HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VUG) |
305,112 | +7,183 | $105,020 |
| VUG | 305,112 | +7,183 | $105,020 |
| VANGUARD INDEX FDS (VTV) |
472,011 | +30,614 | $76,872 |
| VTV | 472,011 | +30,614 | $76,872 |
| SPDR INDEX SHS FDS (SPDW) |
1,982,362 | +361,830 | $71,048 |
| SPDW | 1,982,362 | +361,830 | $71,048 |
| ISHARES TR (DGRO) |
1,020,945 | +50,668 | $59,276 |
| DGRO | 1,020,945 | +50,668 | $59,276 |
| ISHARES TR (IEFA) |
530,028 | -15,998 | $39,339 |
| IEFA | 530,028 | -15,998 | $39,339 |
| ISHARES TR (QUAL) |
197,346 | +5,155 | $32,434 |
| QUAL | 197,346 | +5,155 | $32,434 |
| VANGUARD INDEX FDS (VBR) |
160,802 | +11,492 | $30,855 |
| VBR | 160,802 | +11,492 | $30,855 |
| VANGUARD INDEX FDS (VBK) |
105,367 | +9,232 | $27,471 |
| VBK | 105,367 | +9,232 | $27,471 |
| VANGUARD BD INDEX FDS (BND) |
373,653 | +12,497 | $27,138 |
| BND | 373,653 | +12,497 | $27,138 |
| ISHARES TR (IUSG) |
221,741 | -13,238 | $25,990 |
| IUSG | 221,741 | -13,238 | $25,990 |
| ISHARES TR (IUSV) |
174,604 | -6,894 | $15,791 |
| IUSV | 174,604 | -6,894 | $15,791 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
69,603 | -388 | $12,710 |
| VIG | 69,603 | -388 | $12,710 |
| ISHARES TR (EFA) |
145,843 | -341 | $11,647 |
| EFA | 145,843 | -341 | $11,647 |
| INVESCO EXCHANGE TRADED FD T (SPHQ) |
127,424 | -1,346 | $7,699 |
| SPHQ | 127,424 | -1,346 | $7,699 |
| VANGUARD ADMIRAL FDS INC (VOOG) |
22,891 | -13 | $6,975 |
| VOOG | 22,891 | -13 | $6,975 |
| SPDR GOLD TR (GLD) |
30,628 | -16,367 | $6,301 |
| GLD | 30,628 | -16,367 | $6,301 |
| ISHARES TR (IVV) |
11,283 | +332 | $5,932 |
| IVV | 11,283 | +332 | $5,932 |
| VANGUARD ADMIRAL FDS INC (VOOV) |
31,669 | -2 | $5,715 |
| VOOV | 31,669 | -2 | $5,715 |
| SPDR SER TR (SHM) |
116,920 | -1,920 | $5,547 |
| SHM | 116,920 | -1,920 | $5,547 |
| SPDR SER TR (SLYG) |
52,352 | -304 | $4,567 |
| SLYG | 52,352 | -304 | $4,567 |
| VANGUARD INDEX FDS (VOO) |
7,673 | +3,453 | $3,689 |
| VOO | 7,673 | +3,453 | $3,689 |
| INVESCO QQQ TR |
8,246 | +9 | $3,661 |
| QQQ | 8,246 | +9 | $3,661 |
| VANGUARD INDEX FDS (VTI) |
13,327 | +1,648 | $3,464 |
| VTI | 13,327 | +1,648 | $3,464 |
| ISHARES TR (MUB) |
31,647 | -11,983 | $3,405 |
| MUB | 31,647 | -11,983 | $3,405 |
| SPDR SER TR (SLYV) |
37,551 | -1,325 | $3,116 |
| SLYV | 37,551 | -1,325 | $3,116 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
74,568 | -4,029 | $3,115 |
| VWO | 74,568 | -4,029 | $3,115 |
| SELECT SECTOR SPDR TR (XLE) |
31,529 | -19,604 | $2,977 |
| XLE | 31,529 | -19,604 | $2,977 |
| SPDR SER TR (XME) |
41,148 | -32,845 | $2,480 |
| XME | 41,148 | -32,845 | $2,480 |
| ISHARES TR (IVW) |
28,751 | -2,567 | $2,428 |
| IVW | 28,751 | -2,567 | $2,428 |
| ISHARES TR (IVE) |
12,898 | +194 | $2,410 |
| IVE | 12,898 | +194 | $2,410 |
| VANGUARD INDEX FDS (VB) |
10,535 | -18 | $2,408 |
| VB | 10,535 | -18 | $2,408 |
| INVESCO EXCH TRADED FD TR II (KBWY) |
129,587 | UNCH | $2,339 |
| KBWY | 129,587 | UNCH | $2,339 |
| VANGUARD TAX MANAGED FDS (VEA) |
35,075 | +4,331 | $1,760 |
| VEA | 35,075 | +4,331 | $1,760 |
| INVESCO EXCH TRADED FD TR II (KBWD) |
110,144 | UNCH | $1,706 |
| KBWD | 110,144 | UNCH | $1,706 |
| ISHARES TR (IDEV) |
24,661 | +182 | $1,655 |
| IDEV | 24,661 | +182 | $1,655 |
| VANGUARD INDEX FDS (VO) |
4,684 | -138 | $1,170 |
| VO | 4,684 | -138 | $1,170 |
| VANGUARD WORLD FD (MGC) |
5,794 | +17 | $1,083 |
| MGC | 5,794 | +17 | $1,083 |
| VANGUARD WORLD FD (VGT) |
1,935 | -2 | $1,015 |
| VGT | 1,935 | -2 | $1,015 |
| INVESCO EXCHANGE TRADED FD T (PFM) |
23,380 | +16 | $995 |
| PFM | 23,380 | +16 | $995 |
| ISHARES TR (IJH) |
15,079 | +12,142 | $916 |
| IJH | 15,079 | +12,142 | $916 |
| ISHARES TR (IJR) |
8,236 | -2,406 | $910 |
| IJR | 8,236 | -2,406 | $910 |
| SPDR INDEX SHS FDS (SPEM) |
24,869 | -30,099 | $900 |
| SPEM | 24,869 | -30,099 | $900 |
| GRAYSCALE BITCOIN TR BTC |
13,788 | +13,788 | $871 |
| GBTC | 13,788 | +13,788 | $871 |
| VANGUARD STAR FDS (VXUS) |
13,829 | +5,700 | $834 |
| VXUS | 13,829 | +5,700 | $834 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
2,018 | -210 | $803 |
| DIA | 2,018 | -210 | $803 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
4,389 | +107 | $802 |
| QQQM | 4,389 | +107 | $802 |
| ISHARES TR (IWF) |
2,371 | +166 | $799 |
| IWF | 2,371 | +166 | $799 |
| SCHWAB STRATEGIC TR |
9,458 | +1 | $763 |
| SCHD | 9,458 | +1 | $763 |
| FIDELITY COMWLTH TR |
11,605 | UNCH | $747 |
| ONEQ | 11,605 | UNCH | $747 |
| ISHARES TR (IWO) |
2,547 | +2,547 | $690 |
| IWO | 2,547 | +2,547 | $690 |
See Full List: All Stocks Held By Strategies Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Strategies Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $649,980 At 12/31/2023: $585,444 Strategies Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategies Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
