Stratos Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Stratos Wealth Advisors, LLC reported 707 stock positions worth $2.1 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 3.6% of the portfolio, followed by Apple (AAPL, 2.8%) and iShares Ibonds Dec 2025 Term (IBTF, 2.8%). Compared with Q3 2024, it opened 52 new positions, sold out of 73, added to 257 and reduced 359. The biggest buy was iShares Ibonds Dec 2025 Term (IBTF, shares +94%) and the biggest sale an exit from iShares Ibonds Dec 2024 Term (IBTE).
- Most Recent 13F
- Q2 2026
- Location
- BEACHWOOD, OH
- CIK
- 0001707202
- Portfolio Value
- $2.1B (Q4 2024)
- SEC Filing
- 0001085146-25-000498 ↗ filed Jan 27, 2025
Holdings Value
Holdings 707 stocks · $2.1B
| SPY SS SPDR S&P 500 ETF Trust-US | 3.56% | 126,964 | $74.4M | Add +1.3% |
| AAPL Apple Inc. | 2.85% | 237,368 | $59.4M | Reduce -9.8% |
| IBTF iShares Ibonds Dec 2025 Term | 2.80% | 2,504,474 | $58.4M | Add +94.5% |
| NVDA Nvidia Corp. | 2.15% | 334,222 | $44.9M | Reduce -2.7% |
| SGOV iShares 0-3 Month Treasury B | 2.09% | 435,615 | $43.7M | Reduce -17.9% |
| SCHG Schwab US Large-Cap Growth | 1.95% | 1,458,427 | $40.6M | Reduce -5.1% |
| IVV iShares Core S&P 500 ETF | 1.70% | 60,158 | $35.4M | Reduce -16.2% |
| AMZN Amazon.com Inc. | 1.40% | 132,852 | $29.1M | Reduce -4.9% |
| VOO Vanguard S&P 500 ETF | 1.30% | 50,263 | $27.1M | Add +4.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.27% | 64,406 | $26.4M | Reduce -24.1% |
| MSFT Microsoft Corp. | 1.24% | 61,373 | $25.9M | Reduce -4.7% |
| PG The Procter & Gamble Co. | 1.16% | 144,166 | $24.2M | Add +7.9% |
| META Meta Platforms Inc. Class A | 1.15% | 40,927 | $24.0M | Reduce -1.1% |
| VGSH Vanguard Short-Term Treasury | 1.14% | 409,623 | $23.8M | Add +2.3% |
| BX Blackstone Inc. | 0.97% | 117,360 | $20.2M | Add +0.1% |
| SCHO Schwab Short-Term US Treas | 0.95% | 827,826 | $19.9M | Reduce -22.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.91% | 71,540 | $18.9M | Reduce -7.0% |
| QUAL iShares MSCI USA Quality Fac | 0.90% | 105,276 | $18.7M | Add +2.0% |
| AGG iShares Core U.S. Aggregate | 0.88% | 190,218 | $18.4M | Add +3.7% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 380,666 | $18.2M | Reduce -5.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.87% | 62,688 | $18.2M | Add +14.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.86% | 643,940 | $18.0M | Add +1.5% |
| IWM iShares Russell 2000 ETF | 0.85% | 80,491 | $17.8M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.85% | 34,656 | $17.7M | Reduce -13.2% |
| TLT iShares 20+ Year Treasury BD | 0.82% | 196,115 | $17.1M | Add +330.1% |
| XLE SS Energy Select Sector | 0.76% | 186,108 | $15.9M | Add +8.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.75% | 171,083 | $15.6M | Add +6.5% |
| GLD SPDR Gold Shares | 0.75% | 64,380 | $15.6M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 0.71% | 61,651 | $14.8M | Reduce -3.7% |
