Stratos Wealth Advisors, LLC

données du 30/09/2025

Capitalisation

$ 2.081 B 9.77 %

Période de détention moyenne

12 ans

Performance

$ 730.060 M 80.13 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Stratos Wealth Advisors, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TR 3.70% 77.001 M $ 115586 2018/12/31 5.896 M $ 7.82 %
2025/09/30 NVDA NVIDIA CORPORATION 2.99% 62.146 M $ 333078 2020/09/30 9.677 M $ 18.10 %
2025/09/30 AAPL APPLE INC 2.87% 59.685 M $ 234399 2018/12/31 9.829 M $ 24.11 %
2025/09/30 VOO VANGUARD INDEX FDS 1.67% 34.667 M $ 56609 2018/12/31 2.274 M $ 7.81 %
2025/09/30 IBTG ISHARES TR 1.64% 34.035 M $ 1482998 2024/09/30 10.153 K $ 0.09 %
2025/09/30 SGOV ISHARES TR 1.50% 31.220 M $ 310030 2023/03/31 2.338 K $ 0.01 %
2025/09/30 AMZN AMAZON COM INC 1.45% 30.271 M $ 137864 2018/12/31 23.673 K $ 0.08 %
2025/09/30 MSFT MICROSOFT CORP 1.39% 28.929 M $ 55852 2018/12/31 1.116 M $ 4.13 %
2025/09/30 META META PLATFORMS INC 1.37% 28.560 M $ 38889 2018/12/31 -145.101 K $ -0.50 %
2025/09/30 VUG VANGUARD INDEX FDS 1.31% 27.348 M $ 57020 2018/12/31 2.427 M $ 9.40 %
2025/09/30 SPTI SPDR SERIES TRUST 1.30% 27.034 M $ 935426 2023/06/30 113.844 K $ 0.45 %
2025/09/30 QQQ INVESCO QQQ TR 1.26% 26.146 M $ 43550 2023/12/31 2.026 M $ 8.83 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 1.19% 24.800 M $ 413133 2020/09/30 85.128 K $ 0.37 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 1.14% 23.718 M $ 743274 2018/12/31 2.070 M $ 9.24 %
2025/09/30 VO VANGUARD INDEX FDS 1.14% 23.672 M $ 80589 2020/12/31 1.115 M $ 4.97 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 1.10% 22.971 M $ 390324 2020/12/31 26.281 K $ 0.12 %
2025/09/30 GLD SPDR GOLD TR 0.99% 20.604 M $ 57961 2018/12/31 2.900 M $ 16.61 %
2025/09/30 BX BLACKSTONE INC 0.92% 19.080 M $ 111677 2022/12/31 2.355 M $ 14.22 %
2025/09/30 IVV ISHARES TR 0.90% 18.802 M $ 28092 2018/12/31 1.398 M $ 7.79 %
2025/09/30 AGG ISHARES TR 0.87% 18.068 M $ 180226 2019/09/30 173.822 K $ 1.06 %
2025/09/30 IWD ISHARES TR 0.86% 17.907 M $ 87955 2021/03/31 828.481 K $ 4.82 %
2025/09/30 GOOGL ALPHABET INC 0.85% 17.699 M $ 72806 2018/12/31 4.257 M $ 37.94 %
2025/09/30 SCHO SCHWAB STRATEGIC TR 0.83% 17.229 M $ 706122 2019/03/31 21.365 K $ 0.08 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 0.82% 17.056 M $ 123771 2024/06/30 1.180 M $ 7.22 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.81% 16.845 M $ 53404 2018/12/31 1.322 M $ 8.80 %
2025/09/30 GOOG ALPHABET INC 0.80% 16.578 M $ 68069 2018/12/31 4.600 M $ 37.30 %
2025/09/30 VTI VANGUARD INDEX FDS 0.79% 16.372 M $ 49889 2018/12/31 1.130 M $ 7.98 %
2025/09/30 IWM ISHARES TR 0.75% 15.556 M $ 64289 2018/12/31 1.690 M $ 12.13 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.73% 15.092 M $ 79556 2023/09/30 621.843 K $ 4.38 %
2025/09/30 QINT AMERICAN CENTY ETF TR 0.66% 13.795 M $ 224851 2025/03/31 709.683 K $ 5.32 %
2025/09/30 COWZ PACER FDS TR 0.63% 13.163 M $ 229037 2022/06/30 511.088 K $ 4.30 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.63% 13.145 M $ 184187 2024/03/31 784.540 K $ 6.17 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.63% 13.022 M $ 14067 2020/06/30 -879.567 K $ -6.50 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.62% 12.831 M $ 25522 2018/12/31 407.381 K $ 3.49 %
