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Stratos Wealth Partners, LTD.
CIK:0001612865
Investment Adviser
$7B AUM
1,418 holdings
Beachwood, OH, USA
Stratos Wealth Partners provides financial guidance and wealth management services to help clients achieve financial freedom. They offer comprehensive financial planning, investment management, retirement planning, risk management, and more.
Latest 13F Filing Activity
Stratos Wealth Partners, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 1,408 equity positions with a total 13F market value of $7B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Vanguard Intl Equity Index F among other positions. Stratos Wealth Partners, LTD. reduced exposure to Ishares TR, SPDR Series Trust, RBB FD Inc. among others.
Top Holdings
Equity Positions (1,408)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 2.91% | $215.1M | 1,048,467 | $90.80 | $205.17 | -$7.8M |
S SPY | SPDR S&P 500 ETF TR | 2.84% | $210.4M | 340,556 | $293.00 | $617.85 | +$22.0M |
V VOO | VANGUARD INDEX FDS | 2.82% | $208.4M | 366,921 | $244.42 | $568.03 | -$2.0M |
N NVDA | NVIDIA CORPORATION | 2.80% | $206.9M | 1,309,696 | $47.74 | $157.99 | +$86.5M |
I IVV | ISHARES TR | 2.70% | $199.6M | 321,519 | $424.74 | $620.90 | +$27.4M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+4.7%
SERVICES-PREPACKAGED SOFTWARE
+3.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.4%
ELECTRONIC COMPUTERS
+3.3%
PHARMACEUTICAL PREPARATIONS
+1.9%
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