Stratos Wealth Advisors, LLC

Position in AXP — American Express Co

CIK 1707202 BEACHWOOD, OH

Position in AXP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,691,588

+$85,722 QoQ

Shares Held

5,001

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,275

of 2,990 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $18,167,140 across 5 Credit Services names. AXP ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	38,519	$13,215,483
2	MA	Mastercard Inc	4,858	$2,495,068
3	AXP	American Express Co This page	5,001	$1,691,588
4	SOFI	SoFi Technologies, Inc.	25,436	$456,067
5	SEZL	Sezzle Inc.	1,800	$308,934

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,691,588	5,001	-5.8%	Shares	Sole	2026-08-11
2026-03-31	$1,605,866	5,309	+3.3%	Shares	Sole	2026-04-28
2025-12-31	$1,901,173	5,139	+2.3%	Shares	Sole	2026-01-20
2025-09-30	$1,668,439	5,023	-5.4%	Shares	Sole	2025-11-06
2025-06-30	$1,693,464	5,309	+2.5%	Shares	Sole	2025-07-29
2025-03-31	$1,393,140	5,178	-8.3%	Shares	Sole	2025-04-30
2024-12-31	$1,676,269	5,648	-9.6%	Shares	Sole	2025-01-27
2024-09-30	$1,694,728	6,249	-0.6%	Shares	Sole	2024-10-17
2024-06-30	$1,455,523	6,286	+133.0%	Shares	Sole	2024-07-24
2024-03-31	$614,307	2,698	+22.2%	Shares	Sole	2024-04-16
2023-12-31	$413,459	2,207	-15.6%	Shares	Sole	2024-01-24
2023-09-30	$390,281	2,616	+78.3%	Shares	Sole	2023-10-24
2023-06-30	$255,551	1,467	+7.0%	Shares	Sole	2023-07-18
2023-03-31	$226,146	1,371	-20.5%	Shares	Sole	2023-04-27
2022-09-30	$232,719	1,725	-4.6%	Shares	Sole	2022-10-24
2022-06-30	$250,624	1,808	+0.6%	Shares	Sole	2022-07-22
2022-03-31	$336,226	1,798	+0.6%	Shares	Sole	2022-04-26
2021-12-31	$292,516	1,788	+5.9%	Shares	Sole	2022-01-14
2021-09-30	$282,958	1,689	-13.8%	Shares	Sole	2021-10-19
2021-06-30	$323,685	1,959	-2.9%	Shares	Sole	2021-07-19
2021-03-31	$285,425	2,018	+12.2%	Shares	Sole	2021-04-27
2020-12-31	$217,517	1,799	-32.4%	Shares	Sole	2021-01-29
2020-06-30	$253,327	2,661	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.