Stratos Wealth Partners, Ltd. Purchases in Q4 2024

Stratos Wealth Partners, Ltd.

  • $6.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOCS
Doximity, Inc.

Healthcare
3.8K
New
$41.25 - $61.25 $157K - $233K
3.8K $203K
UI
Ubiquiti Inc.

Technology
608
New
$223.6 - $362.72 $136K - $221K
608 $201K
DXCM
Dexcom Inc

Healthcare
2.58K
New
$65.68 - $81.01 $170K - $209K
2.58K $200K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.1K
New
$39.3 - $41.34 $201K - $211K
5.1K $200K
IGV
Ishares Expanded Tech Software

ETFs
1.58K
+ 42.42%
$87.5 - $110.17 $138K - $174K
5.3K $530K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
563
+ 5.24%
$131.26 - $163.78 $73.9K - $92.2K
11.3K $1.69M
HQH
Tekla Healthcare Investors

Financial Services
11.6K
New
$16.03 - $18.73 $187K - $218K
11.6K $186K
SAP
Sap Se

Technology
556
+ 20.43%
$218.13 - $255.54 $121K - $142K
3.28K $807K
JHMM
John Hancock Multifactor Mid C

ETFs
4.57K
+ 2.38%
$59.61 - $64.8 $273K - $296K
197K $11.7M
RYLD
Global X Fds Russell 2000 Cove

ETFs
11.2K
New
$15.97 - $16.79 $178K - $187K
11.2K $182K
NET
Cloudflare, Inc.

Technology
77
+ 1.18%
$78.11 - $117.56 $6.01K - $9.05K
6.58K $708K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
22K
+ 127.02%
$8.51 - $9.15 $187K - $201K
39.3K $337K
AMP
Ameriprise Financial Inc

Financial Services
191
+ 15.55%
$473.15 - $574.01 $90.4K - $110K
1.42K $755K
OGN
Organon & Co.

Healthcare
16.2K
+ 105.05%
$14.44 - $18.83 $235K - $306K
31.7K $473K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.77K
+ 26.43%
$115.08 - $119.55 $204K - $211K
8.46K $977K
EOG
Eog Resources Inc

Energy
1.51K
+ 6.05%
$118.22 - $136.54 $179K - $206K
26.5K $3.25M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12.2K
New
$12.27 - $15.41 $150K - $189K
12.2K $177K
MLPA
Global X Mlp ETF

ETFs
2.9K
+ 12.92%
$47.44 - $52.61 $137K - $152K
25.3K $1.25M
TJX
Tjx Companies Inc

Consumer Cyclical
531
+ 1.58%
$112.15 - $127.2 $59.6K - $67.5K
34.2K $4.14M
ATO
Atmos Energy Corp

Utilities
1.13K
+ 3.56%
$136.41 - $151.43 $154K - $171K
32.8K $4.57M
CME
Cme Group Inc.

Financial Services
636
+ 30.17%
$221.17 - $246.02 $141K - $156K
2.74K $637K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
159
+ 30.11%
$1124.26 - $1344.96 $179K - $214K
687 $865K
SHV
Ishares Tr

ETFs
1.6K
+ 13.65%
$109.92 - $110.57 $176K - $177K
13.4K $1.47M
FNB
Fnb Corp

Financial Services
11.5K
New
$13.56 - $17.29 $156K - $198K
11.5K $169K
ABC
Amerisourcebergen Corp

Healthcare
910
New
N/A
910 $168K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.54K
+ 18.12%
$38.37 - $42.82 $289K - $323K
49.2K $1.89M
VONG
Vanguard Russell 1000 Growth E

ETFs
293
+ 1.45%
$95.27 - $107.82 $27.9K - $31.6K
20.4K $2.11M
CBRE
Cbre Group, Inc.

Real Estate
961
+ 16.32%
$119.22 - $140.71 $115K - $135K
6.85K $899K
MEAR
Blackrock Short Maturity Munic

ETFs
3.39K
+ 29.31%
$49.94 - $50.28 $169K - $171K
15K $747K
IDCC
Inter Digital, Inc.

Communication Services
441
+ 29.26%
$142.61 - $200.59 $62.9K - $88.5K
1.95K $377K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
12.6K
New
$12.61 - $15.33 $158K - $193K
12.6K $161K
CGGO
Capital Group Global Growth Eq

ETFs
13.4K
+ 5.44%
$29.21 - $30.67 $392K - $412K
260K $7.61M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
31
+ 0.33%
$110.69 - $154.48 $3.43K - $4.79K
9.44K $1.2M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.91K
+ 13.28%
$47.77 - $51.75 $235K - $254K
41.9K $2.02M
ETR
Entergy Corp

Utilities
7.15K
+ 102.28%
$73.19 - $156.4 $523K - $1.12M
14.1K $1.07M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.36K
+ 17.58%
$100.38 - $107.86 $137K - $147K
9.12K $939K
PFN
Pimco Income Strategy Fund Ii

Financial Services
22.6K
+ 22.14%
$7.33 - $7.72 $166K - $174K
125K $928K
WEC
Wec Energy Group, Inc.

Utilities
3.66K
+ 4.07%
$92.94 - $101.82 $340K - $373K
93.7K $8.82M
WDAY
Workday, Inc.

Technology
529
+ 60.25%
$233.85 - $279.91 $124K - $148K
1.41K $363K
PFFV
Global X Variable Rate Preferr

Technology
6.65K
+ 34.36%
$23.57 - $24.48 $157K - $163K
26K $612K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
15.3K
+ 42.85%
$12.1 - $13.52 $185K - $207K
50.9K $624K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
3.57K
+ 30.29%
$41.64 - $45.75 $149K - $163K
15.3K $641K
CAAP
Corporacion America Airports S.A.

Industrials
419
+ 0.38%
$17.33 - $20.67 $7.26K - $8.66K
111K $2.08M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.03K
+ 21.37%
$25.06 - $25.59 $151K - $154K
34.2K $861K
INTU
Intuit Inc

Technology
114
+ 1.27%
$602.01 - $706.25 $68.6K - $80.5K
9.09K $5.71M
MO
Altria Group, Inc.

Consumer Defensive
1.24K
+ 2.16%
$49.06 - $57.74 $61K - $71.8K
58.8K $3.07M
DDOG
Datadog, Inc.

Technology
248
+ 6.81%
$113.98 - $168.65 $28.3K - $41.8K
3.89K $556K
TFLO
Ishares Treasury Floating Rate

ETFs
2.8K
+ 6.56%
$50.37 - $50.63 $141K - $142K
45.4K $2.29M
USA
Liberty All Star Equity Fund

Financial Services
20.6K
+ 44.04%
$6.82 - $7.46 $140K - $153K
67.2K $467K
Activity Summary
Buys All Purchases 782 New Holdings 128 Increased Positions 654 Sells All Sells 620 Reductions 620 Sold out 0 Options Calls 0 Puts 0
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