| VT Vanguard Tot World STK ETF | 0.70% | 125,017 | $14.7M | Add +0.5% |
| VGIT Vanguard Intermediate-Term T | 0.69% | 249,992 | $14.5M | Add +7.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.69% | 319,990 | $14.5M | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 0.68% | 74,874 | $14.3M | Reduce -1.0% |
| IWD iShares Russell 1000 Value E | 0.68% | 76,897 | $14.2M | Reduce -24.9% |
| COST Costco Wholesale Corp. | 0.65% | 14,747 | $13.5M | Reduce -4.1% |
| MBB iShares MBS ETF | 0.63% | 142,993 | $13.1M | Add +13.7% |
| IVW iShares S&P 500 Growth ETF | 0.62% | 127,781 | $13.0M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 0.60% | 66,592 | $12.6M | Reduce -4.6% |
| ACN Accenture PLC Class A | 0.60% | 35,575 | $12.5M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 26,980 | $12.2M | Reduce -10.0% |
| V Visa Inc. Class A | 0.58% | 38,391 | $12.1M | Add +1.5% |
| CRM Salesforce Inc. | 0.57% | 35,640 | $11.9M | Add +1.3% |
| SCHR Schwab Intermediate-Term US | 0.56% | 483,118 | $11.7M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.53% | 63,579 | $11.1M | Add +0.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.53% | 103,054 | $11.0M | Reduce -18.8% |
| VIG Vanguard Dividend Apprec ETF | 0.50% | 53,401 | $10.5M | Reduce -7.6% |
| RDVY First Trust Rising Dividend | 0.48% | 169,913 | $10.0M | Add +3.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.48% | 73,402 | $9.9M | Add +8.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.47% | 23,293 | $9.9M | Reduce -1.9% |
| VTWO Vanguard Russell 2000 ETF | 0.47% | 110,143 | $9.8M | Add +0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.46% | 168,903 | $9.5M | Reduce -1.9% |
| XLK SS Technology Select Sector | 0.45% | 40,600 | $9.4M | Add +17.0% |
| DGRO iShares Core Dividend Growth | 0.45% | 151,992 | $9.3M | Reduce -41.1% |
| PANW Palo Alto Networks Inc. | 0.44% | 50,953 | $9.3M | Add +0.1% |
| ADBE Adobe Inc. | 0.44% | 20,665 | $9.2M | Add +0.7% |
| AVLV Avantis US Large Cap Value | 0.43% | 134,272 | $9.0M | Add +5.6% |
| XLF SS Financial Select Sector | 0.43% | 184,628 | $8.9M | Add +35.8% |
| QGRO American Century US Quality | 0.42% | 88,924 | $8.9M | Add +2.8% |
| VGLT Vanguard Long-Term Treasury | 0.41% | 155,008 | $8.6M | Reduce -36.4% |
| FTSM First Trust Enh Short Mat FD | 0.40% | 140,267 | $8.4M | Reduce -12.7% |
| VXUS Vanguard Total Intl Stock | 0.40% | 141,614 | $8.3M | Add +11.7% |
| SH Proshares Short S&P500 | 0.40% | 196,294 | $8.3M | New |
| XT Ishar Fture Exp Tech ETF-Usd | 0.39% | 137,982 | $8.2M | Reduce -33.0% |
| DLN Wisdomtree US Largecap Divid | 0.39% | 104,051 | $8.1M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 127,464 | $7.9M | Reduce -8.1% |
| MLPX Global X MLP & Energy Infras | 0.37% | 128,037 | $7.8M | Add +83.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.36% | 76,804 | $7.4M | Add +21.3% |
