Stratos Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Beachwood, OH
CIK
0001707202
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 683 1,736,914 AAPL, SCHG, IVV, MSFT 13F-HR 1/24/2024 000108514624000445
Q3 2023 666 1,516,038 AAPL, SCHG, IVV, UCON 13F-HR 10/24/2023 000108514623003882
Q2 2023 622 1,411,023 AAPL, SCHG, IVV, PG 13F-HR 7/18/2023 000108514623002753
Q1 2023 597 1,299,287 AAPL, PG, SCHG, DGRO 13F-HR 4/27/2023 000108514623001919
Q4 2022 561 1,199,750 AAPL, PG, SCHG, DGRO 13F-HR 1/19/2023 000108514623000226
Q3 2022 487 950,841 SCHG, AAPL, PG, DGRO 13F-HR 10/24/2022 000108514622003555
Q2 2022 502 1,102,545 LECO, IVV, AAPL, DGRO 13F-HR 7/22/2022 000108514622002530
Q1 2022 510 1,231,659 LECO, IVV, AAPL, GLD 13F-HR 4/26/2022 000108514622001564
Q4 2021 541 1,389,048 LECO, AAPL, VUG, AGG 13F-HR 1/14/2022 000108514622000126
Q3 2021 497 1,170,505 LECO, AGG, AAPL, VEA 13F-HR 10/19/2021 000108514621002822
Q2 2021 527 1,130,163 LECO, AGG, FIXD, AAPL 13F-HR 7/19/2021 000108514621002011
Q1 2021 475 941,957 LECO, AGG, FIXD, AAPL 13F-HR 4/27/2021 000108514621001329
Q4 2020 395 725,335 LECO, AAPL, AGG, DGRO 13F-HR 1/29/2021 000108514621000363
Q3 2020 303 410,532 AAPL, SCHG, DGRO, LMBS 13F-HR 10/29/2020 000108514620002697
Q2 2020 269 326,165 DGRO, LMBS, AAPL, SCHG 13F-HR 7/28/2020 000108514620001898
Q1 2020 290 141,174 DGRO, LMBS, SCHG, AAPL 13F-HR 5/4/2020 000161286520000005
Q4 2019 161 176,299 SCHF, DGRO, SCHV, SCHG 13F-HR 1/29/2020 000161286520000002
Q3 2019 246 261,369 SCHF, VIG, DGRO, SCHV 13F-HR 11/12/2019 000170720619000009
Q2 2019 232 250,696 SCHF, VIG, DGRO, SCHG 13F-HR 8/6/2019 000170720219000006
Q1 2019 214 185,018 VIG, VEA, SPY, AAPL 13F-HR 5/7/2019 000170720619000004
Q4 2018 185 149,874 VIG, SPY, AAPL, VEA 13F-HR 2/12/2019 000170720219000002