Stratos Investment Management, LLC Diversified Active

Location: Beachwood, OH

CIK: 0001707206 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 1, 2023

Total Value: $594M (100.0% shares, 0.0% debt)

Holdings (173)

ITOT ISHARES TR 6.4%
Value $38.15M Shares 421,279 Est. Cost $86.13 Unrealized
DGRW WISDOMTREE TR 5.4%
Value $32.31M Shares 518,259 Est. Cost $52.78 Unrealized
BND VANGUARD BD INDEX FDS 4.3%
Value $25.47M Shares 344,960 Est. Cost $82.09 Unrealized
AAPL APPLE INC 3.4%
Value $19.96M Shares 121,062 Est. Cost $110.14 Unrealized +32.1%
MSFT MICROSOFT CORP 3.4%
Value $19.95M Shares 69,194 Est. Cost $177.29 Unrealized +40.7%
QLTA ISHARES TR 3.1%
Value $18.46M Shares 385,923 Est. Cost $46.39 Unrealized
FLRN SPDR SER TR 2.4%
Value $14.52M Shares 477,080 Est. Cost $30.51 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.4%
Value $14.39M Shares 269,180 Est. Cost $54.25 Unrealized
VUG VANGUARD INDEX FDS 2.4%
Value $14.32M Shares 57,405 Est. Cost $287.41 Unrealized
SCHD SCHWAB STRATEGIC TR 2.3%
Value $13.62M Shares 186,152 Est. Cost $56.13 Unrealized
IVV ISHARES TR 2.3%
Value $13.42M Shares 32,644 Est. Cost $341.34 Unrealized
LQD ISHARES TR 2.2%
Value $13.03M Shares 118,917 Est. Cost $126.36 Unrealized
DDWM WISDOMTREE TR 2.0%
Value $12.14M Shares 392,618 Est. Cost $29.37 Unrealized
IWD ISHARES TR 2.0%
Value $12.03M Shares 78,985 Est. Cost $158.48 Unrealized
BIL SPDR SER TR 1.9%
Value $11.47M Shares 124,923 Est. Cost $91.59 Unrealized
MGK VANGUARD WORLD FD 1.8%
Value $10.96M Shares 53,613 Est. Cost $144.53 Unrealized
GOOGL ALPHABET INC 1.8%
Value $10.91M Shares 105,198 Est. Cost $105.57 Unrealized -9.8%
VTIP VANGUARD MALVERN FDS 1.8%
Value $10.43M Shares 218,042 Est. Cost $50.50 Unrealized
IJH ISHARES TR 1.6%
Value $9.63M Shares 38,497 Est. Cost $248.07 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value $8.199M Shares 26,554 Est. Cost $222.67 Unrealized +38.4%
VXF VANGUARD INDEX FDS 1.3%
Value $8.012M Shares 57,149 Est. Cost $135.71 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value $7.915M Shares 51,061 Est. Cost $128.73 Unrealized +14.9%
WTPI WISDOMTREE TR 1.2%
Value $7.337M Shares 236,372 Est. Cost $30.97 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value $7.082M Shares 54,350 Est. Cost $108.10 Unrealized +18.6%
XT ISHARES TR 1.1%
Value $6.614M Shares 125,499 Est. Cost $60.18 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value $5.968M Shares 132,116 Est. Cost $45.85 Unrealized
IEFA ISHARES TR 1.0%
Value $5.934M Shares 88,759 Est. Cost $64.35 Unrealized
UNH UNITEDHEALTH GROUP INC 1.0%
Value $5.82M Shares 12,314 Est. Cost $300.53 Unrealized +52.1%
PFE PFIZER INC 0.9%
Value $5.558M Shares 136,224 Est. Cost $29.78 Unrealized +22.7%
HD HOME DEPOT INC 0.9%
Value $5.543M Shares 18,783 Est. Cost $228.75 Unrealized +24.4%
CSCO CISCO SYS INC 0.9%
Value $5.517M Shares 105,536 Est. Cost $41.31 Unrealized +8.6%
V VISA INC 0.9%
Value $5.488M Shares 24,343 Est. Cost $190.73 Unrealized +14.2%
PEP PEPSICO INC 0.9%
Value $5.44M Shares 29,840 Est. Cost $115.69 Unrealized +37.2%
VO VANGUARD INDEX FDS 0.9%
