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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.9 Million 6.59% of portfolio
2,133,978
Q4 2024 Added 32,995.19%
$0
$38.7 Million 4.57% of portfolio
66,063
Q4 2024 Added 3,816.0%
$0
$34.3 Million 4.05% of portfolio
1,230,044
Q4 2024 Added 8,954.43%
$0
$32 Million 3.78% of portfolio
399,004
Q4 2024 New
$0
$26.5 Million 3.13% of portfolio
290,334
Q4 2024 Added 17,944.38%
$99.4B
$22.7 Million 2.67% of portfolio
93,566
Q4 2024 Added 6,493.8%
$0
$15.4 Million 1.82% of portfolio
53,144
Q4 2024 New
$0
$11 Million 1.3% of portfolio
350,151
Q4 2024 New
$0
$10.8 Million 1.27% of portfolio
21,075
Q4 2024 Added 2.7%
$0
$10 Million 1.18% of portfolio
349,287
Q4 2024 New
$0
$9.61 Million 1.13% of portfolio
141,582
Q4 2024 New
$0
$9.06 Million 1.07% of portfolio
101,652
Q4 2024 New
$0
$7.28 Million 0.86% of portfolio
190,601
Q4 2024 Added 1,921.65%
$0
$4.75 Million 0.56% of portfolio
62,760
Q4 2024 New
$0
$3.3 Million 0.39% of portfolio
72,958
Q4 2024 New
$0
$2.58 Million 0.3% of portfolio
45,428
Q4 2024 New
$0
$2.44 Million 0.29% of portfolio
56,491
Q4 2024 New
$1.52B
$2.44 Million 0.29% of portfolio
22,170
Q4 2024 New
$0
$2.11 Million 0.25% of portfolio
35,349
Q4 2024 New
$0
$2.07 Million 0.24% of portfolio
32,039
Q4 2024 New
$0
$2.03 Million 0.24% of portfolio
20,207
Q4 2024 New
$0
$1.95 Million 0.23% of portfolio
60,800
Q4 2024 New
$0
$1.38 Million 0.16% of portfolio
23,683
Q4 2024 New
$0
$1.25 Million 0.15% of portfolio
11,723
Q4 2024 New
$0
$1.27 Million 0.15% of portfolio
3,097
Q4 2024 New
$0
$1.15 Million 0.14% of portfolio
11,554
Q4 2024 New
$0
$728,000 0.09% of portfolio
11,503
Q4 2024 Added 527.55%
$0
$698,000 0.08% of portfolio
3,833
Q4 2024 New
$0
$611,000 0.07% of portfolio
21,882
Q4 2024 New
$0
$520,000 0.06% of portfolio
18,681
Q4 2024 New
$0
$544,000 0.06% of portfolio
875
Q4 2024 New
$0
$421,000 0.05% of portfolio
1,596
Q4 2024 New
$0
$398,000 0.05% of portfolio
5,037
Q4 2024 New
$0
$340,000 0.04% of portfolio
11,175
Q4 2024 New
$0
$342,000 0.04% of portfolio
2,269
Q4 2024 New
$0
$320,000 0.04% of portfolio
12,281
Q4 2024 New
$0
$303,000 0.04% of portfolio
1,195
Q4 2024 New
$0
$318,000 0.04% of portfolio
1,419
Q4 2024 New
$0
$345,000 0.04% of portfolio
1,422
Q4 2024 New
$0
$348,000 0.04% of portfolio
592
Q4 2024 Reduced 99.71%
$0
$379,000 0.04% of portfolio
705
Q4 2024 New
$0
$342,000 0.04% of portfolio
2,683
Q4 2024 New
$0
$251,000 0.03% of portfolio
13,585
Q4 2024 New
$0
$250,000 0.03% of portfolio
10,009
Q4 2024 Added 185.48%
$0
$241,000 0.03% of portfolio
3,933
Q4 2024 Reduced 65.75%
$0
$228,000 0.03% of portfolio
1,883
Q4 2024 New
$0
$218,000 0.03% of portfolio
3,506
Q4 2024 Reduced 70.09%
$0
$261,000 0.03% of portfolio
9,104
Q4 2024 New
$0
$290,000 0.03% of portfolio
8,786
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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