$411 Million is the total value of Stratos Wealth Advisors, LLC's 303 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 29.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $12,751,000 | +33.5% | 110,103 | +320.4% | 3.11% | +6.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $12,526,000 | +32.1% | 108,764 | +16.5% | 3.05% | +5.0% |
| DGRO | Buy | ISHARES TRcore div grwth | $11,291,000 | +6.8% | 283,755 | +0.9% | 2.75% | -15.1% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $10,668,000 | +9.4% | 206,429 | +9.4% | 2.60% | -13.1% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $9,291,000 | +1037.2% | 168,840 | +1032.2% | 2.26% | +805.2% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $7,380,000 | -1.5% | 141,412 | -5.4% | 1.80% | -21.7% |
| QCOM | Sell | QUALCOMM INC | $6,919,000 | +8.4% | 58,796 | -16.0% | 1.68% | -13.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $6,804,000 | +9.1% | 39,948 | +0.3% | 1.66% | -13.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $6,398,000 | +14.9% | 46,035 | -1.1% | 1.56% | -8.7% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $5,949,000 | +44.3% | 115,507 | +44.7% | 1.45% | +14.6% |
| GLD | Buy | SPDR GOLD TR | $5,439,000 | +68.4% | 30,708 | +59.1% | 1.32% | +33.8% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $5,355,000 | +40.3% | 32,135 | -6.4% | 1.30% | +11.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $5,154,000 | +6.1% | 86,629 | -1.7% | 1.26% | -15.7% |
| MSFT | Buy | MICROSOFT CORP | $5,030,000 | +16.2% | 23,915 | +12.4% | 1.22% | -7.8% |
| AMZN | Buy | AMAZON COM INC | $4,978,000 | +16.7% | 1,581 | +2.3% | 1.21% | -7.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,863,000 | +129.4% | 37,794 | +108.9% | 1.18% | +82.3% |
| INTC | Buy | INTEL CORP | $4,794,000 | -11.3% | 92,577 | +2.4% | 1.17% | -29.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,669,000 | +8.7% | 13,893 | +0.2% | 1.14% | -13.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,653,000 | +2.2% | 13,894 | -5.9% | 1.13% | -18.8% |
| ABBV | Buy | ABBVIE INC | $4,630,000 | -10.0% | 52,854 | +0.8% | 1.13% | -28.5% |
| CSCO | Buy | CISCO SYS INC | $4,623,000 | -14.4% | 117,367 | +1.3% | 1.13% | -32.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,620,000 | +45.2% | 147,149 | +37.6% | 1.12% | +15.4% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $4,597,000 | +0.9% | 72,661 | -6.8% | 1.12% | -19.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,409,000 | +727.2% | 37,343 | +727.5% | 1.07% | +558.9% |
| T | Buy | AT&T INC | $4,273,000 | -3.0% | 149,869 | +2.9% | 1.04% | -22.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,164,000 | +55.1% | 14,986 | +38.3% | 1.01% | +23.2% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $4,102,000 | +29.2% | 13,170 | +15.6% | 1.00% | +2.6% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $4,030,000 | +18.6% | 102,419 | +9.3% | 0.98% | -5.7% |
| KO | Buy | COCA COLA CO | $4,027,000 | +13.3% | 81,577 | +2.6% | 0.98% | -9.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,969,000 | +3.9% | 56,519 | +1.1% | 0.97% | -17.4% |
| PFE | Sell | PFIZER INC | $3,849,000 | +11.5% | 104,890 | -0.7% | 0.94% | -11.4% |
| SO | Sell | SOUTHERN CO | $3,668,000 | +4.4% | 67,646 | -0.2% | 0.89% | -17.1% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $3,603,000 | +15.8% | 77,500 | -0.6% | 0.88% | -8.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,552,000 | +23.6% | 16,681 | +3.6% | 0.86% | -1.8% |
| GPC | Buy | GENUINE PARTS CO | $3,173,000 | +11.5% | 33,342 | +1.9% | 0.77% | -11.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $3,133,000 | +0.5% | 25,746 | -0.3% | 0.76% | -20.2% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $3,091,000 | +9.5% | 31,851 | +4.8% | 0.75% | -13.0% |
| MCD | Buy | MCDONALDS CORP | $2,990,000 | +27.2% | 13,623 | +6.9% | 0.73% | +1.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,870,000 | +23.3% | 8,085 | +5.3% | 0.70% | -2.0% |
