Institutional manager
Stratos Wealth Partners, LTD.
Holds positions in 370 of the S&P 500, worth $3.71bn as reported for the quarter ended 31-mar-2026.
Positions held370of 488 index companies covered
Reported value$3.71bnS&P 500 positions only
Top ten weight51%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 370 held. The rest are smaller than every one of these.
State Street CorporationSTT7.2m$637mFinancialsApple Inc.AAPL1.1m$280mInformation TechnologyNvidiaNVDA1.3m$233mInformation TechnologyAlphabet Inc. (Class A)GOOGL539,278$155mCommunication ServicesMicrosoftMSFT373,869$138mInformation TechnologyInvescoIVZ236,965$131mFinancialsAmazonAMZN624,108$130mConsumer DiscretionaryJPMorgan ChaseJPM235,327$69mFinancialsMeta PlatformsMETA120,007$69mCommunication ServicesBroadcomAVGO219,728$68mInformation TechnologyCostcoCOST52,397$52mConsumer StaplesTesla, Inc.TSLA120,581$45mConsumer DiscretionaryExxonMobilXOM251,858$43mEnergyBerkshire HathawayBRK.B79,407$40mFinancialsAbbVieABBV168,351$37mHealth CareHowmet AerospaceHWM149,915$35mIndustrialsHome Depot (The)HD99,105$33mConsumer DiscretionaryLilly (Eli)LLY33,151$30mHealth CarePalantir TechnologiesPLTR207,113$30mInformation TechnologyJohnson & JohnsonJNJ121,547$30mHealth CareMcDonald'sMCD93,308$29mConsumer DiscretionaryBNY MellonBNY491,802$28mFinancialsAmphenolAPH213,837$27mInformation TechnologyGoldman SachsGS369,964$27mFinancialsWalmartWMT190,951$24mConsumer StaplesLam ResearchLRCX111,010$24mInformation TechnologyParker HannifinPH26,087$23mIndustrialsQuanta ServicesPWR41,238$23mIndustrialsProcter & GamblePG142,145$21mConsumer StaplesGE VernovaGEV22,979$20mIndustrialsWells FargoWFC104,288$18mFinancialsChevron CorporationCVX88,658$18mEnergyVerizonVZ339,134$17mCommunication ServicesNetflixNFLX173,661$17mCommunication ServicesVisa Inc.V52,451$16mFinancialsCaterpillar Inc.CAT21,699$15mIndustrialsOracle CorporationORCL103,156$15mInformation TechnologyMicron TechnologyMU44,340$15mInformation TechnologyEaton CorporationETN41,778$15mIndustrialsIBMIBM59,982$15mInformation TechnologyQualcommQCOM110,656$14mInformation TechnologyMastercardMA27,863$14mFinancialsMerck & Co.MRK113,014$14mHealth CareAdvanced Micro DevicesAMD66,272$13mInformation TechnologyBank of AmericaBAC269,331$13mFinancialsAccentureACN65,711$13mInformation TechnologyAbbott LaboratoriesABT122,194$13mHealth CareProgressive CorporationPGR62,067$12mFinancialsCrowdStrikeCRWD31,236$12mInformation TechnologyThermo Fisher ScientificTMO24,559$12mHealth CareCiscoCSCO154,112$12mInformation TechnologyAmgenAMGN33,919$12mHealth CareRepublic ServicesRSG53,991$12mIndustrialsGilead SciencesGILD84,091$12mHealth CareBristol Myers SquibbBMY193,113$12mHealth CareCorning Inc.GLW85,826$12mInformation TechnologyT. Rowe PriceTROW307,015$11mFinancialsSherwin-WilliamsSHW34,564$11mMaterialsTexas InstrumentsTXN56,445$11mInformation TechnologyWEC Energy GroupWEC93,906$11mUtilities
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.