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Strategy shares owned by Tulsa Wealth Advisors

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Tulsa Wealth Advisors from 13F filings

Historical chart of Tulsa Wealth Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Tulsa Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Tulsa Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $783k 27k 29.00

More positions owned by Tulsa Wealth Advisors

Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA)
Broadcom (AVGO)
Apple (AAPL)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Eaton Corporation SHS (ETN)

View all positions for Tulsa Wealth Advisors

Top funds holding Strategy

OneAscent Financial Services
Ambassador Advisors
Bare Financial Services
Creative Financial Designs
LPL Financial
Change Path
OneAscent Wealth Management
O'Connor Financial Group
LVZ Advisors
PAX Financial Group
Cambridge Investment Research Advisors
Atria Investments
ValMark Advisers
Strategic Equity Management
EverSource Wealth Advisors

View all funds holding Strategy