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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
SCHGSchwab Strategic Tr
Recent Activity
Decreased -3.59%
1.84%
$40.009M
384,034 shares@ $104.19 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -4.96%
1.07%
$23.146M
133,639 shares@ $173.21 avg price
AGGIshares Tr
Recent Activity
Decreased -8.01%
0.86%
$18.583M
183,500 shares@ $101.28 avg price
QUALIshares Tr
Recent Activity
Decreased -0.93%
0.85%
$18.499M
103,172 shares@ $179.31 avg price
SPTISpdr Ser Tr
Recent Activity
Decreased -6.78%
0.85%
$18.441M
634,575 shares@ $29.07 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.09%
0.83%
$17.962M
117,300 shares@ $153.14 avg price
IWMIshares Tr
Recent Activity
Decreased -9.77%
0.83%
$17.917M
81,113 shares@ $220.9 avg price