The Analysis of Strategic Wealth Investment Group, LLC's Holdings
Currently, Strategic Wealth Investment Group, LLC holds 93 types of securities in its portfolio with a total value $813.6M. In the most recent quarter, they have increased their positions in NFLX (+49.6K shares, valued at $4.6M), N/A (+76.9K shares, valued at $2.1M), XLU (+12.7K shares, valued at $543.4K); decreased their positions in SPTI (-1.1M shares, valued at $32.7M), SPY (-34.9K shares, valued at $23.8M), BCUS (-610.5K shares, valued at $19.7M); initiated new positions in N/A (+76.9K shares, valued at $2.1M), MAR (+719 shares, valued at $223.0K), CINF (+1.3K shares, valued at $204.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTI SPDR SERIES TRUST2.2M shares-34.03%2025-12-312026-02-11
VCIT VANGUARD SCOTTSDALE FDS473.1K shares-23.97%2025-12-312026-02-11 BCUS EXCHANGE LISTED FDS TR1.1M shares-35.31%2025-12-312026-02-11 AMZN AMAZON COM INC142.1K shares-29.19%2025-12-312026-02-11 SPTL SPDR SERIES TRUST1.1M shares-37.11%2025-12-312026-02-11 MSFT MICROSOFT CORP58.2K shares-31.87%2025-12-312026-02-11 AAPL APPLE INC101.3K shares-31.61%2025-12-312026-02-11 BROADCOM INC BROADCOM INC70.4K shares-31.05%2025-12-312026-02-11 SPY SPDR S&P 500 ETF TR35.2K shares-49.85%2025-12-312026-02-11 JPM JPMORGAN CHASE & CO.70.2K shares-30.13%2025-12-312026-02-11 NVDA NVIDIA CORPORATION118.7K shares-31.93%2025-12-312026-02-11 META META PLATFORMS INC31.4K shares-28.19%2025-12-312026-02-11 TMO THERMO FISHER SCIENTIFIC INC34.7K shares-29.92%2025-12-312026-02-11 GLD SPDR GOLD TR49.8K shares-41.95%2025-12-312026-02-11 ALPHABET INC ALPHABET INC52.1K shares-33.77%2025-12-312026-02-11 VNQ VANGUARD INDEX FDS177.7K shares-22.87%2025-12-312026-02-11 ANGL VANECK ETF TRUST528.2K shares-22.35%2025-12-312026-02-11 GS GOLDMAN SACHS GROUP INC17.4K shares-29.97%2025-12-312026-02-11 CRM SALESFORCE INC57.1K shares-28.23%2025-12-312026-02-11 HUBBELL INC HUBBELL INC32.8K shares-27.24%2025-12-312026-02-11 V VISA INC39.5K shares-28.89%2025-12-312026-02-11 BIL SPDR SERIES TRUST148.5K shares-54.70%2025-12-312026-02-11 LLY ELI LILLY & CO12.3K shares-32.52%2025-12-312026-02-11 JNJ JOHNSON & JOHNSON60.3K shares-31.48%2025-12-312026-02-11 DHR DANAHER CORPORATION53.0K shares-30.99%2025-12-312026-02-11 AXP AMERICAN EXPRESS CO32.4K shares-31.17%2025-12-312026-02-11 VYMI VANGUARD WHITEHALL FDS130.3K shares-25.16%2025-12-312026-02-11 UBER UBER TECHNOLOGIES INC128.4K shares-29.36%2025-12-312026-02-11 PG PROCTER AND GAMBLE CO71.0K shares-33.37%2025-12-312026-02-11 MMC MARSH & MCLENNAN COS INC53.4K shares-29.75%2025-12-312026-02-11 BA BOEING CO45.6K shares-28.78%2025-12-312026-02-11 PEP PEPSICO INC68.1K shares-29.19%2025-12-312026-02-11 LINDE PLC LINDE PLC22.9K shares-29.35%2025-12-312026-02-11 BSX BOSTON SCIENTIFIC CORP101.7K shares-23.51%2025-12-312026-02-11 ABBV ABBVIE INC42.1K shares-28.56%2025-12-312026-02-11 IBM INTERNATIONAL BUSINESS MACHS31.9K shares-26.77%2025-12-312026-02-11 ORLY OREILLY AUTOMOTIVE INC102.8K shares-28.32%2025-12-312026-02-11 COST COSTCO WHSL CORP NEW10.3K