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CIK: 0001612865
Total reported value
$9.9B
$9.9B
1372 檔
9.5%
During the Q2 2024 filing period, Stratos Wealth Partners, LTD. (CIK: 0001612865) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.9B across 1372 reported positions.
During Q2 2024, Stratos Wealth Partners, LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.66% | +0.12% | +0.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.10% | +2.91% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.01% | +0.14% | +0.99% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | -0.01% | +11.74% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | -0.16% | +1.99% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | +0.07% | +942.04% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.04% | +2.42% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | -1.49% | EXIT | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.47% | +0.06% | +0.78% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.45% | +0.01% | +1.27% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.19% | -2.98% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.20% | -0.17% | +4.75% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.09% | -0.06% | +5.57% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.06% | — | -13.23% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.99% | +0.17% | -1.89% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.16% | +1.66% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.06% | -3.13% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | +0.04% | -0.64% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.11% | +2.67% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | +0.07% | +0.89% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.74% | +0.03% | +0.90% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.12% | +2.56% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.01% | -1.21% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.63% | +0.01% | +12.24% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.63% | -0.02% | +4.96% | |
| 26 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.59% | +0.01% | +8.11% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.08% | -0.57% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.06% | +2.52% | |
| 29 | PWZ | Invesco California Amt-free | ETF-Other | 0.55% | — | EXIT | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.15% | -1.44% | |
| 31 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.51% | -0.03% | -6.42% | |
| 32 | FTCS | First Trust Capital Strength | ETF-Other | 0.49% | -0.08% | EXIT | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.11% | +11.50% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.05% | +3.12% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | +0.11% | +13.68% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.49% | EXIT | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.45% | -0.02% | -8.25% | |
| 38 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.44% | — | +41.18% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | -0.45% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.05% | +0.47% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | +0.13% | +5.70% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.42% | +0.08% | +1.88% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.01% | -7.91% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.13% | +2.51% | |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.36% | +0.03% | +19.89% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | — | +16.66% | |
| 47 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.36% | — | +2.94% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | +0.03% | +6.47% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.05% | +1.04% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.35% | +0.01% | +2.45% |
According to official SEC Form 13F filings, Stratos Wealth Partners, LTD. reported a total U.S. public equity portfolio value of $9.9B across 1372 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, SPY) accounted for 9.5% of total reported equity market value during Q2 2024.
During Q2 2024, Stratos Wealth Partners, LTD.'s top holdings by market value included VOO (3.7%)、AAPL (3.5%)、SPY (3.0%). The largest single position, VOO, represented 3.7% of total portfolio value.
In Q2 2024, Stratos Wealth Partners, LTD. made 0 total portfolio adjustments, initiating 0 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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