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, IBTF, AAPL, SGOV, NVDA, and represent 14.00% of Stratos Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: LLY (+$17M), VTIP (+$14M), IBM (+$12M), QINT (+$11M), BALT (+$9.6M), VALQ (+$8.7M), VLU (+$8.5M), SH (+$8.2M), SPTL (+$6.8M), JPM (+$6.2M).
Started 55 new stock positions in VALQ, QSI, PYLD, MRVL, FBT, IBMQ, DFSD, SPYI, QINT, BOND.
Reduced shares in these 10 stocks: IVV (-$19M), QUAL (-$17M), SCHG (-$17M), TLT (-$16M), IUSB (-$15M), MBB (-$13M), PG (-$13M), VEA (-$10M), LQD (-$9.6M), IJT (-$8.7M).
Sold out of its positions in AGCO, WMS, ALGN, BFH, FTWO, Blackrock Muni Intermediate Drtn Fnd, LCTU, CSL, CTAS, C.
Stratos Wealth Advisors was a net seller of stock by $-214M.
Stratos Wealth Advisors has $1.8B in assets under management (AUM), dropping by -12.43%.
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 663 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Stratos Wealth Advisors has 663 total positions. Only the first 250 positions are shown.

Sign up to view all of the Stratos Wealth Advisors March 31, 2025 positions
Download the Stratos Wealth Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.5	$64M	-9%	114k	559.39	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	3.1	$57M	-2%	2.5M	23.37	View chart
Apple (AAPL)	2.9	$54M		242k	222.13	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.5	$46M	+5%	461k	100.67	View chart
NVIDIA Corporation (NVDA)	1.9	$35M	-3%	323k	108.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$28M	+7%	54k	513.92	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.4	$26M	+29%	1.1M	24.34	View chart
Amazon (AMZN)	1.4	$26M		134k	190.26	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.3	$24M	+29%	835k	28.58	View chart
Meta Platforms Cl A (META)	1.2	$23M	-4%	39k	576.36	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.2	$22M	-8%	377k	58.69	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$22M	-8%	59k	370.82	View chart
Microsoft Corporation (MSFT)	1.2	$21M	-7%	57k	375.39	View chart
JPMorgan Chase & Co. (JPM)	1.2	$21M	+40%	87k	245.30	View chart
Eli Lilly & Co. (LLY)	1.1	$20M	+503%	24k	825.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$19M	-47%	769k	25.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$18M		71k	258.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$18M	-6%	178k	98.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$17M	+5%	37k	468.93	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.9	$17M	+93%	379k	44.56	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$16M	+3%	177k	91.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$16M	-13%	56k	288.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.9	$16M	-3%	113k	139.78	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$16M	+641%	314k	49.90	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$16M	-10%	166k	93.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$15M	-4%	77k	199.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$15M	-55%	27k	561.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.8	$15M		249k	59.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$15M		78k	188.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$14M	-2%	121k	115.95	View chart
Costco Wholesale Corporation (COST)	0.7	$14M	-2%	14k	945.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$13M	-7%	25k	532.59	View chart
Visa Com Cl A (V)	0.7	$13M		38k	350.47	View chart
International Business Machines (IBM)	0.7	$13M	+919%	53k	248.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$13M	-24%	47k	274.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$12M	+11%	71k	173.23	View chart
Procter & Gamble Company (PG)	0.7	$12M	-51%	70k	170.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$11M	-2%	73k	156.23	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.6	$11M	NEW	218k	51.82	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.6	$11M	+724%	350k	31.38	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.6	$11M	+165%	402k	27.26	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$11M		35k	312.04	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$11M	+7%	182k	58.54	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$11M	+15%	195k	54.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$11M		54k	193.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$10M		66k	154.64	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$9.7M		23k	419.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$9.4M	-51%	184k	50.83	View chart
salesforce (CRM)	0.5	$9.3M	-3%	35k	268.36	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.5	$8.8M	+3032%	48k	183.82	View chart
