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Jon Pawlowski

@Stratos Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$2.181BTotal holdings733
Assets growth rate7.85%Assets growth rate (2-Q avg)13.85%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Stratos Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 733 positions.

Assets under management

The assets under management (AUM) of Stratos Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.181B in assets, with a quarterly growth rate of 7.85% and a 2-quarter average growth rate of 13.85%. The portfolio is managed by Jon Pawlowski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.47%
3.3%
$71.906M
125,325 shares@ $573.77 avg price
AAPLApple Inc
Recent Activity
Decreased -6.82%
2.82%
$61.327M
263,206 shares@ $233.01 avg price
SGOVIshares Tr
Recent Activity
Decreased -10.7%
2.46%
$53.461M
530,789 shares@ $100.73 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.98%
1.92%
$41.702M
343,398 shares@ $121.45 avg price
IVVIshares Tr
Recent Activity
Increased 4.75%
1.9%
$41.422M
71,810 shares@ $576.83 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -3.59%
1.84%
$40.009M
384,034 shares@ $104.19 avg price
VUGVanguard Index Fds
Recent Activity
Increased 23.62%
1.5%
$32.588M
84,880 shares@ $383.94 avg price
IBTFIshares Tr
Recent Activity
Increased 6.79%
1.39%
$30.161M
1.288M shares@ $23.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.96%
1.28%
$27.711M
64,400 shares@ $430.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.44%
1.2%
$26.025M
139,673 shares@ $186.34 avg price