Strategies Wealth Advisors, LLC

Position in BLK — BlackRock, Inc.

CIK 1976435 GRAND RAPIDS, MI

Position in BLK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$276,010

-$402,585 QoQ

Shares Held

287

-54.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Strategies Wealth Advisors, LLC holds $1,052,631 across 5 Asset Management names. BLK ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSQ	Calamos Strategic Total Return Fund	18,962	$324,629
2	BLK	BlackRock, Inc. This page	287	$276,010
3	OBDC	Blue Owl Capital Corp	21,440	$237,126
4	PFLT	PennantPark Floating Rate Capital Ltd.	14,240	$114,489
5	PSEC	Prospect Capital Corp	38,459	$100,377

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$276,010	287	-54.7%	Shares	Sole	2026-05-15
2025-12-31	$678,595	634	+15.5%	Shares	Sole	2026-02-13
2025-09-30	$640,062	549	+11.1%	Shares	Sole	2025-11-12
2025-06-30	$518,329	494	+0.4%	Shares	Sole	2025-08-08
2025-03-31	$465,668	492	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.