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  Name: Strata Wealth Advisors LLC
  City: DALLAS
  State: TX
  Zip: 75231
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $284,287,000
  Total Value Change : $30,357,000
  Securities Held Change : 6
   
All Securities Held : 75
  New Positions : 14
  Closed Positions : 9
  Increased Positions : 31
  Unchanged Positions : 10
  Decreased Positions : 20

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (LLY)1 Year Chart         LLY Eli Lilly & Co 30 New $770.00 $1,038,000 1,334 0.37% 1,038,000 1,334 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 38 New $167.64 $740,000 4,563 0.26% 740,000 4,563 0    Cleaning Products
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 43 New $0.00 $663,000 25,536 0.23% 663,000 25,536 0.028    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 51 New $166.42 $422,000 2,315 0.15% 422,000 2,315 0    Drug Manufacturers - ...
   (ABT)1 Year Chart         ABT Abbott Laboratories 52 New $104.09 $412,000 3,625 0.14% 412,000 3,625 0    Drug Manufacturers - ...
   (FCN)1 Year Chart         FCN FTI Consulting Inc 60 New $223.10 $306,000 1,454 0.11% 306,000 1,454 0.004    Management Services
   (FB)1 Year Chart         FB Meta Platforms Inc 61 New $471.91 $305,000 629 0.11% 305,000 629 0    Internet Service Prov...
   (ED)1 Year Chart         ED Consolidated Edison Inc 63 New $97.10 $292,000 3,213 0.1% 292,000 3,213 0.001    Multi Utilities
   (COP)1 Year Chart         COP ConocoPhillips 65 New $121.71 $272,000 2,136 0.1% 272,000 2,136 0    Integrated Oil & Gas
   (SPMO)1 Year Chart         SPMO Powershares S&p 500 Momentu... 67 New $80.75 $248,000 3,095 0.09% 248,000 3,095 0.023    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 68 New $595.30 $234,000 402 0.08% 234,000 402 0    Medical Laboratories ...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 69 New $195.02 $230,000 1,320 0.08% 230,000 1,320 0    Semiconductor- Broad...
   (ORCL)1 Year Chart         ORCL Oracle Corp 73 New $123.50 $202,000 1,610 0.07% 202,000 1,610 0    Application Software
   (REAL)1 Year Chart         REAL Therealreal, Inc. 75 New $4.17 $43,000 11,000 0.02% 43,000 11,000 0.012    N/A
      14 Records Found
  1    
Page 1 of 1
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