Strategic Wealth Investment Group, LLC Portfolio Holdings

Strategic Wealth Investment Group, LLC

  • $848 Million
  • Q4 2024

Strategic Wealth Investment Group, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $848 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Long Term Treas with a value of $55.9M, Apple Inc. with a value of $44.8M, Amazon Com Inc with a value of $44.3M, Spdr S&P 500 ETF Trust with a value of $38.7M, and Spdr Ser Tr Spdr Portfolio Int with a value of $34.3M.

Examining the 13F form we can see an decrease of $1.25B in the current position value, from $2.1B to 848M.

Below you can find more details about Strategic Wealth Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $848 Million
ETFs: $323 Million
Technology: $175 Million
Financial Services: $83.8 Million
Healthcare: $61.3 Million
Communication Services: $49.5 Million
Consumer Cyclical: $48.7 Million
Consumer Defensive: $47.9 Million
Industrials: $41.1 Million
Other: $17.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.9 Million 6.59% of portfolio
2,133,978
Q4 2024 Added 32,995.19%
$3.59T
$44.8 Million 5.29% of portfolio
179,030
Q4 2024 Added 152.52%
$2.4T
$44.3 Million 5.22% of portfolio
201,833
Q4 2024 Reduced 83.59%
$0
$38.7 Million 4.57% of portfolio
66,063
Q4 2024 Added 3,816.0%
$0
$34.3 Million 4.05% of portfolio
1,230,044
Q4 2024 Added 8,954.43%
$0
$32 Million 3.78% of portfolio
399,004
Q4 2024 New
$3.33T
$29.9 Million 3.53% of portfolio
70,897
Q4 2024 Added 3,434.25%
$367B
$27 Million 3.18% of portfolio
200,727
Q4 2024 Added 22,840.23%
$0
$26.5 Million 3.13% of portfolio
290,334
Q4 2024 Added 17,944.38%
$1.43T
$25.9 Million 3.06% of portfolio
43,919
Q4 2024 Added 3,219.65%
$97.3B
$25.2 Million 2.97% of portfolio
108,558
Q4 2024 Added 91.0%
$780B
$24.8 Million 2.93% of portfolio
103,534
Q4 2024 Added 622.55%
$87.7B
$22.7 Million 2.67% of portfolio
93,566
Q4 2024 Added 6,493.8%
$1.18T
$19.3 Million 2.28% of portfolio
102,206
Q4 2024 Reduced 92.06%
$537B
$18 Million 2.12% of portfolio
56,838
Q4 2024 New
$394B
$17.3 Million 2.04% of portfolio
103,392
Q4 2024 Added 3.39%
$0
$15.4 Million 1.82% of portfolio
53,144
Q4 2024 New
$106B
$15.2 Million 1.79% of portfolio
85,650
Q4 2024 Reduced 16.2%
$108B
$12.6 Million 1.48% of portfolio
59,128
Q4 2024 New
$244B
$12.4 Million 1.46% of portfolio
41,802
Q4 2024 Reduced 89.52%
$218B
$12.1 Million 1.43% of portfolio
21,136
Q4 2024 Reduced 75.54%
$417B
$11.8 Million 1.39% of portfolio
12,841
Q4 2024 Reduced 54.39%
$0
$11 Million 1.3% of portfolio
350,151
Q4 2024 New
$0
$10.8 Million 1.27% of portfolio
21,075
Q4 2024 Added 2.7%
$225B
$10.6 Million 1.25% of portfolio
20,386
Q4 2024 New
$203B
$10.5 Million 1.24% of portfolio
47,833
Q4 2024 New
$0
$10 Million 1.18% of portfolio
349,287
Q4 2024 New
$135B
$10 Million 1.18% of portfolio
165,894
Q4 2024 New
$0
$9.61 Million 1.13% of portfolio
141,582
Q4 2024 New
$179B
$9.45 Million 1.11% of portfolio
41,176
Q4 2024 New
$84.2B
$9.31 Million 1.1% of portfolio
86,426
Q4 2024 New
$302B
$9.23 Million 1.09% of portfolio
51,927
Q4 2024 Reduced 71.0%
$130B
$9.19 Million 1.08% of portfolio
18,906
Q4 2024 New
$0
$9.06 Million 1.07% of portfolio
101,652
Q4 2024 New
$383B
$8.78 Million 1.04% of portfolio
60,699
Q4 2024 Added 891.0%
$205B
$8.15 Million 0.96% of portfolio
53,579
Q4 2024 Added 186.81%
$78.1B
$7.85 Million 0.93% of portfolio
131,462
Q4 2024 New
$496B
$7.85 Million 0.93% of portfolio
15,523
Q4 2024 New
$0
$7.28 Million 0.86% of portfolio
190,601
Q4 2024 Added 1,921.65%
$177B
$6.87 Million 0.81% of portfolio
35,292
Q4 2024 New
$86.2B
$6.67 Million 0.79% of portfolio
33,040
Q4 2024 New
$245B
$5.55 Million 0.66% of portfolio
55,838
Q4 2024 New
$28.2B
$5.55 Million 0.65% of portfolio
189,869
Q4 2024 New
$149B
$5.48 Million 0.65% of portfolio
21,026
Q4 2024 New
$73.7B
$5.41 Million 0.64% of portfolio
20,521
Q4 2024 New
$0
$4.75 Million 0.56% of portfolio
62,760
Q4 2024 New
$97.5B
$3.75 Million 0.44% of portfolio
29,722
Q4 2024 Added 1,529.5%
$0
$3.3 Million 0.39% of portfolio
72,958
Q4 2024 New
$0
$2.58 Million 0.3% of portfolio
45,428
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $848 Million
  • Prior Value $2.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 92 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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