The Analysis of Strategic Wealth Investment Group, LLC's Holdings
Currently, Strategic Wealth Investment Group, LLC holds 130 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in SPTI (+3.3M shares, valued at $94.0M), BCUS (+1.7M shares, valued at $54.7M), VCIT (+603.6K shares, valued at $50.8M); initiated new positions in BSX (+132.9K shares, valued at $13.0M), VEU (+79.2K shares, valued at $5.7M), XOM (+37.9K shares, valued at $4.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTI SPDR SERIES TRUST3.3M shares4104.66%2025-09-302025-11-14
BCUS EXCHANGE LISTED FDS TR1.7M shares2712.35%2025-09-302025-11-14 VCIT VANGUARD SCOTTSDALE FDS622.3K shares3236.69%2025-09-302025-11-14 SPTL SPDR SERIES TRUST1.8M shares1792.41%2025-09-302025-11-14 SPY SPDR SP 500 ETF TR70.1K shares2126.62%2025-09-302025-11-14 MSFT MICROSOFT CORP85.4K shares1486.78%2025-09-302025-11-14 AMZN AMAZON COM INC200.7K shares1613.46%2025-09-302025-11-14 AAPL APPLE INC148.1K shares1242.49%2025-09-302025-11-14 AVGO BROADCOM INC102.1K shares1269.94%2025-09-302025-11-14 NVDA NVIDIA CORPORATION174.4K shares1112.55%2025-09-302025-11-14 META META PLATFORMS INC43.8K shares1304.59%2025-09-302025-11-14 JPM JPMORGAN CHASE CO.100.5K shares1471.55%2025-09-302025-11-14 GLD SPDR GOLD TR85.8K shares2742.71%2025-09-302025-11-14 BIL SPDR SERIES TRUST327.8K shares149.80%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC49.6K shares1421.61%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS230.3K shares2864.15%2025-09-302025-11-14 ANGL VANECK ETF TRUST680.2K shares3726.63%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC24.8K shares1507.90%2025-09-302025-11-14 HUBB HUBBELL INC45.1K shares1756.47%2025-09-302025-11-14 GOOGL ALPHABET INC78.7K shares904.59%2025-09-302025-11-14 V VISA INC55.5K shares1397.49%2025-09-302025-11-14 CRM SALESFORCE INC79.5K shares2272.52%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC181.8K shares992.74%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO106.6K shares1071.90%2025-09-302025-11-14 JNJ JOHNSON JOHNSON88.0K shares1386.76%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO47.1K shares1304.02%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC143.4K shares1414.26%2025-09-302025-11-14 LIN LINDE PLC32.4K shares1080.77%2025-09-302025-11-14 MMC MARSH MCLENNAN COS INC76.0K shares1251.75%2025-09-302025-11-14 DHR DANAHER CORPORATION76.8K shares1141.27%2025-09-302025-11-14 VYMI VANGUARD WHITEHALL FDS174.1K shares2570.81%2025-09-302025-11-14 LLY ELI LILLY CO18.3K shares2653.39%2025-09-302025-11-14 BA BOEING CO64.1K shares1108.96%2025-09-302025-11-14 ABBV ABBVIE INC58.9K shares2262.66%2025-09-302025-11-14 BX BLACKSTONE INC79.7K shares664433.33%2025-09-302025-11-14 PEP PEPSICO INC96.2K shares1283.95%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW14.5K shares1454.18%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP132.9K sharesnew addition2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS43.6K shares2789.07%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW97.6K shares2580.09%2025-09-302025-11-14 IXC ISHARES TR269.6K shares2134.49%2025-09-302025-11-14 QQQ INVESCO QQQ TR17.2K shares1264.21%2025-09-302025-11-14 XLU SELECT SECTOR SPDR TR116.5K shares1984.82%2025-09-302025-11-14 PFF ISHARES TR288.8K shares1693.83%2025-09-302025-11-14 NFLX NETFLIX INC7.2K shares7942.22%2025-09-302025-11-14 WM WASTE MGMT INC DEL37.5K shares2793.05%2025-09-302025-11-14 VEU VANGUARD INTL EQUITY INDEX F79.2K sharesnew addition2025-09-302025-11-14 XOM EXXON MOBIL CORP37.9K sharesnew addition2025-09-302025-11-14 GLTR ABRDN PRECIOUS METALS BASKET24.1K shares1744.64%2025-09-302025-11-14 ARKQ ARK ETF TR28.2K sharesnew addition2025-09-302025-11-14 ARKK ARK ETF TR35.4K shares1236.05%2025-09-302025-11-14 BLOK AMPLIFY ETF TR44.4K shares1387.88%2025-09-302025-11-14 MLPX GLOBAL X FDS46.1K shares1389.21%2025-09-302025-11-14 VTI VANGUARD INDEX FDS8.8K shares8038.89%2025-09-302025-11-14 MOO VANECK ETF TRUST35.4K shares2899.32%2025-09-302025-11-14 VAW VANGUARD WORLD FD12.5K shares2869.05%2025-09-302025-11-14 XT ISHARES TR32.3K shares1465.49%2025-09-302025-11-14 TSLA TESLA INC4.6K shares533.66%2025-09-302025-11-14 VUG VANGUARD INDEX FDS4.2K shares1225.71%2025-09-302025-11-14 EPI WISDOMTREE TR38.4K shares936.97%2025-09-302025-11-14 APH AMPHENOL CORP NEW11.9K shares2293.79%2025-09-302025-11-14 HLI HOULIHAN LOKEY INC7.0K shares3122.22%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND5.1K