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Jon Pawlowski

@Stratos Wealth Partners, Ltd.

Latest period2024 - Q3ReportedManaged Assets$6.926BTotal holdings1441
Assets growth rate10.87%Assets growth rate (2-Q avg)7.22%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Stratos Wealth Partners, Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1441 positions.

Assets under management

The assets under management (AUM) of Stratos Wealth Partners, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.926B in assets, with a quarterly growth rate of 10.87% and a 2-quarter average growth rate of 7.22%. The portfolio is managed by Jon Pawlowski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 5.8%
3.75%
$259.331M
1.113M shares@ $233.01 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.85%
3.52%
$243.533M
461,525 shares@ $527.68 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.7%
2.92%
$201.626M
351,411 shares@ $573.77 avg price
IVVIshares Tr
Recent Activity
Increased 12.84%
2.8%
$193.541M
335,531 shares@ $576.83 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.77%
2.17%
$150.106M
348,839 shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.91%
2.04%
$140.843M
1.16M shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.5%
1.59%
$109.545M
587,908 shares@ $186.34 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 11.23%
1.53%
$105.698M
216,562 shares@ $488.08 avg price
VXFVanguard Index Fds
Recent Activity
Increased 0.66%
1.44%
$99.446M
546,437 shares@ $182.0 avg price
IDEVIshares Tr
Recent Activity
Increased 1.99%
1.44%
$99.411M
1.404M shares@ $70.84 avg price