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  Name: Strategies Wealth Advisors LLC
  City: GRAND RAPIDS
  State: MI
  Zip: 49503
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $649,980,000
  Total Value Change : $64,536,000
  Securities Held Change : 8
   
All Securities Held : 98
  New Positions : 13
  Closed Positions : 5
  Increased Positions : 41
  Unchanged Positions : 10
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed 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
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 103 Closed $81.56 $0 0 0% -202,000 -2,595 0    Closed - End Fund - E...
   (LUMN)1 Year Chart         LUMN Lumen Technologies, Inc 102 Closed $1.28 $0 0 0% -26,000 -14,027 0    Telecom Services - Do...
   (GRBK)1 Year Chart         GRBK Green Brick Partners Inc 101 Closed $56.17 $0 0 0% -509,000 -9,800 0    Specialty Chemicals
   (MBWM)1 Year Chart         MBWM Mercantile Bank Corp 100 Closed $39.56 $0 0 0% -1,036,000 -25,649 0    Domestic Regional Banks
   (FAZE)1 Year Chart         FAZE Faze Holdings Ord Shs 99 Closed $13.02 $0 0 0% -12,000 -68,000 0    N/A

      5 Records Found
  1    
Page 1 of 1
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