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Asset Manager ← All Institutions

Stratos Wealth Partners, LTD.

3750 PARK EAST DRIVE, BEACHWOOD, OH 44122 • 440-505-5620

Q2 2025 · Filed 2025-07-29
Market Value
$7.4B
+12.6%
Holdings
1,475
-18
New Purchases
132
Added To
655
Closed
77
Reduced
571
Top 10 Concentration
22.4%
Turnover
14.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.80% 1.83% +0.97% $207M
MSFT 2.31% 1.85% +0.45% $170M
VT 0.44% 0.05% +0.40% $33M
AVGO 0.79% 0.49% +0.31% $59M
SHY 0.26% 0.05% +0.21% $20M
SPMO 0.24% 0.02% +0.21% $17M
SPDW 0.72% 0.56% +0.16% $53M
META 1.01% 0.85% +0.16% $75M
AMZN 1.77% 1.61% +0.16% $131M
PLTR 0.40% 0.25% +0.15% $30M
GSST 0.17% 0.02% +0.15% $13M
IGSB 0.19% 0.04% +0.15% $14M
PFF 0.20% 0.06% +0.14% $15M
QQQM 0.27% 0.13% +0.14% $20M
SPTI 0.14% 0.02% +0.12% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.91% 3.40% -0.48% $215M
VOO 2.82% 3.21% -0.39% $208M
IEI 0.02% 0.23% -0.21% $1M
SPHQ 0.51% 0.71% -0.20% $38M
TIPX 0.03% 0.22% -0.19% $3M
TBIL 0.18% 0.35% -0.17% $13M
SPLG 0.94% 1.10% -0.17% $69M
GLD 0.30% 0.46% -0.15% $22M
IDEV 1.23% 1.38% -0.15% $91M
BUFR 0.23% 0.35% -0.12% $17M
RSP 0.84% 0.96% -0.12% $62M
VXF 1.23% 1.35% -0.11% $91M
IBDQ 0.45% 0.55% -0.10% $33M
BCX 0.00% 0.10% -0.10% $139K
SJNK 0.02% 0.12% -0.10% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 66.7%
Technology 12.8%
Industrials 4.4%
Consumer Cyclical 3.7%
Communication Services 3.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $2.7B 36.6%
Large Cap 648 $3.3B 44.5%
Mid Cap 340 $877M 11.9%
Small Cap 310 $448M 6.1%
Micro Cap 100 $72M 1.0%

Portfolio Analytics

Avg Market Cap
$66.0B
Median Market Cap
$9.5B
Avg P/E
32.8
Median P/E
22.2
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
686
# ETFs / Funds
789