Value $5.366M Shares 25,442 Est. Cost $233.69 Unrealized
WMT WALMART INC 0.9%
Value $5.361M Shares 36,356 Est. Cost $37.99 Unrealized +20.5%
PG PROCTER AND GAMBLE CO 0.9%
Value $5.161M Shares 34,711 Est. Cost $107.66 Unrealized +23.7%
MA MASTERCARD INCORPORATED 0.9%
Value $5.158M Shares 14,192 Est. Cost $353.28 Unrealized +1.2%
AMGN AMGEN INC 0.8%
Value $4.88M Shares 20,185 Est. Cost $194.00 Unrealized +15.5%
IJR ISHARES TR 0.7%
Value $4.451M Shares 46,031 Est. Cost $98.96 Unrealized
CRM SALESFORCE INC 0.7%
Value $4.449M Shares 22,269 Est. Cost $173.35 Unrealized -3.7%
BAC BANK AMERICA CORP 0.7%
Value $4.442M Shares 155,327 Est. Cost $26.95 Unrealized +13.4%
MCD MCDONALDS CORP 0.7%
Value $4.341M Shares 15,523 Est. Cost $186.81 Unrealized +34.1%
SBUX STARBUCKS CORP 0.7%
Value $4.14M Shares 39,758 Est. Cost $78.47 Unrealized +23.7%
AMZN AMAZON COM INC 0.7%
Value $4.071M Shares 39,409 Est. Cost $124.56 Unrealized -22.4%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value $4.059M Shares 104,376 Est. Cost $41.19 Unrealized -20.6%
CVX CHEVRON CORP NEW 0.7%
Value $3.964M Shares 24,292 Est. Cost $78.25 Unrealized +89.7%
NFLX NETFLIX INC 0.6%
Value $3.6M Shares 10,421 Est. Cost $28.30 Unrealized +16.9%
AXP AMERICAN EXPRESS CO 0.6%
Value $3.562M Shares 21,596 Est. Cost $120.04 Unrealized +33.3%
COST COSTCO WHSL CORP NEW 0.6%
Value $3.522M Shares 7,088 Est. Cost $344.56 Unrealized +36.8%
COM DIREXION SHS ETF TR 0.6%
Value $3.474M Shares 113,268 Est. Cost $30.95 Unrealized
MDLZ MONDELEZ INTL INC 0.6%
Value $3.46M Shares 49,630 Est. Cost $46.11 Unrealized +32.5%
HON HONEYWELL INTL INC 0.6%
Value $3.366M Shares 17,609 Est. Cost $156.47 Unrealized +12.9%
NKE NIKE INC 0.6%
Value $3.352M Shares 27,328 Est. Cost $111.15 Unrealized +5.0%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $3.285M Shares 5,699 Est. Cost $395.33 Unrealized +41.3%
CMCSA COMCAST CORP NEW 0.5%
Value $3.123M Shares 82,389 Est. Cost $40.04 Unrealized -13.5%
NEE NEXTERA ENERGY INC 0.5%
Value $2.992M Shares 38,820 Est. Cost $67.55 Unrealized +4.6%
LNG CHENIERE ENERGY INC 0.5%
Value $2.757M Shares 17,494 Est. Cost $165.85 Unrealized -9.0%
MDT MEDTRONIC PLC 0.4%
Value $2.65M Shares 32,875 Est. Cost $86.84 Unrealized -14.2%
PSX PHILLIPS 66 0.4%
Value $2.641M Shares 26,049 Est. Cost $57.59 Unrealized +59.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value $2.51M Shares 6,514 Est. Cost $407.04 Unrealized -12.7%
KOMP SPDR SER TR 0.4%
Value $2.276M Shares 53,290 Est. Cost $53.89 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value $2.272M Shares 13,922 Est. Cost $119.13 Unrealized +22.9%
NANR SPDR INDEX SHS FDS 0.4%
Value $2.129M Shares 39,701 Est. Cost $43.42 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value $2.067M Shares 7,195 Est. Cost $247.22 Unrealized +9.3%
UNP UNION PAC CORP 0.3%
Value $2.042M Shares 10,147 Est. Cost $172.26 Unrealized +9.9%
COP CONOCOPHILLIPS 0.3%
Value $2.027M Shares 20,433 Est. Cost $38.55 Unrealized +158.1%
GD GENERAL DYNAMICS CORP 0.3%
Value $1.904M Shares 8,341 Est. Cost $152.49 Unrealized +42.8%
TXN TEXAS INSTRS INC 0.3%
