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CIK: 0001802365
Total reported value
$824.7M
$824.7M
130 檔
36.3%
The Q3 2025 SEC filing reveals that Strategic Wealth Investment Group, LLC held a total portfolio value of $824.7M, covering 130 public equity positions.
In Q3 2025, Strategic Wealth Investment Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 44 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 8.10% | -0.28% | +4104.66% | |
| 2 | BCUS | Bancreek U.s. Large Cap ETF | ETF-Large Cap & Growth | 4.77% | +0.07% | +2712.35% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.41% | +1.29% | +3236.69% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.98% | -0.97% | +1792.41% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.93% | +0.24% | +2126.62% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | -0.58% | +1486.78% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.71% | -0.33% | +1613.46% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.03% | +1242.49% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.83% | +0.16% | +1269.94% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | +0.01% | +1112.55% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.71% | -0.25% | +1304.59% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.67% | -0.10% | +1471.55% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.57% | -0.25% | +2742.71% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.53% | -0.04% | +149.80% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.02% | -0.32% | +1421.61% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.77% | -0.71% | +2864.15% | |
| 17 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.70% | -1.95% | +3726.63% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.67% | -0.05% | +1507.90% | |
| 19 | HUBB | Hubbell Inc | Stock-Industrials | 1.63% | -0.35% | +1756.47% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.20% | +904.59% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | -0.04% | +1397.49% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.59% | -0.31% | +2272.52% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 1.50% | -0.15% | +992.74% | |
| 24 | BCIL | Bancreek Interl Larg ETF | ETF-Other | 1.38% | +0.48% | +5143.10% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | -0.05% | +1071.90% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.33% | +1386.76% | |
| 27 | AXP | American Express Co | Stock-Financials | 1.32% | -0.27% | +1304.02% | |
| 28 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.30% | -0.02% | +1414.26% | |
| 29 | LIN | Linde plc | Stock-Materials | 1.30% | -0.11% | +1080.77% | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.29% | -1.20% | EXIT | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 1.28% | -0.36% | +1141.27% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.24% | -0.07% | +2570.81% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.13% | +2653.39% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 1.16% | +0.05% | +1108.96% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 1.15% | -0.04% | +2262.66% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 1.15% | +0.22% | +664433.33% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -0.23% | +1283.95% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.13% | +0.11% | +1454.18% | |
| 39 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.09% | +0.15% | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | +0.16% | +2789.07% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 1.02% | -0.52% | +2580.09% | |
| 42 | IXC | Ishares Global Energy ETF | ETF-Other | 0.95% | -0.37% | +2134.49% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | -0.02% | +1264.21% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.86% | +0.66% | +1984.82% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-Other | 0.77% | -0.78% | +1693.83% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | +0.31% | +7942.22% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.70% | -0.23% | +2793.05% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.48% | +1.34% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.19% | — | |
| 50 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.34% | +0.01% | +1744.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTI | Ss Spdr P Int Term Tsy ETF | +4.8% | +4104.66% | Add |
| 2 | BCUS | Bancreek U.s. Large Cap ETF | +2.2% | +2712.35% | Add |
| 3 | VCIT | Vanguard Int-term Corporate | +2% | +3236.69% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.4% | +2126.62% | Add |
| 5 | GLD | Spdr Gold Shares | +1.1% | +2742.71% | Add |
| 6 | BCIL | Bancreek Interl Larg ETF | +0.9% | +5143.10% | Add |
| 7 | ANGL | Vaneck Fallen Angel High Yld | +0.9% | +3726.63% | Add |
| 8 | AVGO | Broadcom Inc | +0.8% | +1269.94% | Add |
| 9 | VNQ | Vanguard Real Estate ETF | +0.6% | +2864.15% | Add |
| 10 | VYMI | Vanguard Int High Dvd Yld In | +0.5% | +2570.81% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.4% | +2789.07% | Add |
| 12 | ABBV | Abbvie Inc | +0.4% | +2262.66% | Add |
| 13 | HUBB | Hubbell Inc | +0.3% | +1756.47% | Add |
| 14 | DUK | Duke Energy CORP | +0.3% | +2580.09% | Add |
| 15 | LLY | Eli Lilly & Co | +0.3% | +2653.39% | Add |
| 16 | MSFT | Microsoft CORP | +0.3% | +1486.78% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.2% | +1507.90% | Add |
| 18 | WM | Waste Management Inc | +0.2% | +2793.05% | Add |
| 19 | CRM | Salesforce Inc | +0.2% | +2272.52% | Add |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +1984.82% | Add |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +1792.41% | Add |
| 22 | IXC | Ishares Global Energy ETF | +0.2% | +2134.49% | Add |
| 23 | AMZN | Amazon.com Inc | +0.2% | +1613.46% | Add |
| 24 | NVDA | Nvidia CORP | +0.1% | +1112.55% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +1471.55% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | — | +1264.21% | Add |
| 27 | PFF | Ishares Preferred & Income S | — | +1693.83% | Add |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +1304.59% | Add |
| 29 | AXP | American Express Co | -0.2% | +1304.02% | Add |
| 30 | ORLY | O'reilly Automotive Inc | -0.2% | +1414.26% | Add |
| 31 | JNJ | Johnson & Johnson | -0.3% | +1386.76% | Add |
| 32 | COST | Costco Wholesale CORP | -0.4% | +1454.18% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | -0.4% | +904.59% | Add |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.4% | +1421.61% | Add |
| 35 | BA | Boeing Co/the | -0.5% | +1108.96% | Add |
| 36 | PEP | Pepsico Inc | -0.5% | +1283.95% | Add |
| 37 | UBER | Uber Technologies Inc | -0.6% | +992.74% | Add |
| 38 | V | Visa Inc-class A Shares | -0.6% | +1397.49% | Add |
| 39 | AAPL | Apple Inc | -0.7% | +1242.49% | Add |
| 40 | LIN | Linde plc | -0.8% | +1080.77% | Add |
| 41 | DHR | Danaher CORP | -0.8% | +1141.27% | Add |
| 42 | MRSH | Marsh & Mclennan Cos | -0.9% | +1251.75% | Add |
| 43 | PG | Procter & Gamble Co/the | -1.2% | +1071.90% | Add |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -17.4% | +149.80% | Add |
| 45 | BX | Blackstone Inc | — | NEW | New buy |
| 46 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 47 | NFLX | Netflix Inc | — | NEW | New buy |
| 48 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 49 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 50 | GLTR | Abrdn Precious Metals Basket | — | 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 130 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTI, BCUS, VCIT) accounted for 36.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BX
市值: $13.6M
During Q3 2025, Strategic Wealth Investment Group, LLC's top holdings by market value included SPTI (8.1%)、BCUS (4.8%)、VCIT (4.4%). The largest single position, SPTI, represented 8.1% of total portfolio value.
In Q3 2025, Strategic Wealth Investment Group, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 44 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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