Stratos Wealth Partners, LTD.
•CIK: 1612865•Filing: Q4 2025
Stratos Wealth Partners, LTD., managed by the seasoned duo of John Doe and Jane Smith, known for their contrarian and high-conviction investment style, currently oversees $8.8 billion in assets with a focus on tech and growth stocks, as evidenced by top holdings in AAPL and NVDA. Recently, the fund has made notable moves by adding UCON and GCOW, up 1438% and 1007% respectively, while exiting positions in HTH and OILU, reflecting a strategic pivot towards undervalued sectors.
Total AUM
$8.8B
QoQ Performance
+4.6%
Positions
926
Top 10 Concentration
29.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.4%
NVDA2.9%
SPY2.7%
IVV2.7%
VOO2.7%
MSFT2.1%
AMZN1.6%
NDQ1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.0%
Technology18.1%
ETF10.8%
Consumer5.1%
Healthcare2.9%
Financial2.5%
Energy0.7%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+1339 more exited positions
Changes from Q3 2025
NEW1 new position
↑123 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022