SW

Stratos Wealth Advisors, LLC

13F
Stratos Wealth Advisors, LLC
Last update 2025-04-30 663 Stocks (55 new)
Value $1.83 Bil Turnover 12 %
Countries:
Top Holdings: SPY(3.49%)IBTF(3.13%)AAPL(2.94%)SGOV(2.53%)NVDA(1.91%)
Summary Stock Picks Current Portfolio
Stratos Wealth Advisors, LLC 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
SPY
SPDR S&P 500 ETF Trust
114,352
63,967.5
-9.93%
3.490
-0.35%
0.010
+19.57%
+7.72%
643,289.7
 
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
2,451,064
57,281.4
-2.13%
3.130
-0.06%
2.700
+1.00%
+2.20%
1,981.2
 
AAPL
Apple Inc
241,907
53,734.9
+1.91%
2.940
+0.06%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SGOV
iShares 0-3 Month Treasury Bond ETF
460,566
46,365.3
+5.73%
2.530
+0.14%
0.100
+1.06%
+2.35%
51,002.5
 
NVDA
NVIDIA Corp
322,506
34,953.2
-3.51%
1.910
-0.08%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
VOO
Vanguard S&P 500 ETF
54,263
27,886.7
+7.96%
1.520
+0.11%
0.000
+19.59%
+7.78%
660,834.1
 
SCHO
Schwab Short-Term U.S. Treasury ETF
1,072,926
26,115.0
+29.61%
1.430
+0.33%
0.240
+0.74%
+3.08%
10,930.5
 
AMZN
Amazon.com Inc
134,067
25,507.6
+0.91%
1.390
+0.01%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
834,673
23,855.0
+29.62%
1.300
+0.30%
0.270
+0.85%
+4.19%
8,675.4
 
META
Meta Platforms Inc
39,241
22,617.1
-4.12%
1.240
-0.05%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media

Stratos Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Stratos 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
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.93%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Reduce -55.28%
26,903
-33,255
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.92%
●
24.91 ($27.39) 29.02
$29.74
8.58%
Reduce -47.28%
768,810
-689,617
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.90%
●
725.72 ($832.09) 929.72
$771.71
-7.26%
Add 503.07%
23,942
19,972
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Reduce
Reduce
-0.87%
●
168.16 ($179.03) 186.21
$184.03
2.79%
Reduce -96.55%
3,628
-101,648
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Add
Add
+0.74%
●
48.43 ($49.09) 49.9
$50.07
2.00%
Add 641.77%
314,049
271,711
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.73%
●
85.29 ($89.02) 92.57
$85.24
-4.25%
Reduce -89%
21,579
-174,536
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Sold Out
Sold Out
-0.69%
●
44.72 ($45.57) 46.25
$45.77
0.44%
Sold Out
0
-319,990
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Add
Add
+0.65%
●
217.4 ($244.61) 264.74
$285.87
16.87%
Add 919.22%
53,295
48,066
QINT
American Century Quality Diversified International ETF
American Century Quality Diversified International ETF
2025-03-31
New Buy
New Buy
+0.62%
●
47.52 ($51.07) 53.84
$57.75
13.08%
New holding
217,983
217,983
MBB
iShares MBS ETF
2025-03-31
Reduce
Reduce
-0.62%
●
90.37 ($92.49) 94.08
$92.80
0.34%
Reduce -98.19%
2,583
-140,410

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

To

Stratos Wealth Advisors, LLC's Asset Allocation

To

Stratos Wealth Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Stratos Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stratos Wealth Advisors, LLC's Holdings Heat Map

Size field:

Stratos Wealth Advisors, LLC's Holdings Bubble Chart

Stratos Wealth Advisors, LLC News

  • 1

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