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CIK: 0001802365
Total reported value
$824.7M
$824.7M
135 檔
26.3%
According to the latest 13F quarterly dataset, Strategic Wealth Investment Group, LLC managed an equity portfolio of $824.7M at the end of Q2 2024, spanning 135 distinct U.S. exchange-listed positions.
During Q2 2024, Strategic Wealth Investment Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.54% | -0.33% | +6.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.34% | +0.03% | +25.16% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.40% | +0.24% | +1.21% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 5.06% | -0.97% | +51.15% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.03% | -0.02% | +4.35% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.92% | — | +10.56% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.78% | +1.29% | +4900.54% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.69% | — | +6.45% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.51% | -0.25% | +3.84% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -0.58% | +11.76% | |
| 11 | BCUS | Bancreek U.s. Large Cap ETF | ETF-Large Cap & Growth | 2.37% | +0.07% | +1290.12% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.17% | -0.25% | -24.14% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.09% | +0.11% | +6.06% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.01% | -0.05% | +34.31% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | -0.10% | -5.90% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.81% | -0.31% | -3.08% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.80% | -0.04% | +20.23% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.01% | +646.70% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.61% | +0.16% | +83.85% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.20% | +49.32% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.42% | -0.02% | -15.28% | |
| 22 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.36% | — | -75.42% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.34% | — | +10.33% | |
| 24 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.28% | -0.07% | +1882.80% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.23% | -0.71% | +79.00% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 1.22% | +0.05% | +46.20% | |
| 27 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.21% | -1.95% | +1946.69% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.13% | -0.27% | -37.78% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-Other | 1.10% | -0.78% | -58.28% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.02% | -0.05% | +20.44% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 1.00% | -0.15% | -27.09% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.95% | — | +21.44% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.93% | — | +960.04% | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.92% | -1.20% | EXIT | |
| 35 | VAW | Vanguard Materials ETF | ETF-Other | 0.92% | — | +4.90% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.33% | +41.37% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.88% | — | -55.91% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.88% | -0.11% | +1057.96% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.23% | +1036.37% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.86% | -0.36% | +1139.53% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.86% | — | -38.22% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.85% | -0.52% | +614.39% | |
| 43 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.84% | -0.03% | +21.33% | |
| 44 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.84% | — | -21.00% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.82% | — | +1894.26% | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.82% | — | +1180.99% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | -0.04% | +642.24% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.79% | -0.32% | +1123.34% | |
| 49 | ABR | Arbor Realty Trust Inc | Stock-Real Estate | 0.78% | — | -1.26% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.77% | -0.23% | -7.57% |
According to official SEC Form 13F filings, Strategic Wealth Investment Group, LLC reported a total U.S. public equity portfolio value of $824.7M across 135 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, AAPL, SPY) accounted for 26.3% of total reported equity market value during Q2 2024.
During Q2 2024, Strategic Wealth Investment Group, LLC's top holdings by market value included AMZN (6.5%)、AAPL (6.3%)、SPY (5.4%). The largest single position, AMZN, represented 6.5% of total portfolio value.
In Q2 2024, Strategic Wealth Investment Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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