CIK 1976435
Strategies Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
187
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 187
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 23K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 4K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 4K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 3K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| KO | COCA COLA CO | 14K | $500K+ | SH |
| IXN | ISHARES TR | 9K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 1K | $500K+ | SH |
| IDEV | ISHARES TR | 10K | $500K+ | SH |
| FDG | AMERICAN CENTY ETF TR | 6K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| SHY | ISHARES TR | 9K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 14K | $500K+ | SH |
| BLK | BLACKROCK INC | 634 | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| DVY | ISHARES TR | 5K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 2K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| KR | KROGER CO | 10K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 4K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 6K | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| CTNM | CONTINEUM THERAPEUTICS INC | 50K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 6K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 3K | $500K+ | SH |
| SO | SOUTHERN CO | 6K | $500K+ | SH |
| Q | QNITY ELECTRONICS INC | 7K | $500K+ | SH |
| IJR | ISHARES TR | 4K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| MBWM | MERCANTILE BK CORP | 11K | $500K+ | SH |
| DOW | DOW INC | 22K | $500K+ | SH |
| VDC | VANGUARD WORLD FD | 2K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| GEM | GOLDMAN SACHS ETF TR | 12K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |