Strata Wealth Advisors, LLC Purchases and Sells in Q3 2025

Strata Wealth Advisors, LLC

$379 Billion
Q3 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	28.1K + 410.49%	$145.57 - $161.83 $4.09M - $4.55M	35K $5.43B
BRK-A	3 + 25.0%	$692600.0 - $759798.0 $2.08M - $2.28M	15 $11.3B
FBND	49K + 185.7%	$45.26 - $46.63 $2.22M - $2.28M	75.3K $3.48B
AAPL	33 + 0.15%	$202.38 - $256.87 $6.68K - $8.48K	22.6K $5.75B
VOO	1.22K + 58.05%	$567.77 - $614.76 $694K - $751K	3.33K $2.04B
NVDA	331 + 1.4%	$153.3 - $186.58 $50.7K - $61.8K	24K $4.48B

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PM	4.08K New	$157.77 - $183.27 $644K - $748K	4.08K $662M
CADE	16.4K New	$33.44 - $38.12 $550K - $627K	16.4K $617M
MAN	16.2K New	$37.33 - $45.7 $605K - $741K	16.2K $615M
MCD	2.01K New	$291.67 - $316.99 $585K - $636K	2.01K $610M
SCHD	20.9K New	$26.38 - $27.95 $551K - $584K	20.9K $570M
BA	1.98K New	$209.79 - $237.38 $415K - $470K	1.98K $427M

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDF	-180K - 12.16%	$39.84 - $43.15 $7.16M - $7.76M	1.3M $55.8B
VGSH	-56K - 5.92%	$58.43 - $58.88 $3.27M - $3.3M	889K $52.3B
VUG	-13.6K - 11.39%	$433.97 - $484.08 $5.9M - $6.58M	106K $50.7B
PGR	-2.53K - 12.67%	$238.61 - $264.3 $604K - $669K	17.4K $4.31B
FNDX	-80.8K - 12.44%	$24.38 - $26.34 $1.97M - $2.13M	569K $15B
DFEV	-56.9K - 10.58%	$29.97 - $32.38 $1.71M - $1.84M	481K $15.3B

Activity Summary All Purchases 52 New Holdings 25 Increased Positions 27 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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