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Home > Institutional Investor > Stratos Wealth Partners, Ltd. > Profile

Instuitional Investor - Stratos Wealth Partners, Ltd.

Fund Profile
Filing Period:
Fund Name: Stratos Wealth Partners, Ltd.
Portfolio Value $7,083,382,701
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,080,549 $270,591,178 3.82%
2.
Vanguard Index Fds
 445,830 $240,218,009 3.39%
3.
Spdr S & P 500 Etf Trust
 SPY 355,010 $208,064,283 2.93%
4.
Ishares Trust
 IEF 330,366 $194,479,976 2.74%
5.
Nvidia Corp
 NVDA 1,177,296 $158,099,116 2.23%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)