Strategies Wealth Advisors, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$961.5M

Holdings

185

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (185 positions)

StockValue
SPDWSPDR INDEX SHS FDS
$144.4M
VTVVANGUARD INDEX FDS
$129.7M
VUGVANGUARD INDEX FDS
$127.0M
DGROISHARES TR
$85.3M
QUALISHARES TR
$53.0M
VBKVANGUARD INDEX FDS
$42.1M
AQLTISHARES TR
$37.0M
VBRVANGUARD INDEX FDS
$36.0M
IUSGISHARES TR
$29.8M
IUSVISHARES TR
$21.4M
EFAISHARES TR
$20.2M
VIGVANGUARD SPECIALIZED FUNDS
$14.8M
NVDANVIDIA CORPORATION
$12.2M
SPHQINVESCO EXCHANGE TRADED FD T
$11.6M
VOOGVANGUARD ADMIRAL FDS INC
$9.6M
AMZNAMAZON COM INC
$8.9M
MSFTMICROSOFT CORP
$8.7M
AAPLAPPLE INC
$8.1M
SLYGSPDR SERIES TRUST
$7.2M
GOVZISHARES TR
$6.7M
VOOVVANGUARD ADMIRAL FDS INC
$6.3M
SHMSPDR SERIES TRUST
$6.1M
METAMETA PLATFORMS INC
$5.4M
IVVISHARES TR
$4.6M
SLYVSPDR SERIES TRUST
$4.5M
VTIVANGUARD INDEX FDS
$4.3M
JPIEJ P MORGAN EXCHANGE TRADED F
$3.3M
LLYELI LILLY & CO
$3.3M
JPMJPMORGAN CHASE & CO.
$3.0M
MUBISHARES TR
$2.7M
BNDVANGUARD BD INDEX FDS
$2.7M
PLTRPALANTIR TECHNOLOGIES INC
$2.6M
COSTCOSTCO WHSL CORP NEW
$2.5M
VOOVANGUARD INDEX FDS
$2.5M
VBVANGUARD INDEX FDS
$2.4M
NDQINVESCO QQQ TR
$2.2M
TSLATESLA INC
$2.2M
JPSTJ P MORGAN EXCHANGE TRADED F
$2.1M
IVWISHARES TR
$2.0M
GEVGE VERNOVA INC
$1.8M
GOOGLALPHABET INC
$1.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.6M
IVEISHARES TR
$1.6M
VEAVANGUARD TAX-MANAGED FDS
$1.5M
SHYISHARES TR
$1.4M
VXUSVANGUARD STAR FDS
$1.4M
SYKSTRYKER CORPORATION
$1.4M
AMDADVANCED MICRO DEVICES INC
$1.3M
VGTVANGUARD WORLD FD
$1.2M
VOVANGUARD INDEX FDS
$1.2M
SPYSPDR S&P 500 ETF TR
$1.2M
PFMINVESCO EXCHANGE TRADED FD T
$1.2M
MGCVANGUARD WORLD FD
$1.2M
NEENEXTERA ENERGY INC
$1.2M
QQQMINVESCO EXCH TRADED FD TR II
$1.1M
IDEVISHARES TR
$1.0M
GDGENERAL DYNAMICS CORP
$1.0M
CRWVCOREWEAVE INC
$1.0M
AVGOBROADCOM INC
$1.0M
CEGCONSTELLATION ENERGY CORP
$1.0M
GQ9SPDR GOLD TR
$994K
GOOGALPHABET INC
$975K
CRWDCROWDSTRIKE HLDGS INC
$953K
IXNISHARES TR
$953K
KOCOCA COLA CO
$909K
IWFISHARES TR
$905K
IBITISHARES BITCOIN TRUST ETF
$891K
LOWLOWES COS INC
$872K
LINLINDE PLC
$830K
SPOTSPOTIFY TECHNOLOGY S A
$829K
COPCONOCOPHILLIPS
$811K
IWOISHARES TR
$805K
CATCATERPILLAR INC
$784K
PANWPALO ALTO NETWORKS INC
$770K
UNHUNITEDHEALTH GROUP INC
$755K
AXPAMERICAN EXPRESS CO
$752K
FDGAMERICAN CENTY ETF TR
$749K
SCHDSCHWAB STRATEGIC TR
$747K
ETNEATON CORP PLC
$702K
KRKROGER CO
$684K
ORLYOREILLY AUTOMOTIVE INC
$673K
AQLTISHARES TR
$669K
IWNISHARES TR
$664K
GSGOLDMAN SACHS GROUP INC
$653K
BLKBLACKROCK INC
$640K
VRTVERTIV HOLDINGS CO
$638K
VEUVANGUARD INTL EQUITY INDEX F
$620K
IWMISHARES TR
$612K
CVXCHEVRON CORP NEW
$603K
SMHVANECK ETF TRUST
$601K
SOSOUTHERN CO
$601K
ROKROCKWELL AUTOMATION INC
$598K
CTNMCONTINEUM THERAPEUTICS INC
$588K
DUKDUKE ENERGY CORP NEW
$584K
HDHOME DEPOT INC
$576K
IJRISHARES TR
$572K
ITOTISHARES TR
$568K
SPEMSPDR INDEX SHS FDS
$564K
AGGISHARES TR
$561K
4I1PHILIP MORRIS INTL INC
$545K
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