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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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