Stratos Wealth Advisors, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Stratos Wealth Advisors, LLC maintained a portfolio of 718 distinct positions. The most significant new addition to the portfolio was PROSHARES TR, which now represents 0.85% of the total fund value. They heavily accumulated shares in APPLE INC, increasing their position by 13.1%. Conversely, Stratos Wealth Advisors, LLC completely exited their position in SPDR SERIES TRUST.
PCA Score Concentration Risk
Risk ENB
Total Positions
718
Quarter
2025 Q4
Top Holding
SPY (3.7%)
Top 10 Concentration
21.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 718
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
SPDR S&P 500 ET...
ETF 3.72% 3.70% #1
Prev: #1
1.5 -2,509 -2.2%
P
S
113,077 $77,109,589 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.48% 2.87% #2 1
Prev: #3
3.4 30,794 13.1%
P
S
265,193 $72,095,459 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.99% 2.99% #3 1
Prev: #2
1.2 -996 -0.3%
P
S
332,082 $61,933,452 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTL
SPDR SERIES TRU...
ETF 1.92% 0.61% #4 31
Prev: #35
3.1 1,028,922 218.1%
P
S
1,500,772 $39,725,451 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.78% 1.67% #5 1
Prev: #4
2.7 2,191 3.9%
P
S
58,800 $36,875,537 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.71% 1.45% #6 1
Prev: #7
2.7 15,390 11.2%
P
S
153,254 $35,374,186 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTG
ISHARES TR
Bond/Debt 1.61% 1.64% #7 2
Prev: #5
0.6 -29,152 -2.0%
P
S
1,453,846 $33,256,740 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.41% 1.37% #8 1
Prev: #9
2.6 5,268 13.5%
P
S
44,157 $29,147,667 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.35% 1.26% #9 3
Prev: #12
2.6 1,921 4.4%
P
S
45,471 $27,933,539 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.31% 1.39% #10 2
Prev: #8
2.5 177 0.3%
P
S
56,029 $27,096,953 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 1.31% 1.50% #11 5
Prev: #6
0.6 -40,489 -13.1%
P
S
269,541 $27,056,542 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD SCOTTS...
Bond/Debt 1.27% 1.19% #12 1
Prev: #13
2.5 26,077 6.3%
P
S
439,210 $26,321,911 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SCOTTS...
ETF 1.16% 1.10% #13 3
Prev: #16
2.5 17,454 4.5%
P
S
407,778 $23,948,817 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 1.15% 1.14% #14
Prev: #14
0.5 -13,426 -1.8%
P
S
729,848 $23,807,646 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.12% 0.85% #15 7
Prev: #22
2.5 1,546 2.1%
P
S
74,352 $23,272,294 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VO
VANGUARD INDEX ...
ETF 1.06% 1.14% #16 1
Prev: #15
0.4 -4,597 -5.7%
P
S
75,992 $22,054,536 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.06% 0.80% #17 9
Prev: #26
2.4 2,130 3.1%
P
S
70,199 $22,028,598 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 0.93% 0.90% #18 1
Prev: #19
2.4 175 0.6%
P
S
28,267 $19,361,873 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTH
ISHARES TR
Bond/Debt 0.87% 0.04% #19 334
Prev: #353
2.6 766,146 2105.1%
P
S
802,540 $18,033,077 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SH
PROSHARES TR
ETF 0.85% #20
Prev: #—
2.3 491,214 no change
NEW
491,214 $17,698,462 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE INC
Financial Services 0.83% 0.92% #21 3
Prev: #18
2.3 358 0.3%
P
S
112,035 $17,269,148 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.83% 0.81% #22 3
Prev: #25
0.3 -239 -0.4%
P
S
53,165 $17,130,868 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VT
VANGUARD INTL E...
ETF 0.82% 0.82% #23 1
Prev: #24
0.3 -3,480 -2.8%
P
S
120,291 $16,968,276 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHO
SCHWAB STRATEGI...
ETF 0.78% 0.83% #24 1
Prev: #23
0.3 -39,481 -5.6%
P
S
666,641 $16,246,058 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 0.78% 0.99% #25 8
Prev: #17
0.4 -17,005 -29.3%
P
S
40,956 $16,231,440 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTI
SPDR SERIES TRU...
Bond/Debt 0.00% 1.30%
Sold All 😨
(Was: #11)
0.3 -935,426 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSQ
PROSHARES TR
ETF 0.00% 0.53%
Sold All 😨
(Was: #42)
0.3 -355,620 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XT
ISHARES TR
Bond/Debt 0.00% 0.44%
Sold All 😨
(Was: #59)
0.3 -126,029 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 0.00% 0.36%
Sold All 😨
(Was: #76)
0.3 -136,245 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DBEF
DBX ETF TR
ETF 0.00% 0.23%
Sold All 😨
(Was: #106)
0.3 -103,887 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHP
SCHWAB STRATEGI...
ETF 0.00% 0.21%
Sold All 😨
(Was: #117)
0.3 -160,763 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PICK
ISHARES INC
ETF 0.00% 0.14%
Sold All 😨
(Was: #159)
0.3 -63,707 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LVHI
LEGG MASON ETF ...
Bond/Debt 0.00% 0.13%
Sold All 😨
(Was: #163)
0.3 -80,451 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INFL
LISTED FDS TR
ETF 0.00% 0.11%
Sold All 😨
(Was: #199)
0.3 -50,183 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NANR
SPDR INDEX SHS ...
