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 | New | 233051200 Common stock | $15.55M | +315K | 314,782 4.06% of portfolio | medium |
| Q1 2026 as of | Trim | 46436E205 Common stock | $-5.87M | -232K -95.21% | 11,661 0.08% of portfolio | medium |
| Q1 2026 as of | New | 46436E825 Common stock | $5.49M | +236K | 236,137 1.44% of portfolio | medium |
| Q1 2026 as of | Add | 092528843 Common stock | $822.9K | +17K +10.75% | 176,755 2.22% of portfolio | low |
| Q1 2026 as of | Add | 464287648 Common stock | $520.3K | +2K +2.48% | 68,531 5.62% of portfolio | low |
| Q1 2026 as of | Trim | 808524706 Common stock | $-451.1K | -14K -3.06% | 433,989 3.74% of portfolio | low |
| Q1 2026 as of | Trim | 922908736 Common stock | $-417.6K | -956 -8.51% | 10,279 1.17% of portfolio | low |
| Q1 2026 as of | Exit | Broadcom Inc. Common stock | $-406.3K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 808524771 Common stock | $-393.6K | -14K -7.51% | 174,000 1.27% of portfolio | low |
| Q1 2026 as of | Trim | 808524730 Common stock | $-377.3K | -10K -2.74% | 349,937 3.50% of portfolio | low |
| Q1 2026 as of | Trim | 381430503 Common stock | $-339.4K | -3K -0.72% | 376,239 12.31% of portfolio | low |
| Q1 2026 as of | Exit | 922908363 Common stock | $-334.6K | -534 -100.00% | 0 | low |
| Q1 2026 as of | Trim | 464287200 Common stock | $-318.8K | -488 -0.59% | 82,134 14.02% of portfolio | low |
| Q1 2026 as of | Trim | 922908629 Common stock | $-318.5K | -1K -22.29% | 3,866 0.29% of portfolio | low |
| Q1 2026 as of | Trim | 464287309 Common stock | $-303.5K | -3K -1.17% | 227,585 6.73% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-298.7K | -2K -25.03% | 5,132 0.23% of portfolio | low |
| Q1 2026 as of | Trim | 46138E735 Common stock | $-292.4K | -7K -6.27% | 100,709 1.14% of portfolio | low |
| Q1 2026 as of | Add | 46436E486 Common stock | $259.7K | +12K +5.24% | 249,171 1.36% of portfolio | low |
| Q1 2026 as of | Exit | 46435Gaa0 Common stock | $-244.0K | -10K -100.00% | 0 | low |
| Q1 2026 as of | New | Chevron Corp Common stock | $238.3K | +1K | 1,152 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-234.9K | -407 -1.30% | 30,845 4.65% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $231.3K | +1K +1.00% | 119,053 6.11% of portfolio | low |
| Q1 2026 as of | Exit | JPMorgan Chase & Co Common stock | $-200.3K | -622 -100.00% | 0 | 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 | Add | 464287630 Common stock | $178.6K | +942 +2.75% | 35,235 1.75% 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 | Trim | 464287408 Common stock | $-127.1K | -602 -0.46% | 129,776 7.16% 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 | Warren E. Buffett Common stock | $-119.3K | -249 -5.25% | 4,497 0.56% 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 | 72201R775 Common stock | $-90.2K | -978 -9.83% | 8,969 0.22% 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 | Costco Wholesale Corp /New Common stock | $-79.8K | -80 -24.54% | 246 0.06% 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 | Add | 46438G356 Common stock | $71.8K | +3K +20.35% | 16,546 0.11% 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 | Trim | 922908751 Common stock | $-66.5K | -254 -6.79% | 3,487 0.24% 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 | Alphabet Inc. Common stock | $-49.8K | -173 -5.26% | 3,114 0.23% 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 | Add | 46435U515 Common stock | $44.7K | +2K +0.83% | 213,777 1.42% 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 | 46435U283 Common stock | $39.7K | +2K +11.03% | 15,724 0.10% 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 | 808524847 Common stock | $35.0K | +2K +5.37% | 31,961 0.18% 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 | Trim | iShares MSCI UAE ETF Common stock | $-28.1K | -419 -0.93% | 44,512 0.78% 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 | 46435Uaa9 Common stock | $-24.5K | -1K -0.46% | 220,259 1.40% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $23.7K | +64 +0.82% | 7,859 0.76% of portfolio | low |