| TXN | Buy | TEXAS INSTRS INC | $2,862,000 | +13.3% | 20,046 | +0.8% | 0.70% | -9.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $2,791,000 | +65.5% | 99,864 | +65.8% | 0.68% | +31.5% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $2,661,000 | +9.7% | 102,812 | +4.3% | 0.65% | -12.9% |
| MRK | Buy | MERCK & CO. INC | $2,568,000 | +9.1% | 30,964 | +1.7% | 0.63% | -13.3% |
| COP | Buy | CONOCOPHILLIPS | $2,516,000 | +1145.5% | 76,608 | +1494.7% | 0.61% | +888.7% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $2,481,000 | -13.3% | 130,281 | -9.3% | 0.60% | -31.2% |
| ESGU | Buy | ISHARES TResg awr msci usa | $2,410,000 | +65.9% | 31,623 | +52.4% | 0.59% | +31.9% |
| SBUX | Sell | STARBUCKS CORP | $2,300,000 | +16.2% | 26,771 | -0.5% | 0.56% | -7.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,154,000 | +7.8% | 22,371 | +5.3% | 0.52% | -14.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,146,000 | +21.4% | 18,388 | +8.8% | 0.52% | -3.5% |
| VLO | New | VALERO ENERGY CORP | $2,131,000 | – | 49,188 | +100.0% | 0.52% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,076,000 | +145.4% | 15,413 | +145.0% | 0.51% | +95.4% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $2,058,000 | -3.4% | 66,802 | -3.2% | 0.50% | -23.3% |
| ABT | Buy | ABBOTT LABS | $2,008,000 | +20.2% | 18,453 | +1.0% | 0.49% | -4.5% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $1,993,000 | +3.2% | 16,363 | +3.3% | 0.48% | -18.1% |
| O | Buy | REALTY INCOME CORP | $1,891,000 | +4.0% | 31,129 | +1.8% | 0.46% | -17.4% |
| ONEV | Buy | SPDR SER TRrussell low vol | $1,873,000 | +124.0% | 24,064 | +111.8% | 0.46% | +78.1% |
| MMM | Sell | 3M CO | $1,874,000 | -1.9% | 11,699 | -4.4% | 0.46% | -22.2% |
| IBB | Buy | ISHARES TRnasdaq biotech | $1,835,000 | +236.7% | 13,554 | +239.7% | 0.45% | +167.7% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $1,831,000 | +24.2% | 42,208 | +22.1% | 0.45% | -1.3% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $1,807,000 | -0.8% | 15,418 | -7.6% | 0.44% | -21.1% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,806,000 | +3.4% | 4,710 | -1.6% | 0.44% | -17.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,802,000 | +7.9% | 12,106 | +1.9% | 0.44% | -14.3% |
| VOO | Buy | VANGUARD INDEX FDS | $1,801,000 | +45.9% | 5,852 | +34.4% | 0.44% | +16.1% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,746,000 | +3.1% | 9,269 | -6.6% | 0.42% | -18.1% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,739,000 | +17.2% | 42,510 | +11.1% | 0.42% | -6.8% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,668,000 | +11.6% | 29,994 | +10.4% | 0.41% | -11.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,532,000 | +10.2% | 14,771 | +2.0% | 0.37% | -12.4% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $1,531,000 | +535.3% | 11,458 | +535.1% | 0.37% | +404.1% |
| BUFF | New | INNOVATOR ETFS TR IIladrd fd s&p 500 | $1,508,000 | – | 47,440 | +100.0% | 0.37% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,490,000 | +13.7% | 23,380 | +8.2% | 0.36% | -9.7% |
| MDLA | Sell | MEDALLIA INC | $1,460,000 | -6.0% | 53,230 | -13.5% | 0.36% | -25.2% |
| WMT | Buy | WALMART INC | $1,454,000 | +32.8% | 10,394 | +13.7% | 0.35% | +5.4% |
| KNG | Buy | ETF SER SOLUTIONScboe vest s&p | $1,450,000 | +17.5% | 33,446 | +10.2% | 0.35% | -6.6% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,430,000 | +272.4% | 22,311 | +240.7% | 0.35% | +194.9% |
| VPU | New | VANGUARD WORLD FDSutilities etf | $1,408,000 | – | 10,905 | +100.0% | 0.34% | – |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,397,000 | +24.1% | 5,333 | +12.7% | 0.34% | -1.4% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,393,000 | +4.7% | 23,101 | -0.8% | 0.34% | -16.9% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $1,356,000 | +97.1% | 54,759 | +87.2% | 0.33% | +56.4% |