American Centy Etf Tr Us Quality Val (VALQ)	0.5	$8.7M	NEW	144k	60.79	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$8.5M	-29%	341k	24.86	View chart
Palo Alto Networks (PANW)	0.5	$8.4M	-3%	49k	170.64	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.5	$8.4M		106k	79.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$8.3M	-5%	134k	62.10	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.4	$8.0M	-9%	100k	80.65	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.4	$7.9M	-4%	85k	93.67	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.4	$7.9M	-3%	124k	63.81	View chart
Ishares Tr Exponential Tech (XT)	0.4	$7.8M		135k	57.56	View chart
Ishares Tr Msci India Etf (INDA)	0.4	$7.7M	+6%	149k	51.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$7.6M	+2%	131k	58.35	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.4	$7.5M	+11%	66k	114.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$7.3M	-2%	369k	19.78	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$7.2M	+527%	216k	33.50	View chart
Adobe Systems Incorporated (ADBE)	0.4	$6.9M	-12%	18k	383.53	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$6.9M	-2%	135k	51.07	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$6.9M	-26%	111k	61.78	View chart
Vanguard World Utilities Etf (VPU)	0.4	$6.7M	+3%	40k	170.81	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$6.5M		55k	118.14	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$6.3M		137k	46.02	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$6.1M	+2%	98k	61.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.9M	-4%	27k	221.75	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$5.8M		23k	253.86	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$5.7M	-31%	28k	206.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$5.7M	+25%	203k	27.96	View chart
Annaly Capital Management In Com New (NLY)	0.3	$5.6M		277k	20.31	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$5.6M	-4%	259k	21.51	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.3	$5.5M	NEW	61k	90.86	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$5.5M	+4%	69k	80.37	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$5.5M	-2%	494k	11.20	View chart
Ishares Msci Gbl Etf New (PICK)	0.3	$5.5M		154k	35.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$5.5M	-10%	32k	172.75	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$5.4M	+27%	77k	70.21	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$5.4M	+29%	29k	184.19	View chart
Agnc Invt Corp Com reit (AGNC)	0.3	$5.4M		559k	9.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$5.4M	+7%	59k	90.54	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.3M		44k	118.93	View chart
Regeneron Pharmaceuticals (REGN)	0.3	$5.2M	-4%	8.2k	634.25	View chart
Ishares Msci Aust Etf (EWA)	0.3	$5.2M	+90%	222k	23.44	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.3	$5.1M	+5%	95k	54.41	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$5.0M	+24%	156k	32.28	View chart
Ishares Msci Jpn Etf New (EWJ)	0.3	$5.0M	-24%	73k	68.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$4.7M	+4%	93k	50.63	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$4.6M	-3%	107k	43.30	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$4.6M	-45%	77k	59.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$4.4M		148k	29.69	View chart
Wal-Mart Stores (WMT)	0.2	$4.4M	-5%	50k	87.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$4.3M	-26%	76k	57.14	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$4.3M	+1115%	94k	45.65	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$4.3M	+6%	159k	26.89	View chart
Yum! Brands (YUM)	0.2	$4.3M	-9%	27k	157.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.2	$4.1M	NEW	108k	37.67	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$4.1M		109k	37.47	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$4.1M	-55%	81k	49.81	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$4.0M	-15%	141k	28.57	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.0M		16k	251.77	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.2	$4.0M	+2%	16k	246.77	View chart
Netflix (NFLX)	0.2	$4.0M		4.3k	932.53	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.9M	-2%	48k	82.73	View chart
Rockwell Automation (ROK)	0.2	$3.9M	-7%	15k	258.39	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$3.7M	+652%	80k	46.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$3.6M	-50%	19k	190.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.5M	-70%	38k	92.83	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.2	$3.4M	+122%	139k	24.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.4M		102k	32.99	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$3.3M	NEW	36k	92.47	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$3.3M	+24%	114k	29.24	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$3.3M	-8%	33k	101.42	View chart
