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CIK: 0001802365
Total reported value
$824.7M
$824.7M
132 檔
27.0%
At the close of Q4 2024, Strategic Wealth Investment Group, LLC disclosed equity holdings valued at approximately $824.7M, spread across 132 reported holdings.
During Q4 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 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 6.17% | -0.97% | -11.09% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.95% | +0.03% | -1.55% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.89% | -0.33% | -2.52% | |
| 4 | BCUS | Bancreek U.s. Large Cap ETF | ETF-Large Cap & Growth | 4.33% | +0.07% | -4.15% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.28% | +0.24% | -7.13% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.79% | -0.28% | -17.99% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.54% | +1.29% | -5.31% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | -0.58% | +4.23% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.01% | +1.18% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.93% | -0.04% | +12.79% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.84% | -0.25% | +1.50% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.78% | +0.16% | +0.56% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.74% | -0.10% | +1.86% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 2.50% | -0.25% | -3.29% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | +0.20% | +1.03% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | -0.04% | +1.05% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | -0.05% | +2.59% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.80% | -0.31% | -4.41% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.70% | -0.02% | -11.38% | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 1.67% | +0.05% | +3.29% | |
| 21 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.39% | -1.20% | EXIT | |
| 22 | AXP | American Express Co | Stock-Financials | 1.37% | -0.27% | +2.12% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.34% | -0.05% | +2.31% | |
| 24 | LIN | Linde plc | Stock-Materials | 1.30% | -0.11% | -2.71% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.30% | +0.11% | +1.91% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-Other | 1.22% | -0.78% | -5.94% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | -0.02% | +0.09% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.17% | -0.32% | -5.95% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.16% | +0.16% | +0.38% | |
| 30 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.11% | -1.95% | -12.79% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 1.11% | -0.15% | +0.05% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.06% | -0.07% | -2.00% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 1.04% | -0.36% | +11.55% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 1.03% | -0.52% | +6.11% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | -0.04% | +1.98% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | — | +5.92% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.00% | -0.71% | -2.88% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.33% | -8.49% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.90% | -0.23% | -8.92% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.87% | — | -8.23% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.87% | — | -5.81% | |
| 42 | IXC | Ishares Global Energy ETF | ETF-Other | 0.80% | -0.37% | -12.64% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.74% | -0.23% | +1.08% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | — | +1.78% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | — | +3.82% | |
| 46 | VICI | Vici Properties Inc | Stock-Real Estate | 0.61% | — | -8.41% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | — | +1.90% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.60% | — | -6.97% | |
| 49 | BCIL | Bancreek Interl Larg ETF | ETF-Other | 0.57% | +0.48% | -11.79% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.52% | +0.66% | -17.95% |
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 132 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPTL, AAPL, AMZN) accounted for 27.0% of total reported equity market value during Q4 2024.
During Q4 2024, Strategic Wealth Investment Group, LLC's top holdings by market value included SPTL (6.2%)、AAPL (5.0%)、AMZN (4.9%). The largest single position, SPTL, represented 6.2% of total portfolio value.
In Q4 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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