Strata Wealth Advisors, LLC Purchases and Sells in Q4 2024

Strata Wealth Advisors, LLC

$319 Billion
Q4 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	496 + 0.36%	$378.79 - $428.11 $188K - $212K	137K $56.1B
VGSH	29.5K + 3.44%	$58.02 - $58.88 $1.71M - $1.74M	888K $51.7B
NVDA	2.2K + 10.91%	$117.0 - $148.88 $257K - $327K	22.3K $3B
GOOG	77 + 0.35%	$163.08 - $198.16 $12.6K - $15.3K	22.1K $4.21B
TSLA	351 + 13.86%	$213.65 - $479.86 $75K - $168K	2.88K $1.16B
AXP	45 + 0.3%	$267.35 - $305.57 $12K - $13.8K	15.2K $4.5B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARISTA NETWORKS INC	38.3K New	N/A	38.3K $4.23B
CGXU	89.2K New	$24.67 - $26.94 $2.2M - $2.4M	89.2K $2.2B
FIDELITY WISE ORIGIN BITCOIN	14.4K New	N/A	14.4K $1.17B
CVX	3.76K New	$141.15 - $162.53 $530K - $610K	3.76K $544M
ABBV	1.51K New	$164.99 - $203.87 $249K - $308K	1.51K $268M
MRK	2.5K New	$96.31 - $114.76 $241K - $287K	2.5K $249M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-1.47K - 1.83%	$442.29 - $483.08 $649K - $709K	78.6K $35.6B
FND	-919 - 5.8%	$97.45 - $121.28 $89.6K - $111K	14.9K $1.49B
JNJ	-2.53K - 53.65%	$143.34 - $165.86 $363K - $420K	2.19K $317M
EFG	-951 - 4.6%	$96.83 - $106.88 $92.1K - $102K	19.7K $1.91B
XOM	-465 - 3.46%	$105.51 - $125.37 $49.1K - $58.3K	13K $1.39B
THO	-1.07K - 25.95%	$94.35 - $115.54 $101K - $123K	3.04K $291M

Activity Summary All Purchases 48 New Holdings 10 Increased Positions 38 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strata Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strata Wealth Advisors, LLC with notifications on news.