Strategies Wealth Advisors, LLC Incresed Positions in Q4 2024

Strategies Wealth Advisors, LLC

  • $803 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
511K
+ 19.26%
$34.13 - $37.35 $17.4M - $19.1M
3.16M $114B
VTV
Vanguard Value ETF

ETFs
69.6K
+ 11.75%
$168.32 - $181.87 $11.7M - $12.7M
662K $117B
DGRO
Ishares Core Dividend Growth E

ETFs
101K
+ 9.16%
$60.73 - $64.94 $6.14M - $6.56M
1.21M $76.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
28.6K
+ 12.88%
$176.42 - $186.91 $5.05M - $5.35M
251K $46.2B
VBK
Vanguard Small Cap Growth ETF

ETFs
11.2K
+ 9.25%
$264.18 - $304.19 $2.97M - $3.42M
133K $38.7B
VBR
Vanguard Small Cap Value ETF

ETFs
7.68K
+ 4.88%
$197.36 - $217.3 $1.52M - $1.67M
165K $33.5B
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
217K
+ 37.46%
$9.86 - $11.9 $2.14M - $2.58M
795K $7.98B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
6
+ 0.03%
$340.59 - $380.5 $2.04K - $2.28K
22.3K $8.48B
IWM
Ishares Russell 2000 ETF

ETFs
2.13K
+ 54.61%
$216.13 - $242.4 $460K - $516K
6.02K $1.37B
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.0%
N/A
54.5K $11.1B
VO
Vanguard Mid Cap ETF

ETFs
45
+ 0.86%
$261.5 - $284.63 $11.8K - $12.8K
5.3K $1.47B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.97%
$198.04 - $221.51 $8.12K - $9.08K
4.27K $931M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
662
+ 8.36%
$113.92 - $127.38 $75.4K - $84.3K
8.58K $1.01B
XLF
Financial Sector Spdr

ETFs
233
+ 2.91%
$44.89 - $51.34 $10.5K - $12K
8.25K $424M
VV
Vanguard Large Cap ETF

ETFs
119
+ 14.25%
$260.27 - $280.65 $31K - $33.4K
954 $267M
ORCC
Owl Rock Capital Corp

Financial Services
1.55K
+ 5.01%
N/A
32.5K $490M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
125
+ 3.1%
$126.68 - $134.74 $15.8K - $16.8K
4.15K $552M
XLK
Technology Sector Spdr

ETFs
44
+ 1.95%
$220.26 - $241.44 $9.69K - $10.6K
2.3K $543M
PFM
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.06%
$45.72 - $48.2 $640 - $675
23.4K $1.12B
CSQ
Calamos Strategic Total Return Fund

Financial Services
300
+ 1.27%
$17.14 - $18.44 $5.14K - $5.53K
24K $438M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.27%
$278.19 - $315.36 $1.11K - $1.26K
1.5K $447M
RDVY
First Trust Rising Dividend Ac

ETFs
20
+ 0.5%
$58.65 - $64.37 $1.17K - $1.29K
4.01K $250M
IWN
Ishares Russell2000 Val ETF

ETFs
63
+ 1.73%
$162.69 - $181.35 $10.2K - $11.4K
3.71K $622M
FV
First Trust Dorsey Wright Focu

ETFs
2
+ 0.06%
$57.47 - $62.82 $115 - $126
3.63K $225M
JEPI
J P Morgan Exchange Traded Fd

ETFs
150
+ 3.26%
$57.53 - $60.83 $8.63K - $9.12K
4.75K $281M
DVY
Ishares Tr

ETFs
46
+ 1.01%
$129.55 - $143.41 $5.96K - $6.6K
4.59K $617M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
552
+ 4.64%
$10.67 - $11.89 $5.89K - $6.56K
12.4K $138M
FTCS
First Trust Capital Strength E

ETFs
23
+ 0.47%
$87.62 - $94.03 $2.02K - $2.16K
4.88K $439M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
576
+ 3.61%
$58.88 - $64.8 $33.9K - $37.3K
16.5K $1.02B
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.89K
+ 4.17%
$75.1 - $82.99 $442K - $488K
147K $11.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.5K
+ 197.11%
$26.93 - $84.95 $498K - $1.57M
27.9K $772M
PSEC
Prospect Capital Corp

Financial Services
1.65K
+ 4.86%
$4.16 - $5.34 $6.87K - $8.82K
35.6K $148M
VOOV
Vanguard S&P 500 Value ETF

ETFs
32
+ 0.1%
$184.21 - $199.29 $5.89K - $6.38K
31.7K $5.99B
VEA
Vanguard Ftse Developed Market

ETFs
296
+ 0.92%
$47.57 - $52.44 $14.1K - $15.5K
32.4K $1.64B
Activity Summary
Buys All Purchases 72 New Holdings 37 Increased Positions 35 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 1
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