Strategies Wealth Advisors, LLC Reduced Holdings in Q4 2024

Strategies Wealth Advisors, LLC

  • $803 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-347K
- 82.29%
$71.75 - $75.11 $24.9M - $26M
74.6K $5.4B
IEFA
Ishares Tr

ETFs
-12.1K
- 2.33%
$70.06 - $77.43 $851K - $941K
509K $37.9B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-41.1K
- 54.69%
$50.37 - $50.6 $2.07M - $2.08M
34K $1.72B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-19.9K
- 82.88%
$81.68 - $82.93 $1.63M - $1.65M
4.11K $337M
GLD
Spdr Gold Trust

ETFs
-4.68K
- 34.41%
$236.59 - $257.5 $1.11M - $1.2M
8.92K $2.39B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-13.3K
- 9.51%
$47.26 - $48.18 $631K - $643K
127K $6.06B
MUB
Ishares National Muni Bond ETF

ETFs
-5.98K
- 22.95%
$105.78 - $108.7 $633K - $650K
20.1K $2.14B
JPIE
J P Morgan Exchange Traded Fd
-13.5K
- 13.74%
$45.59 - $46.25 $615K - $624K
84.7K $3.88B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-7.5K
- 61.73%
$56.27 - $69.89 $422K - $524K
4.65K $291M
XLE
Energy Sector Spdr

ETFs
-5.11K
- 45.68%
$83.32 - $97.27 $425K - $497K
6.07K $549M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.57K
- 6.89%
$89.9 - $100.66 $321K - $360K
48.2K $4.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-882
- 11.56%
$521.84 - $558.82 $460K - $493K
6.75K $3.75B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.96K
- 32.14%
$38.37 - $42.82 $229K - $255K
12.6K $498M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.11K
- 8.4%
$189.5 - $206.17 $210K - $229K
12.1K $2.36B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.91K
- 26.27%
$96.64 - $101.23 $185K - $194K
5.37K $524M
IEMG
Ishares Inc

ETFs
-2.26K
- 21.26%
N/A
8.37K $454M
HYG
Ishares Tr

ETFs
-1.89K
- 38.81%
$78.09 - $80.04 $147K - $151K
2.97K $237M
SPY
Spdr S&P 500 ETF Trust

ETFs
-385
- 12.85%
$567.81 - $607.81 $219K - $234K
2.61K $1.58B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.79K
- 5.29%
$84.34 - $95.14 $151K - $171K
32.1K $2.8B
IDEV
Ishares Core Msci Intl Develop

ETFs
-901
- 3.97%
$64.18 - $70.42 $57.8K - $63.4K
21.8K $1.49B
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.41K
- 12.11%
$94.43 - $105.47 $322K - $359K
24.7K $2.61B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.51K
- 12.05%
$61.68 - $67.87 $93.3K - $103K
11K $708M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.38K
- 10.3%
$31.92 - $36.14 $44K - $49.8K
12K $397M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-203
- 9.96%
$417.69 - $450.94 $84.8K - $91.5K
1.84K $816M
VEU
Vanguard Ftse All World Ex Us

ETFs
-6
- 0.06%
$57.29 - $63.1 $344 - $379
10.9K $655M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-946
- 8.56%
$25.3 - $26.31 $23.9K - $24.9K
10.1K $261M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-487
- 9.94%
$124.26 - $134.12 $60.5K - $65.3K
4.41K $587M
XLV
Select Sector Spdr Fund Health

ETFs
-75
- 3.38%
$136.28 - $154.74 $10.2K - $11.6K
2.14K $314M
VT
Vanguard Total World Stk Index

ETFs
-253
- 11.63%
$117.09 - $123.07 $29.6K - $31.1K
1.92K $235M
SPYG
Spdr Portfolio

ETFs
-656
- 10.94%
$81.74 - $91.38 $53.6K - $59.9K
5.34K $488M
VDC
Vanguard Consumer Staples ETF

ETFs
-32
- 1.32%
$210.96 - $223.62 $6.75K - $7.16K
2.4K $525M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-467
- 5.32%
$33.92 - $36.6 $15.8K - $17.1K
8.31K $297M
XLI
Industrial Sector Spdr

ETFs
-67
- 1.93%
$131.76 - $143.99 $8.83K - $9.65K
3.4K $471M
VGT
Vanguard Information Technolog

ETFs
-115
- 6.0%
$571.78 - $647.97 $65.8K - $74.5K
1.8K $1.13B
IVV
Ishares Core S&P 500 ETF

ETFs
-509
- 4.86%
$570.51 - $610.59 $290K - $311K
9.97K $6.06B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-165
- 7.04%
$370.24 - $418.94 $61.1K - $69.1K
2.18K $898M
MGC
Vanguard Mega Cap ETF

ETFs
-231
- 3.96%
$204.21 - $220.18 $47.2K - $50.9K
5.6K $1.23B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-493
- 4.25%
$70.54 - $79.61 $34.8K - $39.2K
11.1K $862M
VB
Vanguard Small Cap ETF

ETFs
-230
- 2.21%
$233.76 - $261.58 $53.8K - $60.2K
10.2K $2.53B
VTI
Vanguard Total Stock Market Et

ETFs
-31
- 0.23%
$280.04 - $302.45 $8.68K - $9.38K
13.4K $4.01B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-930
- 0.77%
$65.67 - $69.79 $61.1K - $64.9K
121K $8.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-30
- 0.36%
$481.22 - $538.17 $14.4K - $16.1K
8.39K $4.44B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-6.69K
- 3.46%
$129.96 - $144.97 $869K - $970K
187K $27B
VUG
Vanguard Growth ETF

ETFs
-7.95K
- 2.74%
$378.79 - $428.11 $3.01M - $3.4M
282K $119B
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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