2025/09/30 SPTL SPDR SERIES TRUST 0.61% 12.716 M $ 471850 2024/06/30 112.439 K $ 1.39 %
2025/09/30 V VISA INC 0.61% 12.687 M $ 37164 2018/12/31 -503.233 K $ -3.85 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.60% 12.544 M $ 61604 2023/06/30 -49.987 K $ -0.50 %
2025/09/30 RDVY FIRST TR EXCHANGE TRADED FD 0.59% 12.204 M $ 181441 2023/09/30 809.739 K $ 7.20 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.56% 11.699 M $ 25227 2018/12/31 551.042 K $ 5.24 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.56% 11.593 M $ 53722 2018/12/31 610.210 K $ 5.43 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.53% 11.106 M $ 72279 2018/12/31 -407.701 K $ -3.56 %
2025/09/30 PSQ PROSHARES TR 0.53% 11.038 M $ 355620 2025/09/30 0.000 $ 0.00 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.52% 10.901 M $ 181933 2020/06/30 465.390 K $ 5.10 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.52% 10.875 M $ 286039 2022/03/31 705.714 K $ 7.77 %
2025/09/30 BALT INNOVATOR ETFS TRUST 0.51% 10.553 M $ 321541 2022/03/31 217.523 K $ 2.31 %
2025/09/30 IEMG ISHARES INC 0.51% 10.534 M $ 159796 2018/12/31 940.415 K $ 9.81 %
2025/09/30 VXUS VANGUARD STAR FDS 0.50% 10.373 M $ 141208 2020/09/30 554.876 K $ 6.33 %
2025/09/30 VLU SPDR SERIES TRUST 0.49% 10.134 M $ 49647 2022/03/31 595.028 K $ 6.23 %
2025/09/30 VTIP VANGUARD MALVERN FDS 0.49% 10.122 M $ 199917 2020/12/31 68.149 K $ 0.72 %
2025/09/30 RFV INVESCO EXCHANGE TRADED FD T 0.47% 9.848 M $ 76773 2023/03/31 504.300 K $ 6.11 %
2025/09/30 QGRO AMERICAN CENTY ETF TR 0.47% 9.791 M $ 85587 2022/06/30 467.359 K $ 4.84 %
2025/09/30 FBND FIDELITY MERRIMACK STR TR 0.46% 9.666 M $ 209050 2019/06/30 87.528 K $ 1.07 %
2025/09/30 VALQ AMERICAN CENTY ETF TR 0.46% 9.588 M $ 148736 2025/03/31 359.711 K $ 3.88 %
2025/09/30 DLN WISDOMTREE TR 0.45% 9.333 M $ 107234 2019/12/31 511.630 K $ 5.95 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.45% 9.269 M $ 103747 2018/12/31 429.919 K $ 5.34 %
2025/09/30 CRM SALESFORCE INC 0.45% 9.267 M $ 39100 2020/06/30 -1.225 M $ -13.09 %
2025/09/30 GLDM WORLD GOLD TR 0.44% 9.216 M $ 120546 2024/06/30 1.329 M $ 16.68 %
2025/09/30 BOND PIMCO ETF TR 0.44% 9.100 M $ 97482 2025/03/31 104.895 K $ 1.27 %
2025/09/30 XT ISHARES TR 0.44% 9.067 M $ 126029 2021/09/30 895.208 K $ 10.25 %
2025/09/30 INDA ISHARES TR 0.42% 8.752 M $ 168110 2023/03/31 -558.576 K $ -6.50 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 0.41% 8.612 M $ 169761 2020/03/31 6.754 K $ 0.10 %
2025/09/30 MLPX GLOBAL X FDS 0.41% 8.574 M $ 136732 2020/06/30 6.256 K $ 0.08 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 0.41% 8.516 M $ 305234 2019/03/31 821.204 K $ 10.28 %
2025/09/30 XLG INVESCO EXCHANGE TRADED FD T 0.41% 8.514 M $ 148021 2019/06/30 774.263 K $ 10.40 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.41% 8.512 M $ 45907 2018/12/31 420.103 K $ 21.39 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.41% 8.489 M $ 106377 2024/06/30 171.347 K $ 2.97 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.39% 8.182 M $ 351444 2018/12/31 426.363 K $ 5.34 %