shares-29.34%2025-12-312026-02-11 IXC ISHARES TR183.2K shares-32.04%2025-12-312026-02-11 PFF ISHARES TR216.4K shares-25.06%2025-12-312026-02-11 WM WASTE MGMT INC DEL28.0K shares-25.19%2025-12-312026-02-11 XLU SELECT SECTOR SPDR TR129.2K shares10.93%2025-12-312026-02-11 NFLX NETFLIX INC56.8K shares685.05%2025-12-312026-02-11 VEU VANGUARD INTL EQUITY INDEX F67.1K shares-15.36%2025-12-312026-02-11 XOM EXXON MOBIL CORP33.2K shares-12.33%2025-12-312026-02-11 GLTR ABRDN PRECIOUS METALS BASKET12.1K shares-49.69%2025-12-312026-02-11 ARKQ ARK ETF TR20.5K shares-27.35%2025-12-312026-02-11 EA SERIES TRUST EA SERIES TRUST76.9K sharesnew addition2025-12-312026-02-11 MLPX GLOBAL X FDS34.2K shares-25.87%2025-12-312026-02-11 ARKK ARK ETF TR23.8K shares-32.91%2025-12-312026-02-11 BLOK AMPLIFY ETF TR30.1K shares-32.20%2025-12-312026-02-11 XT ISHARES TR23.0K shares-28.80%2025-12-312026-02-11 VAW VANGUARD WORLD FD7.6K shares-39.17%2025-12-312026-02-11 MOO VANECK ETF TRUST21.5K shares-39.29%2025-12-312026-02-11 VUG VANGUARD INDEX FDS2.7K shares-34.72%2025-12-312026-02-11 TSLA TESLA INC2.9K shares-35.49%2025-12-312026-02-11 EPI WISDOMTREE TR26.1K shares-32.06%2025-12-312026-02-11 APH AMPHENOL CORP NEW8.2K shares-31.45%2025-12-312026-02-11 HLI HOULIHAN LOKEY INC5.0K shares-28.36%2025-12-312026-02-11 VIG VANGUARD SPECIALIZED FUNDS3.7K shares-34.77%2025-12-312026-02-11 TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares-34.24%2025-12-312026-02-11 SPGM SPDR INDEX SHS FDS9.2K shares-28.07%2025-12-312026-02-11 HACK AMPLIFY ETF TR8.3K shares-31.82%2025-12-312026-02-11 NOBL PROSHARES TR6.0K shares-9.17%2025-12-312026-02-11 COF CAPITAL ONE FINL CORP2.3K shares-37.73%2025-12-312026-02-11 WMT WALMART INC5.0K shares-30.93%2025-12-312026-02-11 MCD MCDONALDS CORP1.8K shares-13.95%2025-12-312026-02-11 VTI VANGUARD INDEX FDS1.6K shares-82.17%2025-12-312026-02-11 STERIS PLC STERIS PLC1.6K shares-29.34%2025-12-312026-02-11 DGRO ISHARES TR5.8K shares-14.69%2025-12-312026-02-11 KEYS KEYSIGHT TECHNOLOGIES INC1.8K shares0.00%2025-12-312026-02-11 DIS DISNEY WALT CO2.9K shares-39.92%2025-12-312026-02-11 IVV ISHARES TR471 shares-55.27%2025-12-312026-02-11 VGT VANGUARD WORLD FD389 shares-46.27%2025-12-312026-02-11 KO COCA COLA CO4.2K shares-59.16%2025-12-312026-02-11 TFC TRUIST FINL CORP5.7K shares-6.10%2025-12-312026-02-11 VYM VANGUARD WHITEHALL FDS1.9K shares-26.43%2025-12-312026-02-11 HD HOME DEPOT INC761 shares-37.16%2025-12-312026-02-11 FELC FIDELITY COVINGTON TRUST6.5K shares0.22%2025-12-312026-02-11 SPAB SPDR SERIES TRUST9.4K shares-0.27%2025-12-312026-02-11 VO VANGUARD INDEX FDS827 shares-52.74%2025-12-312026-02-11 ALPHABET INC ALPHABET INC713 shares-26.80%2025-12-312026-02-11 MAR MARRIOTT INTL INC NEW719 sharesnew addition2025-12-312026-02-11 FDN FIRST TR EXCHANGE-TRADED FD799 shares-21.51%2025-12-312026-02-11 MCK MCKESSON CORP259 shares-28.85%2025-12-312026-02-11 CINF CINCINNATI FINL CORP1.3K sharesnew addition2025-12-312026-02-11 UPS UNITED PARCEL SERVICE INC2.1K sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available