SW

Strategies Wealth Advisors, LLC

13F
Strategies Wealth Advisors, LLC
Last update 2025-05-14 176 Stocks (60 new)
Value $819.00 Mil Turnover 9 %
Countries:
Top Holdings: SPDW(14.70%)VTV(14.54%)VUG(12.82%)DGRO(9.37%)QUAL(5.50%)
Summary Stock Picks Current Portfolio
Strategies Wealth Advisors, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
3,307,179
120,414.4
+4.57%
14.700
+0.64%
0.490
+12.27%
+21.21%
27,253.0
 
VTV
Vanguard Value ETF
689,117
119,038.0
+4.07%
14.540
+0.57%
0.090
+10.79%
+6.85%
134,245.4
 
VUG
Vanguard Growth ETF
283,011
104,946.1
+0.19%
12.820
+0.02%
0.080
+27.35%
+9.24%
164,247.8
 
DGRO
iShares Core Dividend Growth ETF
1,241,908
76,725.1
+3.06%
9.370
+0.28%
0.250
+12.25%
+7.46%
32,585.1
 
QUAL
iShares MSCI USA Quality Factor ETF
263,590
45,044.9
+5.04%
5.500
+0.26%
0.090
+14.50%
+4.25%
53,100.3
 
IEFA
iShares Core MSCI EAFE ETF
488,846
36,981.2
-3.88%
4.520
-0.18%
0.030
+10.95%
+20.93%
144,033.5
 
VBK
Vanguard Small Cap Growth ETF
140,039
35,257.5
+5.42%
4.310
+0.22%
0.210
+20.18%
+1.46%
18,021.3
 
VBR
Vanguard Small Cap Value ETF
170,901
31,837.2
+3.59%
3.890
+0.13%
0.110
+16.80%
+3.36%
28,895.4
 
IUSG
ISHARES TRUST
179,796
22,848.5
-3.67%
2.790
-0.12%
0.120
+26.54%
+10.13%
23,728.0
 
IUSV
ISHARES TRUST
170,097
15,698.2
+2.00%
1.920
+0.04%
0.080
+11.90%
+4.17%
21,272.3
 

Strategies Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Strategies Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Add
Add
+0.71%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
Add 526.17%
31,202
26,219
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+0.64%
●
33.84 ($36.14) 37.77
$40.67
12.53%
Add 4.57%
3,307,179
144,528
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.57%
●
167.73 ($174.39) 179.21
$178.87
2.57%
Add 4.07%
689,117
26,924
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.45%
●
375.39 ($407.71) 447.2
$505.27
23.93%
Add 167.68%
15,705
9,838
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.45%
●
106.98 ($126.74) 149.43
$167.03
31.79%
Add 135.41%
58,989
33,931
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.40%
●
190.26 ($217) 242.06
$227.47
4.82%
Add 125.32%
31,126
17,312
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Add
Add
+0.28%
●
60.46 ($62.66) 64.42
$65.25
4.13%
Add 3.06%
1,241,908
36,827
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.26%
●
168.16 ($179.03) 186.21
$184.83
3.24%
Add 5.04%
263,590
12,659
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-0.25%
●
71.17 ($72.57) 73.66
$73.18
0.84%
Reduce -37.06%
46,981
-27,659
VBK
Vanguard Small Cap Growth ETF
2025-03-31
Add
Add
+0.22%
●
247.97 ($277.1) 296.33
$283.29
2.23%
Add 5.42%
140,039
7,203

Strategies Wealth Advisors, LLC Total Holding History ($B)

To

Strategies Wealth Advisors, LLC's Asset Allocation

To

Strategies Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Strategies Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Strategies Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Strategies Wealth Advisors, LLC's Holdings Heat Map

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Strategies Wealth Advisors, LLC's Holdings Bubble Chart

Strategies Wealth Advisors, LLC News

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