Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 23 | Q2 2024 | 4.4% |
SCHWAB STRATEGIC TR | 23 | Q2 2024 | 4.9% |
ISHARES TR | 23 | Q2 2024 | 6.4% |
SCHWAB STRATEGIC TR | 23 | Q2 2024 | 7.1% |
VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 5.9% |
SPDR S&P 500 ETF TR | 23 | Q2 2024 | 3.7% |
ISHARES TR | 23 | Q2 2024 | 2.5% |
SCHWAB STRATEGIC TR | 23 | Q2 2024 | 5.3% |
MICROSOFT CORP | 23 | Q2 2024 | 1.6% |
PROCTER & GAMBLE CO | 23 | Q2 2024 | 2.3% |
View Stratos Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-02 |
13F-HR | 2024-07-24 |
13F-HR | 2024-04-16 |
13F-HR | 2024-01-24 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-27 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-22 |
View Stratos Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.