Strategies Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$748M
Signature - Title
Gregory Bosch - Chief Investment Officer
Location
Grand Rapids, MI
Summary
This page shows a list of all the recent 13F filings made by Strategies Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategies Wealth Advisors, LLC reported 97 stock holdings with total value $748M as of Q3 2024. Top holdings included VUG, VTV, SPDW, DGRO, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 97 $748M +$30.7M -$13.3M +$17.4M VUG, VTV, SPDW, DGRO, IEFA 13F-HR 10/7/2024, 01:28 PM
Q2 2024 93 $687M +$53M -$23.3M +$29.7M VUG, VTV, SPDW, DGRO, IEFA 13F-HR 7/29/2024, 02:45 PM
Q1 2024 98 $650M +$38.6M -$17.2M +$21.4M VUG, VTV, SPDW, DGRO, IEFA 13F-HR 4/22/2024, 09:44 AM
Q4 2023 90 $585M +$57.2M -$32.9M +$24.4M VUG, VTV, SPDW, DGRO, IEFA 13F-HR 1/22/2024, 11:03 AM
Q3 2023 78 $509M +$44.7M -$7.37M +$37.3M VUG, VTV, DGRO, IEFA, QUAL 13F-HR 10/10/2023, 09:52 AM
Q2 2023 84 $489M +$17M -$5.98M +$11M VUG, VTV, DGRO, IEFA, QUAL 13F-HR 7/12/2023, 09:30 AM
Q1 2023 78 $454M +$30.2M -$4.43M +$25.7M VUG, VTV, DGRO, IEFA, QUAL 13F-HR 6/27/2023, 09:05 AM
Q4 2022 78 $406M +$79.7M -$26.9M +$52.8M VUG, VTV, DGRO, IEFA, IUSG 13F-HR 6/27/2023, 08:58 AM
Q2 2022 84 $349M +$40.3M -$9.64M +$30.6M VUG, VTV, IEFA, DGRO, QUAL 13F-HR 6/27/2023, 08:37 AM
Q1 2022 83 $374M +$49.7M -$12.1M +$37.6M VUG, VTV, IEFA, QUAL, DGRO 13F-HR 6/27/2023, 08:26 AM
Q4 2021 81 $356M $0 $0 VUG, VTV, IEFA, QUAL, DGRO 13F-HR 6/26/2023, 12:45 PM