Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Stratos Wealth Advisors

Latest statistics and disclosures from Stratos Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, AAPL, SGOV, NVDA, IVV, and represent 12.37% of Stratos Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$6.2M), IWD (+$6.0M), XLE, NEA, PJUL, GDX, XLF, IUSB, XT, MBB.
Started 68 new stock positions in JNK, RS, Etf Opportunities Trust, LULU, VVR, AMRK, Innovator Etfs Trust, BIV, RCL, K.
Reduced shares in these 10 stocks: LLY (-$19M), SGOV (-$6.4M), FFEB (-$5.4M), VCIT, AAPL, SPGP, IBTE, FTSM, IWF, LMBS.
Sold out of its positions in FAX, BLK, LCTD, CDNS, CFLT, DVN, DLTR, ELF, EIPI, HUBS.
Stratos Wealth Advisors was a net buyer of stock by $60M.
Stratos Wealth Advisors has $2.2B in assets under management (AUM), dropping by 7.84%.
Central Index Key (CIK): 0001707202

Tip: Access up to 7 years of quarterly data

Positions held by Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Stratos Wealth Advisors

Stratos Wealth Advisors holds 733 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Stratos Wealth Advisors has 733 total positions. Only the first 250 positions are shown.

Sign up to view all of the Stratos Wealth Advisors Sept. 30, 2024 positions
Download the Stratos Wealth Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.3	$72M		125k	573.76	View chart
Apple (AAPL)	2.8	$61M	-6%	263k	233.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.5	$54M	-10%	531k	100.72	View chart
NVIDIA Corporation (NVDA)	1.9	$42M		343k	121.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$41M	+4%	72k	576.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$40M	-3%	384k	104.18	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$33M	+23%	85k	383.93	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	1.4	$30M	+6%	1.3M	23.42	View chart
Microsoft Corporation (MSFT)	1.3	$28M	+4%	64k	430.30	View chart
Amazon (AMZN)	1.2	$26M	+5%	140k	186.33	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.2	$26M	+2%	531k	48.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$25M	+8%	48k	527.67	View chart
Meta Platforms Cl A (META)	1.1	$24M		41k	572.45	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.1	$24M	+11%	400k	59.02	View chart
Procter & Gamble Company (PG)	1.1	$23M	-4%	134k	173.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$21M	+11%	402k	52.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$20M	+19%	77k	263.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$20M	+19%	40k	488.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$19M	+44%	102k	189.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$19M	-8%	184k	101.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$19M		103k	179.30	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.8	$18M	-6%	635k	29.06	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$18M		117k	153.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$18M	-9%	81k	220.89	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$16M		258k	62.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$16M	-7%	66k	243.06	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$16M	+28%	335k	47.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$16M	+3%	55k	283.16	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$15M	+41%	172k	87.80	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.7	$15M	+7%	244k	61.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$15M	+6%	125k	119.70	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.7	$15M	-2%	161k	91.81	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.7	$14M	-20%	599k	24.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$14M	+30%	127k	112.98	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$14M	+8%	233k	60.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$14M	+6%	30k	460.27	View chart
Costco Wholesale Corporation (COST)	0.6	$14M		15k	886.53	View chart
JPMorgan Chase & Co. (JPM)	0.6	$14M		64k	210.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$13M		76k	167.19	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$13M		132k	95.75	View chart
Ishares Tr Exponential Tech (XT)	0.6	$13M	+37%	206k	60.88	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$13M		35k	353.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$12M	-7%	156k	78.05	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$12M	-3%	240k	50.60	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$12M	+39%	126k	95.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$12M		70k	165.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$12M		58k	198.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$11M	+7%	63k	179.16	View chart
Adobe Systems Incorporated (ADBE)	0.5	$11M		21k	517.78	View chart
Visa Com Cl A (V)	0.5	$10M		38k	274.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$10M	+6%	24k	423.14	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.5	$10M	+5%	345k	29.07	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$10M	+14%	172k	57.83	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.5	$9.8M	-5%	110k	89.36	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$9.7M	+4%	164k	59.21	View chart
salesforce (CRM)	0.4	$9.6M		35k	273.72	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$9.6M	-24%	161k	59.87	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$9.5M	+6%	68k	139.49	View chart
Regeneron Pharmaceuticals (REGN)	0.4	$9.1M		8.6k	1051.24	View chart
Palo Alto Networks (PANW)	0.4	$8.7M	+5%	25k	341.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$8.6M	+8%	139k	62.32	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$8.4M		127k	65.83	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$8.2M		105k	78.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$8.2M	+12%	127k	64.74	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$7.9M	+17%	150k	52.86	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.4	$7.9M	-5%	87k	91.06	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$7.8M	-2%	35k	225.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$7.6M	+7%	39k	197.17	View chart
