Stratos Wealth Advisors, LLC Purchases in Q4 2025

Stratos Wealth Advisors, LLC

  • $1.92 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
341
+ 0.63%
N/A
54.1K $9.85M
ES
Eversource Energy

Utilities
39
+ 0.15%
$70.59 - $74.88 $2.75K - $2.92K
25.4K $1.86M
TM
Toyota Motor Corp

Consumer Cyclical
246
+ 22.51%
$185.22 - $211.24 $45.6K - $52K
1.34K $266K
NUE
Nucor Corp

Basic Materials
4
+ 0.09%
$131.78 - $154.43 $527 - $618
4.68K $690K
IWP
Ishares Russell Mid Cap Growth

ETFs
545
+ 14.61%
$136.84 - $145.3 $74.6K - $79.2K
4.28K $585K
CGDV
Capital Group Divid Value ETF

ETFs
33
+ 0.05%
$41.33 - $43.47 $1.36K - $1.43K
61.2K $2.63M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
676
+ 4.19%
$72.21 - $75.0 $48.8K - $50.7K
16.8K $1.24M
SOFI
So Fi Technologies, Inc.

Financial Services
1.1K
+ 7.1%
$25.24 - $32.21 $27.8K - $35.4K
16.6K $461K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
951
+ 5.38%
$245.79 - $258.02 $234K - $245K
18.6K $4.58M
VLO
Valero Energy Corp

Energy
5
+ 0.12%
$156.39 - $181.76 $782 - $909
4.24K $771K
INTC
Intel Corp

Technology
687
+ 3.21%
$34.71 - $41.53 $23.8K - $28.5K
22.1K $767K
DUK
Duke Energy Corp

Utilities
316
+ 4.66%
$121.57 - $129.03 $38.4K - $40.8K
7.1K $888K
CL
Colgate Palmolive CO

Consumer Defensive
676
+ 22.42%
$74.98 - $79.86 $50.7K - $54K
3.69K $290K
FTLS
First Tr Long/Short Equity ETF

ETFs
348
+ 1.47%
$67.94 - $71.96 $23.6K - $25K
24K $1.7M
ABBV
Abb Vie Inc.

Healthcare
38
+ 0.24%
$211.96 - $244.38 $8.05K - $9.29K
15.9K $3.72M
SPMD
Spdr Portfolio

ETFs
1.6K
+ 3.41%
$55.44 - $58.05 $88.6K - $92.8K
48.4K $2.73M
NVO
Novo Nordisk A S

Healthcare
1.65K
+ 35.83%
$45.68 - $59.65 $75.3K - $98.3K
6.25K $302K
PLD
Prologis, Inc.

Real Estate
12
+ 0.24%
$111.23 - $127.18 $1.33K - $1.53K
5K $617K
LUMN
Lumen Technologies, Inc.

Communication Services
2K
+ 13.23%
$6.07 - $11.83 $12.1K - $23.7K
17.1K $136K
DELL
Dell Technologies Inc.

Technology
561
+ 14.8%
$133.76 - $164.88 $75K - $92.5K
4.35K $581K
IWV
Ishares Russell 3000 ETF

ETFs
80
+ 1.07%
$371.33 - $389.89 $29.7K - $31.2K
7.54K $2.87M
QUIK
Quicklogic Corp

Technology
6.51K
+ 55.52%
$5.91 - $7.74 $38.5K - $50.4K
18.2K $110K
MPLX
Mplx LP

Energy
9
+ 0.08%
$47.8 - $53.21 $430 - $479
11.9K $634K
TJX
Tjx Companies Inc

Consumer Cyclical
229
+ 8.61%
$138.56 - $147.63 $31.7K - $33.8K
2.89K $422K
HYGV
Flexshares Tr High Yield Value

ETFs
1.21K
+ 5.56%
$40.49 - $41.17 $49K - $49.9K
23K $934K
DE
Deere & CO

Industrials
24
+ 1.94%
$439.11 - $480.78 $10.5K - $11.5K
1.26K $600K
CGGR
Capital Group Growth ETF Shs C

ETFs
936
+ 15.44%
$43.04 - $45.68 $40.3K - $42.8K
7K $301K
FDIS
Fidelity Covington Tr Msci Con

ETFs
714
+ 9.0%
$97.86 - $103.65 $69.9K - $74K
8.65K $851K
NDAQ
Nasdaq, Inc.

Financial Services
503
+ 7.46%
$85.42 - $91.4 $43K - $46K
7.24K $630K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
554
+ 13.85%
$73.1 - $76.24 $40.5K - $42.2K
4.55K $338K
IGRO
Ishares Tr International Divid

ETFs
29
+ 0.15%
$78.71 - $81.58 $2.28K - $2.37K
19.7K $1.6M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.34K
+ 5.21%
$23.37 - $23.7 $31.3K - $31.7K
27K $632K
CGGO
Capital Group Global Growth Eq

ETFs
812
+ 4.74%
$33.63 - $35.51 $27.3K - $28.8K
17.9K $613K
CGXU
Capital Group Intl Focus Equit

ETFs
137
+ 0.22%
$29.32 - $31.03 $4.02K - $4.25K
62K $1.86M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
256
+ 3.67%
$35.77 - $38.66 $9.16K - $9.9K
7.24K $279K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
21
+ 0.22%
$33.19 - $35.78 $697 - $751
9.56K $338K
XLI
Industrial Sector Spdr

ETFs
354
+ 2.46%
$149.9 - $155.79 $53.1K - $55.1K
14.7K $2.24M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
72
+ 0.71%
$98.0 - $102.56 $7.06K - $7.38K
10.2K $1.03M
IYR
Ishares Tr

ETFs
441
+ 4.39%
$93.69 - $98.5 $41.3K - $43.4K
10.5K $994K
IVE
Ishares S&P 500 Value ETF

ETFs
20
+ 0.39%
$202.52 - $212.07 $4.05K - $4.24K
5.11K $1.07M
GS
Goldman Sachs Group Inc

Financial Services
48
+ 5.1%
$744.6 - $838.97 $35.7K - $40.3K
990 $767K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
99
+ 1.74%
$107.46 - $115.73 $10.6K - $11.5K
5.8K $640K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
200
+ 0.19%
$37.61 - $39.41 $7.52K - $7.88K
107K $4.13M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
116
+ 5.05%
$88.45 - $91.41 $10.3K - $10.6K
2.41K $218K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
165
+ 6.38%
$92.34 - $95.43 $15.2K - $15.7K
2.75K $259K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
167
+ 1.47%
$87.0 - $90.6 $14.5K - $15.1K
11.5K $1.02M
SPTS
Spdr Portfolio Short Term Trea

ETFs
677
+ 0.6%
$29.23 - $29.39 $19.8K - $19.9K
113K $3.31M
VRT
Vertiv Holdings CO

Industrials
149
+ 5.09%
N/A
3.08K $266K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
157
+ 0.4%
$34.46 - $35.52 $5.41K - $5.58K
39.3K $1.37M
Activity Summary
Buys All Purchases 313 New Holdings 41 Increased Positions 272 Sells All Sells 292 Reductions 292 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stratos Wealth Advisors, LLC Portfolio

Follow Stratos Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email