Strategies Wealth Advisors, LLC Reduced Holdings in Q3 2025

Strategies Wealth Advisors, LLC

  • $962 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-198K
- 22.27%
$8.98 - $9.88 $1.77M - $1.95M
690K $6.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.26K
- 46.83%
$546.99 - $602.2 $1.78M - $1.96M
3.7K $2.22B
IEFA
Ishares Tr

ETFs
-36.4K
- 7.92%
$81.7 - $87.53 $2.98M - $3.19M
424K $37B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.3K
- 25.13%
$620.67 - $670.08 $1.43M - $1.54M
6.85K $4.59B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.24K
- 35.56%
$567.77 - $614.76 $1.27M - $1.38M
4.06K $2.48B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-23.5K
- 11.46%
$148.97 - $165.88 $3.5M - $3.89M
181K $29.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.74K
- 47.38%
$420.11 - $472.68 $731K - $822K
1.93K $905M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.46K
- 31.47%
$194.44 - $206.51 $674K - $715K
7.55K $1.56B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.98K
- 19.81%
$50.47 - $50.74 $504K - $507K
40.4K $2.05B
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.79K
- 25.86%
$108.97 - $121.65 $631K - $705K
16.6K $2.01B
GLD
Spdr Gold Trust

ETFs
-1.59K
- 36.19%
$300.96 - $355.47 $477K - $564K
2.8K $994M
Linde PLC
-701
- 28.65%
N/A
1.75K $830M
PM
Philip Morris International Inc.

Consumer Defensive
-1.37K
- 28.97%
$157.77 - $183.27 $216K - $251K
3.36K $545M
PG
Procter & Gamble CO

Consumer Defensive
-1.89K
- 41.67%
$150.47 - $161.22 $284K - $305K
2.65K $407M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-14.7K
- 6.42%
$94.17 - $99.95 $1.38M - $1.47M
214K $21.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-539
- 22.77%
$617.65 - $666.84 $333K - $359K
1.83K $1.22B
VIG
Vanguard Dividend Appreciation

ETFs
-4.91K
- 6.66%
N/A
68.8K $14.8B
VEA
Vanguard Ftse Developed Market

ETFs
-5.18K
- 16.86%
$56.02 - $60.3 $290K - $312K
25.5K $1.53B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.35K
- 4.44%
$70.77 - $73.59 $520K - $541K
158K $11.6B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.22K
- 31.6%
$108.46 - $120.63 $241K - $268K
4.81K $572M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.36K
- 31.42%
$62.09 - $66.51 $209K - $224K
7.34K $479M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.59K
- 29.02%
$135.0 - $146.02 $215K - $233K
3.9K $568M
XLK
Technology Sector Spdr

ETFs
-745
- 44.03%
$250.97 - $282.66 $187K - $211K
947 $267M
GD
General Dynamics Corp

Industrials
-1.01K
- 25.22%
$293.92 - $341.0 $297K - $344K
2.99K $1.02B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.51K
- 21.19%
$97.75 - $100.75 $147K - $152K
5.6K $561M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.72K
- 9.15%
$82.38 - $83.0 $141K - $142K
17K $1.41B
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.47K
- 15.95%
$74.68 - $80.26 $184K - $198K
13K $1.04B
SYK
Stryker Corp

Healthcare
-75
- 1.99%
$368.57 - $403.53 $27.6K - $30.3K
3.69K $1.36B
NFLX
Netflix Inc

Communication Services
-45
- 9.39%
$1147.87 - $1297.18 $51.7K - $58.4K
434 $520M
GOOG
Alphabet Inc.

Communication Services
-2.17K
- 35.16%
$175.16 - $255.24 $380K - $554K
4K $975M
ACN
Accenture PLC

Technology
-114
- 6.96%
$232.56 - $304.78 $26.5K - $34.7K
1.52K $376M
PEP
Pepsico Inc

Consumer Defensive
-842
- 36.61%
$133.81 - $152.16 $113K - $128K
1.46K $205M
MUB
Ishares National Muni Bond ETF

ETFs
-1.31K
- 4.92%
$103.24 - $106.68 $135K - $139K
25.2K $2.68B
VRT
Vertiv Holdings CO

Industrials
-1.4K
- 24.91%
N/A
4.23K $638M
MGC
Vanguard Mega Cap ETF

ETFs
-783
- 13.94%
$224.2 - $245.55 $176K - $192K
4.83K $1.18B
IBM
International Business Machines Corp

Technology
-191
- 12.16%
$234.77 - $292.47 $44.8K - $55.9K
1.38K $389M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-4.9K
- 20.88%
$18.02 - $19.56 $88.3K - $95.8K
18.6K $358M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.17K
- 16.34%
$82.96 - $95.7 $97.1K - $112K
5.99K $538M
FV
First Trust Dorsey Wright Focu

ETFs
-1.31K
- 23.73%
$59.23 - $62.14 $77.7K - $81.5K
4.22K $261M
KO
Coca Cola CO

Consumer Defensive
-16
- 0.12%
$65.67 - $71.67 $1.05K - $1.15K
13.7K $909M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-231
- 6.78%
$459.11 - $506.91 $106K - $117K
3.17K $1.6B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-5.44K
- 6.62%
$87.69 - $96.0 $477K - $522K
76.6K $7.23B
V
Visa Inc.

Financial Services
-90
- 7.13%
$332.09 - $358.86 $29.9K - $32.3K
1.17K $400M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-988
- 2.68%
$72.57 - $74.72 $71.7K - $73.8K
35.9K $2.67B
KR
Kroger CO

Consumer Defensive
-10
- 0.1%
$64.52 - $74.35 $645 - $744
10.1K $684M
CSCO
Cisco Systems, Inc.

Technology
-558
- 11.32%
$66.2 - $71.79 $36.9K - $40.1K
4.37K $299M
RDVY
First Trust Rising Dividend Ac

ETFs
-971
- 17.92%
$62.38 - $67.29 $60.6K - $65.3K
4.45K $299M
DIS
Walt Disney CO

Communication Services
-68
- 2.07%
$112.25 - $124.0 $7.63K - $8.43K
3.21K $368M
JPIE
J P Morgan Exchange Traded Fd
-927
- 1.3%
$46.01 - $46.55 $42.7K - $43.2K
70.5K $3.27B
Activity Summary
Buys All Purchases 84 New Holdings 15 Increased Positions 69 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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