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Asset Manager ← All Institutions

Stratos Wealth Partners, LTD.

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

Q4 2025 · Filed 2026-01-20
Market Value
$8.8B
+4.3%
Holdings
1,645
+66
New Purchases
119
Added To
776
Closed
85
Reduced
606
Top 10 Concentration
22.1%
Turnover
12.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AKRE 0.38% 0.00% +0.38% $34M
IEMG 1.14% 0.89% +0.25% $101M
GOOGL 1.17% 0.92% +0.25% $103M
SPLG 1.14% 0.90% +0.23% $100M
UCON 0.20% 0.01% +0.18% $17M
IBDS 0.15% 0.02% +0.14% $14M
GCOW 0.14% 0.01% +0.12% $12M
IBTJ 0.12% 0.01% +0.11% $11M
AAPL 3.40% 3.29% +0.11% $300M
GOOG 0.71% 0.61% +0.09% $62M
IEF 0.11% 0.01% +0.09% $9M
SPMB 0.19% 0.10% +0.09% $17M
FALN 0.09% 0.00% +0.09% $8M
TSLA 0.59% 0.50% +0.09% $52M
HGER 0.08% 0.00% +0.08% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBDQ 0.00% 0.39% -0.39% $0
VXF 0.87% 1.16% -0.29% $77M
SHY 0.03% 0.24% -0.20% $3M
MSFT 2.05% 2.25% -0.20% $181M
ORCL 0.23% 0.38% -0.15% $20M
SPTS 0.04% 0.17% -0.13% $4M
HD 0.41% 0.53% -0.12% $36M
SPSB 0.04% 0.15% -0.11% $3M
FIBR 0.01% 0.11% -0.10% $1M
NVDA 2.88% 2.98% -0.10% $255M
META 0.87% 0.96% -0.09% $77M
XMHQ 0.08% 0.16% -0.08% $7M
VOO 2.65% 2.73% -0.08% $234M
DGRW 0.14% 0.20% -0.07% $12M
COST 0.54% 0.61% -0.07% $48M

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 79 $3.3B 37.1%
Large Cap 691 $3.9B 43.9%
Mid Cap 389 $1.1B 12.0%
Small Cap 373 $540M 6.1%
Micro Cap 113 $83M 0.9%

Portfolio Analytics

Avg Market Cap
$60.7B
Median Market Cap
$8.4B
Avg P/E
33.6
Median P/E
22.5
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
760
# ETFs / Funds
885

