Back to Strategies Wealth Advisors, LLC

Strategies Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

187 positions

CompanyClassValueShares% of portfolio
CATERPILLAR INC$489.2K8540.0%
ISHARES TR$475.1K3,4690.0%
SPDR INDEX SHS FDS$474.7K10,1400.0%
HOME DEPOT, INC.$473.0K1,3740.0%
ISHARES TR$458.9K4,5950.0%
LOWES COMPANIES INC$458.9K1,9030.0%
Valero Energy Corp$456.1K2,8020.0%
ISHARES TR$452.6K6,8570.0%
CORNING INC /NY$438.3K5,0060.0%
Parker-Hannifin Corp$437.7K4980.0%
SELECT SECTOR SPDR TR$433.1K2,7920.0%
Devon Energy Corp$431.1K11,7700.0%
GRAYSCALE BITCOIN TRUST ETF$424.2K6,2050.0%
Visa Inc$422.5K1,2050.0%
EXXON MOBIL CORP$418.9K3,4810.0%
PUBLIC SERVICE ENTERPRISE GROUP INC$418.4K5,2100.0%
RTX Corp$416.7K2,2720.0%
INTERNATIONAL BUSINESS MACHINES CORP$414.9K1,4010.0%
Netflix Inc$413.0K4,4050.0%
MCDONALD'S CORP$394.4K1,2910.0%
Accenture plc$386.0K1,4390.0%
CALAMOS STRATEGIC TOTAL RETU$364.1K18,9620.0%
Walt Disney Co$349.6K3,0730.0%
Mastercard Inc$348.0K6100.0%
NIKE, Inc.$344.0K5,3990.0%
ISHARES TR$341.4K2,4200.0%
SPDR SERIES TRUST$339.1K3,1780.0%
FIRST TR EXCHANGE-TRADED FD$338.8K3,6630.0%
CISCO SYSTEMS, INC.$337.8K4,3850.0%
DIMENSIONAL ETF TRUST$334.8K8,4570.0%
JOHNSON & JOHNSON$331.4K1,6010.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$331.2K1,0900.0%
AMGEN INC$330.7K1,0100.0%
MICRON TECHNOLOGY INC$328.6K1,1510.0%
Intuitive Surgical Inc$326.8K5770.0%
ASML HOLDING N V$326.4K3050.0%
TORTOISE CAPITAL SERIES TRUS$313.9K8,8950.0%
INVESCO EXCHANGE TRADED FD T$310.6K1,6210.0%
CSX CORP$306.0K8,4410.0%
Phillips 66$303.0K2,3480.0%
AMERICAN EXPRESS CO$303.0K8190.0%
FIRST TR EXCHANGE TRADED FD$301.0K4,3330.0%
VANGUARD INDEX FDS$299.2K9510.0%
DELTA AIR LINES, INC.$296.1K4,2670.0%
Uber Technologies, Inc$294.6K3,6050.0%
LOCKHEED MARTIN CORP$291.8K6030.0%
BANK OF AMERICA CORP /DE$291.6K5,3010.0%
SELECT SECTOR SPDR TR$287.6K5,2520.0%
ASTRAZENECA PLC$285.1K3,1010.0%
ISHARES GOLD TR$283.0K3,4860.0%
← PrevPage 3 of 4Next →