Strategic Wealth Investment Group, LLC Purchases in Q3 2024

Strategic Wealth Investment Group, LLC

  • $876 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.5M
New
$27.8 - $29.26 $41.7M - $43.9M
1.5M $43.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
899K
+ 59.86%
$26.69 - $29.87 $24M - $26.8M
2.4M $69.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
245K
+ 2008.17%
$91.42 - $91.82 $22.4M - $22.5M
257K $23.6M
AVGO
Broadcom Inc.

Technology
108K
+ 74864.58%
$136.27 - $1745.86 $14.7M - $188M
108K $18.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
144K
+ 51.76%
$79.29 - $84.02 $11.4M - $12.1M
421K $35.3M
MSFT
Microsoft Corp

Technology
26.7K
+ 64.46%
$395.15 - $467.56 $10.5M - $12.5M
68K $29.3M
NVDA
Nvidia Corp

Technology
89.6K
+ 82.36%
$98.91 - $134.91 $8.86M - $12.1M
198K $24.1M
META
Meta Platforms, Inc.

Communication Services
9.29K
+ 27.34%
$453.41 - $572.44 $4.21M - $5.32M
43.3K $24.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10.1K
+ 87.1%
$531.86 - $624.21 $5.37M - $6.3M
21.7K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
28.8K
+ 39.5%
$194.9 - $224.8 $5.61M - $6.47M
102K $21.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25.2K
+ 72.99%
$210.25 - $231.86 $5.3M - $5.85M
59.8K $13.3M
GOOGL
Alphabet Inc.

Communication Services
39.3K
+ 63.55%
$148.65 - $191.18 $5.84M - $7.52M
101K $16.8M
MRK
Merck & Co., Inc.

Healthcare
47.6K
+ 767.89%
$111.15 - $128.97 $5.29M - $6.14M
53.8K $6.11M
GD
General Dynamics Corp

Industrials
17K
+ 336.53%
$279.51 - $308.09 $4.75M - $5.24M
22.1K $6.66M
UBER
Uber Technologies, Inc

Technology
54.1K
+ 48.41%
$58.48 - $77.47 $3.16M - $4.19M
166K $12.5M
UPS
United Parcel Service Inc

Industrials
30.6K
+ 1408.33%
$123.32 - $147.38 $3.77M - $4.51M
32.8K $4.47M
MDLZ
Mondelez International, Inc.

Consumer Defensive
40.2K
+ 40.39%
$64.35 - $75.71 $2.58M - $3.04M
140K $10.3M
GLD
Spdr Gold Trust

ETFs
4.62K
+ 5.01%
$215.56 - $246.98 $995K - $1.14M
96.8K $23.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
94.5K
+ 34.03%
$31.18 - $33.5 $2.95M - $3.17M
372K $12.4M
UNH
Unitedhealth Group Inc

Healthcare
4.53K
+ 36.61%
$488.01 - $604.18 $2.21M - $2.74M
16.9K $9.89M
ABBV
Abb Vie Inc.

Healthcare
13.1K
+ 34.59%
$163.84 - $199.33 $2.14M - $2.61M
50.9K $10.1M
JNJ
Johnson & Johnson

Healthcare
16.9K
+ 34.11%
$145.48 - $167.38 $2.45M - $2.82M
66.3K $10.8M
DHR
Danaher Corp

Healthcare
8.97K
+ 32.12%
$239.25 - $280.76 $2.15M - $2.52M
36.9K $10.3M
BA
Boeing CO

Industrials
31.2K
+ 60.17%
$152.04 - $190.6 $4.74M - $5.94M
82.9K $12.6M
LMT
Lockheed Martin Corp

Industrials
2.12K
+ 13.46%
$460.3 - $584.56 $975K - $1.24M
17.8K $10.4M
PEP
Pepsico Inc

Consumer Defensive
16.2K
+ 37.93%
$161.9 - $179.3 $2.62M - $2.9M
58.8K $10M
IXC
Ishares Tr Global Energy ETF

ETFs
75.2K
+ 52.64%
$38.94 - $42.35 $2.93M - $3.19M
218K $8.83M
DUK
Duke Energy Corp

Utilities
13.9K
+ 20.55%
$99.35 - $117.71 $1.38M - $1.63M
81.4K $9.39M
GS
Goldman Sachs Group Inc

Financial Services
3.22K
+ 18.47%
$459.02 - $510.25 $1.48M - $1.64M
20.7K $10.2M
AXP
American Express CO

Financial Services
2.78K
+ 7.28%
$225.92 - $271.17 $628K - $753K
40.9K $11.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
58.7K
+ 17.16%
$28.11 - $29.42 $1.65M - $1.73M
401K $11.8M
PG
Procter & Gamble CO

Consumer Defensive
2.97K
+ 3.04%
$160.76 - $177.82 $478K - $529K
101K $17.4M
VICI
Vici Properties Inc.

Real Estate
10.9K
+ 5.56%
$27.64 - $34.08 $302K - $372K
207K $6.91M
V
Visa Inc.

Financial Services
2.09K
+ 3.85%
$253.74 - $291.56 $530K - $608K
56.2K $15.5M
ALB
Albemarle Corp

Basic Materials
11.5K
New
$72.85 - $100.09 $836K - $1.15M
11.5K $1.09M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9.52K
New
$72.18 - $107.33 $687K - $1.02M
9.52K $1.01M
YINN
Direxion Shs ETF Tr

ETFs
23.3K
New
$19.0 - $38.33 $442K - $892K
23.3K $859K
AMGN
Amgen Inc

Healthcare
1.93K
+ 10.34%
$309.38 - $337.38 $598K - $652K
20.6K $6.65M
VUG
Vanguard Growth ETF

ETFs
1.76K
+ 98.49%
$341.08 - $391.94 $599K - $688K
3.54K $1.36M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
9.24K
+ 22.45%
$39.47 - $49.4 $365K - $457K
50.4K $2.4M
VIG
Vanguard Dividend Appreciation

ETFs
3.2K
New
$182.15 - $182.15 $582K - $582K
3.2K $581K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
8.82K
New
$57.85 - $64.92 $510K - $573K
8.82K $571K
BIDU
Baidu, Inc.

Communication Services
4.61K
+ 113.98%
$81.0 - $105.29 $373K - $485K
8.65K $910K
WM
Waste Management Inc

Industrials
3.43K
+ 11.72%
$196.96 - $223.45 $675K - $766K
32.7K $6.79M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.26K
New
$58.03 - $65.37 $305K - $344K
5.26K $340K
MSCI
Msci Inc.

Financial Services
231
+ 13.94%
$479.31 - $584.91 $111K - $135K
1.89K $1.1M
TXN
Texas Instruments Inc

Technology
1.33K
+ 3.99%
$194.6 - $194.6 $259K - $259K
34.7K $6.75M
WST
West Pharmaceutical Services Inc

Healthcare
1.08K
+ 40.52%
$277.16 - $333.3 $300K - $361K
3.75K $1.13M
DOX
Amdocs LTD

Technology
1.52K
+ 13.26%
$78.13 - $87.85 $119K - $134K
13K $1.14M
Activity Summary
Buys All Purchases 70 New Holdings 13 Increased Positions 57 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email