Strategy Day Hagan Ned (SSFI)	0.3	$7.5M		344k	21.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$7.4M		179k	41.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$7.1M	-21%	61k	116.96	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$6.9M	-2%	144k	47.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$6.8M	+21%	82k	83.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$6.8M	+5%	63k	107.65	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$6.8M	+20%	57k	119.61	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$6.7M	+8%	114k	58.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$6.6M	+6%	28k	237.21	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.3	$6.6M	+2%	55k	118.45	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$6.5M	+6%	279k	23.17	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$6.4M	+58%	89k	71.10	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$6.3M	+3%	76k	83.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$6.3M		36k	174.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$6.3M		106k	59.51	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$6.2M	+144%	136k	45.32	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$6.0M	+14%	121k	49.47	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$5.9M	+192%	497k	11.97	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$5.9M	+9%	23k	260.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$5.8M	+26%	60k	97.42	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$5.8M		50k	116.32	View chart
Strategy Day Hagan Ned (SSUS)	0.3	$5.8M		140k	41.59	View chart
Ishares Msci Jpn Etf New (EWJ)	0.3	$5.7M	-20%	79k	71.54	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$5.5M	+144%	96k	57.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$5.5M	-49%	113k	48.56	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$5.4M	+8%	65k	82.94	View chart
Exxon Mobil Corporation (XOM)	0.2	$5.2M		44k	117.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$5.1M	+11%	170k	29.89	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$5.0M		123k	40.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$5.0M	+14%	8.5k	586.57	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.8M	+12%	45k	108.63	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$4.8M		93k	52.13	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$4.8M	+7%	104k	46.52	View chart
Abbvie (ABBV)	0.2	$4.8M		24k	197.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.6M	+6%	54k	84.53	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$4.5M	+5%	157k	28.88	View chart
Wal-Mart Stores (WMT)	0.2	$4.5M		56k	80.75	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$4.5M	-4%	46k	98.10	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$4.5M	+6%	106k	42.02	View chart
Rockwell Automation (ROK)	0.2	$4.4M		17k	268.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$4.4M	+2%	120k	36.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$4.4M	-28%	87k	50.74	View chart
Merck & Co (MRK)	0.2	$4.4M	+61%	39k	113.56	View chart
Vanguard World Utilities Etf (VPU)	0.2	$4.3M	+10%	25k	174.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.3M		16k	267.38	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$4.2M	-7%	78k	53.63	View chart
Yum! Brands (YUM)	0.2	$4.2M		30k	139.71	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$4.2M	+8%	22k	190.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.1M	+5%	27k	154.02	View chart
Eli Lilly & Co. (LLY)	0.2	$4.0M	-82%	4.6k	885.96	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$4.0M	-3%	141k	28.41	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$4.0M	+1379%	101k	39.82	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$4.0M	+36%	65k	61.11	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$4.0M	+9%	106k	37.41	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.2	$3.9M	+13%	16k	253.68	View chart
Danaher Corporation (DHR)	0.2	$3.9M		14k	278.02	View chart
Johnson & Johnson (JNJ)	0.2	$3.9M	-2%	24k	162.06	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$3.9M	-28%	73k	53.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$3.8M	NEW	95k	40.48	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.8M	-3%	75k	51.12	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$3.8M	+6%	70k	54.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.8M	-37%	50k	75.11	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.7M	-12%	65k	57.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.7M	-2%	47k	78.69	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.7M	+14%	100k	36.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.6M	+2%	104k	34.29	View chart
Palantir Technologies Cl A (PLTR)	0.2	$3.6M	-18%	96k	37.20	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.6M	+2%	49k	72.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.6M	+21%	74k	47.85	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$3.6M	-30%	66k	53.53	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$3.5M	+3%	42k	83.21	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$3.5M	+51%	35k	100.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.5M	-45%	9.2k	375.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.4M	+114%	41k	83.15	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$3.4M	+28%	329k	10.46	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.4M		7.0k	493.85	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$3.4M	-2%	43k	80.37	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$3.4M		115k	29.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$3.4M	+4%	90k	37.56	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$3.4M	+26%	101k	33.25	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$3.4M	+131%	30k	110.63	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.2	$3.3M	+39%	68k	49.33	View chart
Pan American Silver Corp Can (PAAS)	0.2	$3.3M	+33%	159k	20.87	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.3M		139k	23.45	View chart
Pfizer (PFE)	0.1	$3.2M		112k	28.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$3.2M	+41%	26k	123.62	View chart
Ishares Msci Aust Etf (EWA)	0.1	$3.1M	+57%	114k	27.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$3.1M	-5%	88k	35.24	View chart
BioMarin Pharmaceutical (BMRN)	0.1	$3.1M	-4%	44k	70.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.0M	+3%	20k	151.63	View chart