| NOW | Sell | SERVICENOW INC | $1,353,000 | -11.9% | 2,790 | -26.4% | 0.33% | -29.9% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,338,000 | +92.0% | 36,397 | +90.8% | 0.33% | +52.3% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,338,000 | +6.5% | 24,476 | +5.1% | 0.33% | -15.3% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $1,286,000 | +4.0% | 25,668 | +1.9% | 0.31% | -17.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,283,000 | +126.7% | 42,824 | +186.3% | 0.31% | +79.9% |
| LOW | Sell | LOWES COS INC | $1,264,000 | +18.8% | 7,619 | -3.3% | 0.31% | -5.5% |
| PSX | Buy | PHILLIPS 66 | $1,264,000 | +310.4% | 24,381 | +469.5% | 0.31% | +227.7% |
| IGSB | Buy | ISHARES TR | $1,262,000 | +156.5% | 22,976 | +155.7% | 0.31% | +103.3% |
| FB | Sell | FACEBOOK INCcl a | $1,215,000 | +11.5% | 4,641 | -3.4% | 0.30% | -11.4% |
| SRVR | New | PACER FDS TRbnchmrk infra | $1,202,000 | – | 34,023 | +100.0% | 0.29% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,198,000 | +85.4% | 15,167 | +84.4% | 0.29% | +47.5% |
| TDVG | New | T ROWE PRICE ETF INCprice div grwt | $1,186,000 | – | 46,707 | +100.0% | 0.29% | – |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $1,140,000 | +1.2% | 38,965 | -4.4% | 0.28% | -19.4% |
| PEP | Buy | PEPSICO INC | $1,130,000 | +10.2% | 8,154 | +5.2% | 0.28% | -12.4% |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $1,067,000 | +46.6% | 13,520 | +44.4% | 0.26% | +16.6% |
| EWU | Buy | ISHARES TRmsci uk etf new | $1,062,000 | +46.5% | 41,674 | +48.1% | 0.26% | +16.7% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,065,000 | +30.5% | 4,957 | +21.3% | 0.26% | +3.6% |
| SPMB | Buy | SPDR SER TRportfli mortgage | $1,058,000 | +202.3% | 39,714 | +203.7% | 0.26% | +141.1% |
| NEE | Buy | NEXTERA ENERGY INC | $1,052,000 | +24.2% | 3,790 | +7.4% | 0.26% | -1.5% |
| PGR | Buy | PROGRESSIVE CORP | $1,013,000 | +19.0% | 10,697 | +0.7% | 0.25% | -5.4% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,000,000 | +1.9% | 14,642 | -2.5% | 0.24% | -18.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $993,000 | +18.2% | 37,091 | +7.5% | 0.24% | -6.2% |
| CVX | Buy | CHEVRON CORP NEW | $992,000 | -17.1% | 13,777 | +2.7% | 0.24% | -34.1% |
| MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $988,000 | +150.8% | 44,724 | +182.5% | 0.24% | +99.2% |
| BAC | Buy | BK OF AMERICA CORP | $970,000 | +1.7% | 40,274 | +0.3% | 0.24% | -19.2% |
| ORCL | Sell | ORACLE CORP | $960,000 | +6.3% | 16,077 | -1.6% | 0.23% | -15.5% |
| SLV | Buy | ISHARES SILVER TRishares | $955,000 | +168.3% | 44,154 | +110.8% | 0.23% | +113.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $953,000 | -26.4% | 5,144 | -29.4% | 0.23% | -41.6% |
| RSX | Sell | VANECK VECTORS ETF TRrussia etf | $946,000 | -0.1% | 45,142 | -1.1% | 0.23% | -20.7% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $943,000 | +34.3% | 62,633 | +27.7% | 0.23% | +7.0% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $934,000 | +31.9% | 9,156 | +31.5% | 0.23% | +5.1% |
| XOM | Sell | EXXON MOBIL CORP | $931,000 | -57.4% | 27,114 | -44.5% | 0.23% | -66.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $925,000 | -0.2% | 15,334 | -2.7% | 0.22% | -20.8% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $915,000 | +219.9% | 9,548 | +217.9% | 0.22% | +153.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $913,000 | +6.8% | 8,659 | +1.4% | 0.22% | -15.3% |
| V | Buy | VISA INC | $907,000 | +23.2% | 4,534 | +18.9% | 0.22% | -2.2% |
| IP | Buy | INTERNATIONAL PAPER CO | $903,000 | +18.7% | 22,264 | +3.1% | 0.22% | -5.6% |
| VLUE | Buy | ISHARES TRmsci usa value | $905,000 | +45.5% | 12,271 | +42.5% | 0.22% | +15.2% |
| WSBC | Buy | WESBANCO INC | $904,000 | +5.2% | 42,338 | +0.1% | 0.22% | -16.3% |
| SHV | Buy | ISHARES TRshort treas bd | $901,000 | +11.5% | 8,136 | +11.5% | 0.22% | -11.7% |