| INDA iShares MSCI India ETF | 0.35% | 139,140 | $7.3M | Add +22.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 102,499 | $7.2M | Reduce -34.2% |
| IVE iShares S&P 500 Value ETF | 0.34% | 37,707 | $7.2M | Reduce -2.2% |
| SSFI Day Hagan SS Fix in ETF-Usdi filed as STRATEGY SHS | 0.34% | 345,487 | $7.2M | Add +0.6% |
| RFV Invesco S&P Midcap 400 Pure | 0.34% | 59,200 | $7.2M | Add +7.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.34% | 138,725 | $7.1M | Reduce -7.3% |
| SCHF Schwab Intl Equity ETF | 0.33% | 377,640 | $7.0M | Add +5.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.33% | 139,332 | $7.0M | Reduce -3.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.32% | 132,000 | $6.8M | Add +8.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 27,844 | $6.7M | Reduce -0.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.31% | 56,038 | $6.5M | Reduce -1.1% |
| EWJ iShares MSCI Japan ETF | 0.31% | 96,482 | $6.5M | Add +22.1% |
| VPU Vanguard Utilities ETF | 0.30% | 38,160 | $6.2M | Add +53.1% |
| RWK Invesco S&P Midcap 400 Rev | 0.30% | 53,200 | $6.2M | Add +6.5% |
| REGN Regeneron Pharmaceuticals | 0.29% | 8,581 | $6.1M | Reduce -0.8% |
| EFV iShares MSCI Eafe Value ETF | 0.29% | 115,477 | $6.1M | Add +20.6% |
| VONE Vanguard Russell 1000 | 0.29% | 22,661 | $6.0M | Add +0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 35,442 | $6.0M | Reduce -1.7% |
| JEPI JPMorgan Equity Premium Inco | 0.29% | 103,441 | $6.0M | Reduce -2.1% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.28% | 140,532 | $5.9M | Add +0.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 65,742 | $5.8M | Add +0.9% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.27% | 507,888 | $5.7M | Add +2.2% |
| SCHH Schwab US REIT ETF | 0.27% | 271,461 | $5.7M | Reduce -2.7% |
| PICK iShares MSCI Global Metals & | 0.26% | 153,582 | $5.4M | New |
| AGNC AGNC Investment Corp. | 0.25% | 559,410 | $5.2M | Add +70.2% |
| NLY Annaly Capital Management Inc. | 0.24% | 275,559 | $5.0M | Add +93.2% |
| GLDM SPDR Gold Minishares Trust | 0.24% | 95,888 | $5.0M | Add +3.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.24% | 94,782 | $4.9M | Add +42.9% |
| HEQT Simplify Hedged Equity ETF | 0.24% | 167,167 | $4.9M | Add +6.3% |
| VNQ Vanguard Real Estate ETF | 0.24% | 55,267 | $4.9M | Reduce -7.9% |
| TDVG T Rowe Price Dividend Growth | 0.23% | 122,773 | $4.9M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.23% | 44,035 | $4.7M | Reduce -0.2% |
| WMT Walmart Inc. | 0.23% | 52,365 | $4.7M | Reduce -6.3% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $2.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) | PFD CV TR SEC 28 | 45,780 | $2.2M | Add +12.4% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 284 | $340K | Add +2.5% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 195 | $238K | Add +0.5% |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | NOTE 6.375% 3/0 · principal | 90,000 | $89K | No change |
Total filed on the 13F, all lines: $2.1B.
