Strategies Wealth Advisors, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$998.2B

Holdings

187

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (187 positions)

StockValue
CATCATERPILLAR INC
$489.0M
IWPISHARES TR
$475.0M
SPEMSPDR INDEX SHS FDS
$474.0M
HDHOME DEPOT INC
$472.0M
AGGISHARES TR
$458.0M
LOWLOWES COS INC
$458.0M
VLOVALERO ENERGY CORP
$456.0M
IJHISHARES TR
$452.0M
GLWCORNING INC
$438.0M
PHPARKER-HANNIFIN CORP
$437.0M
XLISELECT SECTOR SPDR TR
$433.0M
DVNDEVON ENERGY CORP NEW
$431.0M
GBTCGRAYSCALE BITCOIN TRUST ETF
$424.0M
VVISA INC
$422.0M
XOMEXXON MOBIL CORP
$418.0M
PEGPUBLIC SVC ENTERPRISE GRP IN
$418.0M
RTXRTX CORPORATION
$416.0M
IBMINTERNATIONAL BUSINESS MACHS
$414.0M
NFLXNETFLIX INC
$413.0M
MCDMCDONALDS CORP
$394.0M
ACNACCENTURE PLC IRELAND
$386.0M
CSQCALAMOS STRATEGIC TOTAL RETU
$364.0M
DISDISNEY WALT CO
$349.0M
MAMASTERCARD INCORPORATED
$347.0M
NKENIKE INC
$343.0M
IWSISHARES TR
$341.0M
SPYGSPDR SERIES TRUST
$339.0M
FTCSFIRST TR EXCHANGE-TRADED FD
$338.0M
CSCOCISCO SYS INC
$337.0M
DFACDIMENSIONAL ETF TRUST
$334.0M
JNJJOHNSON & JOHNSON
$331.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$331.0M
AMGNAMGEN INC
$330.0M
MUMICRON TECHNOLOGY INC
$328.0M
ASMLASML HOLDING N V
$326.0M
ISRGINTUITIVE SURGICAL INC
$326.0M
TPYPTORTOISE CAPITAL SERIES TRUS
$313.0M
RSPINVESCO EXCHANGE TRADED FD T
$310.0M
CSXCSX CORP
$305.0M
AXPAMERICAN EXPRESS CO
$302.0M
PSXPHILLIPS 66
$302.0M
RDVYFIRST TR EXCHANGE TRADED FD
$301.0M
VVVANGUARD INDEX FDS
$299.0M
DALDELTA AIR LINES INC DEL
$296.0M
UBERUBER TECHNOLOGIES INC
$294.0M
LMTLOCKHEED MARTIN CORP
$291.0M
BACBANK AMERICA CORP
$291.0M
XLFSELECT SECTOR SPDR TR
$287.0M
AZNASTRAZENECA PLC
$285.0M
IAU*ISHARES GOLD TR
$282.0M
PLDPROLOGIS INC.
$279.0M
VTVANGUARD INTL EQUITY INDEX F
$277.0M
IWMISHARES TR
$274.0M
ORCLORACLE CORP
$272.0M
XLKSELECT SECTOR SPDR TR
$272.0M
XLESELECT SECTOR SPDR TR
$270.0M
CLSCELESTICA INC
$266.0M
LINLINDE PLC
$266.0M
FFORD MTR CO
$265.0M
GDXVANECK ETF TRUST
$262.0M
OBDCBLUE OWL CAPITAL CORPORATION
$259.0M
FAIFIRST TR EXCHANGE TRADED FD
$254.0M
MLIMUELLER INDS INC
$252.0M
APLDAPPLIED DIGITAL CORP
$245.0M
PFEPFIZER INC
$245.0M
MRKMERCK & CO INC
$239.0M
IJKISHARES TR
$234.0M
ADPAUTOMATIC DATA PROCESSING IN
$225.0M
MTUMISHARES TR
$219.0M
TXNTEXAS INSTRS INC
$217.0M
4I1PHILIP MORRIS INTL INC
$215.0M
CMICUMMINS INC
$214.0M
CRWVCOREWEAVE INC
$213.0M
PEPPEPSICO INC
$213.0M
FNDXSCHWAB STRATEGIC TR
$209.0M
XARSPDR SERIES TRUST
$209.0M
VYMVANGUARD WHITEHALL FDS
$208.0M
HBANHUNTINGTON BANCSHARES INC
$206.0M
APPAPPLOVIN CORP
$204.0M
MDXGMIMEDX GROUP INC
$201.0M
PFLTPENNANTPARK FLOATING RATE CA
$127.0M
W3UWESTERN UN CO
$111.0M
PSECPROSPECT CAP CORP
$94.0M
IMUXIMMUNIC INC
$53.0M
NIONIO INC
$51.0M
NAKNORTHERN DYNASTY MINERALS LT
$19.0M
TSETRINSEO PLC
$8.0M
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