Strategic Wealth Investment Group, LLC Incresed Positions in Q4 2024

Strategic Wealth Investment Group, LLC

  • $848 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.13M
+ 32995.19%
$26.05 - $29.17 $55.4M - $62.1M
2.13M $55.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
64.4K
+ 3816.0%
$567.81 - $607.81 $36.6M - $39.1M
66.1K $38.7M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.22M
+ 8954.43%
$27.8 - $29.05 $33.8M - $35.3M
1.23M $34.3M
MSFT
Microsoft Corp

Technology
68.9K
+ 3434.25%
$406.35 - $454.46 $28M - $31.3M
70.9K $29.9M
AAPL
Apple Inc.

Technology
108K
+ 152.52%
$221.69 - $259.02 $24M - $28M
179K $44.8M
NVDA
Nvidia Corp

Technology
200K
+ 22840.23%
$117.0 - $148.88 $23.4M - $29.8M
201K $27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
289K
+ 17944.38%
$91.29 - $91.8 $26.4M - $26.5M
290K $26.5M
META
Meta Platforms, Inc.

Communication Services
42.6K
+ 3219.65%
$554.08 - $632.68 $23.6M - $26.9M
43.9K $25.9M
GLD
Spdr Gold Trust

ETFs
92.1K
+ 6493.8%
$236.59 - $257.5 $21.8M - $23.7M
93.6K $22.7M
JPM
Jpmorgan Chase & CO

Financial Services
89.2K
+ 622.55%
$205.18 - $250.29 $18.3M - $22.3M
104K $24.8M
AVGO
Broadcom Inc.

Technology
51.7K
+ 91.0%
$159.67 - $250.0 $8.26M - $12.9M
109K $25.2M
JNJ
Johnson & Johnson

Healthcare
54.6K
+ 891.0%
$143.34 - $165.86 $7.82M - $9.05M
60.7K $8.78M
IXC
Ishares Tr Global Energy ETF

ETFs
181K
+ 1921.65%
$36.95 - $43.06 $6.69M - $7.8M
191K $7.28M
PEP
Pepsico Inc

Consumer Defensive
34.9K
+ 186.81%
$151.29 - $176.1 $5.28M - $6.15M
53.6K $8.15M
UPS
United Parcel Service Inc

Industrials
27.9K
+ 1529.5%
$122.65 - $138.35 $3.42M - $3.86M
29.7K $3.75M
TSLA
Tesla, Inc.

Consumer Cyclical
3.9K
+ 1070.05%
$213.65 - $479.86 $832K - $1.87M
4.26K $1.72M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
9.67K
+ 527.55%
$63.23 - $66.65 $611K - $645K
11.5K $728K
PG
Procter & Gamble CO

Consumer Defensive
3.39K
+ 3.39%
$161.05 - $179.7 $546K - $610K
103K $17.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
554
+ 2.7%
$481.22 - $538.17 $267K - $298K
21.1K $10.8M
MCD
Mcdonalds Corp

Consumer Cyclical
790
+ 64.97%
$288.47 - $316.54 $228K - $250K
2.01K $581K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.5K
+ 185.48%
$24.94 - $26.14 $162K - $170K
10K $250K
Activity Summary
Buys All Purchases 114 New Holdings 92 Increased Positions 22 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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