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Pimco shares owned by Strata Wealth Advisors

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Strata Wealth Advisors from 13F filings

Historical chart of Strata Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 202k 25.76
2023-12-31 $5.3M 207k 25.67
2023-09-30 $793k 33k 24.43

More positions owned by Strata Wealth Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Booking Holdings (BKNG)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Analog Devices (ADI)
Apple (AAPL)

View all positions for Strata Wealth Advisors

Top funds holding Pimco

Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
HighTower Advisors
Wealth Alliance Advisory Group
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Beta Wealth
Wealth Enhancement Advisory Services
Aveo Capital Partners
Fortress Wealth Management
Cambridge Investment Research Advisors
Family Investment Center
Financial Futures Ltd Liability
Strata Wealth Advisors

View all funds holding Pimco