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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
VYMVanguard Whitehall Fds
Recent Activity
Increased 14.47%
1.22%
$84.422M
658,514 shares@ $128.21 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.49%
1.17%
$80.636M
1.074M shares@ $75.12 avg price
IJHIshares Tr
Recent Activity
Increased 4.14%
1%
$68.766M
1.103M shares@ $62.33 avg price
IJRIshares Tr
Recent Activity
Increased 0.02%
0.9%
$62.302M
532,674 shares@ $116.97 avg price
VTIVanguard Index Fds
Recent Activity
Increased 13.31%
0.88%
$60.672M
214,268 shares@ $283.17 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.16%
0.84%
$58.056M
101,419 shares@ $572.45 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 15.85%
0.83%
$56.815M
810,946 shares@ $70.07 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.81%
0.81%
$55.449M
334,330 shares@ $165.86 avg price
IEMGIshares Inc
Recent Activity
Increased 1.27%
0.77%
$53.219M
926,990 shares@ $57.42 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 13.34%
0.76%
$52.621M
249,556 shares@ $210.87 avg price