| ES | Sell | EVERSOURCE ENERGY | $898,000 | -4.0% | 10,753 | -4.2% | 0.22% | -23.7% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $880,000 | +6.2% | 15,341 | -0.5% | 0.21% | -15.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $867,000 | +8.1% | 3,125 | +0.5% | 0.21% | -14.2% |
| HD | Sell | HOME DEPOT INC | $861,000 | +5.1% | 3,100 | -5.2% | 0.21% | -16.3% |
| BIL | Buy | SPDR SER TRspdr bloomberg | $861,000 | +14.5% | 9,408 | +14.4% | 0.21% | -9.1% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $857,000 | +68.7% | 21,881 | +57.9% | 0.21% | +34.0% |
| DIS | Buy | DISNEY WALT CO | $853,000 | +19.0% | 6,871 | +6.8% | 0.21% | -5.5% |
| BLK | Buy | BLACKROCK INC | $837,000 | +5.2% | 1,485 | +1.6% | 0.20% | -16.4% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $816,000 | +74.0% | 10,081 | +69.3% | 0.20% | +38.2% |
| PJAN | Buy | INNOVATOR ETFS TRs&p 500 power | $816,000 | +102.0% | 27,822 | +92.8% | 0.20% | +60.5% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $811,000 | +88.6% | 18,454 | +84.0% | 0.20% | +50.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $804,000 | -3.2% | 547 | -7.0% | 0.20% | -23.1% |
| EFG | Buy | ISHARES TReafe grwth etf | $799,000 | +63.1% | 8,893 | +50.9% | 0.20% | +30.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $779,000 | -25.5% | 14,045 | -29.4% | 0.19% | -40.8% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $744,000 | -8.3% | 15,086 | -7.8% | 0.18% | -27.3% |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $745,000 | – | 5,532 | +100.0% | 0.18% | – |
| POCT | New | INNOVATOR ETFS TRs&p 500 pwretf | $736,000 | – | 27,881 | +100.0% | 0.18% | – |
| SSUS | New | STRATEGY SHSday hagan ned | $729,000 | – | 27,750 | +100.0% | 0.18% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $718,000 | +65.1% | 21,326 | +46.6% | 0.18% | +31.6% |
| PSB | New | PS BUSINESS PKS INC CALIF | $714,000 | – | 5,832 | +100.0% | 0.17% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $716,000 | +43.5% | 2,434 | +5.2% | 0.17% | +13.7% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $706,000 | +11.0% | 9,168 | -0.9% | 0.17% | -11.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $699,000 | -41.2% | 4,669 | -43.8% | 0.17% | -53.4% |
| MUB | Buy | ISHARES TRnational mun etf | $694,000 | +89.1% | 5,990 | +88.5% | 0.17% | +49.6% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $685,000 | +19.1% | 5,616 | +16.7% | 0.17% | -5.1% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $685,000 | +130.6% | 6,757 | +118.0% | 0.17% | +83.5% |
| TSLA | New | TESLA INC | $674,000 | – | 1,572 | +100.0% | 0.16% | – |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $659,000 | +42.6% | 6,051 | +37.0% | 0.16% | +13.4% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $656,000 | +2.5% | 11,205 | +0.1% | 0.16% | -18.4% |
| FXE | New | INVESCO CURRENCYSHARES EURO | $635,000 | – | 5,750 | +100.0% | 0.16% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $628,000 | +80.5% | 1,336 | -2.6% | 0.15% | +43.0% |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $626,000 | +17.7% | 12,088 | +15.5% | 0.15% | -6.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $615,000 | +9.2% | 9,685 | +4.8% | 0.15% | -13.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $608,000 | +4.3% | 11,521 | -6.0% | 0.15% | -17.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $606,000 | +16.3% | 7,411 | +13.2% | 0.15% | -7.5% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $605,000 | +15.7% | 12,828 | +12.4% | 0.15% | -8.1% |
| FDX | Buy | FEDEX CORP | $600,000 | +80.2% | 2,384 | +0.3% | 0.15% | +43.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $599,000 | -10.3% | 409 | -13.2% | 0.15% | -28.8% |
| SPLB | Buy | SPDR SER TRportfolio ln cor | $597,000 | +146.7% | 18,787 | +145.9% | 0.14% | +95.9% |
| SDY | Sell | SPDR SER TRs&p divid etf | $594,000 | -4.2% | 6,426 | -5.5% | 0.14% | -23.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $592,000 | +16.8% | 2,599 | +3.7% | 0.14% | -7.1% |
