Stratos Wealth Partners, Ltd. Portfolio Holdings
Stratos Wealth Partners, Ltd.
- $6.79 Billion
- Q3 2024
Stratos Wealth Partners, Ltd. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.79 Billion distributed in 1441 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $259M, Vanguard Index Fds S&P 500 ETF with a value of $244M, Spdr S&P 500 ETF Trust with a value of $202M, Ishares Core S&P 500 ETF with a value of $194M, and Microsoft Corp with a value of $150M.
Examining the 13F form we can see an increase of $642M in the current position value, from $6.14B to 6.79B.
Below you can find more details about Stratos Wealth Partners, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$6.79 Billion
ETFs: $3.99 Billion
Technology: $852 Million
Financial Services: $368 Million
Consumer Cyclical: $323 Million
Industrials: $286 Million
Healthcare: $276 Million
Communication Services: $200 Million
Consumer Defensive: $169 Million
Other: $257 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,441
- Current Value $6.79 Billion
- Prior Value $6.14 Billion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 162 stocks
- Additional Purchases 799 stocks
- Sold out of 0 stocks
- Reduced holdings in 441 stocks