Strategies Wealth Advisors, LLC

Strategies Wealth Advisors, LLC manages $998M across a diversified portfolio of 187 positions. The fund exhibits significant concentration in U.S. equity sectors, notably holding SPDW at $158.4M and VTV at $139.0M. Further allocations include substantial positions in growth and dividend-focused ETFs such as VUG ($127.9M) and DGRO ($90.1M). This structure suggests a tactical overweighting toward established, large-cap U.S. market segments.

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