sharesnew addition2025-09-302025-11-14 AVUS AMERICAN CENTY ETF TR11.4K sharesnew addition2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS5.6K shares199.57%2025-09-302025-11-14 HACK AMPLIFY ETF TR12.2K sharesnew addition2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD3.6K sharesnew addition2025-09-302025-11-14 SPGM SPDR INDEX SHS FDS12.8K shares804.67%2025-09-302025-11-14 COF CAPITAL ONE FINL CORP3.7K sharesnew addition2025-09-302025-11-14 WMT WALMART INC7.2K sharesnew addition2025-09-302025-11-14 IVV ISHARES TR1.1K sharesnew addition2025-09-302025-11-14 KO COCA COLA CO10.3K shares220.37%2025-09-302025-11-14 NOBL PROSHARES TR6.6K shares23467.86%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC3.5K sharesnew addition2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K sharesnew addition2025-09-302025-11-14 MCD MCDONALDS CORP2.1K sharesnew addition2025-09-302025-11-14 HPQ HP INC21.8K sharesnew addition2025-09-302025-11-14 BALL BALL CORP11.5K sharesnew addition2025-09-302025-11-14 VOO VANGUARD INDEX FDS921 shares3442.31%2025-09-302025-11-14 STE STERIS PLC2.3K shares5881.58%2025-09-302025-11-14 DIS DISNEY WALT CO4.9K shares22150.00%2025-09-302025-11-14 VGT VANGUARD WORLD FD724 sharesnew addition2025-09-302025-11-14 VO VANGUARD INDEX FDS1.8K sharesnew addition2025-09-302025-11-14 HD HOME DEPOT INC1.2K sharesnew addition2025-09-302025-11-14 VOT VANGUARD INDEX FDS1.6K shares468.35%2025-09-302025-11-14 DGRO ISHARES TR6.8K shares1403.75%2025-09-302025-11-14 VTV VANGUARD INDEX FDS2.2K sharesnew addition2025-09-302025-11-14 BOTZ GLOBAL X FDS11.3K sharesnew addition2025-09-302025-11-14 VGSH VANGUARD SCOTTSDALE FDS6.8K sharesnew addition2025-09-302025-11-14 BKCH GLOBAL X FDS4.4K sharesnew addition2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS2.6K shares2467.96%2025-09-302025-11-14 VXF VANGUARD INDEX FDS1.8K sharesnew addition2025-09-302025-11-14 NVO NOVONORDISK A S6.6K shares1.01%2025-09-302025-11-14 DFCF DIMENSIONAL ETF TRUST8.4K sharesnew addition2025-09-302025-11-14 IJR ISHARES TR2.9K sharesnew addition2025-09-302025-11-14 UBSI UNITED BANKSHARES INC WEST V9.0K sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABS2.5K sharesnew addition2025-09-302025-11-14 KEYS KEYSIGHT TECHNOLOGIES INC1.8K sharesnew addition2025-09-302025-11-14 IJT ISHARES TR2.3K shares396.70%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS4.3K sharesnew addition2025-09-302025-11-14 WFC WELLS FARGO CO NEW3.8K sharesnew addition2025-09-302025-11-14 SPG SIMON PPTY GROUP INC NEW1.7K sharesnew addition2025-09-302025-11-14 VVOS VIVOS THERAPEUTICS INC100.0K sharesnew addition2025-09-302025-11-14 SCHF SCHWAB STRATEGIC TR12.8K sharesnew addition2025-09-302025-11-14 ARKF ARK ETF TR5.2K sharesnew addition2025-09-302025-11-14 FDN FIRST TR EXCHANGETRADED FD1.0K shares1043.82%2025-09-302025-11-14 MCK MCKESSON CORP364 sharesnew addition2025-09-302025-11-14 TFC TRUIST FINL CORP6.1K sharesnew addition2025-09-302025-11-14 CVX CHEVRON CORP NEW1.7K sharesnew addition2025-09-302025-11-14 QQQM INVESCO EXCH TRADED FD TR II1.0K sharesnew addition2025-09-302025-11-14 DFIV DIMENSIONAL ETF TRUST5.4K sharesnew addition2025-09-302025-11-14 VXUS VANGUARD STAR FDS3.4K sharesnew addition2025-09-302025-11-14 SPAB SPDR SERIES TRUST9.4K sharesnew addition2025-09-302025-11-14 FELC FIDELITY COVINGTON TRUST6.5K sharesnew addition2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP481 shares1904.17%2025-09-302025-11-14 RTX RTX CORPORATION1.4K sharesnew addition2025-09-302025-11-14 SPHQ INVESCO EXCHANGE TRADED FD T3.3K sharesnew addition2025-09-302025-11-14 GOOG ALPHABET INC974 sharesnew addition2025-09-302025-11-14 BAC BANK AMERICA CORP4.6K sharesnew addition2025-09-302025-11-14 T ATT INC8.2K shares27180.00%2025-09-302025-11-14 STIP ISHARES TR2.2K sharesnew addition2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC5.0K shares2518.23%2025-09-302025-11-14 ANET ARISTA NETWORKS INC1.5K sharesnew addition2025-09-302025-11-14 IJH ISHARES TR3.3K sharesnew addition2025-09-302025-11-14 QTUM ETF SER SOLUTIONS2.0K sharesnew addition2025-09-302025-11-14 IWD ISHARES TR1.0K sharesnew addition2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC1.3K shares1489.87%2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS2.5K sharesnew addition2025-09-302025-11-14 SPLV INVESCO EXCH TRADED FD TR II2.7K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available