Strategic Wealth Investment Group, LLC New Holdings in Q4 2024

Strategic Wealth Investment Group, LLC

  • $848 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
399K
New
$80.13 - $83.77 $32M - $33.4M
399K $32M
V
Visa Inc.

Financial Services
56.8K
New
$273.87 - $320.91 $15.6M - $18.2M
56.8K $18M
VTI
Vanguard Total Stock Market Et

ETFs
53.1K
New
$280.04 - $302.45 $14.9M - $16.1M
53.1K $15.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
59.1K
New
$209.89 - $233.24 $12.4M - $13.8M
59.1K $12.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
350K
New
$31.23 - $33.51 $10.9M - $11.7M
350K $11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
20.4K
New
$501.29 - $612.85 $10.2M - $12.5M
20.4K $10.6M
IBM
International Business Machines Corp

Technology
47.8K
New
$204.9 - $238.04 $9.8M - $11.4M
47.8K $10.5M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
349K
New
$28.6 - $29.27 $9.99M - $10.2M
349K $10M
UBER
Uber Technologies, Inc

Technology
166K
New
$59.93 - $86.34 $9.94M - $14.3M
166K $10M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
142K
New
$67.29 - $73.38 $9.53M - $10.4M
142K $9.61M
DUK
Duke Energy Corp

Utilities
86.4K
New
$105.76 - $120.76 $9.14M - $10.4M
86.4K $9.31M
LMT
Lockheed Martin Corp

Industrials
18.9K
New
$479.66 - $614.62 $9.07M - $11.6M
18.9K $9.19M
VNQ
Vanguard Specialized Funds Van

ETFs
102K
New
$87.85 - $98.6 $8.93M - $10M
102K $9.06M
UNH
Unitedhealth Group Inc

Healthcare
15.5K
New
$485.52 - $625.25 $7.54M - $9.71M
15.5K $7.85M
MDLZ
Mondelez International, Inc.

Consumer Defensive
131K
New
$59.25 - $72.99 $7.79M - $9.6M
131K $7.85M
TXN
Texas Instruments Inc

Technology
35.3K
New
N/A
35.3K $6.87M
WM
Waste Management Inc

Industrials
33K
New
$201.79 - $228.46 $6.67M - $7.55M
33K $6.67M
MRK
Merck & Co., Inc.

Healthcare
55.8K
New
$96.31 - $114.76 $5.38M - $6.41M
55.8K $5.55M
VICI
Vici Properties Inc.

Real Estate
190K
New
$28.27 - $33.19 $5.37M - $6.3M
190K $5.55M
AMGN
Amgen Inc

Healthcare
21K
New
$258.78 - $328.31 $5.44M - $6.9M
21K $5.48M
GD
General Dynamics Corp

Industrials
20.5K
New
$260.28 - $314.03 $5.34M - $6.44M
20.5K $5.41M
XLU
Utilities Sector Spdr

ETFs
62.8K
New
$74.89 - $82.93 $4.7M - $5.2M
62.8K $4.75M
EPI
Wisdomtree Tr India Earnings F

ETFs
73K
New
$45.09 - $50.08 $3.29M - $3.65M
73K $3.3M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
45.4K
New
$45.39 - $62.98 $2.06M - $2.86M
45.4K $2.58M
VAW
Vanguard Materials ETF

ETFs
13.2K
New
$186.91 - $215.32 $2.48M - $2.85M
13.2K $2.49M
BLOK
Amplify ETF Tr Trnsformational

ETFs
56.5K
New
$36.5 - $53.22 $2.06M - $3.01M
56.5K $2.44M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
22.2K
New
$109.14 - $121.63 $2.42M - $2.7M
22.2K $2.44M
XT
Ishares Tr Exponential Technol

ETFs
35.3K
New
$58.7 - $62.72 $2.07M - $2.22M
35.3K $2.11M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
32K
New
$64.29 - $75.41 $2.06M - $2.42M
32K $2.07M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20.2K
New
$100.24 - $101.35 $2.03M - $2.05M
20.2K $2.03M
IRBO
Ishares Robotics & Artificial

ETFs
60.8K
New
N/A
60.8K $1.95M
NFLX
Netflix Inc

Communication Services
2K
New
$687.65 - $936.56 $1.38M - $1.88M
2K $1.79M
VGSH
Vanguard

ETFs
23.7K
New
$58.02 - $58.88 $1.37M - $1.39M
23.7K $1.38M
HLI
Houlihan Lokey, Inc.

Financial Services
7.78K
New
$158.81 - $190.49 $1.24M - $1.48M
7.78K $1.35M
VUG
Vanguard Growth ETF

ETFs
3.1K
New
$378.79 - $428.11 $1.17M - $1.33M
3.1K $1.27M
TIP
Ishares Tr Tips Bd ETF

ETFs
11.7K
New
$106.33 - $110.69 $1.25M - $1.3M
11.7K $1.25M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11.6K
New
$99.2 - $108.47 $1.15M - $1.25M
11.6K $1.15M
DIS
Walt Disney CO

Communication Services
10.3K
New
$92.39 - $117.6 $952K - $1.21M
10.3K $1.15M
MSCI
Msci Inc.

Financial Services
1.85K
New
$569.09 - $635.99 $1.05M - $1.18M
1.85K $1.11M
WST
West Pharmaceutical Services Inc

Healthcare
3.31K
New
$285.69 - $344.0 $945K - $1.14M
3.31K $1.08M
DOX
Amdocs LTD

Technology
11.5K
New
$82.94 - $92.86 $952K - $1.07M
11.5K $977K
TDG
Trans Digm Group Inc

Industrials
733
New
$1239.0 - $1442.53 $908K - $1.06M
733 $928K
STE
Steris PLC

Healthcare
4.43K
New
$204.34 - $235.7 $906K - $1.04M
4.43K $911K
WMT
Walmart Inc.

Consumer Defensive
9.67K
New
$79.1 - $95.7 $765K - $925K
9.67K $873K
ALB
Albemarle Corp

Basic Materials
9.39K
New
$86.08 - $111.3 $809K - $1.05M
9.39K $808K
BIDU
Baidu, Inc.

Communication Services
9.43K
New
$80.33 - $115.13 $757K - $1.09M
9.43K $794K
CSCO
Cisco Systems, Inc.

Technology
13.1K
New
$52.45 - $60.02 $687K - $786K
13.1K $775K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9.08K
New
$82.28 - $117.52 $747K - $1.07M
9.08K $769K
VIG
Vanguard Dividend Appreciation

ETFs
3.83K
New
N/A
3.83K $698K
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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