Strata Wealth Advisors, LLC Purchases 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
PM
Philip Morris International Inc.

Consumer Defensive
4.08K
New
$157.77 - $183.27 $644K - $748K
4.08K $662M
CADE
Cadence Bank

Financial Services
16.4K
New
$33.44 - $38.12 $550K - $627K
16.4K $617M
MAN
Manpower Group Inc.

Industrials
16.2K
New
$37.33 - $45.7 $605K - $741K
16.2K $615M
MCD
Mcdonalds Corp

Consumer Cyclical
2.01K
New
$291.67 - $316.99 $585K - $636K
2.01K $610M
QQQ
Invesco Qqq Trust, Series 1

ETFs
685
+ 23.78%
$546.99 - $602.2 $375K - $413K
3.57K $2.14B
BA
Boeing CO

Industrials
1.98K
New
$209.79 - $237.38 $415K - $470K
1.98K $427M
IBM
International Business Machines Corp

Technology
1.5K
New
$234.77 - $292.47 $351K - $437K
1.5K $422M
MO
Altria Group, Inc.

Consumer Defensive
6.16K
New
$57.75 - $67.68 $356K - $417K
6.16K $407M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.94K
New
$108.46 - $120.63 $318K - $354K
2.94K $349M
JNJ
Johnson & Johnson

Healthcare
1.44K
+ 60.75%
$155.17 - $185.42 $224K - $268K
3.82K $708M
PEP
Pepsico Inc

Consumer Defensive
2.44K
New
$133.81 - $152.16 $326K - $371K
2.44K $342M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.7K
New
$181.56 - $190.33 $309K - $324K
1.7K $322M
GIS
General Mills Inc

Consumer Defensive
6.07K
New
$48.44 - $53.83 $294K - $327K
6.07K $306M
GLD
Spdr Gold Trust

ETFs
800
New
$300.96 - $355.47 $241K - $284K
800 $284M
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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.66K
New
$136.48 - $142.97 $227K - $237K
1.66K $233M
FSLR
First Solar, Inc.

Technology
1.02K
New
$160.84 - $223.53 $164K - $228K
1.02K $225M
WST
West Pharmaceutical Services Inc

Healthcare
836
New
$210.08 - $279.1 $176K - $233K
836 $219M
ET
Energy Transfer LP

Energy
12.5K
New
$17.11 - $18.16 $214K - $228K
12.5K $215M
VDC
Vanguard Consumer Staples ETF

ETFs
1K
New
$212.64 - $225.25 $213K - $225K
1K $214M
PLTR
Palantir Technologies Inc.

Technology
1.17K
New
$130.68 - $186.97 $153K - $219K
1.17K $214M
TMO
Thermo Fisher Scientific Inc.

Healthcare
440
New
$404.94 - $499.99 $178K - $220K
440 $213M
Blackrock Inc
179
New
N/A
179 $209M
RTX
Raytheon Technologies Corp

Industrials
1.24K
New
$144.19 - $167.33 $178K - $207K
1.24K $207M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.71K
New
$108.97 - $121.65 $186K - $208K
1.71K $206M
AZO
Autozone Inc

Consumer Cyclical
48
New
$3649.42 - $4354.54 $175K - $209K
48 $206M
MRK
Merck & Co., Inc.

Healthcare
2.29K
+ 78.5%
$77.6 - $87.37 $177K - $200K
5.2K $436M
CCJ
Cameco Corp

Energy
2.39K
New
$70.47 - $86.89 $168K - $207K
2.39K $200M
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
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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