Netflix (NFLX)	0.1	$3.0M		4.3k	709.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.0M	+13%	24k	128.20	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.1	$3.0M	+3%	127k	23.75	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.0M	+2%	6.1k	491.27	View chart
McDonald's Corporation (MCD)	0.1	$3.0M		9.8k	304.51	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$2.9M	+2%	29k	102.02	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.9M		71k	41.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.9M	+2%	59k	49.70	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$2.9M		21k	139.60	View chart
Etf Opportunities Trust Smi 3fourteen Fu	0.1	$2.9M	NEW	104k	27.70	View chart
FedEx Corporation (FDX)	0.1	$2.9M	-5%	11k	273.70	View chart
Annaly Capital Management In Com New (NLY)	0.1	$2.9M	+11%	143k	20.07	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$2.9M	+44%	50k	56.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$2.8M		79k	36.04	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.8M		109k	26.02	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.1	$2.8M	+33%	266k	10.44	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.1	$2.8M	+4%	21k	129.79	View chart
Pacer Fds Tr Amercn Enrgy Ind (USAI)	0.1	$2.8M		79k	35.01	View chart
Bhp Group Sponsored Ads (BHP)	0.1	$2.7M	+74%	44k	62.11	View chart
Qualcomm (QCOM)	0.1	$2.7M		16k	170.05	View chart
Chevron Corporation (CVX)	0.1	$2.7M		19k	147.28	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$2.7M	+72%	38k	71.17	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.7M	+2%	57k	47.13	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.7M		13k	200.38	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$2.6M	-51%	53k	49.41	View chart
Bank of America Corporation (BAC)	0.1	$2.6M		66k	39.68	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.1	$2.6M	-49%	72k	35.86	View chart
Abbott Laboratories (ABT)	0.1	$2.6M		22k	114.01	View chart
Vale S A Sponsored Ads (VALE)	0.1	$2.5M	+82%	218k	11.68	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$2.5M	+801%	42k	60.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.5M		8.0k	314.40	View chart
Las Vegas Sands (LVS)	0.1	$2.5M	+3%	50k	50.34	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.5M		15k	167.68	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.5M		21k	114.97	View chart
Home Depot (HD)	0.1	$2.4M	-7%	6.0k	405.26	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$2.4M		22k	109.33	View chart
DNP Select Income Fund (DNP)	0.1	$2.4M		239k	10.04	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.1	$2.4M	+3%	22k	109.75	View chart
Southern Copper Corporation (SCCO)	0.1	$2.4M	+52%	21k	115.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.4M	+3%	25k	96.95	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$2.4M		68k	34.99	View chart
Coupang Cl A (CPNG)	0.1	$2.4M	-6%	96k	24.55	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.4M	-12%	52k	45.49	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$2.4M	+6%	76k	31.08	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$2.3M	+864%	104k	22.53	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.3M		3.8k	618.71	View chart
Alpha Metallurgical Resources (AMR)	0.1	$2.3M	+50%	9.9k	236.18	View chart
Ea Series Trust Us Quan Value (QVAL)	0.1	$2.3M	+78%	50k	46.14	View chart
Airbnb Com Cl A (ABNB)	0.1	$2.3M	+277%	18k	126.81	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.3M	+6%	42k	54.93	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.3M	+20%	51k	45.51	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.3M	-42%	36k	63.00	View chart
Yum China Holdings (YUMC)	0.1	$2.3M	-51%	51k	45.02	View chart
Progressive Corporation (PGR)	0.1	$2.3M		9.0k	253.77	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$2.3M	+17%	47k	48.66	View chart
Tesla Motors (TSLA)	0.1	$2.3M	+4%	8.7k	261.66	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$2.3M	-5%	77k	29.41	View chart
Lululemon Athletica (LULU)	0.1	$2.2M	NEW	8.3k	271.35	View chart
CBOE Holdings (CBOE)	0.1	$2.2M		11k	204.87	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.1	$2.2M		96k	23.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.2M	-67%	26k	83.75	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.2M	-33%	16k	135.44	View chart
Hp (HPQ)	0.1	$2.2M	+10%	61k	35.87	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.1	$2.2M		25k	87.53	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.2M	+69%	32k	67.51	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.2M		6.6k	326.74	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.1	$2.1M	+88%	208k	10.26	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.1M	+5%	46k	46.74	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$2.1M	+14%	39k	54.68	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.1	$2.1M	+3%	83k	25.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.1M	+111%	22k	98.12	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$2.1M		18k	114.53	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.1M	+14%	7.5k	276.76	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.1M		3.00	691180.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.1M	-13%	42k	49.31	View chart
Walt Disney Company (DIS)	0.1	$2.1M	-6%	21k	96.19	View chart
UnitedHealth (UNH)	0.1	$2.0M		3.5k	584.78	View chart
Caterpillar (CAT)	0.1	$2.0M	+3%	5.1k	391.18	View chart
EOG Resources (EOG)	0.1	$2.0M	+59%	16k	122.93	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.0M		39k	50.22	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$2.0M	+2%	54k	36.44	View chart
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)	0.1	$2.0M	+5%	41k	48.25	View chart
Microstrategy Cl A New (MSTR)	0.1	$2.0M	+1020%	12k	168.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.0M		22k	88.14	View chart
Amgen (AMGN)	0.1	$1.9M	-2%	6.0k	322.23	View chart
Qualys (QLYS)	0.1	$1.9M	NEW	15k	128.46	View chart
Paycom Software (PAYC)	0.1	$1.9M	NEW	12k	166.58	View chart
Oracle Corporation (ORCL)	0.1	$1.9M	+3%	11k	170.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.9M	+9%	7.9k	243.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.9M	+5%	29k	64.86	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.9M	+50%	19k	101.87	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.9M	+45%	17k	109.33	View chart

