Strategic Wealth Investment Group, LLC Top Holdings and 13F Report (2025) About Strategic Wealth Investment Group, LLCInvestment ActivityStrategic Wealth Investment Group, LLC has $905.13 million in total holdings as of December 31, 2024.Strategic Wealth Investment Group, LLC owns shares of 132 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 1.64% of the portfolio was purchased this quarter.About 5.11% of the portfolio was sold this quarter.This quarter, Strategic Wealth Investment Group, LLC has purchased 129 new stocks and bought additional shares in 42 stocks.Strategic Wealth Investment Group, LLC sold shares of 73 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Portfolio Long Term Treasury ETF $55,888,901Apple $44,832,976Amazon.com $44,280,142BANCREEK US LARGE CAP ETF $39,192,780SPDR S&P 500 ETF Trust $38,718,647 Largest New Holdings this Quarter Direxion Daily GOOGL Bull 2X Shares $655,267 HoldingSchwab U.S. Large-Cap Growth ETF $520,648 HoldingDollar Tree $448,068 HoldingProShares UltraPro QQQ $398,541 HoldingDirexion Daily Financial Bull 3X Shares $342,574 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 32,927 shares (about $3.01M)Microsoft 2,877 shares (about $1.21M)Danaher 4,263 shares (about $978.59K)Direxion Daily GOOGL Bull 2X Shares 14,329 shares (about $655.27K)Duke Energy 4,980 shares (about $536.55K) Largest Sales this Quarter SPDR Portfolio Intermediate Term Treasury ETF 269,852 shares (about $7.52M)SPDR Portfolio Long Term Treasury ETF 266,094 shares (about $6.97M)SPDR S&P 500 ETF Trust 5,074 shares (about $2.97M)Vanguard Total Stock Market ETF 6,826 shares (about $1.98M)Vanguard Intermediate-Term Corporate Bond ETF 22,396 shares (about $1.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Wealth Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTLSPDR Portfolio Long Term Treasury ETF$55,888,901$6,969,004 ▼-11.1%2,133,9786.2%ETFAAPLApple$44,832,976$705,438 ▼-1.5%179,0305.0%Computer and TechnologyAMZNAmazon.com$44,280,142$1,146,971 ▼-2.5%201,8334.9%Retail/WholesaleBANCREEK US LARGE CAP ETF$39,192,780$1,698,066 ▼-4.2%1,287,5414.3%BANCREEK US LARGSPYSPDR S&P 500 ETF Trust$38,718,647$2,973,804 ▼-7.1%66,0634.3%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$34,293,629$7,523,474 ▼-18.0%1,230,0443.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$32,027,969$1,797,722 ▼-5.3%399,0043.5%ETFMSFTMicrosoft$29,883,633$1,212,678 ▲4.2%70,8973.3%Computer and TechnologyNVDANVIDIA$26,955,651$314,373 ▲1.2%200,7273.0%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$26,545,288$3,010,521 ▲12.8%290,3342.9%ETFMETAMeta Platforms$25,714,712$379,992 ▲1.5%43,9192.8%Computer and TechnologyAVGOBroadcom$25,168,243$141,191 ▲0.6%108,5582.8%Computer and TechnologyJPMJPMorgan Chase & Co.