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 101–150 of 187
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 854 | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| AGG | ISHARES TR | 5K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 3K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 498 | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 12K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 6K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 5K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 19K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 610 | $100K–$500K | SH |
| NKE | NIKE INC | 5K | $100K–$500K | SH |
| IWS | ISHARES TR | 2K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 577 | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 305 | $100K–$500K | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 9K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| CSX | CSX CORP | 8K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 819 | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 951 | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 4K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 603 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 3K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |