Position in PTC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$217,297
New position
Shares Held
1,525
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Stratos Wealth Partners, LTD. holds $41,136,176 across 21 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
24,556 | $5,499,316 | |
| 2 | NOW |
ServiceNow, Inc.
|
50,051 | $4,969,063 | |
| 3 | UBER |
Uber Technologies, Inc
|
66,481 | $4,797,268 | |
| 4 | CRM |
Salesforce, Inc.
|
30,598 | $4,793,482 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
12,282 | $4,609,680 | |
| 6 | SHOP |
Shopify Inc.
|
27,143 | $3,099,187 | |
| 7 | MSTR |
Strategy Inc
|
33,846 | $2,942,232 | |
| 8 | PAYX |
Paychex Inc
|
21,908 | $2,154,213 |
All Filings in PTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,297 | 1,525 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||