Stratos Wealth Partners, LTD.
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$8.8B
Holdings
1,618
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Increased +0.8% (1.10M → 1.10M shares)
3.2%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +0.9% (1.35M → 1.37M shares)
2.7%
03
$IVV
ISHARES TR
Q4 2025: Increased +1.0% (339.3k → 342.7k shares)
2.5%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Increased +4.7% (334.9k → 350.7k shares)
2.4%
05
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 1.1% (376.9k → 372.7k shares)
2.4%
06
$MSFT
MICROSOFT CORP
Q4 2025: Increased +1.8% (368.2k → 374.6k shares)
1.6%
07
$NDQ
INVESCO QQQ TR
Q4 2025: Increased +2.7% (225.4k → 231.5k shares)
1.5%
08
$AMZN
AMAZON COM INC
Q4 2025: Increased +0.5% (620.9k → 624.1k shares)
1.5%
09
$IDEV
ISHARES TR
Q4 2025: Sold 0.7% (1.23M → 1.22M shares)
1.4%
10
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Increased +11.3% (1.01M → 1.13M shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:48 UTC.