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CIK: 0001707202
Total reported value
$1.8B
$1.8B
663 檔
14.1%
In Q1 2025, Stratos Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $1.8B, distributed across 663 disclosed stock positions.
In Q1 2025, Stratos Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 663 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.49% | +0.76% | -9.93% | |
| 2 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 3.13% | — | -2.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.42% | +1.91% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.53% | -0.15% | +5.73% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | +0.03% | -3.51% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.34% | +7.96% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.43% | -0.23% | +29.61% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | -0.01% | +0.91% | |
| 9 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.30% | — | +29.62% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.14% | -4.12% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.21% | — | -8.09% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.20% | +0.01% | -8.14% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.11% | -7.30% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.01% | +40.76% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +0.05% | +503.07% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.05% | +0.03% | -47.28% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.00% | -0.01% | -1.47% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.96% | -0.21% | -6.22% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +0.04% | +5.75% | |
| 20 | SH | Proshares Short S&p500 | ETF-Other | 0.92% | -0.40% | +93.20% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.88% | -0.02% | +3.22% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.24% | -13.38% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 0.86% | -0.06% | -3.95% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.86% | -0.02% | +641.77% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.85% | -0.06% | -10.73% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | +0.08% | -4.59% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.01% | -55.28% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.81% | — | -0.23% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.80% | -0.08% | +1.59% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.77% | -0.03% | -2.90% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.13% | -2.29% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.04% | -7.07% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.04% | -1.24% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | — | +919.22% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | +0.03% | -24.52% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.67% | +0.04% | +11.34% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.03% | -51.30% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.09% | -2.50% | |
| 39 | QINT | American Century Qlty Diver | ETF-Other | 0.62% | -0.02% | — | |
| 40 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.60% | -0.06% | +724.20% | |
| 41 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.60% | -2.51% | EXIT | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.59% | -0.28% | -1.88% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-Other | 0.58% | +0.24% | +7.36% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.58% | -0.15% | +15.30% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.02% | +1.83% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.08% | -0.85% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.53% | — | -0.91% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | +0.05% | -51.58% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.51% | -0.33% | -3.03% | |
| 50 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.48% | -0.01% | +3032.57% |
According to official SEC Form 13F filings, Stratos Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 663 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, TLT, AAPL) accounted for 14.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $64.0M
During Q1 2025, Stratos Wealth Advisors, LLC's top holdings by market value included SPY (3.5%)、TLT (3.1%)、AAPL (2.9%). The largest single position, SPY, represented 3.5% of total portfolio value.
In Q1 2025, Stratos Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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