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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
TDVProshares Tr
Recent Activity
New Position
0.01%
$639,836
8,302 shares@ $77.08 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.01%
$637,072
15,804 shares@ $40.32 avg price
ALABAstera Labs Inc
Recent Activity
New Position
0.01%
$608,981
11,624 shares@ $52.39 avg price
UGIUgi Corp New
Recent Activity
New Position
0.01%
$598,035
23,902 shares@ $25.03 avg price
VSHVishay Intertechnology Inc
Recent Activity
New Position
0.01%
$587,477
31,067 shares@ $18.92 avg price
GOFGuggenheim Strategic Opportu
Recent Activity
New Position
0.01%
$506,592
32,144 shares@ $15.77 avg price
FTFFranklin Ltd Duration Income
Recent Activity
New Position
0.01%
$506,406
75,923 shares@ $6.67 avg price
PUBMPubmatic Inc
Recent Activity
New Position
0.01%
$502,011
33,760 shares@ $14.87 avg price
IGEBIshares Tr
Recent Activity
New Position
0.01%
$494,952
10,651 shares@ $46.48 avg price
LYFTLyft Inc
Recent Activity
New Position
0.01%
$465,579
36,516 shares@ $12.75 avg price