2025/09/30 IJH ISHARES TR 0.39% 8.150 M $ 124890 2018/12/31 413.462 K $ 5.22 %
2025/09/30 SPYG SPDR SERIES TRUST 0.39% 8.111 M $ 77611 2020/03/31 674.886 K $ 9.64 %
2025/09/30 FEZ SPDR INDEX SHS FDS 0.38% 7.942 M $ 127845 2024/12/31 243.662 K $ 4.00 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.38% 7.886 M $ 27977 2018/12/31 792.106 K $ 11.31 %
2025/09/30 IEI ISHARES TR 0.37% 7.681 M $ 64271 2020/03/31 25.657 K $ 0.35 %
2025/09/30 EWU ISHARES TR 0.37% 7.669 M $ 182718 2020/03/31 384.414 K $ 5.66 %
2025/09/30 VB VANGUARD INDEX FDS 0.37% 7.658 M $ 30116 2021/03/31 487.998 K $ 7.30 %
2025/09/30 SCHR SCHWAB STRATEGIC TR 0.37% 7.655 M $ 304627 2022/06/30 34.224 K $ 0.40 %
2025/09/30 SPYV SPDR SERIES TRUST 0.36% 7.538 M $ 136245 2020/12/31 405.704 K $ 5.71 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.36% 7.496 M $ 30398 2021/06/30 -1.797 M $ -17.49 %
2025/09/30 FDG AMERICAN CENTY ETF TR 0.36% 7.481 M $ 62112 2025/03/31 697.889 K $ 10.23 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.36% 7.466 M $ 76210 2023/12/31 341.844 K $ 5.01 %
2025/09/30 VONE VANGUARD SCOTTSDALE FDS 0.36% 7.439 M $ 24605 2020/06/30 489.563 K $ 7.65 %
2025/09/30 VPU VANGUARD WORLD FD 0.36% 7.428 M $ 39214 2020/09/30 449.732 K $ 7.31 %
2025/09/30 TCAF T ROWE PRICE ETF INC 0.36% 7.410 M $ 196546 2023/09/30 387.393 K $ 6.86 %
2025/09/30 EWA ISHARES INC 0.33% 6.786 M $ 251346 2023/12/31 158.482 K $ 2.58 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.32% 6.736 M $ 246725 2021/03/31 188.315 K $ 3.02 %
2025/09/30 DGRO ISHARES TR 0.32% 6.722 M $ 98734 2018/12/31 454.021 K $ 6.47 %
2025/09/30 EWJ ISHARES INC 0.32% 6.668 M $ 83127 2023/06/30 403.181 K $ 6.99 %
2025/09/30 PYLD PIMCO ETF TR 0.32% 6.630 M $ 247021 2025/03/31 57.470 K $ 1.13 %
2025/09/30 DBND DOUBLELINE ETF TRUST 0.30% 6.315 M $ 135710 2025/03/31 31.775 K $ 0.63 %
2025/09/30 VOOV VANGUARD ADMIRAL FDS INC 0.30% 6.298 M $ 31571 2020/06/30 313.223 K $ 5.70 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.29% 6.052 M $ 93112 2024/09/30 312.508 K $ 6.19 %
2025/09/30 VDE VANGUARD WORLD FD 0.27% 5.686 M $ 45179 2020/12/31 298.892 K $ 5.66 %
2025/09/30 SPDW SPDR INDEX SHS FDS 0.27% 5.627 M $ 131493 2020/03/31 307.385 K $ 5.68 %
2025/09/30 FTSM FIRST TR EXCHANGE-TRADED FD 0.27% 5.611 M $ 93656 2022/12/31 2.773 K $ 0.07 %
2025/09/30 NFLX NETFLIX INC 0.27% 5.583 M $ 4657 2020/09/30 -649.312 K $ -10.47 %
2025/09/30 EWZ ISHARES INC 0.26% 5.401 M $ 174235 2025/06/30 348.839 K $ 7.45 %
2025/09/30 VTHR VANGUARD SCOTTSDALE FDS 0.26% 5.350 M $ 18179 2021/03/31 354.114 K $ 7.91 %
2025/09/30 QVAL EA SERIES TRUST 0.26% 5.344 M $ 114564 2024/06/30 293.781 K $ 6.00 %
2025/09/30 VTV VANGUARD INDEX FDS 0.26% 5.342 M $ 28643 2019/06/30 290.023 K $ 5.52 %
2025/09/30 BSMU INVESCO EXCH TRD SLF IDX FD 0.25% 5.267 M $ 240291 2025/03/31 49.594 K $ 1.95 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.25% 5.247 M $ 15011 2020/06/30 255.365 K $ 5.23 %