Top Holdings (1,475 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 2.91% 1,048,467 $215M $205.17 -$8M +45,103 +4.5%
2 SPY 2.85% 340,556 $210M $617.85 $22M +3,688 +1.1%
3 VOO 2.82% 366,921 $208M $568.03 -$2M -42,597 -10.4%
4 NVDA 2.80% 1,309,696 $207M $157.99 $87M +199,041 +17.9%
5 IVV 2.70% 321,519 $200M $620.90 $27M +15,013 +4.9%
6 MSFT 2.31% 342,309 $170M $497.41 $49M +18,575 +5.7%
7 AMZN 1.77% 595,069 $131M $219.39 $25M +39,101 +7.0%
8 QQQ 1.51% 202,542 $112M $551.64 $20M +6,501 +3.3%
9 BND 1.45% 1,454,766 $107M $73.63 $7M +97,300 +7.2%
10 VXF 1.23% 472,941 $91M $192.71 $3M -40,157 -7.8%
11 IDEV 1.23% 1,196,326 $91M $76.04 $398K -118,389 -9.0%
12 VYM 1.17% 646,359 $86M $133.31 $5M +19,582 +3.1%
13 META 1.01% 101,297 $75M $738.09 $19M +4,028 +4.1%
14 SPLG 0.94% 950,174 $69M $72.69 -$3M -149,350 -13.6%
15 IJH 0.92% 1,090,149 $68M $62.02 $3M -16,841 -1.5%
16 VTI 0.91% 221,449 $67M $303.93 $7M +3,146 +1.4%
17 RSP 0.84% 342,628 $62M $181.74 -$702K -20,884 -5.8%
18 IEMG 0.83% 1,025,631 $62M $60.03 $8M +36,694 +3.7%
19 SPTM 0.83% 820,469 $61M $74.89 $7M +21,812 +2.7%
20 JPM 0.80% 204,079 $59M $289.91 $10M +4,211 +2.1%
21 AVGO 0.79% 212,859 $59M $275.65 $27M +21,427 +11.2%
22 RECS 0.75% 1,511,634 $56M $36.79 $5M -17,940 -1.2%
23 GOOGL 0.73% 307,067 $54M $176.23 $6M -4,116 -1.3%
24 SPDW 0.72% 1,318,472 $53M $40.49 $16M +302,913 +29.8%
25 COST 0.70% 52,282 $52M $989.95 $3M +774 +1.5%
26 IJR 0.68% 457,114 $50M $109.29 $910K -11,928 -2.5%
27 DYNF 0.62% 836,476 $46M $54.46 $5M +8,883 +1.1%
28 PWZ 0.58% 1,830,367 $43M $23.34 -$43K +37,325 +2.1%
29 JGRO 0.56% 477,584 $41M $86.07 $8M +34,487 +7.8%
30 QDPL 0.55% 1,036,464 $41M $39.46 $2M -15,500 -1.5%
31 HD 0.52% 104,844 $38M $366.64 $829K +2,220 +2.2%
32 IYW 0.52% 221,650 $38M $173.27 $10M +19,039 +9.4%
33 BRK-B 0.51% 78,218 $38M $485.78 -$1M +4,615 +6.3%
34 SPHQ 0.51% 531,359 $38M $71.26 -$9M -174,768 -24.8%
35 QUAL 0.51% 206,297 $38M $182.82 $1M -8,540 -4.0%
36 GOOG 0.48% 198,786 $35M $177.39 $5M +4,787 +2.5%
37 IBDQ 0.45% 1,307,475 $33M $25.18 -$3M -121,100 -8.5%
38 BINC 0.45% 622,240 $33M $52.84 $9M +172,687 +38.4%
39 VT 0.44% 254,422 $33M $128.52 $30M +227,712 +852.5%
40 DGRO 0.44% 509,195 $33M $63.94 $527K -9,270 -1.8%
41 IVW 0.43% 291,567 $32M $110.10 $5M +3,285 +1.1%
42 ABBV 0.42% 167,920 $31M $185.62 -$3M +4,820 +3.0%
43 SPYG 0.42% 325,460 $31M $95.32 $7M +21,315 +7.0%
44 IEFA 0.41% 364,750 $30M $83.48 $2M -8,796 -2.4%
45 RDVY 0.41% 481,513 $30M $62.74 $2M +5,280 +1.1%
46 PLTR 0.40% 217,749 $30M $136.32 $13M +25,202 +13.1%
47 MCD 0.40% 101,057 $30M $292.17 -$2M +1,155 +1.2%
48 TSLA 0.39% 91,690 $29M $317.66 $7M +4,926 +5.7%
49 JQUA 0.39% 483,371 $29M $60.05 $3M +15,261 +3.3%
50 DLN 0.39% 352,065 $29M $82.14 -$2M -32,038 -8.3%
51 XOM 0.37% 255,909 $28M $107.80 -$3M -854 -0.3%
52 IVE 0.36% 137,931 $27M $195.42 $1M +3,717 +2.8%
53 PG 0.36% 167,345 $27M $159.32 -$2M -2,261 -1.3%
54 SCHD 0.35% 978,581 $26M $26.50 -$2M -37,277 -3.7%
