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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$44.8 Million 5.29% of portfolio
179,030
Q4 2024 Added 152.52%
$2.39T
$44.3 Million 5.22% of portfolio
201,833
Q4 2024 Reduced 83.59%
$3.31T
$29.9 Million 3.53% of portfolio
70,897
Q4 2024 Added 3,434.25%
$355B
$27 Million 3.18% of portfolio
200,727
Q4 2024 Added 22,840.23%
$1.46T
$25.9 Million 3.06% of portfolio
43,919
Q4 2024 Added 3,219.65%
$99.1B
$25.2 Million 2.97% of portfolio
108,558
Q4 2024 Added 91.0%
$777B
$24.8 Million 2.93% of portfolio
103,534
Q4 2024 Added 622.55%
$1.2T
$19.3 Million 2.28% of portfolio
102,206
Q4 2024 Reduced 92.06%
$540B
$18 Million 2.12% of portfolio
56,838
Q4 2024 New
$389B
$17.3 Million 2.04% of portfolio
103,392
Q4 2024 Added 3.39%
$334B
$16.3 Million 1.92% of portfolio
48,620
Q4 2024 Added 8,112.84%
$105B
$15.2 Million 1.79% of portfolio
85,650
Q4 2024 Reduced 16.2%
$109B
$12.6 Million 1.48% of portfolio
59,128
Q4 2024 New
$240B
$12.4 Million 1.46% of portfolio
41,802
Q4 2024 Reduced 89.52%
$217B
$12.1 Million 1.43% of portfolio
21,136
Q4 2024 Reduced 75.54%
$416B
$11.8 Million 1.39% of portfolio
12,841
Q4 2024 Reduced 54.39%
$201B
$10.5 Million 1.24% of portfolio
47,833
Q4 2024 New
$136B
$10 Million 1.18% of portfolio
165,894
Q4 2024 New
$179B
$9.45 Million 1.11% of portfolio
41,176
Q4 2024 New
$84.6B
$9.31 Million 1.1% of portfolio
86,426
Q4 2024 New
$301B
$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
$384B
$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%
$78.7B
$7.85 Million 0.93% of portfolio
131,462
Q4 2024 New
$498B
$7.85 Million 0.93% of portfolio
15,523
Q4 2024 New
$177B
$6.87 Million 0.81% of portfolio
35,292
Q4 2024 New
$86B
$6.67 Million 0.79% of portfolio
33,040
Q4 2024 New
$242B
$5.55 Million 0.66% of portfolio
55,838
Q4 2024 New
$28.5B
$5.55 Million 0.65% of portfolio
189,869
Q4 2024 New
$147B
$5.48 Million 0.65% of portfolio
21,026
Q4 2024 New
$73.1B
$5.41 Million 0.64% of portfolio
20,521
Q4 2024 New
$97B
$3.75 Million 0.44% of portfolio
29,722
Q4 2024 Added 1,529.5%
$435B
$1.79 Million 0.21% of portfolio
2,004
Q4 2024 New
$1.28T
$1.72 Million 0.2% of portfolio
4,259
Q4 2024 Added 1,070.05%
$9.24B
$1.35 Million 0.16% of portfolio
7,779
Q4 2024 New
$204B
$1.15 Million 0.14% of portfolio
10,309
Q4 2024 New
$49.6B
$1.11 Million 0.13% of portfolio
1,852
Q4 2024 New
$25.5B
$1.08 Million 0.13% of portfolio
3,307
Q4 2024 New
$10.4B
$977,000 0.12% of portfolio
11,483
Q4 2024 New
$268B
$981,000 0.12% of portfolio
15,771
Q4 2024 Reduced 62.27%
$21.7B
$911,000 0.11% of portfolio
4,432
Q4 2024 New
$746B
$967,000 0.11% of portfolio
1,253
Q4 2024 Reduced 97.38%
$72.8B
$928,000 0.11% of portfolio
733
Q4 2024 New
$257B
$873,000 0.1% of portfolio
9,665
Q4 2024 New
$10.4B
$808,000 0.1% of portfolio
9,393
Q4 2024 New
$256B
$775,000 0.09% of portfolio
13,103
Q4 2024 New
$29.9B
$794,000 0.09% of portfolio
9,428
Q4 2024 New
$236B
$769,000 0.09% of portfolio
9,077
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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