Strategies Wealth Advisors, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$818.9B
Holdings
174
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (174 positions)
| Stock | Value |
|---|---|
SPDWSPDR INDEX SHS FDS | $120.4M |
VTVVANGUARD INDEX FDS | $119.0M |
VUGVANGUARD INDEX FDS | $104.9M |
DGROISHARES TR | $76.7M |
QUALISHARES TR | $45.0M |
AQLTISHARES TR | $37.0M |
VBKVANGUARD INDEX FDS | $35.3M |
VBRVANGUARD INDEX FDS | $31.8M |
IUSGISHARES TR | $22.8M |
IUSVISHARES TR | $15.7M |
EFAISHARES TR | $12.0M |
VIGVANGUARD SPECIALIZED FUNDS | $10.9M |
GOVZISHARES TR | $8.7M |
SPHQINVESCO EXCHANGE TRADED FD T | $8.2M |
VOOGVANGUARD ADMIRAL FDS INC | $7.4M |
AAPLAPPLE INC | $6.9M |
NVDANVIDIA CORPORATION | $6.4M |
SHMSPDR SER TR | $6.0M |
AMZNAMAZON COM INC | $5.9M |
MSFTMICROSOFT CORP | $5.9M |
VOOVVANGUARD ADMIRAL FDS INC | $5.8M |
IVVISHARES TR | $5.6M |
SLYGSPDR SER TR | $4.2M |
METAMETA PLATFORMS INC | $3.9M |
JPIEJ P MORGAN EXCHANGE TRADED F | $3.8M |
VTIVANGUARD INDEX FDS | $3.7M |
NDQINVESCO QQQ TR | $3.5M |
BNDVANGUARD BD INDEX FDS | $3.5M |
VOOVANGUARD INDEX FDS | $3.3M |
LLYELI LILLY & CO | $3.0M |
SLYVSPDR SER TR | $2.6M |
COSTCOSTCO WHSL CORP NEW | $2.4M |
JPMJPMORGAN CHASE & CO. | $2.4M |
IVEISHARES TR | $2.3M |
IVWISHARES TR | $2.3M |
VBVANGUARD INDEX FDS | $2.2M |
MUBISHARES TR | $2.1M |
SPYSPDR S&P 500 ETF TR | $1.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.7M |
SHYISHARES TR | $1.6M |
VEAVANGUARD TAX-MANAGED FDS | $1.6M |
GSGOLDMAN SACHS GROUP INC | $1.6M |
SYKSTRYKER CORPORATION | $1.4M |
IWFISHARES TR | $1.4M |
GQ9SPDR GOLD TR | $1.3M |
DISDISNEY WALT CO | $1.3M |
IDEVISHARES TR | $1.3M |
VOVANGUARD INDEX FDS | $1.2M |
MGCVANGUARD WORLD FD | $1.1M |
VXUSVANGUARD STAR FDS | $1.1M |
GDGENERAL DYNAMICS CORP | $1.1M |
PFMINVESCO EXCHANGE TRADED FD T | $1.1M |
LINLINDE PLC | $1.1M |
PLTRPALANTIR TECHNOLOGIES INC | $1.0M |
GOOGALPHABET INC | $1.0M |
KOCOCA COLA CO | $986K |
ETNEATON CORP PLC | $917K |
VGTVANGUARD WORLD FD | $906K |
GOOGLALPHABET INC | $884K |
TSLATESLA INC | $877K |
IJRISHARES TR | $871K |
QQQMINVESCO EXCH TRADED FD TR II | $825K |
JPSTJ P MORGAN EXCHANGE TRADED F | $799K |
UNPUNION PAC CORP | $790K |
SCHDSCHWAB STRATEGIC TR | $780K |
DONSPDR DOW JONES INDL AVERAGE | $772K |
AVGOBROADCOM INC | $760K |
PGPROCTER AND GAMBLE CO | $741K |
PANWPALO ALTO NETWORKS INC | $729K |
ONEQFIDELITY COMWLTH TR | $722K |
IWOISHARES TR | $709K |
CVXCHEVRON CORP NEW | $689K |
IXNISHARES TR | $687K |
KRKROGER CO | $686K |
IJHISHARES TR | $625K |
AQLTISHARES TR | $623K |
CEGCONSTELLATION ENERGY CORP | $620K |
ORLYOREILLY AUTOMOTIVE INC | $596K |
VEUVANGUARD INTL EQUITY INDEX F | $592K |
SOSOUTHERN CO | $583K |
FDGAMERICAN CENTY ETF TR | $565K |
IWNISHARES TR | $562K |
GEVGE VERNOVA INC | $561K |
DUKDUKE ENERGY CORP NEW | $549K |
ACNACCENTURE PLC IRELAND | $540K |
CRWDCROWDSTRIKE HLDGS INC | $539K |
VYMVANGUARD WHITEHALL FDS | $539K |
HDHOME DEPOT INC | $528K |
VDCVANGUARD WORLD FD | $527K |
ITOTISHARES TR | $527K |
UNHUNITEDHEALTH GROUP INC | $527K |
MAMASTERCARD INCORPORATED | $526K |
AGGISHARES TR | $484K |
OBDCBLUE OWL CAPITAL CORPORATION | $478K |
IWPISHARES TR | $476K |
XLKSELECT SECTOR SPDR TR | $472K |
SPEMSPDR INDEX SHS FDS | $469K |
PSXPHILLIPS 66 | $468K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $467K |
BLKBLACKROCK INC | $466K |
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