55 JAAA 0.34% 499,946 $25M $50.75 -$203K -4,388 -0.9%
56 XLG 0.34% 477,772 $25M $52.10 $7M +83,579 +21.2%
57 MUB 0.33% 236,356 $25M $104.48 -$1M -10,923 -4.4%
58 LLY 0.33% 31,127 $24M $779.55 -$2M -1,255 -3.9%
59 PAVE 0.33% 556,136 $24M $43.58 $8M +115,830 +26.3%
60 HWM 0.32% 127,932 $24M $186.13 $7M -18 -0.0%
61 XLK 0.32% 93,556 $24M $253.23 $3M -7,424 -7.3%
62 VIG 0.32% 115,054 $24M $204.67 $4M +14,283 +14.2%
63 VGT 0.32% 35,133 $23M $663.29 $2M -3,331 -8.7%
64 IWM 0.32% 107,883 $23M $215.79 $957K -4,019 -3.6%
65 USMV 0.31% 240,616 $23M $93.87 -$2M -23,754 -9.0%
66 GLD 0.30% 73,151 $22M $304.83 -$8M -30,556 -29.5%
67 JPEF 0.30% 314,949 $22M $70.14 $3M +9,633 +3.2%
68 VTV 0.30% 124,364 $22M $176.74 $3M +14,371 +13.1%
69 VUG 0.30% 49,859 $22M $438.40 $6M +7,216 +16.9%
70 ORCL 0.29% 99,401 $22M $218.63 $8M -1,864 -1.8%
71 APH 0.29% 219,769 $22M $98.75 $7M -7,967 -3.5%
72 IBTH 0.29% 958,118 $22M $22.49 -$2M -81,475 -7.8%
73 IBDR 0.29% 876,917 $21M $24.25 -$2M -69,276 -7.3%
74 ACN 0.28% 69,631 $21M $298.89 $3M +12,182 +21.2%
75 IBTI 0.28% 920,066 $21M $22.36 -$2M -76,904 -7.7%
76 VXUS 0.28% 297,053 $21M $69.09 $3M +18,082 +6.5%
77 COWZ 0.27% 368,208 $20M $55.10 $382K +4,688 +1.3%
78 QQQM 0.27% 88,221 $20M $227.10 $11M +43,248 +96.2%
79 NFLX 0.26% 14,582 $20M $1,339.15 $7M +1,156 +8.6%
80 SHY 0.26% 235,553 $20M $82.86 $16M +194,246 +470.2%
81 IBM 0.26% 64,471 $19M $294.78 $4M +3,843 +6.3%
82 QCOM 0.26% 118,995 $19M $159.26 $837K +1,074 +0.9%
83 WMT 0.26% 192,686 $19M $97.78 $2M +4,924 +2.6%
84 V 0.25% 52,326 $19M $355.05 $1M +2,312 +4.6%
85 VHT 0.25% 74,037 $18M $248.34 -$2M -2,488 -3.2%
86 IWR 0.25% 198,673 $18M $91.97 $868K -5,907 -2.9%
87 ADP 0.24% 58,287 $18M $308.40 $572K +1,326 +2.3%
88 AGG 0.24% 176,204 $17M $99.20 -$8K -581 -0.3%
89 SPMO 0.24% 154,539 $17M $112.47 $16M +137,919 +829.8%
90 BUFR 0.23% 540,585 $17M $31.80 -$6M -231,683 -30.0%
91 PH 0.22% 23,781 $17M $698.47 $4M +3,353 +16.4%
92 PZA 0.22% 740,392 $17M $22.39 $603K +47,050 +6.8%
93 PGR 0.22% 62,069 $17M $266.86 -$1M -164 -0.3%
94 RSG 0.22% 65,747 $16M $246.61 $382K +370 +0.6%
95 JNJ 0.22% 105,914 $16M $152.75 -$2M -2,588 -2.4%
96 SPYV 0.22% 308,853 $16M $52.34 -$942K -26,120 -7.8%
97 DGRW 0.22% 191,060 $16M $83.74 $1M +6,560 +3.6%
98 IWF 0.22% 37,458 $16M $424.59 $1M -3,012 -7.4%
99 JPST 0.21% 312,670 $16M $50.68 $6M +119,077 +61.5%
100 VEA 0.21% 275,685 $16M $57.01 -$813K -49,512 -15.2%

New Positions

SymbolValue% Port
GNMA $9M 0.12%
THRO $8M 0.10%
IEV $5M 0.07%
WDIV $5M 0.06%
SPIP $4M 0.05%
VLU $3M 0.04%
DTCR $3M 0.03%
OBIL $2M 0.03%
RDDT $1M 0.02%
HDB $1M 0.02%
MFDX $1M 0.02%
CGMS $1M 0.02%
CRWV $1M 0.01%
SYFI $1M 0.01%
RKLB $989K 0.01%

Sold Out Positions

SymbolValue% Port
AVB —%
ALB —%
PAM —%
WMS —%
QSR —%
AM —%
HAL —%
FNF —%
FTV —%
IEX —%
SSD —%
INFY —%
CNC —%
HLN —%
MHO —%
View SEC EDGAR Filings for Stratos Wealth Partners, LTD. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms