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The Analysis of Strategic Wealth Investment Group, LLC's Holdings & P&L

Currently, Strategic Wealth Investment Group, LLC holds 94 types of securities in its portfolio with a total value $788.1M. In the most recent quarter, they have increased their positions in MSFT (+6.2K shares, valued at $2.3M), N/A (+51.6K shares, valued at $1.4M), N/A (+9.6K shares, valued at $1.1M); decreased their positions in BIL (-19.8K shares, valued at $1.8M), GLD (-1.7K shares, valued at $711.3K), N/A (-1.9K shares, valued at $534.0K); initiated new positions in SPMO (+4.0K shares, valued at $443.5K), CGGR (+10.8K shares, valued at $435.7K), DFNL (+9.4K shares, valued at $422.3K).

1M P&L

+7.7M+1.15%

3M P&L

-1.3M-0.19%

HY P&L

+1.4M+0.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A316.7M

44.9%

2Drug Manufacturers - General35.3M

5.0%

3Internet Retail32.8M

4.6%

Top Industries by Stock Count

1N/A37 stocks

46.3%

2Credit Services3 stocks

3.8%

3Drug Manufacturers - General3 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTI SPDR SERIES TRUST2.2M shares0.75%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS479.0K shares1.26%2026-03-312026-05-11

BCUS EXCHANGE LISTED FDS TR1.1M shares1.39%2026-03-312026-05-11

AMZN AMAZON COM INC145.8K shares2.56%2026-03-312026-05-11

SPTL SPDR SERIES TRUST1.1M shares0.63%2026-03-312026-05-11

AAPL APPLE INC100.4K shares-0.86%2026-03-312026-05-11

MSFT MICROSOFT CORP64.4K shares10.64%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T34.8K shares-1.06%2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC70.5K shares0.14%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO70.8K shares0.78%2026-03-312026-05-11

GLD SPDR GOLD TR48.2K shares-3.32%2026-03-312026-05-11

NVDA NVIDIA CORPORATION118.1K shares-0.55%2026-03-312026-05-11

META META PLATFORMS INC33.3K shares6.07%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC36.2K shares4.07%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS182.2K shares2.55%2026-03-312026-05-11

HUBBELL INC HUBBELL INC32.3K shares-1.50%2026-03-312026-05-11

Sponsored

ANGL VANECK ETF TRUST549.4K shares4.01%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC17.3K shares-0.49%2026-03-312026-05-11

ALPHABET INC ALPHABET INC50.3K shares-3.56%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON58.3K shares-3.27%2026-03-312026-05-11

EXCHANGE LISTED FDS TR EXCHANGE LISTED FDS TR514.5K shares11.14%2026-03-312026-05-11

V VISA INC40.5K shares2.67%2026-03-312026-05-11

VYMI VANGUARD WHITEHALL FDS129.0K shares-1.01%2026-03-312026-05-11

BIL SPDR SERIES TRUST128.7K shares-13.34%2026-03-312026-05-11

Sponsored

CRM SALESFORCE INC62.5K shares9.52%2026-03-312026-05-11

LINDE PLC LINDE PLC23.1K shares0.98%2026-03-312026-05-11

LLY ELI LILLY & CO12.1K shares-1.99%2026-03-312026-05-11

PEP PEPSICO INC68.6K shares0.71%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION10.4K shares1.36%2026-03-312026-05-11

IXC ISHARES TR179.6K shares-2.01%2026-03-312026-05-11

PG PROCTER & GAMBLE CO71.6K shares0.77%2026-03-312026-05-11

DHR DANAHER CORP DEL53.2K shares0.49%2026-03-312026-05-11

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW75.8K shares1.72%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO32.8K shares1.01%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC105.2K shares2.33%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC133.8K shares4.18%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC54.6K shares2.16%2026-03-312026-05-11

ABBV ABBVIE INC42.4K shares0.73%2026-03-312026-05-11

BA BOEING CO46.1K shares1.07%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC72.7K shares15.22%2026-03-312026-05-11

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IBM INTERNATIONAL BUSINESS MACHS33.9K shares6.21%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP116.6K shares14.68%2026-03-312026-05-11

PFF ISHARES TR217.9K shares0.70%2026-03-312026-05-11

WM WASTE MGMT INC DEL28.3K shares0.80%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR11.2K shares-4.40%2026-03-312026-05-11

NFLX NETFLIX INC.64.9K shares14.20%2026-03-312026-05-11

XOM EXXON MOBIL CORP35.1K shares5.80%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR128.2K shares-0.78%2026-03-312026-05-11

Sponsored

VEU VANGUARD INTL EQUITY INDEX F74.6K shares11.27%2026-03-312026-05-11

EA SERIES TRUST EA SERIES TRUST93.6K shares21.71%2026-03-312026-05-11

GLTR ABRDN PRECIOUS METALS BASKET11.6K shares-4.61%2026-03-312026-05-11

MLPX GLOBAL X FDS33.9K shares-0.88%2026-03-312026-05-11

ARKQ ARK ETF TR20.7K shares1.33%2026-03-312026-05-11

MOO VANECK ETF TRUST21.2K shares-1.22%2026-03-312026-05-11

VAW VANGUARD WORLD FD7.5K shares-1.15%2026-03-312026-05-11

ARKK ARK ETF TR23.1K shares-2.74%2026-03-312026-05-11

Sponsored

XT ISHARES TR22.2K shares-3.34%2026-03-312026-05-11

BLOK AMPLIFY ETF TR29.7K shares-1.46%2026-03-312026-05-11

TSLA TESLA INC2.8K shares-3.98%2026-03-312026-05-11

EPI WISDOMTREE TR25.3K shares-2.76%2026-03-312026-05-11

VUG VANGUARD INDEX FDS2.3K shares-14.16%2026-03-312026-05-11

APH AMPHENOL CORP7.8K shares-5.25%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.9K shares-0.02%2026-03-312026-05-11

HACK AMPLIFY ETF TR11.3K shares36.60%2026-03-312026-05-11

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares-10.59%2026-03-312026-05-11

HLI HOULIHAN LOKEY INC4.9K shares-1.66%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS3.0K shares-16.65%2026-03-312026-05-11

NOBL PROSHARES TR5.8K shares-3.57%2026-03-312026-05-11

SPGM SPDR INDEX SHS FDS7.6K shares-17.63%2026-03-312026-05-11

WMT WALMART INC4.3K shares-12.42%2026-03-312026-05-11

MCD MCDONALDS CORP1.7K shares-5.91%2026-03-312026-05-11

KEYS KEYSIGHT TECHNOLOGIES INC1.8K shares0.00%2026-03-312026-05-11

Sponsored

VTI VANGUARD INDEX FDS1.4K shares-7.72%2026-03-312026-05-11

SPMO INVESCO EXCH TRADED FD TR II4.0K sharesnew addition2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH ETF10.8K sharesnew addition2026-03-312026-05-11

DFNL DAVIS FUNDAMENTAL ETF TR9.4K sharesnew addition2026-03-312026-05-11

COF CAPITAL ONE FINL CORP2.3K shares-2.04%2026-03-312026-05-11

DGRO ISHARES TR5.8K shares0.53%2026-03-312026-05-11

FDCF FIDELITY COVINGTON TRUST8.4K sharesnew addition2026-03-312026-05-11

KO COCA COLA CO4.1K shares-1.88%2026-03-312026-05-11

Sponsored

IVV ISHARES TR472 shares0.21%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS2.0K shares1.23%2026-03-312026-05-11

DIS DISNEY WALT CO2.9K shares-2.92%2026-03-312026-05-11

STERIS PLC STERIS PLC1.2K shares-25.40%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEND VALUE6.2K sharesnew addition2026-03-312026-05-11

VGT VANGUARD WORLD FD362 shares-6.94%2026-03-312026-05-11

TFC TRUIST FINL CORP5.4K shares-6.18%2026-03-312026-05-11

VO VANGUARD INDEX FDS827 shares0.00%2026-03-312026-05-11

Sponsored

FELC FIDELITY COVINGTON TRUST6.5K shares0.29%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW713 shares-0.83%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL470 shares-13.12%2026-03-312026-05-11

MCK MCKESSON CORP259 shares0.00%2026-03-312026-05-11

HD HOME DEPOT INC661 shares-13.14%2026-03-312026-05-11

CREATIVE MEDIA & CMNTY TR CREATIVE MEDIA & CMNTY TR11.1K sharesnew addition2026-03-312026-05-11

SPTI

SPDR SERIES TRUST

0.75%

Shares2.2M

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD SCOTTSDALE FDS

1.26%

Shares479.0K

Event2026-03-31

Filed2026-05-11

BCUS

EXCHANGE LISTED FDS TR

1.39%

Shares1.1M

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

2.56%

Shares145.8K

Event2026-03-31

Filed2026-05-11

SPTL

SPDR SERIES TRUST

0.63%

Shares1.1M

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-0.86%

Shares100.4K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

10.64%

Shares64.4K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-1.06%

Shares34.8K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

0.14%

Shares70.5K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

0.78%

Shares70.8K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-3.32%

Shares48.2K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-0.55%

Shares118.1K

Event2026-03-31

Filed2026-05-11