Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,223,757
+$444,601 QoQ
Shares Held
1,210
+31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,610
of 3,125 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Stratos Wealth Advisors, LLC holds $5,636,852 across 7 Capital Markets names. GS ranks #3 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,310 | $1,528,082 | |
| 2 | SCHW |
Schwab Charles Corp
|
14,367 | $1,325,643 | |
| 3 | GS |
Goldman Sachs Group Inc
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|
1,210 | $1,223,757 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
9,094 | $911,946 | |
| 5 | IREN |
IREN Ltd
|
6,625 | $302,961 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
6,500 | $241,540 | |
| 7 | PURR |
Hyperliquid Strategies Inc
|
13,078 | $102,923 |
All Filings in GS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,223,757 | 1,210 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $779,156 | 921 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $870,210 | 990 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $750,161 | 942 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $610,080 | 862 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $499,855 | 915 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $547,997 | 957 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $577,793 | 1,167 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $574,898 | 1,271 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $325,798 | 780 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $349,893 | 907 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $289,595 | 895 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $216,101 | 670 | Shares | Sole | 2023-07-18 | |
| 2022-03-31 | $218,856 | 663 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $744,059 | 1,945 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $669,869 | 1,772 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $702,130 | 1,850 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $327,654 | 1,002 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $230,482 | 874 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||