$24,818,227$452,095 ▲1.9%103,5342.7%FinanceGLDSPDR Gold Shares$22,655,136$771,426 ▼-3.3%93,5662.5%FinanceGOOGLAlphabet$19,347,560$196,872 ▲1.0%102,2062.1%Computer and TechnologyVVisa$17,962,931$186,778 ▲1.1%56,8382.0%Business ServicesPGProcter & Gamble$17,333,642$437,733 ▲2.6%103,3921.9%Consumer StaplesCRMSalesforce$16,255,019$749,563 ▼-4.4%48,6201.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$15,401,491$1,978,221 ▼-11.4%53,1441.7%ETFBABoeing$15,159,975$482,500 ▲3.3%85,6501.7%AerospaceMMCMarsh & McLennan Companies$12,559,549$132,758 ▼-1.0%59,1281.4%FinanceAXPAmerican Express$12,406,108$257,904 ▲2.1%41,8021.4%FinanceGSThe Goldman Sachs Group$12,103,808$273,160 ▲2.3%21,1361.3%FinanceLINDE PLC F$11,787,342$327,822 ▼-2.7%28,1541.3%SHSCOSTCostco Wholesale$11,766,947$220,842 ▲1.9%12,8411.3%Retail/WholesalePFFiShares Preferred and Income Securities ETF$11,008,693$694,726 ▼-5.9%350,1511.2%ETFQQQInvesco QQQ$10,774,462$9,714 ▲0.1%21,0751.2%FinanceTMOThermo Fisher Scientific$10,605,525$670,584 ▼-5.9%20,3861.2%MedicalIBMInternational Business Machines$10,514,836$40,008 ▲0.4%47,8331.2%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$10,014,032$1,469,104 ▼-12.8%349,2871.1%ManufacturingUBERUber Technologies$10,006,725$5,368 ▲0.1%165,8941.1%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$9,610,623$196,174 ▼-2.0%141,5821.1%ETFDHRDanaher$9,452,109$978,588 ▲11.5%41,1761.0%MedicalDUKDuke Energy$9,311,635$536,551 ▲6.1%86,4261.0%UtilitiesABBVAbbVie$9,227,515$179,479 ▲2.0%51,9271.0%MedicalLMTLockheed Martin$9,187,713$513,668 ▲5.9%18,9061.0%AerospaceVNQVanguard Real Estate ETF$9,055,268$268,668 ▼-2.9%101,6521.0%ETFJNJJohnson & Johnson$8,778,356$814,940 ▼-8.5%60,6991.0%MedicalPEPPepsiCo$8,147,340$797,870 ▼-8.9%53,5790.9%Consumer StaplesUNHUnitedHealth Group$7,852,788$704,186 ▼-8.2%15,5230.9%MedicalMDLZMondelez International$7,852,253$484,412 ▼-5.8%131,4620.9%Consumer StaplesIXCiShares Global Energy ETF$7,277,179$1,053,047 ▼-12.6%190,6010.8%ETFWMWaste Management$6,666,964$71,230 ▲1.1%33,0400.7%Business ServicesTXNTexas Instruments$6,617,685$115,508 ▲1.8%35,2920.7%Computer and TechnologyMRKMerck & Co., Inc.$5,554,843$204,434 ▲3.8%55,8380.6%MedicalVICIVICI Properties$5,546,043$509,040 ▼-8.4%189,8690.6%FinanceAMGNAmgen$5,480,358$102,434 ▲1.9%21,0260.6%MedicalGDGeneral Dynamics$5,407,130$404,988 ▼-7.0%20,5210.6%AerospaceBANCREEK INTERNATIONAL LARGE ETF$5,180,194$692,626 ▼-11.8%205,2480.6%BANCREEK INT LCXLUUtilities Select Sector SPDR Fund$4,750,304$1,039,299 ▼-18.0%62,7600.5%ETFUPSUnited Parcel Service$3,748,103$385,126 ▼-9.3%29,7220.4%TransportationEPIWisdomTree India Earnings Fund$3,302,876$5,885 ▼-0.2%72,9580.4%FinanceARKKARK Innovation ETF$2,578,947$282,998 ▼-9.9%45,4280.3%ETFVAWVanguard Materials ETF$2,488,665$178,097 ▼-6.7%13,2470.3%ETFBLOKAmplify Transformational Data Sharing ETF$2,439,804$124,558 ▼-4.9%56,4910.3%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$2,434,267$93,330 ▼-3.7%22,1700.3%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$2,253,857$23,095 ▼-1.0%60,8000.2%ManufacturingXTiShares Exponential Technologies ETF$2,108,910$41,941 ▼-1.9%35,3490.2%ManufacturingMOOVanEck Agribusiness ETF$2,067,203$526,753 ▼-20.3%32,0390.