Stratos Wealth Partners, LTD.
Top Portfolio Positions
816 positions ·
$3,769,825,292 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,103,689 | $280,105,231 | 7.43% | |
| NVDA |
Nvidia Corp
Technology
|
1,337,996 | $233,346,502 | 6.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
323,776 | $210,564,483 | 5.59% | |
| MSFT |
Microsoft Corp
Technology
|
373,869 | $138,395,087 | 3.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
226,775 | $130,889,994 | 3.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
624,108 | $129,982,973 | 3.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
336,723 | $96,828,065 | 2.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
235,327 | $69,223,790 | 1.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
120,007 | $68,659,604 | 1.82% | |
| AVGO |
Broadcom Inc.
Technology
|
219,728 | $68,008,013 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KGEI
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,900 | 10,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $39,300 | 10,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $55,500 | 10,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $68,500 | 10,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $83,900 | 10,000 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $53,200 | 10,000 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $32,000 | 10,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $35,700 | 10,000 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $31,300 | 10,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $37,500 | 10,000 | Shares | Sole | 2024-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||