Value $1.863M Shares 10,017 Est. Cost $136.56 Unrealized +18.2%
ABBV ABBVIE INC 0.3%
Value $1.842M Shares 11,560 Est. Cost $84.27 Unrealized +63.9%
UPS UNITED PARCEL SERVICE INC 0.3%
Value $1.834M Shares 9,455 Est. Cost $134.54 Unrealized +17.5%
PYPL PAYPAL HLDGS INC 0.3%
Value $1.827M Shares 24,060 Est. Cost $132.06 Unrealized -41.8%
CVS CVS HEALTH CORP 0.3%
Value $1.803M Shares 24,264 Est. Cost $57.43 Unrealized +30.9%
GOOG ALPHABET INC 0.3%
Value $1.802M Shares 17,327 Est. Cost $109.32 Unrealized -12.3%
MRK MERCK & CO INC 0.3%
Value $1.7M Shares 15,979 Est. Cost $87.78 Unrealized +12.4%
DIS DISNEY WALT CO 0.3%
Value $1.661M Shares 16,592 Est. Cost $132.13 Unrealized -25.5%
KO COCA COLA CO 0.3%
Value $1.62M Shares 26,108 Est. Cost $45.96 Unrealized +20.5%
DUK DUKE ENERGY CORP NEW 0.3%
Value $1.582M Shares 16,396 Est. Cost $73.90 Unrealized +19.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value $1.571M Shares 3,324 Est. Cost $325.30 Unrealized +33.2%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value $1.487M Shares 7,577 Est. Cost $182.74 Unrealized +5.1%
NOC NORTHROP GRUMMAN CORP 0.2%
Value $1.473M Shares 3,191 Est. Cost $450.68 Unrealized -1.9%
BSV VANGUARD BD INDEX FDS 0.2%
Value $1.403M Shares 18,345 Est. Cost $79.21 Unrealized
IWM ISHARES TR 0.2%
Value $1.38M Shares 7,734 Est. Cost $218.84 Unrealized
QCOM QUALCOMM INC 0.2%
Value $1.344M Shares 10,531 Est. Cost $103.55 Unrealized +12.4%
BLACKROCK INC 0.2%
Value $1.339M Shares 2,000 Est. Cost $675.81 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value $1.26M Shares 9,389 Est. Cost $114.56 Unrealized +1.5%
XOM EXXON MOBIL CORP 0.2%
Value $1.245M Shares 11,353 Est. Cost $98.66 Unrealized +1.5%
LLY LILLY ELI & CO 0.2%
Value $1.201M Shares 3,497 Est. Cost $226.39 Unrealized +45.7%
IWR ISHARES TR 0.2%
Value $1.181M Shares 16,889 Est. Cost $76.44 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value $1.178M Shares 76,173 Est. Cost $15.46 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value $1.16M Shares 47,925 Est. Cost $23.94 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value $1.16M Shares 5,683 Est. Cost $186.28 Unrealized
MBCN MIDDLEFIELD BANC CORP 0.2%
Value $1.104M Shares 39,404 Est. Cost $24.17 Unrealized +4.6%
BA BOEING CO 0.2%
Value $1.103M Shares 5,192 Est. Cost $164.20 Unrealized +26.5%
DE DEERE & CO 0.2%
Value $1.065M Shares 2,580 Est. Cost $389.20 Unrealized +2.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value $956K Shares 2,334 Est. Cost $427.64 Unrealized
USB US BANCORP DEL 0.2%
Value $928K Shares 25,734 Est. Cost $37.09 Unrealized +4.1%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $906K Shares 13,077 Est. Cost $51.87 Unrealized +18.6%
MO ALTRIA GROUP INC 0.1%
Value $889K Shares 19,931 Est. Cost $29.62 Unrealized +22.5%
CL COLGATE PALMOLIVE CO 0.1%
Value $877K Shares 11,674 Est. Cost $65.59 Unrealized +6.1%
VLO VALERO ENERGY CORP 0.1%
Value $852K Shares 6,101 Est. Cost $60.36 Unrealized +103.8%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value $745K Shares 52,370 Est. Cost $20.62 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $654K Shares 4,330 Est. Cost $149.42 Unrealized