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,032,873$838,421 ▼-29.2%20,2070.2%ETFNFLXNetflix$1,786,205$127,459 ▼-6.7%2,0040.2%Consumer DiscretionaryTSLATesla$1,719,956$457,955 ▼-21.0%4,2590.2%Auto/Tires/TrucksVGSHVanguard Short-Term Treasury Index ETF$1,377,955$1,541,741 ▼-52.8%23,6830.2%ETFHLIHoulihan Lokey$1,350,902$56,266 ▼-4.0%7,7790.1%FinanceVUGVanguard Growth ETF$1,270,981$181,393 ▼-12.5%3,0970.1%ETFTIPiShares TIPS Bond ETF$1,249,183$114,550 ▼-8.4%11,7230.1%ETFNOBLProShares S&P 500 Aristocrats ETF$1,150,305$126,540 ▼-9.9%11,5540.1%ETFDISWalt Disney$1,147,806$173,691 ▼-13.1%10,3090.1%Consumer DiscretionaryMSCIMSCI$1,111,322$21,602 ▼-1.9%1,8520.1%FinanceWSTWest Pharmaceutical Services$1,083,241$145,764 ▼-11.9%3,3070.1%MedicalKOCoca-Cola$981,905$125,766 ▼-11.4%15,7710.1%Consumer StaplesDOXAmdocs$977,662$127,795 ▼-11.6%11,4830.1%Computer and TechnologyLLYEli Lilly and Company$967,469$308,849 ▲46.9%1,2530.1%MedicalTDGTransDigm Group$928,916$26,613 ▲2.9%7330.1%AerospaceSTESTERIS$911,039$48,306 ▼-5.0%4,4320.1%MedicalWMTWalmart$873,227$20,329 ▲2.4%9,6650.1%Retail/WholesaleALBAlbemarle$808,550$179,649 ▼-18.2%9,3930.1%Basic MaterialsBIDUBaidu$794,875$65,846 ▲9.0%9,4280.1%Computer and TechnologyCSCOCisco Systems$775,649$283,905 ▼-26.8%13,1030.1%Computer and TechnologyBABAAlibaba Group$769,638$37,562 ▼-4.7%9,0770.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$750,588$124,935 ▲20.0%3,8330.1%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$728,493$169,853 ▲30.4%11,5030.1%ETFHPQHP$695,6720.0%21,3200.1%Computer and TechnologyABRArbor Realty Trust$663,036$195,543 ▼-22.8%47,8740.1%FinanceXOMExxon Mobil$658,795$43,023 ▼-6.1%6,1250.1%Oils/EnergyGGLLDirexion Daily GOOGL Bull 2X Shares$655,267$655,267 ▲New Holding14,3290.1%ETFBRK.BBerkshire Hathaway$646,832$45,328 ▲7.5%1,4270.1%FinanceBALLBall$631,349$662 ▼-0.1%11,4520.1%Industrial ProductsYINNDirexion Daily FTSE China Bull 3X Shares$611,383$39,088 ▼-6.0%21,8820.1%ETFSNPSSynopsys$590,199$56,302 ▼-8.7%1,2160.1%Computer and TechnologyADBEAdobe$588,312$128,513 ▼-17.9%1,3230.1%Computer and TechnologyMCDMcDonald's$581,617$6,959 ▼-1.2%2,0060.1%Retail/WholesaleVGTVanguard Information Technology ETF$543,897$11,189 ▼-2.0%8750.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$520,648$520,648 ▲New Holding18,6810.1%ETFMDTMedtronic$516,4240.0%6,4650.1%MedicalKHCKraft Heinz$510,902$191,799 ▼-27.3%16,6350.1%Consumer StaplesHDHome Depot$493,596$35,785 ▲7.8%1,2690.1%Retail/WholesaleDLTRDollar Tree$448,068$448,068 ▲New Holding5,9790.0%Retail/WholesaleVIVOS THERAPEUTICS INC$429,0000.0%100,0000.0%COM NEWVOVanguard Mid-Cap ETF$421,552$1,849 ▼-0.4%1,5960.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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