Blackrock (BLK)	0.2	$3.2M		3.4k	946.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$3.2M	+4%	89k	36.41	View chart
Danaher Corporation (DHR)	0.2	$3.2M	+13%	16k	205.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.2M	-25%	54k	58.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.2M	-3%	5.8k	542.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.1M	+2%	45k	69.81	View chart
Abbvie (ABBV)	0.2	$3.1M	-38%	15k	209.52	View chart
Intuitive Surgical Com New (ISRG)	0.2	$3.1M		6.2k	495.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.0M	-15%	29k	104.57	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$2.9M	-13%	126k	22.99	View chart
Pan American Silver Corp Can (PAAS)	0.2	$2.9M	-17%	111k	25.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.8M		62k	45.26	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.8M	-30%	19k	146.01	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.1	$2.7M	+72%	174k	15.70	View chart
McDonald's Corporation (MCD)	0.1	$2.7M	-8%	8.7k	312.40	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$2.7M	+13%	56k	47.89	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$2.7M	NEW	101k	26.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.7M	-65%	35k	75.65	View chart
Progressive Corporation (PGR)	0.1	$2.6M		9.2k	283.02	View chart
Ea Series Trust Us Quan Value (QVAL)	0.1	$2.6M	+22%	61k	42.65	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$2.6M	-2%	80k	32.37	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.1	$2.6M	+5%	265k	9.68	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.6M	-32%	4.7k	548.14	View chart
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)	0.1	$2.5M	+13%	52k	48.66	View chart
BioMarin Pharmaceutical (BMRN)	0.1	$2.5M	-17%	36k	70.69	View chart
Paycom Software (PAYC)	0.1	$2.5M		11k	218.48	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.5M	+4%	15k	160.55	View chart
CBOE Holdings (CBOE)	0.1	$2.5M		11k	226.29	View chart
DNP Select Income Fund (DNP)	0.1	$2.4M	+2%	246k	9.89	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.1	$2.4M	NEW	53k	46.17	View chart
Microstrategy Cl A New (MSTR)	0.1	$2.4M		8.3k	288.30	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.4M		3.00	798441.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.4M	-25%	6.6k	361.11	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.3M	-35%	44k	53.97	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.3M	+17%	57k	40.76	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$2.3M		79k	29.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.3M	-29%	86k	26.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.3M	+16%	9.3k	244.66	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.3M	-51%	22k	105.44	View chart
Bank of America Corporation (BAC)	0.1	$2.3M	-7%	54k	41.73	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$2.2M	+16%	44k	51.18	View chart
Johnson & Johnson (JNJ)	0.1	$2.2M	-21%	14k	165.84	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.2M	-40%	26k	84.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.2M	-50%	11k	202.15	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.1	$2.2M		86k	25.26	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.2M		25k	88.00	View chart
Airbnb Com Cl A (ABNB)	0.1	$2.2M		18k	119.46	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.1	$2.2M		22k	97.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.1M	-40%	29k	73.45	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$2.1M		18k	116.37	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$2.1M	+42%	21k	99.49	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$2.1M	+37%	19k	113.76	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$2.1M	-57%	52k	40.40	View chart
Yum China Holdings (YUMC)	0.1	$2.1M	-14%	40k	52.06	View chart
Sherwin-Williams Company (SHW)	0.1	$2.1M	+109%	6.0k	349.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.1M	+25%	11k	186.30	View chart
Tesla Motors (TSLA)	0.1	$2.1M	-12%	7.9k	259.18	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$2.0M		28k	71.97	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$2.0M	NEW	84k	24.25	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$2.0M	-2%	15k	136.10	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.0M	+2%	34k	59.75	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$2.0M	+2%	56k	35.64	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.1	$2.0M		205k	9.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.0M	-88%	22k	91.03	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$2.0M		35k	55.51	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.0M	+3%	15k	131.07	View chart
