Stratos Wealth Advisors, LLC

Position in MSTR — Strategy Inc

CIK 1707202 BEACHWOOD, OH

Position in MSTR

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

Position Value

$328,073

-$566,867 QoQ

Shares Held

3,774

-47.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#527

of 863 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $3,579,480 across 5 Software - Application names. MSTR ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	16,898	$1,219,359
2	SNOW	Snowflake Inc.	4,002	$1,018,509
3	CRM	Salesforce, Inc.	4,171	$653,428
4	ADP	Automatic Data Processing Inc	1,608	$360,111
5	MSTR	Strategy Inc This page	3,774	$328,073

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,073	3,774	-47.4%	Shares	Sole	2026-08-11
2026-03-31	$894,940	7,171	-30.9%	Shares	Sole	2026-04-28
2025-12-31	$1,576,481	10,375	+8.3%	Shares	Sole	2026-01-20
2025-09-30	$3,085,482	9,576	+11.9%	Shares	Sole	2025-11-06
2025-06-30	$3,458,591	8,556	+2.9%	Shares	Sole	2025-07-29
2025-03-31	$2,397,541	8,317	-0.6%	Shares	Sole	2025-04-30
2024-12-31	$2,423,540	8,368	-28.1%	Shares	Sole	2025-01-27
2024-09-30	$1,961,323	11,633	+1020.7%	Shares	Sole	2024-10-17
2024-06-30	$1,429,824	1,038	+3.9%	Shares	Sole	2024-07-24
2024-03-31	$1,702,855	999	+11.9%	Shares	Sole	2024-04-16
2023-12-31	$564,036	893	+14.3%	Shares	Sole	2024-01-24
2023-09-30	$256,386	781	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.