Strategies Wealth Advisors, LLC

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Aaron Veldheer - Chief Investment Officer
Location
Grand Rapids, MI
Holdings as of
31 Dec 2023
Value $
$585M
Num holdings
90
Date filed
22 Jan 2024, 11:03
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VUG, VTV, SPDW, DGRO, and IEFA.
Previous filing
Q3 2023 - 10 Oct 2023
Next filing
Q1 2024 - 22 Apr 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q4 compared to 2023 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Aaron Veldheer Chief Investment Officer Grand Rapids, Michigan 19 Jan 2024