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CIK: 0001802365
Total reported value
$824.7M
$824.7M
47 檔
2.4%
During the Q1 2025 filing period, Strategic Wealth Investment Group, LLC (CIK: 0001802365) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $824.7M across 47 reported positions.
In Q1 2025, Strategic Wealth Investment Group, LLC displayed an active expansion posture, initiating 47 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 19.93% | -0.04% | -57.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.84% | +0.03% | -94.46% | |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.81% | -0.97% | -96.24% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.55% | -0.33% | -94.68% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | -0.58% | -92.52% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.28% | -0.28% | -94.64% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.85% | -0.25% | -93.54% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.01% | -93.01% | |
| 9 | BCUS | Bancreek U.s. Large Cap ETF | ETF-Large Cap & Growth | 2.62% | +0.07% | -96.01% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.57% | -0.10% | -94.19% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.55% | -0.05% | -91.69% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.52% | +0.24% | -96.09% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.46% | -0.32% | -86.09% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.44% | +1.29% | -95.70% | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.23% | -1.20% | EXIT | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.23% | -0.04% | -93.56% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.12% | -0.36% | -85.55% | |
| 18 | LIN | Linde plc | Stock-Materials | 2.09% | -0.11% | -90.85% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 2.07% | -0.15% | -90.14% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | +0.16% | -93.53% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | +0.20% | -92.58% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.67% | -0.33% | -90.45% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.66% | -0.23% | -88.13% | |
| 24 | BA | Boeing Co/the | Stock-Industrials | 1.63% | +0.05% | -93.58% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.54% | -0.02% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.53% | +0.11% | -92.76% | |
| 27 | AXP | American Express Co | Stock-Financials | 1.50% | -0.27% | -92.33% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.50% | -0.25% | -96.80% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.45% | -0.05% | -92.80% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.41% | -0.31% | -93.77% | |
| 31 | HUBB | Hubbell Inc | Stock-Industrials | 1.29% | -0.35% | — | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.13% | -0.71% | -92.94% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.13% | -51.16% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | -0.02% | -94.96% | |
| 35 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.81% | -1.95% | -95.41% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.04% | -95.77% | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.79% | -0.07% | -95.62% | |
| 38 | IXC | Ishares Global Energy ETF | ETF-Other | 0.78% | -0.37% | -94.43% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-Other | 0.77% | -0.78% | -95.89% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.71% | -0.52% | -96.13% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.68% | +0.66% | -92.08% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | +0.16% | -96.71% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.66% | — | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | — | -56.35% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.49% | -0.23% | -96.33% | |
| 46 | BCIL | Bancreek Interl Larg ETF | ETF-Other | 0.46% | +0.48% | -95.15% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | — | -79.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | BCUS | Bancreek U.s. Large Cap ETF | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 13 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 14 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 15 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | DHR | Danaher CORP | — | NEW | New buy |
| 18 | LIN | Linde plc | — | NEW | New buy |
| 19 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 20 | AVGO | Broadcom Inc | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | PEP | Pepsico Inc | — | NEW | New buy |
| 24 | BA | Boeing Co/the | — | NEW | New buy |
| 25 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 26 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 27 | AXP | American Express Co | — | NEW | New buy |
| 28 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 29 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 30 | CRM | Salesforce Inc | — | NEW | New buy |
| 31 | HUBB | Hubbell Inc | — | NEW | New buy |
| 32 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 33 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 34 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 35 | ANGL | Vaneck Fallen Angel High Yld | — | NEW | New buy |
| 36 | ABBV | Abbvie Inc | — | NEW | New buy |
| 37 | VYMI | Vanguard Int High Dvd Yld In | — | NEW | New buy |
| 38 | IXC | Ishares Global Energy ETF | — | NEW | New buy |
| 39 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 40 | DUK | Duke Energy CORP | — | NEW | New buy |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 42 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 43 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 44 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 45 | WM | Waste Management Inc | — | NEW | New buy |
| 46 | BCIL | Bancreek Interl Larg ETF | — | NEW | New buy |
| 47 | KO | Coca-cola Co/the | — | NEW | New buy |
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 47 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including BIL, AAPL, SPTL) accounted for 2.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
BIL
市值: $11.5M
During Q1 2025, Strategic Wealth Investment Group, LLC's top holdings by market value included BIL (19.9%)、AAPL (3.8%)、SPTL (3.8%). The largest single position, BIL, represented 19.9% of total portfolio value.
In Q1 2025, Strategic Wealth Investment Group, LLC made 47 total portfolio adjustments, initiating 47 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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