Strategies Wealth Advisors, LLC Purchases in Q3 2024

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
271K
+ 11.39%
$33.74 - $37.96 $9.15M - $10.3M
2.65M $99.6B
VTV
Vanguard Value ETF

ETFs
32.7K
+ 5.84%
$159.75 - $174.57 $5.22M - $5.71M
593K $103B
DGRO
Ishares Core Dividend Growth E

ETFs
24.8K
+ 2.3%
$57.47 - $62.76 $1.43M - $1.56M
1.1M $69.2B
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.8K
+ 4.61%
$162.64 - $179.3 $1.59M - $1.76M
222K $39.9B
VBK
Vanguard Small Cap Growth ETF

ETFs
5.05K
+ 4.34%
$240.48 - $267.94 $1.22M - $1.35M
122K $32.5B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
62.1K
+ 474.87%
$50.25 - $50.74 $3.12M - $3.15M
75.1K $3.81B
VBR
Vanguard Small Cap Value ETF

ETFs
728
+ 0.46%
$179.99 - $201.6 $131K - $147K
157K $31.6B
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.5K
+ 2.56%
$71.45 - $75.64 $753K - $797K
421K $31.6B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19.8K
+ 461.17%
$81.31 - $83.29 $1.61M - $1.65M
24K $2B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
24.5K
+ 21.16%
$47.01 - $48.2 $1.15M - $1.18M
140K $6.76B
JPIE
J P Morgan Exchange Traded Fd
9.23K
+ 10.37%
$45.17 - $46.39 $417K - $428K
98.2K $4.56B
IWM
Ishares Russell 2000 ETF

ETFs
2.04K
+ 109.86%
$200.87 - $224.6 $410K - $458K
3.9K $860M
VOOV
Vanguard S&P 500 Value ETF

ETFs
22
+ 0.07%
$175.0 - $190.72 $3.85K - $4.2K
31.7K $6.04B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
185
+ 0.36%
$85.03 - $94.56 $15.7K - $17.5K
51.8K $4.83B
RVNU
Xtrackers Municipal Infrastruc

ETFs
9.78K
New
$25.36 - $26.16 $248K - $256K
9.78K $255M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
48
+ 0.63%
$475.2 - $527.7 $22.8K - $25.3K
7.63K $4.02B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.17K
New
$49.93 - $51.15 $208K - $214K
4.17K $213M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.38K
New
$56.04 - $62.2 $190K - $210K
3.38K $210M
FNDX
Schwab Fundamental U S Large C

ETFs
2.87K
New
$65.36 - $71.76 $187K - $206K
2.87K $206M
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.08%
$214.77 - $237.72 $1.72K - $1.9K
10.4K $2.47B
VO
Vanguard Mid Cap ETF

ETFs
260
+ 5.21%
$237.84 - $263.83 $61.8K - $68.6K
5.26K $1.39B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.43K
+ 24.5%
$96.25 - $101.98 $138K - $146K
7.29K $738M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
647
+ 4.23%
$58.03 - $65.37 $37.5K - $42.3K
16K $1.03B
PFM
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.06%
$42.65 - $46.55 $597 - $652
23.4K $1.09B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.71K
+ 32.55%
$25.38 - $26.27 $68.9K - $71.3K
11.1K $290M
DVY
Ishares Tr

ETFs
51
+ 1.14%
$119.99 - $135.74 $6.12K - $6.92K
4.54K $614M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.05%
$386.81 - $423.12 $387 - $423
2.04K $863M
MGC
Vanguard Mega Cap ETF

ETFs
36
+ 0.62%
$185.93 - $206.64 $6.69K - $7.44K
5.83K $1.2B
IWN
Ishares Russell2000 Val ETF

ETFs
19
+ 0.52%
$150.05 - $171.34 $2.85K - $3.26K
3.65K $608M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27
+ 0.68%
$117.9 - $128.2 $3.18K - $3.46K
4.03K $516M
VDC
Vanguard Consumer Staples ETF

ETFs
17
+ 0.7%
$201.77 - $221.32 $3.43K - $3.76K
2.43K $531M
HYG
Ishares Tr

ETFs
266
+ 5.79%
$76.72 - $80.36 $20.4K - $21.4K
4.86K $390M
FTCS
First Trust Capital Strength E

ETFs
13
+ 0.27%
$83.58 - $90.94 $1.09K - $1.18K
4.86K $441M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
19
+ 0.07%
$11.13 - $12.0 $211 - $228
25.8K $309M
RDVY
First Trust Rising Dividend Ac

ETFs
13
+ 0.33%
$53.68 - $59.24 $698 - $770
3.99K $236M
JEPI
J P Morgan Exchange Traded Fd

ETFs
81
+ 1.79%
$54.98 - $59.51 $4.45K - $4.82K
4.6K $274M
ORCC
Owl Rock Capital Corp

Financial Services
2.67K
+ 9.45%
N/A
30.9K $451M
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.23%
$107.72 - $119.96 $539 - $600
2.18K $261M
PSEC
Prospect Capital Corp

Financial Services
2.28K
+ 7.19%
$4.75 - $5.6 $10.8K - $12.8K
34K $182M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
316
+ 2.73%
$10.49 - $11.94 $3.31K - $3.77K
11.9K $137M
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.03%
$51.35 - $59.82 $51.4 - $59.8
3.63K $211M
NAK
Northern Dynasty Minerals LTD

Basic Materials
10K
New
$0.31 - $0.41 $3.1K - $4.1K
10K $3.32M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
150
+ 2.5%
$42.59 - $60.56 $6.39K - $9.08K
6.14K $310M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 1
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