $2.46M
ROBO
Robo Global Robotics And Autom

ETFs
-672
- 1.03%
$50.56 - $58.65 $34K - $39.4K
64.8K $3.7M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-13
- 0.08%
$70.02 - $76.68 $910 - $997
16.4K $1.26M
KMB
Kimberly Clark Corp

Consumer Defensive
-541
- 1.27%
$135.05 - $148.35 $73.1K - $80.3K
42K $5.98M
FTC
First Tr Lge Cap Growth

ETFs
-518
- 2.72%
$115.51 - $131.45 $59.8K - $68.1K
18.5K $2.44M
UPST
Upstart Holdings, Inc.

Financial Services
-1.44K
- 14.65%
$22.9 - $44.11 $32.9K - $63.3K
8.36K $334K
SRE
Sempra Energy

Utilities
-536
- 2.58%
$74.97 - $84.04 $40.2K - $45K
20.2K $1.69M
KEY
Keycorp

Financial Services
-5.4K
- 6.77%
$13.95 - $17.34 $75.4K - $93.7K
74.4K $1.25M
QPFF
American Centy ETF Tr Quality
-1.75K
- 1.55%
$36.06 - $38.42 $63.2K - $67.3K
111K $4.24M
USB
Us Bancorp \De\

Financial Services
-194
- 0.89%
$39.04 - $47.23 $7.57K - $9.16K
21.6K $988K
IQV
Iqvia Holdings Inc.

Healthcare
-140
- 2.26%
$206.81 - $251.55 $29K - $35.2K
6.04K $1.43M
JXN
Jackson Financial Inc.

Financial Services
-766
- 6.66%
$69.1 - $91.97 $52.9K - $70.4K
10.7K $980K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-524
- 2.13%
$138.82 - $162.76 $72.7K - $85.3K
24K $3.91M
DFIV
Dimensional ETF Tr

ETFs
-456
- 0.63%
$34.66 - $38.38 $15.8K - $17.5K
71.6K $2.73M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-580
- 1.72%
$33.15 - $38.37 $19.2K - $22.3K
33.2K $1.25M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-161
- 0.91%
$52.04 - $64.22 $8.38K - $10.3K
17.6K $1.08M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-205
- 1.36%
$116.88 - $129.79 $24K - $26.6K
14.9K $1.93M
WTW
Willis Towers Watson PLC

Financial Services
-149
- 2.5%
$257.34 - $294.53 $38.3K - $43.9K
5.81K $1.71M
FICO
Fair Isaac Corp

Technology
-19
- 4.58%
$1496.51 - $1947.38 $28.4K - $37K
396 $770K
SWK
Stanley Black & Decker, Inc.

Industrials
-8
- 0.16%
$77.75 - $110.17 $622 - $881
5.11K $563K
LMNR
Limoneira CO

Consumer Defensive
-1.2K
- 3.64%
$19.76 - $27.62 $23.8K - $33.3K
31.8K $843K
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.18K
- 4.38%
$51.0 - $57.07 $264K - $296K
113K $6.29M
GS
Goldman Sachs Group Inc

Financial Services
-51
- 1.19%
$459.02 - $510.25 $23.4K - $26K
4.23K $2.09M
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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