Past Filings by Stratos Wealth Advisors

SEC 13F filings are viewable for Stratos Wealth Advisors going back to 2018

Stratos Wealth Advisors 2024 Q3 filed Oct. 17, 2024
Stratos Wealth Advisors 2024 Q2 filed July 24, 2024
Stratos Wealth Advisors 2024 Q1 filed April 16, 2024
Stratos Wealth Advisors 2023 Q4 filed Jan. 24, 2024
Stratos Wealth Advisors 2023 Q3 filed Oct. 24, 2023
Stratos Wealth Advisors 2023 Q2 filed July 18, 2023
Stratos Wealth Advisors 2023 Q1 filed April 27, 2023
Stratos Wealth Advisors 2022 Q4 filed Jan. 19, 2023
Stratos Wealth Advisors 2022 Q3 filed Oct. 24, 2022
Stratos Wealth Advisors 2022 Q2 filed July 22, 2022
Stratos Wealth Advisors 2022 Q1 filed April 26, 2022
Stratos Wealth Advisors 2021 Q4 filed Jan. 14, 2022
Stratos Wealth Advisors 2021 Q3 filed Oct. 19, 2021
Stratos Wealth Advisors 2021 Q2 filed July 19, 2021
Stratos Wealth Advisors 2021 Q1 filed April 27, 2021
Stratos Wealth Advisors 2020 Q4 filed Jan. 29, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z