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