13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001612865
Total reported value
$9.9B
$9.9B
1418 檔
10.5%
At the close of Q2 2025, Stratos Wealth Partners, LTD. disclosed equity holdings valued at approximately $9.9B, spread across 1418 reported holdings.
In Q2 2025, Stratos Wealth Partners, LTD. displayed an active expansion posture, initiating 2 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1418 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.91% | +0.10% | +4.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.84% | +0.14% | +1.09% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.82% | +0.12% | -10.40% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.80% | +0.07% | +17.92% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.01% | +4.90% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.16% | +5.74% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.04% | +7.03% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | -1.49% | EXIT | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.45% | -0.17% | +7.17% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.23% | +0.06% | -7.83% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.23% | +0.01% | -9.00% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.16% | -0.06% | +3.12% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.11% | +4.14% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.19% | -13.58% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.17% | -1.52% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.04% | +1.44% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | — | -5.75% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | +0.07% | +3.71% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.83% | +0.03% | +2.73% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.01% | +2.11% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.11% | +11.19% | |
| 22 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.75% | +0.04% | -1.17% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.16% | -1.32% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.72% | -0.02% | +29.83% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.12% | +1.50% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | +0.06% | -2.54% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.62% | +0.07% | +1.07% | |
| 28 | PWZ | Invesco California Amt-free | ETF-Other | 0.58% | — | EXIT | |
| 29 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.56% | +0.02% | +7.78% | |
| 30 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.55% | +0.01% | -1.47% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.08% | +2.16% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.52% | +0.08% | +9.40% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.05% | +6.27% | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.51% | +0.03% | -24.75% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | +0.01% | -3.98% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.06% | +2.47% | |
| 37 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.44% | — | -8.48% | |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.44% | -0.09% | +38.41% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.44% | — | +852.53% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.44% | +0.01% | -1.79% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | -0.03% | +1.14% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.01% | +2.96% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.11% | +7.01% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.02% | -2.35% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-Other | 0.41% | +0.03% | +1.11% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.10% | +13.09% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.13% | +1.16% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.02% | +5.68% | |
| 49 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.39% | +0.03% | +3.26% | |
| 50 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.39% | -0.03% | -8.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +17.92% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +5.74% | Add |
| 3 | VT | Vanguard Tot World Stk ETF | +0.4% | +852.53% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +11.19% | Add |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +470.25% | Add |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | +829.84% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +4.14% | Add |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +29.83% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +7.03% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +13.09% | Add |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +474.17% | Add |
| 12 | GSST | Goldman Sachs Ultra Short Bo | +0.2% | +877.38% | Add |
| 13 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +96.16% | Add |
| 14 | PFF | Ishares Preferred & Income S | +0.1% | +273.36% | Add |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +875.35% | Add |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +192.68% | Add |
| 17 | GNMA | Ishares Gnma Bond ETF | +0.1% | NEW | New buy |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.32% | Add |
| 19 | THRO | Ishares U.s. Thematic Rotati | +0.1% | NEW | New buy |
| 20 | IYW | Ishares Ustechnology ETF | +0.1% | +9.40% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.90% | Add |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +38.41% | Add |
| 23 | PAVE | Global X US Infrastructure | +0.1% | +26.31% | Add |
| 24 | CLS | Celestica Inc | +0.1% | +25.14% | Add |
| 25 | ORCL | Oracle CORP | +0.1% | -1.84% | Trim |
| 26 | HWM | Howmet Aerospace Inc | +0.1% | -0.01% | Trim |
| 27 | NFLX | Netflix Inc | +0.1% | +8.61% | Add |
| 28 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +7.78% | Add |
| 29 | APH | Amphenol Corp-cl A | +0.1% | -3.50% | Trim |
| 30 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +21.20% | Add |
| 31 | VUG | Vanguard Growth ETF | +0.1% | +16.92% | Add |
| 32 | JPST | Jpmorgan Ultra-short Income | +0.1% | +61.51% | Add |
| 33 | JPM | Jpmorgan Chase & Co | +0.1% | +2.11% | Add |
| 34 | TSLA | Tesla Inc | +0.1% | +5.68% | Add |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +7.01% | Add |
| 36 | IEMG | Ishares Core Msci Emerging | 0% | +3.71% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | — | +1.44% | Add |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | +2.73% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | — | -1.32% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.09% | Add |
| 41 | BND | Vanguard Total Bond Market | -0.1% | +7.17% | Add |
| 42 | BCX | Blackrock Resources & Commod | -0.1% | -97.97% | Trim |
| 43 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.1% | -83.46% | Trim |
| 44 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -76.74% | Trim |
| 45 | GLD | Spdr Gold Shares | -0.2% | -29.46% | Trim |
| 46 | TBIL | F/m US Treasury 3 Month Bill | -0.2% | -42.51% | Trim |
| 47 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | -0.2% | -82.49% | Trim |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | -0.2% | -24.75% | Trim |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | -91.02% | Trim |
| 50 | AAPL | Apple Inc | -0.5% | +4.50% | Add |
According to official SEC Form 13F filings, Stratos Wealth Partners, LTD. reported a total U.S. public equity portfolio value of $9.9B across 1418 disclosed positions in Q2 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 AAPL, SPY, VOO) accounted for 10.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
GNMA
市值: $8.9M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $48.1M
During Q2 2025, Stratos Wealth Partners, LTD.'s top holdings by market value included AAPL (2.9%)、SPY (2.8%)、VOO (2.8%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q2 2025, Stratos Wealth Partners, LTD. made 50 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.