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CIK: 0001612865
Total reported value
$9.9B
$9.9B
1361 檔
9.2%
The Q1 2025 SEC filing reveals that Stratos Wealth Partners, LTD. held a total portfolio value of $9.9B, covering 1361 public equity positions.
In Q1 2025, Stratos Wealth Partners, LTD. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1361 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.39% | +0.10% | -7.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.20% | +0.12% | -8.14% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.87% | +0.14% | -5.11% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.62% | -0.01% | -7.22% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.16% | -6.35% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | +0.07% | -5.66% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.04% | -5.50% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.52% | -0.17% | +14.33% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | -1.49% | EXIT | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.38% | +0.01% | -10.34% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.35% | +0.06% | -2.72% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.23% | -0.06% | -6.37% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.19% | -0.97% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | +0.17% | -0.56% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.96% | — | -9.57% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.04% | +1.40% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.11% | -4.30% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.83% | +0.03% | -1.69% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.81% | +0.07% | -5.43% | |
| 20 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.77% | +0.04% | +32.51% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | +0.06% | -14.01% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.01% | -28.55% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.12% | -8.20% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.16% | -6.55% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.71% | +0.03% | +74.54% | |
| 26 | PWZ | Invesco California Amt-free | ETF-Other | 0.65% | — | EXIT | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | +0.07% | +30.32% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.05% | -10.58% | |
| 29 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.58% | +0.01% | -7.33% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.08% | -4.22% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.56% | -0.02% | -0.82% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.56% | +0.01% | -18.34% | |
| 33 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.55% | — | +2.82% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | -2.99% | |
| 35 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.50% | +0.02% | +27.63% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.11% | -2.82% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.49% | +0.01% | +37.51% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.13% | -1.08% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.49% | EXIT | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.46% | -0.03% | -8.92% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.06% | -2.78% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.11% | +94.73% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.05% | +6.53% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.43% | +0.08% | +9.59% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | -0.05% | -3.73% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | -0.02% | -10.58% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-Other | 0.42% | +0.03% | +11.46% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | -0.03% | -1.15% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.15% | -6.17% | |
| 50 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.40% | +0.03% | +15.99% |
According to official SEC Form 13F filings, Stratos Wealth Partners, LTD. reported a total U.S. public equity portfolio value of $9.9B across 1361 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, SPY) accounted for 9.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $222.9M
During Q1 2025, Stratos Wealth Partners, LTD.'s top holdings by market value included AAPL (3.4%)、VOO (3.2%)、SPY (2.9%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q1 2025, Stratos Wealth Partners, LTD. 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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