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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
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
COSTCostco Whsl Corp New
Recent Activity
Increased 4.8%
0.71%
$48.739M
54,977 shares@ $886.54 avg price
QUALIshares Tr
Recent Activity
Increased 13.4%
0.68%
$47.078M
262,565 shares@ $179.31 avg price
HDHome Depot Inc
Recent Activity
Increased 3.57%
0.63%
$42.954M
106,008 shares@ $405.21 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -1.58%
0.61%
$41.635M
1.108M shares@ $37.57 avg price
QDPLPacer Fds Tr
Recent Activity
Increased 2%
0.57%
$38.834M
1.023M shares@ $37.97 avg price
RECSColumbia Etf Tr I
Recent Activity
Increased 90.94%
0.56%
$38.407M
1.133M shares@ $33.92 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 18.92%
0.52%
$35.714M
77,595 shares@ $460.27 avg price
PWZInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.04%
0.52%
$35.402M
1.412M shares@ $25.09 avg price