ETF 0.00% 0.11%
Sold All 😨
(Was: #205)
0.3 -34,140 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KOMP
SPDR SERIES TRU...
ETF 0.00% 0.09%
Sold All 😨
(Was: #222)
0.3 -31,067 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IFRA
ISHARES TR
ETF 0.00% 0.06%
Sold All 😨
(Was: #290)
0.3 -23,551 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFLV
DIMENSIONAL ETF...
ETF 0.00% 0.05%
Sold All 😨
(Was: #305)
0.3 -32,691 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMLP
ALPS ETF TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #307)
0.3 -22,539 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.05%
Sold All 😨
(Was: #312)
0.3 -49,781 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BHP
BHP GROUP LTD
Basic Materials 0.00% 0.05%
Sold All 😨
(Was: #325)
0.3 -16,860 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FCX
FREEPORT-MCMORA...
Basic Materials 0.00% 0.04%
Sold All 😨
(Was: #328)
0.3 -23,575 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RIO
RIO TINTO PLC
Basic Materials 0.00% 0.04%
Sold All 😨
(Was: #339)
0.3 -13,254 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VALE
VALE S A
Basic Materials 0.00% 0.04%
Sold All 😨
(Was: #340)
0.3 -80,550 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PFIX
SIMPLIFY EXCHAN...
Bond/Debt 0.00% 0.04%
Sold All 😨
(Was: #365)
0.3 -16,167 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPHD
INVESCO EXCH TR...
ETF 0.00% 0.04%
Sold All 😨
(Was: #366)
0.3 -15,625 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWC
ISHARES TR
ETF 0.00% 0.03%
Sold All 😨
(Was: #383)
0.3 -4,805 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TFLO
ISHARES TR
ETF 0.00% 0.03%
Sold All 😨
(Was: #393)
0.3 -13,212 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JNK
SPDR SERIES TRU...
ETF 0.00% 0.03%
Sold All 😨
(Was: #395)
0.3 -6,741 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
D
DOMINION ENERGY...
Utilities 0.00% 0.03%
Sold All 😨
(Was: #396)
0.3 -10,774 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VCSH
VANGUARD SCOTTS...
ETF 0.00% 0.03%
Sold All 😨
(Was: #400)
0.3 -8,128 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USFR
WISDOMTREE TR
ETF 0.00% 0.03%
Sold All 😨
(Was: #412)
0.3 -12,179 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSD
DIMENSIONAL ETF...
ETF 0.00% 0.03%
Sold All 😨
(Was: #413)
0.3 -12,701 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #435)
0.3 -24,332 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KYN
KAYNE ANDERSON ...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #477)
0.3 -35,768 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ITA
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #494)
0.3 -1,931 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BTA
BLACKROCK LONG-...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #501)
0.3 -40,145 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IJK
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #521)
0.3 -3,634 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RSST
TIDAL TRUST II
Unknown 0.00% 0.02%
Sold All 😨
(Was: #531)
0.3 -12,441 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JAAA
JANUS DETROIT S...
ETF 0.00% 0.02%
Sold All 😨
(Was: #533)
0.3 -6,433 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBM
HUDBAY MINERALS...
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #534)
0.3 -21,185 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSBT
TIDAL TRUST II
Unknown 0.00% 0.02%
Sold All 😨
(Was: #542)
0.3 -17,999 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLBL
FRANKLIN TEMPLE...
ETF 0.00% 0.01%
Sold All 😨
(Was: #566)
0.3 -11,957 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XSD
SPDR SERIES TRU...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #567)
0.3 -899 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RCL
ROYAL CARIBBEAN...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #594)
0.3 -787 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KCE
SPDR SERIES TRU...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #598)
0.3 -1,653 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ITB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #603)
0.3 -2,314 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LHX
L3HARRIS TECHNO...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #606)
0.3 -803 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XBI
SPDR SERIES TRU...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #620)
0.3 -2,244 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TXN
TEXAS INSTRS IN...
Technology 0.00% 0.01%
Sold All 😨
(Was: #623)
0.3 -1,206 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNW
LIGHT & WONDER ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #628)
0.3 -2,600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STT
STATE STR CORP
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #630)
0.3 -1,869 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGV
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #631)
0.3 -1,872 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GD
GENERAL DYNAMIC...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #632)
0.3 -628 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GMAR
FIRST TR EXCHNG...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #635)
0.3 -5,303 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HWKN
HAWKINS INC
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #636)
0.3 -1,162 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STIP
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #644)
0.3 -1,984 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MBB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #645)
0.3 -2,135 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KSA
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #646)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLBD
BLUE BIRD CORP
Industrials 0.00% 0.01%
Sold All 😨
(Was: #648)
0.3 -3,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OBDC
BLUE OWL CAPITA...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #649)
0.3 -14,153 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MMU
WESTERN ASSET M...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #653)
0.3 -15,846 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAL
AMERICAN AIRLS ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #658)
0.3 -11,420 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PBR
PETROLEO BRASIL...
Energy 0.00% 0.01%
Sold All 😨
(Was: #659)
0.3 -10,030 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
INGN
INOGEN INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #661)
0.3 -14,768 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
REI
RING ENERGY INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #674)
0.3 -30,000 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
URG
UR-ENERGY INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #675)
0.3 -18,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APLT
APPLIED THERAPE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #677)
0.3 -10,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 718 holdings

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