Stratos Wealth Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 24, 2024
Value $
$2.02B
Signature - Title
Jon Pawlowski - Director of Regulatory Compliance
Location
3750 Park East Drive, Suite 200, Beachwood, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 700 $2.02B +$523M -$186M +$337M SPY, SGOV, AAPL, NVDA, SCHG 13F-HR 7/24/2024, 08:39 AM
Q1 2024 656 $1.68B +$198M -$352M -$154M AAPL, SCHG, IVV, SPY, NVDA 13F-HR 4/16/2024, 12:41 PM
Q4 2023 683 $1.74B +$190M -$98M +$92.4M AAPL, SCHG, IVV, MSFT, PG 13F-HR 1/24/2024, 11:20 AM
Q3 2023 664 $1.52B +$247M -$54M +$193M AAPL, SCHG, IVV, UCON, SPY 13F-HR 10/24/2023, 12:49 PM
Q2 2023 622 $1.41B +$163M -$60.2M +$103M AAPL, SCHG, IVV, PG, DGRO 13F-HR 7/18/2023, 08:24 AM
Q1 2023 597 $1.3B +$185M -$107M +$78.7M AAPL, PG, SCHG, DGRO, UCON 13F-HR 4/27/2023, 11:29 AM
Q4 2022 561 $1.2B +$261M -$64M +$197M AAPL, PG, SCHG, DGRO, IVV 13F-HR 1/19/2023, 10:36 AM
Q3 2022 485 $947M +$160M -$122M +$37.3M SCHG, AAPL, PG, DGRO, AGG 13F-HR 10/24/2022, 01:39 PM
Q2 2022 501 $1.1B +$147M -$87.4M +$59.8M LECO, IVV, AAPL, DGRO, GLD 13F-HR 7/22/2022, 09:33 AM
Q1 2022 508 $1.23B +$167M -$205M -$38.3M LECO, IVV, AAPL, GLD, DGRO 13F-HR 4/26/2022, 09:51 AM
Q4 2021 541 $1.39B +$239M -$65.4M +$173M LECO, AAPL, VUG, AGG, IVV 13F-HR 1/14/2022, 07:49 AM
Q3 2021 497 $1.17B +$210M -$152M +$58.2M LECO, AGG, AAPL, VEA, FIXD 13F-HR 10/19/2021, 12:39 PM
Q2 2021 527 $1.13B +$203M -$64.6M +$138M LECO, AGG, FIXD, AAPL, VEA 13F-HR 7/19/2021, 02:39 PM
Q1 2021 475 $942M +$243M -$59.5M +$183M LECO, AGG, FIXD, AAPL, VEA 13F-HR 4/27/2021, 11:59 AM
Q4 2020 395 $725M +$299M -$17.8M +$281M LECO, AAPL, AGG, DGRO, VEA 13F-HR 1/29/2021, 02:37 PM
Q3 2020 303 $411M +$91.4M -$10.2M +$81.3M AAPL, SCHG, DGRO, LMBS, FIXD 13F-HR 10/29/2020, 02:46 PM
Q2 2020 269 $326M +$171M -$3.66M +$168M DGRO, LMBS, AAPL, SCHG, SCHV 13F-HR 7/28/2020, 02:29 PM
Q1 2020 284 $141M +$30.9M -$26.5M +$4.46M DGRO, LMBS, SCHG, AAPL, SCHV 13F-HR 5/4/2020, 08:30 AM
Q4 2019 160 $175M +$12.5M -$49.5M -$37M SCHF, DGRO, SCHV, SCHG, AAPL 13F-HR 1/29/2020, 12:55 PM
Q3 2019 246 $261M +$25.2M -$12.2M +$13M SCHF, VIG, DGRO, SCHV, SCHG 13F-HR 11/12/2019, 08:44 AM
Q2 2019 232 $251M +$70.6M -$6.62M +$64M SCHF, VIG, DGRO, SCHG, SCHV 13F-HR 8/6/2019, 10:25 AM
Q1 2019 214 $185M +$30.4M -$12.9M +$17.5M VIG, VEA, SPY, AAPL, SCHF 13F-HR 5/7/2019, 08:35 AM
Q4 2018 185 $150M VIG, SPY, AAPL, VEA, VGT 13F-HR 2/12/2019, 10:42 AM