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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
SCHOSchwab Strategic Tr
Recent Activity
Increased 2.5%
1.2%
$25.99M
530,625 shares@ $48.99 avg price
VOOVanguard Index Fds
Recent Activity
Increased 8.69%
1.17%
$25.324M
47,993 shares@ $527.68 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.92%
1.09%
$23.681M
41,368 shares@ $572.45 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 11.73%
1.09%
$23.632M
400,400 shares@ $59.03 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -4.96%
1.07%
$23.146M
133,639 shares@ $173.21 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 11.69%
0.98%
$21.216M
401,735 shares@ $52.82 avg price
VOVanguard Index Fds
Recent Activity
Increased 19.93%
0.94%
$20.288M
76,898 shares@ $263.84 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 19.78%
0.9%
$19.477M
39,905 shares@ $488.08 avg price
IWDIshares Tr
Recent Activity
Increased 44.97%
0.9%
$19.424M
102,339 shares@ $189.81 avg price
AGGIshares Tr
Recent Activity
Decreased -8.01%
0.86%
$18.583M
183,500 shares@ $101.28 avg price