Portfolio Sells Q3 2024 → Q4 2024
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.66 |
| SGOV iShares 0-3 Month Treasury B | Reduce -17.9% | 2.09% | −0.36 |
| DGRO iShares Core Dividend Growth | Reduce -41.1% | 0.45% | −0.30 |
| VGLT Vanguard Long-Term Treasury | Reduce -36.4% | 0.41% | −0.28 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -56.2% | 0.19% | −0.27 |
| XLP SS Consumer Staples Sel Sect | Reduce -87.1% | 0.04% | −0.25 |
| SCHO Schwab Short-Term US Treas | Reduce -22.0% | 0.95% | −0.24 |
| EFA iShares MSCI Eafe ETF | Reduce -74.0% | 0.08% | −0.24 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -24.1% | 1.27% | −0.23 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -34.2% | 0.35% | −0.21 |
| IWD iShares Russell 1000 Value E | Reduce -24.9% | 0.68% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -16.2% | 1.70% | −0.21 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -33.0% | 0.39% | −0.18 |
| EWW iShares MSCI Mexico ETF | Sold out | 0.00% | −0.18 |
| GDX Vaneck Gold Miners ETF | Reduce -93.1% | 0.01% | −0.17 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -63.5% | 0.10% | −0.15 |
| IJR iShares Core S&P Small-Cap E | Reduce -44.1% | 0.19% | −0.14 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -18.8% | 0.53% | −0.13 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.13 |
| REGN Regeneron Pharmaceuticals | Reduce -0.8% | 0.29% | −0.12 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.12 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.12 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -74.4% | 0.04% | −0.12 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.12 |
| SDVY First Trust Smid Cap Rising | Reduce -65.8% | 0.06% | −0.11 |
| VGK Vanguard Ftse Europe ETF | Reduce -32.1% | 0.18% | −0.11 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.2% | 0.87% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -70.4% | 0.04% | −0.10 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -84.6% | 0.02% | −0.09 |
| LMBS First Trust Low Duration Opp | Reduce -71.2% | 0.04% | −0.09 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.08 |
| FBND Fidelity Total Bond ETF | Reduce -83.0% | 0.02% | −0.08 |
| EOG EOG Resources Inc. | Reduce -89.4% | 0.01% | −0.08 |
| PFE Pfizer Inc. | Reduce -52.5% | 0.07% | −0.08 |
| SM SM Energy Co. | Sold out | 0.00% | −0.08 |
| DDWM Wisdomtree DY Inter Eq FD-US | Reduce -65.9% | 0.04% | −0.08 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.07 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -47.7% | 0.08% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Reduce -68.0% | 0.03% | −0.07 |
| KOMP SS SPDR S&P Kensho Ne Comp | Reduce -46.7% | 0.09% | −0.07 |
| PBF PBF Energy Inc. Class A | Sold out | 0.00% | −0.06 |
| EDIV State Street SPDR S&P Emergi | Sold out | 0.00% | −0.06 |
| JNJ Johnson & Johnson | Reduce -29.0% | 0.12% | −0.06 |
| GBIL Goldman Sachs Access Treasur | Reduce -40.0% | 0.10% | −0.06 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -73.3% | 0.02% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -50.9% | 0.05% | −0.06 |
| SCHQ Schwab Long-Term US Treasury | Reduce -47.5% | 0.05% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -40.3% | 0.09% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -32.8% | 0.12% | −0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -77.2% | 0.02% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| IBTF iShares Ibonds Dec 2025 Term | Add +94.5% | 2.80% | +1.41 |
| TLT iShares 20+ Year Treasury BD | Add +330.1% | 0.82% | +0.62 |
| SH Proshares Short S&P500 | New | 0.40% | +0.40 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 3.56% | +0.26 |
| PICK iShares MSCI Global Metals & | New | 0.26% | +0.26 |