| EWUS | Sell | ISHARES TRmsci uk sm etf | $587,000 | +1.6% | 17,486 | -3.8% | 0.14% | -19.2% |
| PAPR | New | INNOVATOR ETFS TRs&p 500 pwr bu | $589,000 | – | 22,126 | +100.0% | 0.14% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $582,000 | -4.0% | 4,172 | +2.5% | 0.14% | -23.7% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $575,000 | +12.3% | 23,399 | +8.6% | 0.14% | -10.8% |
| MDT | Sell | MEDTRONIC PLC | $573,000 | +4.4% | 5,513 | -7.9% | 0.14% | -16.7% |
| PYPL | New | PAYPAL HLDGS INC | $567,000 | – | 2,877 | +100.0% | 0.14% | – |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $568,000 | +4.2% | 15,547 | -4.5% | 0.14% | -17.4% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $561,000 | +2.0% | 7,436 | -6.1% | 0.14% | -18.9% |
| TECL | New | DIREXION SHS ETF TRdly tech bull 3x | $559,000 | – | 1,827 | +100.0% | 0.14% | – |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $553,000 | +1.5% | 20,208 | -1.4% | 0.14% | -19.2% |
| SIZE | Buy | ISHARES TRmsci usa sze ft | $549,000 | +76.5% | 5,856 | +64.8% | 0.13% | +41.1% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $544,000 | +33.7% | 10,718 | +33.6% | 0.13% | +6.4% |
| CRM | Buy | SALESFORCE COM INC | $546,000 | +48.8% | 2,173 | +10.9% | 0.13% | +17.7% |
| TGT | Sell | TARGET CORP | $543,000 | +16.5% | 3,446 | -11.3% | 0.13% | -7.7% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $543,000 | -4.4% | 15,349 | -4.8% | 0.13% | -24.1% |
| MO | Sell | ALTRIA GROUP INC | $539,000 | -5.1% | 13,960 | -3.6% | 0.13% | -24.7% |
| KOMP | New | SPDR SER TRs&p kensho new | $532,000 | – | 12,418 | +100.0% | 0.13% | – |
| FAUG | New | FIRST TR EXCHNG TRADED FD VIvest us buffer | $527,000 | – | 16,294 | +100.0% | 0.13% | – |
| GIS | Sell | GENERAL MLS INC | $523,000 | -3.3% | 8,483 | -3.3% | 0.13% | -23.5% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $520,000 | +113.1% | 6,203 | +107.7% | 0.13% | +69.3% |
| INDA | New | ISHARES TRmsci india etf | $512,000 | – | 15,113 | +100.0% | 0.12% | – |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $514,000 | +56.2% | 5,586 | +39.6% | 0.12% | +23.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $511,000 | +2.4% | 5,794 | +2.6% | 0.12% | -19.0% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $504,000 | +86.7% | 9,610 | +79.3% | 0.12% | +48.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $501,000 | +77.0% | 1,481 | +54.8% | 0.12% | +40.2% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $483,000 | +85.8% | 4,468 | +85.5% | 0.12% | +47.5% |
| PJUL | New | INNOVATOR ETFS TRs&p 500 pwr | $479,000 | – | 17,327 | +100.0% | 0.12% | – |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $473,000 | +13.2% | 3,220 | -1.7% | 0.12% | -10.2% |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $472,000 | +129.1% | 3,048 | +109.6% | 0.12% | +82.5% |
| ICSH | Buy | ISHARES TRultr sh trm bd | $474,000 | +15.6% | 9,366 | +15.5% | 0.12% | -8.7% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $474,000 | +102.6% | 1,582 | +79.4% | 0.12% | +59.7% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $464,000 | – | 4,195 | +100.0% | 0.11% | – |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $462,000 | +12.1% | 14,021 | +3.3% | 0.11% | -10.3% |
| D | Sell | DOMINION ENERGY INC | $458,000 | -3.8% | 5,797 | -1.0% | 0.11% | -23.3% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $452,000 | +8.1% | 8,060 | +8.4% | 0.11% | -14.1% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $447,000 | +70.0% | 62,763 | +56.4% | 0.11% | +34.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $444,000 | +18.4% | 7,726 | +5.5% | 0.11% | -6.1% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $443,000 | +19.7% | 18,434 | +13.0% | 0.11% | -4.4% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $443,000 | +25.1% | 10,825 | +15.6% | 0.11% | -0.9% |
| FSLY | Sell | FASTLY INCcl a | $439,000 | -56.8% | 4,691 | -60.7% | 0.11% | -65.7% |