Top Holdings (1,645 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.40% 1,103,868 $300M $271.86 $21M +8,580 +0.8%
2 NVDA 2.88% 1,365,283 $255M $186.50 $2M +11,961 +0.9%
3 SPY 2.71% 350,712 $239M $681.92 $16M +15,862 +4.7%
4 IVV 2.66% 342,723 $235M $684.94 $8M +3,408 +1.0%
5 VOO 2.65% 372,650 $234M $627.13 $3M -4,223 -1.1%
6 MSFT 2.05% 374,629 $181M $483.62 -$10M +6,426 +1.8%
7 AMZN 1.63% 624,110 $144M $230.82 $8M +3,190 +0.5%
8 QQQ 1.61% 231,510 $142M $614.31 $7M +6,143 +2.7%
9 BND 1.31% 1,566,678 $116M $74.07 $3M +52,937 +3.5%
10 GOOGL 1.17% 329,150 $103M $313.00 $25M +10,200 +3.2%
11 IEMG 1.14% 1,501,986 $101M $67.22 $26M +358,595 +31.4%
12 IDEV 1.14% 1,220,417 $101M $82.48 $2M -8,614 -0.7%
13 SPLG 1.14% 1,249,128 $100M $80.22 $24M +274,020 +28.1%
14 VYM 1.04% 639,184 $92M $143.52 $598K -7,413 -1.1%
15 VTI 0.90% 236,329 $79M $335.27 -$674K -7,169 -2.9%
16 AVGO 0.90% 228,844 $79M $346.10 $6M +7,056 +3.2%
17 SPTM 0.89% 949,168 $78M $82.50 $3M +13,183 +1.4%
18 META 0.87% 116,773 $77M $660.09 -$4M +5,984 +5.4%
19 VXF 0.87% 367,584 $77M $209.12 -$21M -100,752 -21.5%
20 JPM 0.86% 235,593 $76M $322.22 $8M +19,009 +8.8%
21 IJH 0.80% 1,068,771 $71M $66.00 -$3M -53,945 -4.8%
22 DYNF 0.78% 1,127,752 $69M $60.81 $9M +114,484 +11.3%
23 RECS 0.76% 1,632,519 $67M $40.84 $4M +84,225 +5.4%
24 RSP 0.75% 346,769 $66M $191.56 $528K -618 -0.2%
25 GOOG 0.71% 198,322 $62M $313.80 $11M -13,820 -6.5%
26 SPDW 0.61% 1,211,625 $54M $44.41 $3M +25,172 +2.1%
27 IJR 0.60% 439,416 $53M $120.18 -$1M -13,645 -3.0%
28 TSLA 0.59% 115,234 $52M $449.72 $10M +20,081 +21.1%
29 IVW 0.58% 413,008 $51M $123.26 $2M +10,366 +2.6%
30 SPHQ 0.55% 641,159 $48M $75.05 $3M +19,536 +3.1%
31 COST 0.54% 55,526 $48M $862.35 -$4M -418 -0.8%
32 VT 0.52% 324,300 $46M $141.06 $5M +29,341 +9.9%
33 QDPL 0.50% 1,040,303 $44M $42.48 $2M +23,506 +2.3%
34 QQQM 0.50% 172,865 $44M $252.92 $4M +11,662 +7.2%
35 JGRO 0.49% 467,447 $43M $92.80 -$660K -2,306 -0.5%
36 BRK-B 0.46% 81,295 $41M $502.65 -$962K -1,899 -2.3%
37 ABBV 0.46% 176,006 $40M $228.49 -$1M -2,260 -1.3%
38 SPYG 0.45% 371,105 $40M $106.70 -$4M -48,223 -11.5%
39 RDVY 0.42% 539,821 $38M $69.47 $3M +27,047 +5.3%
40 PLTR 0.41% 204,271 $36M $177.75 -$3M -9,647 -4.5%
41 HD 0.41% 105,473 $36M $344.10 -$9M -5,330 -4.8%
42 BINC 0.40% 669,043 $35M $52.77 $7M +128,457 +23.8%
43 AKRE 0.38% 514,305 $34M $65.51 +514,305 NEW
44 XOM 0.38% 276,032 $33M $120.34 $2M +2,669 +1.0%
45 DLN 0.37% 367,569 $32M $88.08 $473K +1,001 +0.3%
46 IEFA 0.37% 360,462 $32M $89.46 -$511K -14,725 -3.9%
47 IVE 0.36% 151,922 $32M $212.07 $1M +1,962 +1.3%
48 DGRO 0.36% 462,983 $32M $69.42 $121K -7,334 -1.6%
49 PWZ 0.36% 1,317,528 $32M $24.16 $666K +14,616 +1.1%
50 HWM 0.36% 153,814 $32M $205.02 $1M -75 -0.1%
51 IAU 0.35% 381,987 $31M $81.17 $2M -17,954 -4.5%
52 IWM 0.35% 124,426 $31M $246.16 $5M +16,829 +15.6%
53 MCD 0.34% 98,782 $30M $305.63 -$934K -3,640 -3.5%