AVGO BROADCOM INC 0.1%
Value $654K Shares 1,019 Est. Cost $45.58 Unrealized +26.3%
IWF ISHARES TR 0.1%
Value $637K Shares 2,607 Est. Cost $269.49 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $607K Shares 2,493 Est. Cost $178.25 Unrealized +22.1%
MINT PIMCO ETF TR 0.1%
Value $598K Shares 6,026 Est. Cost $101.61 Unrealized
IDV ISHARES TR 0.1%
Value $580K Shares 21,087 Est. Cost $27.04 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value $562K Shares 3,009 Est. Cost $201.09 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value $524K Shares 12,407 Est. Cost $43.81 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $509K Shares 5,845 Est. Cost $68.49 Unrealized +20.6%
ETN EATON CORP PLC 0.1%
Value $507K Shares 2,956 Est. Cost $123.19 Unrealized +30.0%
LOW LOWES COS INC 0.1%
Value $499K Shares 2,493 Est. Cost $183.73 Unrealized +4.6%
MUB ISHARES TR 0.1%
Value $482K Shares 4,471 Est. Cost $115.12 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $474K Shares 1,660 Est. Cost $261.35 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value $466K Shares 1,013 Est. Cost $455.20 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $447K Shares 3,260 Est. Cost $115.66 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value $429K Shares 2,265 Est. Cost $217.12 Unrealized
GPC GENUINE PARTS CO 0.1%
Value $419K Shares 2,503 Est. Cost $140.36 Unrealized +10.4%
IHDG WISDOMTREE TR 0.1%
Value $418K Shares 10,603 Est. Cost $36.96 Unrealized
SPMB SPDR SER TR 0.1%
Value $405K Shares 18,266 Est. Cost $21.70 Unrealized
IJK ISHARES TR 0.1%
Value $391K Shares 5,462 Est. Cost $78.67 Unrealized
CAT CATERPILLAR INC 0.1%
Value $389K Shares 1,702 Est. Cost $163.37 Unrealized +41.2%
EFAV ISHARES TR 0.1%
Value $387K Shares 5,726 Est. Cost $63.46 Unrealized
SUB ISHARES TR 0.1%
Value $387K Shares 3,693 Est. Cost $107.19 Unrealized
CMI CUMMINS INC 0.1%
Value $365K Shares 1,529 Est. Cost $170.05 Unrealized +34.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $356K Shares 2,716 Est. Cost $104.05 Unrealized +16.0%
DPZ DOMINOS PIZZA INC 0.1%
Value $354K Shares 1,073 Est. Cost $434.61 Unrealized -26.6%
VTV VANGUARD INDEX FDS 0.1%
Value $353K Shares 2,556 Est. Cost $134.40 Unrealized
ORCL ORACLE CORP 0.1%
Value $345K Shares 3,708 Est. Cost $76.86 Unrealized +10.3%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $341K Shares 6,770 Est. Cost $50.69 Unrealized
IWP ISHARES TR 0.1%
Value $333K Shares 3,659 Est. Cost $111.51 Unrealized
BX BLACKSTONE INC 0.1%
Value $330K Shares 3,757 Est. Cost $100.33 Unrealized -19.1%
XEL XCEL ENERGY INC 0.1%
Value $326K Shares 4,839 Est. Cost $60.96 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value $326K Shares 1,173 Est. Cost $21.62 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value $325K Shares 3,265 Est. Cost $108.07 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value $323K Shares 12,125 Est. Cost $33.20 Unrealized -11.4%
NUMV NUSHARES ETF TR 0.1%
Value $321K Shares 11,200 Est. Cost $35.97 Unrealized
SO SOUTHERN CO 0.1%