| SQ | New | SQUARE INCcl a | $440,000 | – | 2,708 | +100.0% | 0.11% | – |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $441,000 | +63.9% | 2,446 | +50.2% | 0.11% | +30.5% |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $437,000 | – | 8,385 | +100.0% | 0.11% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $426,000 | +35.7% | 9,861 | +24.3% | 0.10% | +8.3% |
| HON | Buy | HONEYWELL INTL INC | $424,000 | +42.3% | 2,572 | +24.9% | 0.10% | +13.2% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $423,000 | -3.0% | 5,098 | -2.8% | 0.10% | -23.1% |
| IGIB | Buy | ISHARES TR | $421,000 | +20.6% | 6,928 | +20.0% | 0.10% | -3.7% |
| DHR | Sell | DANAHER CORPORATION | $418,000 | +21.5% | 1,943 | -0.1% | 0.10% | -2.9% |
| MEAR | Buy | ISHARES U S ETF TRsht mat mun etf | $414,000 | +0.2% | 8,246 | +0.0% | 0.10% | -20.5% |
| TIP | Buy | ISHARES TRtips bd etf | $416,000 | +16.5% | 3,291 | +13.5% | 0.10% | -7.3% |
| SIL | New | GLOBAL X FDSglobal x silver | $410,000 | – | 9,466 | +100.0% | 0.10% | – |
| SHW | Buy | SHERWIN WILLIAMS CO | $406,000 | +25.3% | 582 | +3.9% | 0.10% | 0.0% |
| XBI | New | SPDR SER TRs&p biotech | $404,000 | – | 3,622 | +100.0% | 0.10% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $394,000 | +58.9% | 3,774 | +51.7% | 0.10% | +26.3% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $392,000 | -17.3% | 49,558 | +3.9% | 0.10% | -34.5% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $384,000 | +123.3% | 46,409 | +78.5% | 0.09% | +77.4% |
| SHY | ISHARES TR1 3 yr treas bd | $386,000 | -0.3% | 4,464 | 0.0% | 0.09% | -21.0% | |
| ROKU | Buy | ROKU INC | $383,000 | +79.8% | 2,031 | +10.9% | 0.09% | +43.1% |
| TDOC | New | TELADOC HEALTH INC | $376,000 | – | 1,717 | +100.0% | 0.09% | – |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $379,000 | +8.9% | 5,565 | 0.0% | 0.09% | -14.0% | |
| PM | Buy | PHILIP MORRIS INTL INC | $375,000 | +7.1% | 5,002 | +0.2% | 0.09% | -15.0% |
| DE | Sell | DEERE & CO | $371,000 | +34.4% | 1,674 | -4.7% | 0.09% | +5.9% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $371,000 | -1.9% | 12,008 | -4.2% | 0.09% | -22.4% |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $366,000 | – | 5,191 | +100.0% | 0.09% | – |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $362,000 | +73.2% | 3,424 | +59.4% | 0.09% | +37.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $358,000 | +10.8% | 7,743 | -6.5% | 0.09% | -12.1% |
| LCA | New | LANDCADIA HLDGS II INCcl a | $358,000 | – | 24,901 | +100.0% | 0.09% | – |
| TJX | TJX COS INC NEW | $355,000 | +10.2% | 6,371 | 0.0% | 0.09% | -13.1% | |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $349,000 | +10.4% | 6,965 | -1.1% | 0.08% | -12.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $345,000 | -8.5% | 781 | -24.8% | 0.08% | -27.6% |
| IXN | Buy | ISHARES TRglobal tech etf | $345,000 | +21.9% | 1,309 | +8.9% | 0.08% | -3.4% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $339,000 | -57.0% | 5,742 | -58.6% | 0.08% | -65.7% |
| CAT | Sell | CATERPILLAR INC DEL | $341,000 | +14.0% | 2,284 | -3.3% | 0.08% | -9.8% |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $341,000 | – | 6,255 | +100.0% | 0.08% | – |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $336,000 | -45.5% | 5,845 | -41.6% | 0.08% | -56.6% |
| TECB | New | ISHARES TRus tech brkthr | $337,000 | – | 10,510 | +100.0% | 0.08% | – |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $335,000 | +17.5% | 7,176 | +18.3% | 0.08% | -5.7% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $335,000 | -2.3% | 13,910 | -6.2% | 0.08% | -21.9% |
| IPOBU | Sell | SOCIAL CAP HDOSPHIA HLDG COunit 99/99/9999 | $338,000 | +6.0% | 16,104 | -36.5% | 0.08% | -16.3% |
| NKE | Sell | NIKE INCcl b | $333,000 | +26.1% | 2,650 | -1.6% | 0.08% | 0.0% |
| IPOC | New | SOCIAL CAP HEDSPIA HLDG CO I | $329,000 | – | 26,440 | +100.0% | 0.08% | – |