| FEZ State Street SPDR Euro Stoxx | New | 0.21% | +0.21 |
| MLPX Global X MLP & Energy Infras | Add +83.0% | 0.37% | +0.20 |
| BLK BlackRock Inc. | New | 0.17% | +0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.6% | 0.87% | +0.16 |
| BX Blackstone Inc. | Add +0.1% | 0.97% | +0.14 |
| XLF SS Financial Select Sector | Add +35.8% | 0.43% | +0.14 |
| MTUM iShares MSCI USA Momentum Fa | Add +177.9% | 0.22% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +4.7% | 1.30% | +0.13 |
| CRM Salesforce Inc. | Add +1.3% | 0.57% | +0.13 |
| NLY Annaly Capital Management Inc. | Add +93.2% | 0.24% | +0.11 |
| V Visa Inc. Class A | Add +1.5% | 0.58% | +0.10 |
| VPU Vanguard Utilities ETF | Add +53.1% | 0.30% | +0.10 |
| PG The Procter & Gamble Co. | Add +7.9% | 1.16% | +0.10 |
| XLK SS Technology Select Sector | Add +17.0% | 0.45% | +0.09 |
| AGNC AGNC Investment Corp. | Add +70.2% | 0.25% | +0.09 |
| MBB iShares MBS ETF | Add +13.7% | 0.63% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +42.9% | 0.24% | +0.07 |
| TSLA Tesla Inc. | Add +5.2% | 0.18% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +6.5% | 0.75% | +0.07 |
| XLE SS Energy Select Sector | Add +8.2% | 0.76% | +0.07 |
| MAT Mattel Inc. | New | 0.07% | +0.07 |
| QGRO American Century US Quality | Add +2.8% | 0.42% | +0.06 |
| VGSH Vanguard Short-Term Treasury | Add +2.3% | 1.14% | +0.06 |
| ZM Zoom Communications Inc. | New | 0.06% | +0.06 |
| XLY SS Consumer Disc Select Sect | Add +24.0% | 0.18% | +0.05 |
| DOCU Docusign Inc. | New | 0.05% | +0.05 |
| RPV Invesco S&P 500 Pure Value E | New | 0.05% | +0.05 |
| DDOG Datadog Inc. Class A | New | 0.05% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +81.1% | 0.11% | +0.05 |
| EWJ iShares MSCI Japan ETF | Add +22.1% | 0.31% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +7.5% | 0.69% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +2.0% | 0.90% | +0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +8.7% | 0.32% | +0.05 |
| NFLX Netflix Inc. | Add +1.6% | 0.19% | +0.05 |
| TCAF T Rowe PRC Cap Appreciation | Add +24.3% | 0.20% | +0.05 |
| AVLV Avantis US Large Cap Value | Add +5.6% | 0.43% | +0.05 |
| RING iShares MSCI Global Gold Min | New | 0.05% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +0.1% | 0.44% | +0.04 |
| INDA iShares MSCI India ETF | Add +22.0% | 0.35% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | Add +21.3% | 0.36% | +0.04 |
| RFV Invesco S&P Midcap 400 Pure | Add +7.0% | 0.34% | +0.04 |
| IJT iShares S&P Small-Cap 600 GR | Add +8.3% | 0.48% | +0.04 |
| DG Dollar General Corp. | New | 0.04% | +0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Add +1.8% | 0.11% | +0.04 |
| DELL Dell Technologies -C | New | 0.04% | +0.04 |
Notes & Other Activity Q3 2024 → Q4 2024
| EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) | PFD CV TR SEC 28 | Add +12.4% | 45,780 | $2.2M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +2.5% | 284 | $340K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +0.5% | 195 | $238K |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Sold out | 9,168 | $223Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 635 | $1.8B | SPY, AAPL, IBTI, NVDA, IBTH |
| Q1 2026 | 606 | $1.6B | SPY, AAPL, NVDA, SPTL, AMZN |
| Q4 2025 | 652 | $2.1B | SPY, AAPL, NVDA, SPTL, VOO |
| Q3 2025 | 674 | $2.1B | SPY, NVDA, AAPL, VOO, IBTG |
| Q2 2025 | 666 | $1.9B | SPY, NVDA, AAPL, VOO, META |
| Q1 2025 | 660 | $1.8B | SPY, IBTF, AAPL, SGOV, NVDA |
| Q4 2024 | 707 | $2.1B | SPY, AAPL, IBTF, NVDA, SGOV |
| Q3 2024 | 728 | $2.2B | SPY, AAPL, SGOV, NVDA, IVV |
| Q2 2024 | 696 | $2.0B | SPY, SGOV, AAPL, NVDA, SCHG |
| Q1 2024 | 658 | $1.7B | AAPL, SCHG, IVV, SPY, NVDA |