54 VUG 0.34% 60,886 $30M $487.87 $2M +3,469 +6.0%
55 QUAL 0.34% 149,224 $30M $198.62 -$4M -21,908 -12.8%
56 IYW 0.33% 147,418 $29M $199.68 -$5M -26,321 -15.2%
57 LLY 0.33% 27,044 $29M $1,074.70 $4M -5,266 -16.3%
58 APH 0.33% 214,896 $29M $135.14 $1M -8,058 -3.6%
59 VTV 0.33% 152,005 $29M $190.99 $2M +9,307 +6.5%
60 SCHD 0.32% 1,043,579 $29M $27.43 $895K +27,812 +2.7%
61 XLK 0.32% 195,803 $28M $143.97 -$3M +84,851 +76.5%
62 GLD 0.32% 70,745 $28M $396.31 $4M +4,367 +6.6%
63 MUB 0.32% 259,988 $28M $107.11 $3M +31,052 +13.6%
64 VXUS 0.31% 366,572 $28M $75.44 $45K -9,269 -2.5%
65 JQUA 0.31% 430,511 $27M $63.18 -$4M -59,902 -12.2%
66 VIG 0.30% 120,020 $26M $219.78 $290K -873 -0.7%
67 VGT 0.29% 34,055 $26M $753.80 $16K -305 -0.9%
68 XLG 0.29% 431,108 $26M $59.28 -$3M -71,191 -14.2%
69 JNJ 0.29% 123,240 $26M $206.95 $2M -1,880 -1.5%
70 IBDR 0.29% 1,039,454 $25M $24.23 $3M +125,413 +13.7%
71 JAAA 0.28% 482,248 $24M $50.58 -$2M -41,293 -7.9%
72 JPEF 0.27% 319,251 $24M $74.69 $798K +8,196 +2.6%
73 SPMO 0.27% 199,635 $24M $119.32 $4M +34,584 +20.9%
74 WMT 0.27% 212,144 $24M $111.41 $2M +3,674 +1.8%
75 IBTH 0.26% 1,017,505 $23M $22.47 $146K +8,757 +0.9%
76 USMV 0.26% 241,476 $23M $94.16 $273K +5,354 +2.3%
77 PAVE 0.26% 473,975 $23M $47.79 -$3M -69,436 -12.8%
78 PH 0.25% 24,970 $22M $878.98 $4M +840 +3.5%
79 IBTI 0.25% 976,973 $22M $22.37 $300K +14,281 +1.5%
80 IWR 0.24% 219,897 $21M $96.27 $570K +6,540 +3.1%
81 PG 0.24% 147,271 $21M $143.31 -$2M -495 -0.3%
82 MRK 0.23% 196,716 $21M $105.26 $5M +6,291 +3.3%
83 QCOM 0.23% 120,367 $21M $171.05 -$280K -5,076 -4.0%
84 ORCL 0.23% 104,525 $20M $194.91 -$11M -8,722 -7.7%
85 CLS 0.23% 68,539 $20M $295.61 $3M +291 +0.4%
86 SPYV 0.23% 352,016 $20M $56.81 $2M +20,011 +6.0%
87 AGG 0.22% 198,581 $20M $99.88 $995K +10,655 +5.7%
88 PFF 0.22% 639,734 $20M $30.96 $2M +64,669 +11.2%
89 V 0.22% 55,915 $20M $350.71 -$359K -2,580 -4.4%
90 JPST 0.22% 386,935 $20M $50.59 $593K +12,757 +3.4%
91 VEA 0.22% 310,376 $19M $62.47 -$48K -14,004 -4.3%
92 LRCX 0.22% 112,515 $19M $171.18 $4M +984 +0.9%
93 APP 0.21% 28,104 $19M $673.82 -$1M +273 +1.0%
94 VHT 0.21% 65,639 $19M $287.85 $508K -5,185 -7.3%
95 IBM 0.21% 63,328 $19M $296.21 $1M +518 +0.8%
96 ACN 0.20% 66,958 $18M $268.30 $695K -3,072 -4.4%
97 BUFR 0.20% 520,042 $18M $34.26 $1M +16,859 +3.4%
98 BOND 0.20% 191,060 $18M $93.08 $1M +16,544 +9.5%
99 IWY 0.20% 62,861 $17M $276.94 $4M +15,612 +33.0%
100 UCON 0.20% 688,132 $17M $25.17 $16M +643,418 +1439.0%

New Positions

SymbolValue% Port
AKRE $34M 0.38%
FALN $8M 0.09%
TRFK $3M 0.03%
MXI $3M 0.03%
IREN $2M 0.02%
IVLU $2M 0.02%
NAKA $2M 0.02%
TOTB.DE $1M 0.02%
VUSB $1M 0.01%
FLY $1M 0.01%
TXT $1M 0.01%
QDVO $996K 0.01%
PXH $957K 0.01%
VBIL $955K 0.01%
MMIT $955K 0.01%

Sold Out Positions

SymbolValue% Port
AVB —%
RH —%
ACHR —%
QXO —%
HIMS —%
BAX —%
DEA —%
RJF —%
LEU —%
EPR —%
ACM —%
STWD —%
MP —%
UHAL-B —%
HPQ —%
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