Value $318K Shares 4,575 Est. Cost $61.05 Unrealized -0.6%
MGC VANGUARD WORLD FD 0.1%
Value $310K Shares 2,166 Est. Cost $111.83 Unrealized
BOND PIMCO ETF TR 0.1%
Value $309K Shares 3,329 Est. Cost $105.35 Unrealized
WPC WP CAREY INC 0.1%
Value $309K Shares 3,987 Est. Cost $78.03 Unrealized
LVHD LEGG MASON ETF INVT 0.1%
Value $309K Shares 8,279 Est. Cost $37.62 Unrealized
GDX VANECK ETF TRUST 0.1%
Value $299K Shares 9,257 Est. Cost $32.35 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $295K Shares 3,703 Est. Cost $74.46 Unrealized -0.1%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value $284K Shares 34,022 Est. Cost $8.34 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $279K Shares 4,664 Est. Cost $64.73 Unrealized -0.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value $276K Shares 4,414 Est. Cost $54.89 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value $266K Shares 3,207 Est. Cost $82.49 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $266K Shares 2,736 Est. Cost $63.43 Unrealized +37.1%
UVV UNIVERSAL CORP VA 0.0%
Value $260K Shares 4,915 Est. Cost $52.10 Unrealized +0.8%
TU TELUS CORPORATION 0.0%
Value $251K Shares 12,659 Est. Cost $20.33 Unrealized 0.0%
ISHARES TR 0.0%
Value $246K Shares 9,776 Est. Cost $25.19 Unrealized
GLW CORNING INC 0.0%
Value $245K Shares 6,947 Est. Cost $32.11 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value $243K Shares 9,002 Est. Cost $21.52 Unrealized +15.8%
DIVY TIDAL ETF TR 0.0%
Value $242K Shares 9,453 Est. Cost $25.60 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $234K Shares 5,801 Est. Cost $50.27 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $233K Shares 1,173 Est. Cost $186.92 Unrealized +14.3%
WHR WHIRLPOOL CORP 0.0%
Value $229K Shares 1,735 Est. Cost $142.42 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value $229K Shares 1,250 Est. Cost $174.12 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $227K Shares 12,376 Est. Cost $19.44 Unrealized -2.2%
VOT VANGUARD INDEX FDS 0.0%
Value $224K Shares 1,147 Est. Cost $179.90 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $221K Shares 2,673 Est. Cost $82.68 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value $218K Shares 1,030 Est. Cost $169.12 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value $215K Shares 2,249 Est. Cost $84.80 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value $212K Shares 841 Est. Cost $266.79 Unrealized -16.0%
TSLA TESLA INC 0.0%
Value $210K Shares 1,014 Est. Cost $174.45 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $208K Shares 1,975 Est. Cost $108.21 Unrealized
LAM RESEARCH CORP 0.0%
Value $207K Shares 391 Est. Cost $530.12 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $207K Shares 2,710 Est. Cost $81.74 Unrealized
CCI CROWN CASTLE INC 0.0%
Value $206K Shares 1,542 Est. Cost $117.52 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.0%
Value $204K Shares 2,415 Est. Cost $76.55 Unrealized 0.0%
KELLOGG CO 0.0%
Value $203K Shares 3,025 Est. Cost $57.22 Unrealized 0.0%
BERKSHIRE GREY INC 0.0%
Value $133K Shares 96,276 Est. Cost $7.03 Unrealized