Back to Strategies Wealth Advisors, LLC

Strategies Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

187 positions

CompanyClassValueShares% of portfolio
TRINSEO PLC$9.0K18,0230.0%
NORTHERN DYNASTY MINERALS LT$19.7K10,0000.0%
NIO Inc.NIOADR$51.6K10,1250.0%
Immunic, Inc.$53.4K100,0000.0%
PROSPECT CAPITAL CORPPSECCommon Stock$94.7K36,5610.0%
Western Union Co/The$111.7K12,0000.0%
PennantPark Floating Rate Capital Ltd.PFLTCommon Stock$127.6K13,7630.0%
MIMEDX GROUP, INC.MDXGCommon Stock$201.0K29,6910.0%
AppLovin Corp$204.2K3030.0%
HUNTINGTON BANCSHARES INC /MD$206.6K11,9090.0%
VANGUARD WHITEHALL FDS$208.1K1,4500.0%
SPDR SERIES TRUST$209.5K8690.0%
SCHWAB STRATEGIC TR$209.8K7,7120.0%
CoreWeave, Inc.$213.3K2,9790.0%
PEPSICO INC$213.8K1,4900.0%
CUMMINS INC$214.7K4210.0%
Philip Morris International Inc.$215.6K1,3440.0%
TEXAS INSTRUMENTS INC$218.0K1,2560.0%
iShares MSCI UAE ETF$219.0K8750.0%
AUTOMATIC DATA PROCESSING INC$225.7K8770.0%
ISHARES TR$234.1K2,4160.0%
Merck & Co., Inc.$239.2K2,2720.0%
PFIZER INC$245.6K9,8640.0%
Applied Digital Corp$245.7K10,0200.0%
MUELLER INDUSTRIES INC$252.8K2,2020.0%
FIRST TR EXCHANGE TRADED FD$254.6K4,0470.0%
Blue Owl Capital CorpOBDCCommon Stock$259.6K20,8810.0%
VANECK ETF TRUST$262.5K3,0600.0%
FORD MOTOR CO$265.4K20,2310.0%
CELESTICA INCCLSCommon Stock$266.0K9000.0%
LINDE PLC$266.9K6260.0%
SELECT SECTOR SPDR TR$270.4K6,0490.0%
ORACLE CORP$272.4K1,3980.0%
SELECT SECTOR SPDR TR$272.8K1,8950.0%
ISHARES TR$274.2K1,1140.0%
VANGUARD INTL EQUITY INDEX F$277.2K1,9650.0%
Prologis Inc$279.7K2,1910.0%
ISHARES GOLD TR$283.0K3,4860.0%
ASTRAZENECA PLC$285.1K3,1010.0%
SELECT SECTOR SPDR TR$287.6K5,2520.0%
BANK OF AMERICA CORP /DE$291.6K5,3010.0%
LOCKHEED MARTIN CORP$291.8K6030.0%
Uber Technologies, Inc$294.6K3,6050.0%
DELTA AIR LINES, INC.$296.1K4,2670.0%
VANGUARD INDEX FDS$299.2K9510.0%
FIRST TR EXCHANGE TRADED FD$301.0K4,3330.0%
AMERICAN EXPRESS CO$303.0K8190.0%
Phillips 66$303.0K2,3480.0%
CSX CORP$306.0K8,4410.0%
INVESCO EXCHANGE TRADED FD T$310.6K1,6210.0%
← PrevPage 1 of 4Next →