Strategic Wealth Advisors Group, LLC Incresed Positions in Q3 2022

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
UMPQ
Umpqua Holdings Corp

Financial Services
2.08K
+ 13.99%
$16.66 - $19.35 $34.7K - $40.3K
17K $290K
PAYX
Paychex Inc

Industrials
608
+ 5.22%
$112.21 - $139.16 $68.2K - $84.6K
12.2K $1.37M
BKCH
Global X Fds Global X Blockcha

ETFs
5.28K
+ 3.79%
$5.14 - $24.52 $27.1K - $130K
145K $848K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.07K
+ 19.26%
$35.47 - $43.38 $109K - $133K
19K $674K
PSX
Phillips 66

Energy
638
+ 5.3%
$74.16 - $93.57 $47.3K - $59.7K
12.7K $1.02M
VNQ
Vanguard Specialized Funds Van

ETFs
2.12K
+ 18.07%
$79.28 - $102.13 $168K - $217K
13.9K $1.11M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
7.25K
+ 11.95%
$22.15 - $27.51 $160K - $199K
67.9K $1.5M
CVBF
Cvb Financial Corp

Financial Services
20
+ 0.06%
$24.07 - $28.04 $481 - $561
36.4K $921K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.41K
+ 7.63%
$21.7 - $23.98 $52.3K - $57.8K
34K $742K
FDN
First Tr Fd Dow Jones

ETFs
698
+ 3.83%
$125.09 - $155.93 $87.3K - $109K
18.9K $2.39M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.83K
+ 2.28%
$20.36 - $20.88 $77.9K - $79.9K
172K $3.51M
MGM
Mgm Resorts International

Consumer Cyclical
464
+ 1.76%
$28.4 - $36.17 $13.2K - $16.8K
26.9K $799K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
4.02K
+ 8.76%
$54.26 - $63.28 $218K - $255K
50K $2.71M
HON
Honeywell International Inc

Industrials
603
+ 4.64%
$166.97 - $203.72 $101K - $123K
13.6K $2.27M
FDL
First Tr Morningstar Dividend

ETFs
3.12K
+ 11.16%
$32.13 - $37.78 $100K - $118K
31.1K $1M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.74K
+ 4.0%
$23.9 - $26.1 $41.6K - $45.4K
45.2K $1.08M
BSJM
Invesco Et Self Idxd Fd Tr Bul
2.21K
+ 0.94%
N/A
237K $5.22M
EVRI
Everi Holdings Inc.

Consumer Cyclical
1.25K
+ 9.18%
$15.49 - $21.0 $19.4K - $26.3K
14.9K $241K
IFRA
Ishares Tr

ETFs
977
+ 6.97%
$32.24 - $39.24 $31.5K - $38.3K
15K $483K
DFAI
Dimensional ETF Tr

ETFs
2.08K
+ 12.25%
$21.44 - $25.78 $44.6K - $53.6K
19.1K $411K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
882
+ 6.49%
$80.18 - $99.02 $70.7K - $87.3K
14.5K $1.16M
IHF
Ishares Tr

ETFs
375
+ 2.9%
$51.09 - $286.75 $19.2K - $108K
13.3K $3.4M
ROSC
Hartford Multifactor Small Cap
3.26K
+ 6.98%
N/A
50K $1.62M
SCHO
Schwab Short Term Us Treasury

ETFs
738
+ 1.81%
$48.15 - $49.37 $35.5K - $36.4K
41.6K $2.01M
BSRR
Sierra Bancorp

Financial Services
1.2K
+ 8.93%
$19.75 - $22.8 $23.7K - $27.4K
14.6K $289K
PARA
Paramount Global

Communication Services
18.6K
+ 29.46%
$18.95 - $42.41 $352K - $789K
81.7K $1.56M
SO
Southern CO

Utilities
842
+ 4.33%
$68.0 - $80.16 $57.3K - $67.5K
20.3K $1.38M
CVX
Chevron Corp

Energy
347
+ 0.3%
$135.94 - $164.63 $47.2K - $57.1K
116K $16.7M
DAL
Delta Air Lines, Inc.

Industrials
341
+ 2.48%
$28.02 - $35.34 $9.55K - $12.1K
14.1K $395K
EMLP
First Tr Exchange Traded Iv

ETFs
3
+ 0.03%
$24.88 - $29.0 $74.6 - $87
10.3K $257K
KEY
Keycorp

Financial Services
1.29K
+ 7.11%
$15.96 - $28.08 $20.5K - $36.1K
19.4K $311K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
47
+ 0.17%
$7.06 - $8.67 $332 - $407
28K $200K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.16K
+ 6.99%
$101.44 - $114.61 $118K - $133K
17.8K $1.82M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
202
+ 1.53%
$18.21 - $20.08 $3.68K - $4.06K
13.4K $245K
SCHA
Schwab Strategic Tr Us Small C

ETFs
490
+ 3.13%
$37.65 - $45.9 $18.4K - $22.5K
16.1K $610K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
50
+ 0.48%
$23.38 - $25.35 $1.17K - $1.27K
10.4K $244K
HPE
Hewlett Packard Enterprise CO

Technology
777
+ 3.62%
$11.98 - $15.17 $9.31K - $11.8K
22.2K $267K
UL
Unilever PLC

Consumer Defensive
163
+ 1.42%
$43.31 - $48.9 $7.06K - $7.97K
11.7K $512K
DOC
Physicians Realty Trust

Real Estate
414
+ 2.57%
$14.85 - $18.25 $6.15K - $7.56K
16.5K $248K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.5K
+ 3.85%
$31.4 - $35.35 $141K - $159K
121K $3.84M
AAPL
Apple Inc.

Technology
19.5K
+ 1.95%
$138.2 - $174.55 $2.69M - $3.4M
1.02M $141M
CWB
Spdr Bloomberg Convertible Sec

ETFs
58
+ 0.37%
$63.3 - $71.11 $3.67K - $4.12K
15.9K $1.01M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1K
+ 10.02%
$34.73 - $46.17 $34.8K - $46.3K
11K $389K
PHYS
Sprott Physical Gold Trust

Financial Services
154
+ 0.64%
$12.52 - $14.17 $1.93K - $2.18K
24.1K $309K
BST
Black Rock Science & Technology Trust

Financial Services
555
+ 5.39%
$29.38 - $38.73 $16.3K - $21.5K
10.8K $319K
PDI
Pimco Dynamic Income Fund

Financial Services
45
+ 0.26%
$18.85 - $22.28 $848 - $1K
17.6K $342K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.93K
+ 3.6%
$74.2 - $88.16 $143K - $170K
55.6K $4.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.05%
$41.99 - $50.63 $336 - $405
14.9K $625K
EDOW
First Tr Exchange Traded Fd

ETFs
169
+ 1.25%
$24.82 - $30.02 $4.19K - $5.07K
13.7K $340K
Activity Summary
Buys All Purchases 301 New Holdings 57 Increased Positions 244 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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