Amgen (AMGN)	0.1	$2.0M	-10%	6.3k	311.58	View chart
Qualys (QLYS)	0.1	$2.0M		16k	125.93	View chart
Merck & Co (MRK)	0.1	$2.0M	-44%	22k	89.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.9M	-19%	6.4k	306.77	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$1.9M	+16%	80k	24.44	View chart
Lincoln Electric Holdings (LECO)	0.1	$1.9M	+526%	10k	189.17	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.9M	-5%	6.1k	317.65	View chart
Chevron Corporation (CVX)	0.1	$1.9M	-32%	12k	167.30	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$1.9M	+38%	13k	151.71	View chart
Home Depot (HD)	0.1	$1.9M	-15%	5.2k	366.49	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$1.9M	-51%	51k	37.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.9M	-32%	20k	95.37	View chart
Fortinet (FTNT)	0.1	$1.9M	-17%	20k	96.26	View chart
Listed Fd Tr Horizon Kinetics (INFL)	0.1	$1.9M		46k	40.65	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.9M		16k	119.73	View chart
Crocs (CROX)	0.1	$1.8M	+30%	17k	106.20	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.8M	-8%	41k	44.59	View chart
Coupang Cl A (CPNG)	0.1	$1.8M	-6%	84k	21.93	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$1.8M	+4%	17k	110.46	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$1.8M	NEW	62k	29.60	View chart
Pfizer (PFE)	0.1	$1.8M	+35%	72k	25.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.8M	-27%	23k	78.28	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$1.8M	+11%	30k	59.68	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.1	$1.8M	NEW	69k	25.89	View chart
Philip Morris International (PM)	0.1	$1.8M	-11%	11k	158.74	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.8M	-59%	57k	30.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.8M	-37%	49k	35.82	View chart
Nextracker Class A Com (NXT)	0.1	$1.8M	NEW	42k	42.14	View chart
Caterpillar (CAT)	0.1	$1.7M	+6%	5.3k	329.86	View chart
Altria (MO)	0.1	$1.7M	+5%	29k	60.02	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.1	$1.7M	-46%	70k	24.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.7M	-16%	74k	23.43	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.7M	+42%	8.2k	210.96	View chart
Abercrombie & Fitch Cl A (ANF)	0.1	$1.7M	NEW	23k	76.37	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$1.7M	+51%	29k	60.19	View chart
Coca-Cola Company (KO)	0.1	$1.7M	-4%	24k	71.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.7M	-20%	33k	51.78	View chart
Etf Opportunities Trust Smi 3fourteen Fu (FCTE)	0.1	$1.7M	-35%	67k	25.11	View chart
FedEx Corporation (FDX)	0.1	$1.7M	-29%	6.9k	243.78	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.1	$1.7M	-40%	13k	126.80	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.7M		26k	64.08	View chart
Stryker Corporation (SYK)	0.1	$1.6M		4.4k	372.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.6M	-2%	19k	85.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.6M	-85%	15k	108.69	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.6M	+56%	44k	37.49	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.1	$1.6M	-2%	35k	46.49	View chart
UnitedHealth (UNH)	0.1	$1.6M	+25%	3.1k	523.80	View chart
Verizon Communications (VZ)	0.1	$1.6M	-5%	36k	45.36	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.6M		22k	72.44	View chart
Mattel (MAT)	0.1	$1.6M		82k	19.43	View chart
Eversource Energy (ES)	0.1	$1.6M		26k	62.11	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$1.6M		20k	78.40	View chart
Walt Disney Company (DIS)	0.1	$1.6M	-18%	16k	98.70	View chart
Ecolab (ECL)	0.1	$1.6M	-6%	6.1k	253.53	View chart
Newmont Mining Corporation (NEM)	0.1	$1.5M		31k	48.28	View chart
Lululemon Athletica (LULU)	0.1	$1.5M	-16%	5.3k	283.06	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$1.5M	+245%	52k	28.55	View chart
Abbott Laboratories (ABT)	0.1	$1.5M	-50%	11k	132.66	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$1.5M	+4%	63k	23.61	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$1.5M	-12%	72k	20.31	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$1.5M		60k	24.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.5M	+10%	2.7k	533.58	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$1.4M	+2%	20k	71.01	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.1	$1.4M		25k	58.56	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.4M	NEW	30k	47.89	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M	-25%	11k	132.46	View chart

Past Filings by Stratos Wealth Advisors

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

Stratos Wealth Advisors 2025 Q1 filed April 30, 2025
Stratos Wealth Advisors 2024 Q4 filed Jan. 27, 2025
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

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