Strategic Wealth Investment Group, LLC Sells in Q3 2024

Strategic Wealth Investment Group, LLC

  • $876 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-350K
- 87.45%
$57.74 - $59.13 $20.2M - $20.7M
50.2K $2.96M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-187K
- 86.73%
$98.99 - $101.51 $18.5M - $18.9M
28.5K $2.89M
VTI
Vanguard Total Stock Market Et

ETFs
-58.9K
- 49.56%
$255.18 - $283.2 $15M - $16.7M
60K $17M
AMZN
Amazon Com Inc

Consumer Cyclical
-55.2K
- 21.05%
$161.02 - $200.0 $8.89M - $11M
207K $38.6M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-101K
- 88.69%
$95.1 - $106.76 $9.57M - $10.7M
12.8K $1.37M
TIP
Ishares Tr Tips Bd ETF

ETFs
-87.5K
- 87.24%
$105.92 - $110.83 $9.26M - $9.69M
12.8K $1.41M
ADBE
Adobe Inc.

Technology
-11.8K
- 87.97%
$508.13 - $586.55 $5.99M - $6.91M
1.61K $834K
AAPL
Apple Inc.

Technology
-49.4K
- 21.37%
$207.23 - $234.82 $10.2M - $11.6M
182K $42.4M
KHC
Kraft Heinz CO

Consumer Defensive
-186K
- 89.06%
$31.86 - $36.13 $5.94M - $6.73M
22.9K $803K
DIS
Walt Disney CO

Communication Services
-57.6K
- 82.91%
$85.6 - $98.61 $4.93M - $5.68M
11.9K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
-6.93K
- 35.49%
$801.83 - $917.05 $5.56M - $6.36M
12.6K $11.2M
ABR
Arbor Realty Trust Inc

Real Estate
-373K
- 85.76%
$12.89 - $15.66 $4.81M - $5.84M
62K $964K
CSCO
Cisco Systems, Inc.

Technology
-103K
- 85.18%
$44.74 - $53.22 $4.6M - $5.48M
17.9K $952K
VAW
Vanguard Materials ETF

ETFs
-24K
- 62.79%
$189.89 - $213.71 $4.55M - $5.12M
14.2K $3M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-56K
- 58.21%
$68.44 - $75.62 $3.83M - $4.23M
40.2K $3.04M
IBM
International Business Machines Corp

Technology
-25K
- 34.42%
$175.1 - $223.38 $4.38M - $5.59M
47.7K $10.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.2K
- 9.19%
$517.38 - $573.86 $3.73M - $4.13M
71.1K $40.8M
VGT
Vanguard Information Technolog

ETFs
-2.97K
- 76.89%
$514.43 - $606.85 $1.53M - $1.8M
893 $523K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-15.8K
- 40.7%
$101.06 - $115.49 $1.6M - $1.82M
23K $2.61M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-32.1K
- 77.19%
$38.1 - $44.5 $1.22M - $1.43M
9.48K $408K
XLY
Select Sector Spdr Consumer Di

ETFs
-6.49K
- 78.99%
$170.05 - $200.86 $1.1M - $1.3M
1.73K $345K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.32K
- 9.93%
$434.77 - $502.96 $1.01M - $1.17M
21.1K $10.3M
CRM
Salesforce, Inc.

Technology
-5.08K
- 9.08%
$238.42 - $276.53 $1.21M - $1.4M
50.9K $13.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.21K
- 47.63%
$405.19 - $478.57 $489K - $578K
1.33K $610K
IVV
Ishares Core S&P 500 ETF

ETFs
-668
- 53.06%
$520.18 - $576.82 $347K - $385K
591 $340K
FDN
First Tr Fd Dow Jones

ETFs
-1.4K
- 49.59%
$183.68 - $212.48 $257K - $297K
1.42K $301K
KEYS
Keysight Technologies, Inc.

Technology
-1.84K
- 50.11%
$119.86 - $158.87 $221K - $292K
1.83K $291K
XOM
Exxon Mobil Corp

Energy
-1.65K
- 20.16%
$109.72 - $119.0 $181K - $196K
6.53K $764K
VO
Vanguard Mid Cap ETF

ETFs
-561
- 25.92%
$237.84 - $263.83 $133K - $148K
1.6K $422K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.38K
- 25.74%
$71.45 - $75.64 $98.5K - $104K
3.98K $298K
LLY
Eli Lilly & CO

Healthcare
-75
- 8.08%
$772.14 - $960.02 $57.9K - $72K
853 $755K
CVX
Chevron Corp

Energy
-423
- 20.66%
$137.88 - $161.97 $58.3K - $68.5K
1.62K $239K
GOOG
Alphabet Inc.

Communication Services
-64
- 3.46%
$149.54 - $192.66 $9.57K - $12.3K
1.79K $298K
MAR
Marriott International Inc

Consumer Cyclical
-185
- 17.87%
$211.35 - $255.11 $39.1K - $47.2K
850 $211K
VZ
Verizon Communications Inc

Communication Services
-885
- 14.33%
$38.89 - $45.0 $34.4K - $39.8K
5.29K $237K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-391
- 10.05%
$57.32 - $62.65 $22.4K - $24.5K
3.5K $217K
ABT
Abbott Laboratories

Healthcare
-249
- 9.69%
$100.07 - $118.13 $24.9K - $29.4K
2.32K $264K
Vivos Therapeutics Inc
-28.8K
- 22.35%
N/A
100K $0
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-333
- 3.26%
$24.86 - $26.33 $8.28K - $8.77K
9.88K $258K
XT
Ishares Tr Exponential Technol

ETFs
-1.17K
- 3.13%
$54.51 - $61.59 $63.6K - $71.8K
36.1K $2.19M
VOT
Vanguard Mid Cap Growth Index

ETFs
-30
- 2.47%
$218.05 - $243.47 $6.54K - $7.3K
1.19K $288K
BSX
Boston Scientific Corp

Healthcare
-112
- 2.51%
$72.96 - $84.0 $8.17K - $9.41K
4.35K $364K
SPG
Simon Property Group Inc

Real Estate
-4
- 0.24%
$146.09 - $170.11 $584 - $680
1.69K $285K
A
Agilent Technologies, Inc.

Healthcare
-36
- 1.76%
$125.42 - $148.48 $4.52K - $5.35K
2.01K $298K
NFLX
Netflix Inc

Communication Services
-59
- 2.67%
$598.55 - $722.26 $35.3K - $42.6K
2.15K $1.52M
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 4.07%
$333.64 - $405.2 $16.7K - $20.3K
1.18K $476K
EPI
Wisdomtree Tr India Earnings F

ETFs
-1.91K
- 2.55%
$47.41 - $50.82 $90.6K - $97.2K
73.1K $3.69M
MDT
Medtronic PLC

Healthcare
-21
- 0.32%
$76.84 - $91.03 $1.61K - $1.91K
6.47K $582K
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 2.36%
$245.82 - $304.51 $12K - $14.9K
2.03K $618K
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
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