List of top 200 securities held by Strategies Wealth Advisors LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-05-14 11:37:28
Total Holdings: 171
Assets Under Management (AUM) :
$808,158,976 ($808.16M)
Reporting Manager: Gregory Bosch
Address:
171 Monroe Ave Nw
Suite 800
Grand Rapids, MI 49503
Since : total money flow = , gains and losses =
×