HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (DGRO) |
278,321 | +22,165 | $9,070 |
| DGRO | 278,321 | +22,165 | $9,070 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
172,479 | +135,441 | $8,796 |
| LMBS | 172,479 | +135,441 | $8,796 |
| SCHWAB STRATEGIC TR |
86,398 | -4,092 | $6,882 |
| SCHG | 86,398 | -4,092 | $6,882 |
| APPLE INC |
24,596 | -1,072 | $6,255 |
| AAPL | 24,596 | -1,072 | $6,255 |
| SCHWAB STRATEGIC TR |
125,812 | -29,189 | $5,570 |
| SCHV | 125,812 | -29,189 | $5,570 |
| SCHWAB STRATEGIC TR |
73,148 | -7,470 | $3,784 |
| SCHO | 73,148 | -7,470 | $3,784 |
| ISHARES TR (IVV) |
12,382 | +5,504 | $3,199 |
| IVV | 12,382 | +5,504 | $3,199 |
| ISHARES TR (IJR) |
55,099 | +6,098 | $3,092 |
| IJR | 55,099 | +6,098 | $3,092 |
| AMAZON COM INC |
1,455 | +98 | $2,837 |
| AMZN | 1,455 | +98 | $2,837 |
| SPDR S&P 500 ETF TR (SPY) |
10,861 | -45 | $2,799 |
| SPY | 10,861 | -45 | $2,799 |
| SCHWAB STRATEGIC TR |
85,982 | -287,798 | $2,222 |
| SCHF | 85,982 | -287,798 | $2,222 |
| VANGUARD INDEX FDS (VTI) |
14,925 | -7,710 | $1,924 |
| VTI | 14,925 | -7,710 | $1,924 |
| MICROSOFT CORP |
12,093 | +1,064 | $1,907 |
| MSFT | 12,093 | +1,064 | $1,907 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
17,217 | -754 | $1,780 |
| VIG | 17,217 | -754 | $1,780 |
| WISDOMTREE TR |
21,450 | +5,312 | $1,736 |
| DLN | 21,450 | +5,312 | $1,736 |
| VANGUARD WORLD FDS (VGT) |
8,187 | +1,269 | $1,735 |
| VGT | 8,187 | +1,269 | $1,735 |
| INVESCO QQQ TR |
8,386 | +652 | $1,597 |
| QQQ | 8,386 | +652 | $1,597 |
 BERKSHIRE HATHAWAY INC DEL |
$1,449 | ||
| BRK.B | 7,928 | +2,343 | $1,449 |
| MEDALLIA INC |
69,890 | +61,357 | $1,401 |
| MDLA | 69,890 | +61,357 | $1,401 |
| ISHARES TR (IEFA) |
26,602 | -3,442 | $1,327 |
| IEFA | 26,602 | -3,442 | $1,327 |
| SELECT SECTOR SPDR TR (XLK) |
16,096 | +150 | $1,294 |
| XLK | 16,096 | +150 | $1,294 |
| SPDR GOLD TRUST (GLD) |
8,228 | +6,121 | $1,218 |
| GLD | 8,228 | +6,121 | $1,218 |
| SERVICENOW INC |
4,161 | +4,161 | $1,192 |
| NOW | 4,161 | +4,161 | $1,192 |
| QUALCOMM INC |
17,138 | +924 | $1,159 |
| QCOM | 17,138 | +924 | $1,159 |
| FIRST TR EXCH TRADED FD III (FMB) |
20,865 | +3,221 | $1,128 |
| FMB | 20,865 | +3,221 | $1,128 |
| JOHNSON & JOHNSON |
8,541 | +2,100 | $1,120 |
| JNJ | 8,541 | +2,100 | $1,120 |
| FIDELITY |
21,266 | +5,266 | $1,101 |
| FBND | 21,266 | +5,266 | $1,101 |
| PROCTER & GAMBLE CO |
9,754 | +346 | $1,073 |
| PG | 9,754 | +346 | $1,073 |
| ABBOTT LABS |
13,513 | +155 | $1,066 |
| ABT | 13,513 | +155 | $1,066 |
| SPDR SER TR (MDYV) |
29,579 | -54,944 | $1,043 |
| MDYV | 29,579 | -54,944 | $1,043 |
| SELECT SECTOR SPDR TR (XLV) |
11,719 | +3,419 | $1,038 |
| XLV | 11,719 | +3,419 | $1,038 |
| ISHARES TR (ITOT) |
17,950 | +5,132 | $1,027 |
| ITOT | 17,950 | +5,132 | $1,027 |
| FIRST TR EXCHNG TRADED FD VI (DFEB) |
37,249 | +37,249 | $1,026 |
| DFEB | 37,249 | +37,249 | $1,026 |
| LATTICE STRATEGIES TR |
45,734 | +45,734 | $1,008 |
| RODM | 45,734 | +45,734 | $1,008 |
| ISHARES TR (MUB) |
8,816 | +4,842 | $996 |
| MUB | 8,816 | +4,842 | $996 |
| ISHARES INC (IEMG) |
23,284 | +7,483 | $942 |
| IEMG | 23,284 | +7,483 | $942 |
| BK OF AMERICA CORP |
44,139 | -23,071 | $937 |
| BAC | 44,139 | -23,071 | $937 |
| ISHARES TR (QUAL) |
11,080 | +7,648 | $898 |
| QUAL | 11,080 | +7,648 | $898 |
| JPMORGAN CHASE & CO |
9,892 | +3,093 | $891 |
| JPM | 9,892 | +3,093 | $891 |
| EXXON MOBIL CORP |
22,497 | +7,324 | $854 |
| XOM | 22,497 | +7,324 | $854 |
| INVESCO EXCHANGE TRADED FD T (XLG) |
4,330 | +314 | $847 |
| XLG | 4,330 | +314 | $847 |
| EVERSOURCE ENERGY |
10,693 | +8 | $836 |
| ES | 10,693 | +8 | $836 |
| ISHARES TR (USMV) |
15,323 | +5,941 | $828 |
| USMV | 15,323 | +5,941 | $828 |
| VERIZON COMMUNICATIONS INC |
15,257 | +1,396 | $820 |
| VZ | 15,257 | +1,396 | $820 |
| FACEBOOK INC |
4,889 | +1,471 | $815 |
| FB | 4,889 | +1,471 | $815 |
| AT&T INC |
27,953 | +586 | $815 |
| T | 27,953 | +586 | $815 |
| VANGUARD INDEX FDS (VOO) |
3,433 | +844 | $813 |
| VOO | 3,433 | +844 | $813 |
| PROGRESSIVE CORP OHIO |
10,599 | +1,402 | $783 |
| PGR | 10,599 | +1,402 | $783 |
| BRISTOL MYERS SQUIBB CO |
13,755 | +495 | $767 |
| BMY | 13,755 | +495 | $767 |
| VISA INC |
4,739 | +905 | $764 |
| V | 4,739 | +905 | $764 |
See Full List: All Stocks Held By Stratos Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Stratos Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2020: $141,174 At 12/31/2019: $176,299 Stratos Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stratos Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