| PSR | New | INVESCO ACTIVELY MANAGED ETFactive us real | $327,000 | – | 4,038 | +100.0% | 0.08% | – |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $324,000 | – | 3,250 | +100.0% | 0.08% | – |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $320,000 | +19.9% | 1 | 0.0% | 0.08% | -4.9% | |
| MS | Buy | MORGAN STANLEY | $316,000 | +1.9% | 6,534 | +1.7% | 0.08% | -18.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $313,000 | -20.4% | 992 | -22.4% | 0.08% | -36.7% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $309,000 | +6.9% | 2,579 | -2.3% | 0.08% | -15.7% |
| PAYX | Buy | PAYCHEX INC | $309,000 | +6.6% | 3,870 | +1.0% | 0.08% | -15.7% |
| OKTA | New | OKTA INCcl a | $308,000 | – | 1,439 | +100.0% | 0.08% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $306,000 | +16.3% | 3,450 | +5.0% | 0.08% | -7.4% |
| OSTK | New | OVERSTOCK COM INC DEL | $309,000 | – | 4,256 | +100.0% | 0.08% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $308,000 | – | 3,823 | +100.0% | 0.08% | – |
| JPHY | Buy | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $306,000 | +19.1% | 6,112 | +15.4% | 0.08% | -5.1% |
| GILD | Sell | GILEAD SCIENCES INC | $300,000 | -23.7% | 4,752 | -6.9% | 0.07% | -39.2% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $298,000 | -9.1% | 2,709 | -13.0% | 0.07% | -27.7% |
| NSC | NORFOLK SOUTHN CORP | $301,000 | +21.9% | 1,405 | 0.0% | 0.07% | -3.9% | |
| EMR | Sell | EMERSON ELEC CO | $294,000 | +0.3% | 4,478 | -5.1% | 0.07% | -20.0% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $292,000 | -41.1% | 3,720 | -44.2% | 0.07% | -53.3% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $290,000 | +9.4% | 7,496 | +0.1% | 0.07% | -12.3% |
| WFC | Sell | WELLS FARGO CO NEW | $292,000 | -18.0% | 12,413 | -10.8% | 0.07% | -34.9% |
| KHC | Buy | KRAFT HEINZ CO | $283,000 | -6.0% | 9,461 | +0.2% | 0.07% | -25.0% |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $283,000 | +1.4% | 38,733 | +2.1% | 0.07% | -19.8% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $284,000 | +13.6% | 4,466 | +0.7% | 0.07% | -10.4% |
| SAVE | New | SPIRIT AIRLS INC | $280,000 | – | 17,368 | +100.0% | 0.07% | – |
| NVDA | New | NVIDIA CORPORATION | $278,000 | – | 514 | +100.0% | 0.07% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $280,000 | – | 1,476 | +100.0% | 0.07% | – |
| TROW | Buy | PRICE T ROWE GROUP INC | $275,000 | +12.7% | 2,142 | +8.5% | 0.07% | -10.7% |
| SRE | Sell | SEMPRA ENERGY | $263,000 | -37.2% | 2,219 | -37.9% | 0.06% | -50.0% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $261,000 | – | 16,695 | +100.0% | 0.06% | – |
| BA | Sell | BOEING CO | $258,000 | -14.0% | 1,559 | -4.7% | 0.06% | -31.5% |
| STOR | New | STORE CAP CORP | $257,000 | – | 9,352 | +100.0% | 0.06% | – |
| AMAT | Sell | APPLIED MATLS INC | $254,000 | -2.7% | 4,264 | -1.2% | 0.06% | -22.5% |
| MORT | New | VANECK VECTORS ETF TR | $254,000 | – | 18,259 | +100.0% | 0.06% | – |
| AMGN | Sell | AMGEN INC | $255,000 | -36.2% | 1,004 | -40.8% | 0.06% | -49.6% |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $249,000 | – | 7,227 | +100.0% | 0.06% | – |
| BIIB | Sell | BIOGEN INC | $250,000 | -34.9% | 883 | -38.4% | 0.06% | -48.3% |
| FXB | New | INVESCO CURRENCYSHARES BRITbrit poun strl | $250,000 | – | 2,000 | +100.0% | 0.06% | – |
| MPC | Buy | MARATHON PETE CORP | $247,000 | -19.3% | 8,420 | +3.0% | 0.06% | -36.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $245,000 | +1.2% | 784 | -4.5% | 0.06% | -18.9% |
| CSX | New | CSX CORP | $245,000 | – | 3,155 | +100.0% | 0.06% | – |
| ESTC | Buy | ELASTIC N V | $239,000 | +17.2% | 2,212 | +0.2% | 0.06% | -7.9% |
| NFLX | New | NETFLIX INC | $239,000 | – | 477 | +100.0% | 0.06% | – |
| PFEB | Sell | INNOVATOR ETFS TRs&p 500 power | $240,000 | +3.4% | 9,490 | -0.8% | 0.06% | -18.3% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $234,000 | +4.0% | 4,314 | +0.1% | 0.06% | -17.4% |
| CI | Sell | CIGNA CORP NEW | $230,000 | -24.6% | 1,359 | -16.5% | 0.06% | -40.4% |
