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 151–187 of 187
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| LIN | LINDE PLC | 626 | $100K–$500K | SH |
| CLS | CELESTICA INC | 900 | $100K–$500K | SH |
| F | FORD MTR CO | 20K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 21K | $100K–$500K | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| MLI | MUELLER INDS INC | 2K | $100K–$500K | SH |
| APLD | APPLIED DIGITAL CORP | 10K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| IJK | ISHARES TR | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 877 | $100K–$500K | SH |
| MTUM | ISHARES TR | 875 | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| CMI | CUMMINS INC | 421 | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 3K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 869 | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 1K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 12K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 303 | $100K–$500K | SH |
| MDXG | MIMEDX GROUP INC | 30K | $100K–$500K | SH |
| PFLT | PENNANTPARK FLOATING RATE CA | 14K | $100K–$500K | SH |
| WU | WESTERN UN CO | 12K | $100K–$500K | SH |
| PSEC | PROSPECT CAP CORP | 37K | $50K–$100K | SH |
| IMUX | IMMUNIC INC | 100K | $50K–$100K | SH |
| NIO | NIO INC | 10K | $50K–$100K | SH |
| NAK | NORTHERN DYNASTY MINERALS LT | 10K | $15K–$50K | SH |
| TSE | TRINSEO PLC | 18K | $1K–$15K | SH |