Strata Wealth Advisors, LLC Incresed Positions in Q3 2025

Strata Wealth Advisors, LLC

  • $379 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
28.1K
+ 410.49%
$145.57 - $161.83 $4.09M - $4.55M
35K $5.43B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 25.0%
$692600.0 - $759798.0 $2.08M - $2.28M
15 $11.3B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
49K
+ 185.7%
$45.26 - $46.63 $2.22M - $2.28M
75.3K $3.48B
AAPL
Apple Inc.

Technology
33
+ 0.15%
$202.38 - $256.87 $6.68K - $8.48K
22.6K $5.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.22K
+ 58.05%
$567.77 - $614.76 $694K - $751K
3.33K $2.04B
NVDA
Nvidia Corp

Technology
331
+ 1.4%
$153.3 - $186.58 $50.7K - $61.8K
24K $4.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
685
+ 23.78%
$546.99 - $602.2 $375K - $413K
3.57K $2.14B
JNJ
Johnson & Johnson

Healthcare
1.44K
+ 60.75%
$155.17 - $185.42 $224K - $268K
3.82K $708M
MSFT
Microsoft Corp

Technology
137
+ 1.35%
$491.09 - $535.64 $67.3K - $73.4K
10.3K $5.32B
TSLA
Tesla, Inc.

Consumer Cyclical
47
+ 2.57%
$293.94 - $444.72 $13.8K - $20.9K
1.88K $835M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
415
+ 11.83%
$236.25 - $257.69 $98K - $107K
3.92K $1.01B
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 39.8%
$94.4 - $104.27 $117K - $129K
4.35K $448M
ABBV
Abb Vie Inc.

Healthcare
275
+ 20.09%
$184.85 - $231.54 $50.8K - $63.7K
1.64K $381M
KO
Coca Cola CO

Consumer Defensive
2.44K
+ 30.52%
$65.67 - $71.67 $160K - $175K
10.4K $691M
ORCL
Oracle Corp

Technology
24
+ 1.27%
$218.96 - $328.33 $5.26K - $7.88K
1.92K $540M
AVGO
Broadcom Inc.

Technology
36
+ 1.73%
$264.74 - $369.57 $9.53K - $13.3K
2.12K $698M
DUK
Duke Energy Corp

Utilities
904
+ 51.89%
$116.31 - $125.93 $105K - $114K
2.65K $327M
GOOGL
Alphabet Inc.

Communication Services
91
+ 7.23%
$174.36 - $254.72 $15.9K - $23.2K
1.35K $328M
LHX
L3 Harris Technologies, Inc.

Industrials
23
+ 2.39%
$252.18 - $305.41 $5.8K - $7.02K
986 $301M
XOM
Exxon Mobil Corp

Energy
139
+ 2.34%
$105.83 - $117.22 $14.7K - $16.3K
6.07K $685M
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.83%
$282.78 - $316.06 $3.68K - $4.11K
1.57K $497M
UBER
Uber Technologies, Inc

Technology
34
+ 0.76%
$86.91 - $99.57 $2.95K - $3.39K
4.52K $443M
META
Meta Platforms, Inc.

Communication Services
5
+ 0.88%
$695.21 - $791.73 $3.48K - $3.96K
575 $422M
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 4.64%
$915.95 - $994.57 $25.6K - $27.8K
632 $585M
DG
Dollar General Corp

Consumer Defensive
6
+ 0.26%
$101.86 - $116.32 $611 - $698
2.29K $237M
TXN
Texas Instruments Inc

Technology
11
+ 0.91%
N/A
1.22K $224M
Activity Summary
Buys All Purchases 52 New Holdings 25 Increased Positions 27 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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