Stratos Wealth Partners, Ltd. Incresed Positions in Q4 2024

Stratos Wealth Partners, Ltd.

  • $6.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
6.8K
+ 4.85%
$30.48 - $34.2 $207K - $232K
147K $4.47M
WMS
Advanced Drainage Systems, Inc.

Industrials
239
+ 5.5%
$114.63 - $163.52 $27.4K - $39.1K
4.58K $529K
VDC
Vanguard Consumer Staples ETF

ETFs
453
+ 1.18%
$210.96 - $223.62 $95.6K - $101K
38.9K $8.23M
MKC
Mccormick & CO Inc

Consumer Defensive
3.86K
+ 4.85%
$73.97 - $84.09 $286K - $325K
83.5K $6.37M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
792
+ 0.22%
$23.75 - $25.68 $18.8K - $20.3K
365K $8.77M
TD
Toronto Dominion Bank

Financial Services
162
+ 0.72%
$51.56 - $63.8 $8.35K - $10.3K
22.5K $1.2M
UNP
Union Pacific Corp

Industrials
322
+ 2.02%
$223.15 - $249.32 $71.9K - $80.3K
16.3K $3.71M
WSO
Watsco Inc

Industrials
401
+ 1.77%
$466.57 - $568.78 $187K - $228K
23.1K $11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
516
+ 0.2%
$176.42 - $186.91 $91K - $96.4K
263K $46.8M
PHM
Pultegroup Inc

Consumer Cyclical
756
+ 7.98%
$108.86 - $149.04 $82.3K - $113K
10.2K $1.11M
CVE
Cenovus Energy Inc.

Energy
103
+ 0.07%
$14.35 - $18.36 $1.48K - $1.89K
158K $2.39M
PLD
Prologis, Inc.

Real Estate
605
+ 3.95%
$101.4 - $126.96 $61.3K - $76.8K
15.9K $1.68M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.26K
+ 5.56%
$55.45 - $61.08 $347K - $382K
119K $6.59M
ASML
Asml Holding Nv

Technology
400
+ 9.51%
$658.43 - $872.27 $263K - $349K
4.61K $3.19M
ICE
Intercontinental Exchange, Inc.

Financial Services
622
+ 1.74%
$148.29 - $166.93 $92.2K - $104K
36.3K $5.41M
ZETA
Zeta Global Holdings Corp.

Technology
10.4K
+ 23.93%
$17.37 - $36.74 $180K - $381K
53.8K $967K
NOC
Northrop Grumman Corp

Industrials
68
+ 1.1%
$466.52 - $543.88 $31.7K - $37K
6.26K $2.94M
TSCO
Tractor Supply CO

Consumer Cyclical
69.4K
+ 410.96%
$52.59 - $303.74 $3.65M - $21.1M
86.3K $4.58M
CAT
Caterpillar Inc

Industrials
669
+ 3.25%
$360.37 - $416.88 $241K - $279K
21.3K $7.71M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.18K
+ 17.98%
$18.41 - $40.87 $58.6K - $130K
20.9K $386K
EFG
Msci Eafe Growth ETF

ETFs
4.72K
+ 6.25%
$96.83 - $106.88 $457K - $504K
80.2K $7.76M
ROAM
Hartford Multifactor Emerging

ETFs
11.6K
+ 5.07%
$22.81 - $25.56 $265K - $297K
241K $5.5M
FCX
Freeport Mcmoran Inc

Basic Materials
2K
+ 5.24%
$38.08 - $50.82 $76.2K - $102K
40.2K $1.53M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
39K
+ 5.7%
$8.43 - $9.68 $329K - $378K
725K $6.19M
UPS
United Parcel Service Inc

Industrials
1.83K
+ 2.84%
$122.65 - $138.35 $225K - $253K
66.4K $8.38M
KMB
Kimberly Clark Corp

Consumer Defensive
132
+ 0.31%
$130.37 - $146.09 $17.2K - $19.3K
42.2K $5.53M
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
8.87K
+ 1.87%
$14.8 - $16.46 $131K - $146K
483K $7.28M
STE
Steris PLC

Healthcare
390
+ 2.51%
$204.34 - $235.7 $79.7K - $91.9K
16K $3.28M
LMT
Lockheed Martin Corp

Industrials
925
+ 8.76%
$479.66 - $614.62 $444K - $569K
11.5K $5.58M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
4.37K
+ 1.02%
$14.42 - $16.27 $63K - $71K
432K $6.24M
PG
Procter & Gamble CO

Consumer Defensive
752
+ 0.47%
$161.05 - $179.7 $121K - $135K
159K $26.7M
AWK
American Water Works Company, Inc.

Utilities
2.44K
+ 5.03%
$123.83 - $146.07 $302K - $356K
50.9K $6.34M
BAH
Booz Allen Hamilton Holding Corp

Industrials
502
+ 2.09%
$128.36 - $186.0 $64.4K - $93.4K
24.5K $3.16M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.35K
+ 2.24%
$59.25 - $72.99 $79.9K - $98.4K
61.4K $3.67M
HEI
Heico Corp

Industrials
8
+ 0.02%
$237.06 - $279.02 $1.9K - $2.23K
32.2K $7.65M
CTAS
Cintas Corp

Industrials
906
+ 2.25%
$182.7 - $226.47 $166K - $205K
41.2K $7.52M
VNQ
Vanguard Specialized Funds Van

ETFs
873
+ 0.8%
$87.85 - $98.6 $76.7K - $86.1K
110K $9.83M
PGR
Progressive Corp

Financial Services
179
+ 0.28%
$239.6 - $268.88 $42.9K - $48.1K
64.2K $15.4M
MHO
M/I Homes, Inc.

Consumer Cyclical
1.76K
+ 6.09%
$132.44 - $174.81 $233K - $307K
30.6K $4.06M
NEE
Nextera Energy Inc

Utilities
1.78K
+ 2.19%
$69.77 - $85.43 $124K - $152K
82.9K $5.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.67K
+ 0.92%
$174.22 - $187.62 $639K - $688K
402K $70.4M
UBER
Uber Technologies, Inc

Technology
1.27K
+ 1.75%
$59.93 - $86.34 $76.2K - $110K
73.8K $4.45M
MCD
Mcdonalds Corp

Consumer Cyclical
787
+ 0.79%
$288.47 - $316.54 $227K - $249K
101K $29.3M
HD
Home Depot, Inc.

Consumer Cyclical
1.14K
+ 1.08%
$385.02 - $431.37 $439K - $492K
107K $41.7M
URI
United Rentals, Inc.

Industrials
30
+ 0.23%
$704.44 - $880.32 $21.1K - $26.4K
13.3K $9.37M
UNH
Unitedhealth Group Inc

Healthcare
214
+ 1.08%
$485.52 - $625.25 $104K - $134K
20.1K $10.2M
QCOM
Qualcomm Inc

Technology
2.67K
+ 2.25%
$150.4 - $178.04 $402K - $476K
121K $18.6M
VZ
Verizon Communications Inc

Communication Services
44
+ 0.01%
$39.6 - $45.21 $1.74K - $1.99K
321K $12.9M
VHT
Vanguard Health Care ETF

ETFs
1.69K
+ 2.22%
$250.81 - $283.3 $423K - $478K
77.6K $19.7M
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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