Institutions / Droms Strauss Advisors Inc /Mo/ /Adv / Activity
Activity — Droms Strauss Advisors Inc /Mo/ /Adv
72 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 78464A508 Common stock | $113 | +2 +0.04% | 5,026 0.07% of portfolio | low |
| Q1 2026 as of | Add | 464287507 Common stock | $203 | +3 +0.02% | 14,215 0.25% of portfolio | low |
| Q1 2026 as of | Add | 464287804 Common stock | $249 | +2 +0.03% | 5,756 0.19% of portfolio | low |
| Q1 2026 as of | Add | 74347X831 Common stock | $458 | +11 +0.18% | 6,047 0.07% of portfolio | low |
| Q1 2026 as of | Add | 46138G649 Common stock | $475 | +2 +0.18% | 1,100 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 78464A201 Common stock | $-483 | -5 -0.02% | 20,691 0.52% of portfolio | low |
| Q1 2026 as of | Add | 464287671 Common stock | $1.1K | +7 +0.11% | 6,329 0.26% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $2.5K | +20 +0.89% | 2,271 0.07% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-3.7K | -4 -1.49% | 264 0.06% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $4.7K | +32 +1.93% | 1,692 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 46435G672 Common stock | $-5.9K | -117 -0.67% | 17,351 0.23% of portfolio | low |
| Q1 2026 as of | Trim | International Business Machines Corp Common stock | $-7.0K | -29 -3.38% | 828 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 46432F842 Common stock | $-7.4K | -82 -0.37% | 22,353 0.53% of portfolio | low |
| Q1 2026 as of | Trim | 922908611 Common stock | $-8.3K | -38 -1.25% | 3,011 0.17% of portfolio | low |
| Q1 2026 as of | Add | 46436E726 Common stock | $8.8K | +404 +0.16% | 255,349 1.46% of portfolio | low |
| Q1 2026 as of | Add | Ameren Corp Common stock | $9.9K | +90 +2.21% | 4,162 0.12% of portfolio | low |
| Q1 2026 as of | Add | 464288885 Common stock | $12.8K | +115 +2.89% | 4,101 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 464287226 Common stock | $-15.4K | -155 -2.43% | 6,226 0.16% of portfolio | low |
| Q1 2026 as of | Add | 78464A284 Common stock | $17.0K | +687 +1.99% | 35,225 0.23% of portfolio | low |
| Q1 2026 as of | Add | Equifax Inc Common stock | $18.0K | +100 +1.87% | 5,435 0.26% of portfolio | low |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-19.4K | -86 -4.43% | 1,856 0.11% of portfolio | low |
| Q1 2026 as of | Add | 78468R606 Common stock | $20.5K | +879 +7.77% | 12,191 0.07% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $23.7K | +64 +0.82% | 7,859 0.76% of portfolio | low |
| Q1 2026 as of | Trim | 46435Uaa9 Common stock | $-24.5K | -1K -0.46% | 220,259 1.40% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-24.6K | -118 -4.96% | 2,263 0.12% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-28.1K | -419 -0.93% | 44,512 0.78% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $28.3K | +76 +0.63% | 12,122 1.18% of portfolio | low |
| Q1 2026 as of | Add | 808524847 Common stock | $35.0K | +2K +5.37% | 31,961 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-37.8K | -66 -15.60% | 357 0.05% of portfolio | low |
| Q1 2026 as of | Add | 46435U283 Common stock | $39.7K | +2K +11.03% | 15,724 0.10% of portfolio | low |
| Q1 2026 as of | Add | 808524201 Common stock | $44.2K | +2K +0.64% | 270,923 1.82% of portfolio | low |
| Q1 2026 as of | Add | 46435U515 Common stock | $44.7K | +2K +0.83% | 213,777 1.42% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-45.6K | -159 -12.63% | 1,100 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-49.8K | -173 -5.26% | 3,114 0.23% of portfolio | low |
| Q1 2026 as of | Trim | 464288877 Common stock | $-54.9K | -739 -1.49% | 48,749 0.95% of portfolio | low |
| Q1 2026 as of | Trim | 922908751 Common stock | $-66.5K | -254 -6.79% | 3,487 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-67.5K | -276 -22.55% | 948 0.06% of portfolio | low |
| Q1 2026 as of | Add | 46438G356 Common stock | $71.8K | +3K +20.35% | 16,546 0.11% of portfolio | low |
| Q1 2026 as of | Add | 46438G687 Common stock | $76.0K | +3K +27.93% | 13,477 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-79.8K | -80 -24.54% | 246 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-89.8K | -138 -4.16% | 3,182 0.54% of portfolio | low |
| Q1 2026 as of | Trim | 72201R775 Common stock | $-90.2K | -978 -9.83% | 8,969 0.22% of portfolio | low |
| Q1 2026 as of | Add | 46435U325 Common stock | $114.0K | +4K +35.23% | 17,138 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-119.3K | -249 -5.25% | 4,497 0.56% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-120.5K | -475 -3.87% | 11,806 0.78% of portfolio | low |
| Q1 2026 as of | Trim | 464287408 Common stock | $-127.1K | -602 -0.46% | 129,776 7.16% of portfolio | low |
| Q1 2026 as of | Trim | 464287887 Common stock | $-175.1K | -1K -6.38% | 17,748 0.67% of portfolio | low |
| Q1 2026 as of | Add | 464287630 Common stock | $178.6K | +942 +2.75% | 35,235 1.75% of portfolio | low |
| Q1 2026 as of | Trim | 464288273 Common stock | $-181.8K | -2K -6.72% | 32,151 0.66% of portfolio | low |
| Q1 2026 as of | Exit | JPMorgan Chase & Co Common stock | $-200.3K | -622 -100.00% | 0 | low |