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CIK: 0001612865
Total reported value
$9.9B
$9.9B
1584 檔
12.7%
The Q4 2025 SEC filing reveals that Stratos Wealth Partners, LTD. held a total portfolio value of $9.9B, covering 1584 public equity positions.
In Q4 2025, Stratos Wealth Partners, LTD. displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1584 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.39% | +0.10% | +0.78% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | +0.07% | +0.88% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.70% | +0.14% | +4.74% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.65% | -0.01% | +1.00% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | +0.12% | -1.12% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.16% | +1.75% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.04% | +0.51% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.61% | -1.49% | EXIT | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.31% | -0.17% | +3.50% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.16% | +3.20% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.14% | +0.07% | +31.36% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.14% | +0.01% | -0.70% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.19% | +28.10% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.04% | -0.06% | -1.15% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.04% | -2.94% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.11% | +3.18% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.89% | +0.03% | +1.41% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.11% | +5.40% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.87% | +0.06% | -21.51% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.01% | +8.78% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | +0.17% | -4.80% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.78% | +0.07% | +11.30% | |
| 23 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.75% | +0.04% | +5.44% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | — | -0.18% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.06% | -6.51% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.61% | -0.02% | +2.12% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.06% | -3.01% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.02% | +21.10% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | -0.03% | +2.57% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.54% | +0.03% | +3.14% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.12% | -0.75% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.52% | — | +9.95% | |
| 33 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.50% | +0.01% | +2.31% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.49% | +0.13% | +7.23% | |
| 35 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.49% | +0.02% | -0.49% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.05% | -2.28% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.01% | -1.27% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.11% | -11.50% | |
| 39 | RDVY | First Trust Rising Dividend | ETF-Other | 0.42% | +0.03% | +5.27% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.10% | -4.51% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.08% | -4.81% | |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.40% | -0.09% | +23.76% | |
| 43 | AKRE | Akre Focus ETF | ETF-Other | 0.38% | -0.06% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.49% | EXIT | |
| 45 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.37% | -0.03% | +0.27% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.36% | -0.02% | -3.92% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | +0.03% | +1.31% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.36% | +0.01% | -1.56% | |
| 49 | PWZ | Invesco California Amt-free | ETF-Other | 0.36% | — | EXIT | |
| 50 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.36% | +0.04% | -0.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.3% | +31.36% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.20% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +28.10% | Add |
| 4 | UCON | First Trust Smith Unconstrai | +0.2% | +1438.96% | Add |
| 5 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +728.78% | Add |
| 6 | GCOW | Pacer Global Cash Cows Divid | +0.1% | +964.35% | Add |
| 7 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.1% | +1447.99% | Add |
| 8 | AAPL | Apple Inc | +0.1% | +0.78% | Add |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +906.22% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -6.51% | Trim |
| 11 | TSLA | Tesla Inc | +0.1% | +21.10% | Add |
| 12 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +95.47% | Add |
| 13 | HGER | Harbor Commodity All Weather | +0.1% | +2534.16% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.74% | Add |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +11.30% | Add |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +23.76% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | +59.73% | Add |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +517.44% | Add |
| 19 | AMD | Advanced Micro Devices | +0.1% | +25.05% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +8.78% | Add |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +202.37% | Add |
| 22 | XLV | Ss Health Care Select Sector | +0.1% | +54.31% | Add |
| 23 | IMCB | Ishares Morningstar Mid-cap | +0.1% | +69.43% | Add |
| 24 | IWY | Ishares Russell Top 200 Grow | +0.1% | +33.04% | Add |
| 25 | AVGO | Broadcom Inc | 0% | +3.18% | Add |
| 26 | VT | Vanguard Tot World Stk ETF | 0% | +9.95% | Add |
| 27 | MRK | Merck & Co. Inc. | 0% | +3.30% | Add |
| 28 | IWM | Ishares Russell 2000 ETF | 0% | +15.64% | Add |
| 29 | GLD | Spdr Gold Shares | 0% | +6.58% | Add |
| 30 | LLY | Eli Lilly & Co | 0% | -16.30% | Trim |
| 31 | LRCX | Lam Research CORP | 0% | +0.88% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | +0.51% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.73% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +1.00% | Add |
| 35 | XMHQ | Invesco S&p Midcap Qual ETF | -0.1% | -47.79% | Trim |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | -31.44% | Trim |
| 37 | IYW | Ishares Ustechnology ETF | -0.1% | -15.15% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.1% | +5.40% | Add |
| 39 | SYSB | Ishares Systematic Bond ETF | -0.1% | -88.57% | Trim |
| 40 | SPSB | Ss Spdr P St C CORP ETF | -0.1% | -72.90% | Trim |
| 41 | HD | Home Depot Inc | -0.1% | -4.81% | Trim |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | -0.1% | -74.85% | Trim |
| 43 | ORCL | Oracle CORP | -0.2% | -7.70% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | +1.75% | Add |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -84.62% | Trim |
| 46 | VXF | Vanguard Extended Market ETF | -0.3% | -21.51% | Trim |
| 47 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 49 | FALN | Ishares Fallen Angels ETF | — | NEW | New buy |
| 50 | IBHE | Ishares Ibonds 2025 H/y Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Stratos Wealth Partners, LTD. reported a total U.S. public equity portfolio value of $9.9B across 1584 disclosed positions in Q4 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, NVDA, SPY) accounted for 12.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $33.7M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $33.4M
During Q4 2025, Stratos Wealth Partners, LTD.'s top holdings by market value included AAPL (3.4%)、NVDA (2.9%)、SPY (2.7%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q4 2025, Stratos Wealth Partners, LTD. made 50 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 12 holdings, and fully liquidating 2 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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