| KMB | Sell | KIMBERLY CLARK CORP | $221,000 | -4.3% | 1,495 | -8.6% | 0.05% | -23.9% |
| SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $223,000 | – | 4,232 | +100.0% | 0.05% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $219,000 | – | 2,744 | +100.0% | 0.05% | – |
| TWLO | New | TWILIO INCcl a | $217,000 | – | 879 | +100.0% | 0.05% | – |
| AVGO | New | BROADCOM INC | $216,000 | – | 592 | +100.0% | 0.05% | – |
| UNP | New | UNION PAC CORP | $214,000 | – | 1,084 | +100.0% | 0.05% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $212,000 | – | 5,052 | +100.0% | 0.05% | – |
| ANET | New | ARISTA NETWORKS INC | $207,000 | – | 1,000 | +100.0% | 0.05% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $204,000 | – | 1,251 | +100.0% | 0.05% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $201,000 | – | 6,388 | +100.0% | 0.05% | – |
| PSA | New | PUBLIC STORAGE | $200,000 | – | 898 | +100.0% | 0.05% | – |
| DNP | Buy | DNP SELECT INCOME FD INC | $197,000 | -2.5% | 19,586 | +5.6% | 0.05% | -22.6% |
| SILJ | New | ETF MANAGERS TRprime junir slvr | $181,000 | – | 13,084 | +100.0% | 0.04% | – |
| ETG | Buy | EATON VANCE TX ADV GLBL DIV | $176,000 | +6.7% | 11,817 | +2.1% | 0.04% | -15.7% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $175,000 | -7.9% | 32,673 | +0.8% | 0.04% | -25.9% |
| FLEX | FLEX LTDord | $162,000 | +8.7% | 14,500 | 0.0% | 0.04% | -15.2% | |
| GE | Buy | GENERAL ELECTRIC CO | $106,000 | +24.7% | 16,968 | +35.8% | 0.03% | 0.0% |
| CSTM | Buy | CONSTELLIUM SE | $102,000 | +3.0% | 13,000 | +0.8% | 0.02% | -16.7% |
| MAC | New | MACERICH CO | $82,000 | – | 12,009 | +100.0% | 0.02% | – |
| VEON | Exit | VEON LTDsponsored adr | $0 | – | -27,765 | -100.0% | -0.02% | – |
| TEF | Exit | TELEFONICA S Asponsored adr | $0 | – | -11,551 | -100.0% | -0.02% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -11,599 | -100.0% | -0.04% | – |
| STNG | Exit | SCORPIO TANKERS INC | $0 | – | -11,871 | -100.0% | -0.05% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -5,510 | -100.0% | -0.06% | – |
| SJNK | Exit | SPDR SER TRbloomberg srt tr | $0 | – | -8,232 | -100.0% | -0.06% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -5,542 | -100.0% | -0.06% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -1,430 | -100.0% | -0.06% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -5,186 | -100.0% | -0.06% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -1,037 | -100.0% | -0.07% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -2,661 | -100.0% | -0.08% | – |
| EXC | Exit | EXELON CORP | $0 | – | -7,384 | -100.0% | -0.08% | – |
| CME | Exit | CME GROUP INC | $0 | – | -1,740 | -100.0% | -0.09% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -40,304 | -100.0% | -0.09% | – |
| WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -9,690 | -100.0% | -0.09% | – |
| GL | Exit | GLOBE LIFE INC | $0 | – | -4,507 | -100.0% | -0.10% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -14,327 | -100.0% | -0.11% | – |
| IIVI | Exit | II-VI INC | $0 | – | -8,624 | -100.0% | -0.12% | – |
| JHMF | Exit | JOHN HANCOCK EXCHANGE TRADEDmultifactor fi | $0 | – | -16,650 | -100.0% | -0.17% | – |
| XME | Exit | SPDR SER TRs&p metals mng | $0 | – | -34,542 | -100.0% | -0.22% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -100,694 | -100.0% | -0.78% | – |
| PPL | Exit | PPL CORP | $0 | – | -107,725 | -100.0% | -0.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 4.4% |
| ISHARES TR | 20 | Q3 2023 | 6.4% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.1% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.3% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 3.7% |
| ISHARES TR | 20 | Q3 2023 | 2.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 2.1% |
| PROCTER & GAMBLE CO | 20 | Q3 2023 | 2.3% |
View Stratos Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-14 |
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.