Strategic Wealth Investment Group, LLC Top Holdings and 13F Report (2025) About Strategic Wealth Investment Group, LLCInvestment ActivityStrategic Wealth Investment Group, LLC has $57.46 million in total holdings as of December 31, 2024.Strategic Wealth Investment Group, LLC owns shares of 47 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.49% of the portfolio was purchased this quarter.About 1,450.52% of the portfolio was sold this quarter.This quarter, Strategic Wealth Investment Group, LLC has purchased 132 new stocks and bought additional shares in 0 stocks.Strategic Wealth Investment Group, LLC sold shares of 44 stocks and completely divested from 88 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $11,452,923Apple $2,203,883SPDR Portfolio Long Term Treasury ETF $2,187,008Amazon.com $2,041,300Microsoft $1,990,908 Largest New Holdings this Quarter 67103H107 - O'Reilly Automotive $882,469 Holding443510607 - Hubbell $741,931 Holding670100205 - Novo Nordisk A/S $378,587 Holding Largest Purchases this Quarter O'Reilly Automotive 616 shares (about $882.47K)Hubbell 2,242 shares (about $741.93K)Novo Nordisk A/S 5,452 shares (about $378.59K) Largest Sales this Quarter SPDR Portfolio Long Term Treasury ETF 2,053,750 shares (about $55.99M)Apple 169,108 shares (about $37.56M)Amazon.com 191,104 shares (about $36.36M)VANGUARD EMERGING MARKT GOVT BND ETF 1,236,191 shares (about $36.27M)SPDR S&P 500 ETF Trust 63,479 shares (about $35.51M) 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 PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$11,452,923$15,179,354 ▼-57.0%124,85519.9%ETFAAPLApple$2,203,883$37,562,411 ▼-94.5%9,9223.8%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$2,187,008$55,985,039 ▼-96.2%80,2283.8%ETFAMZNAmazon.com$2,041,300$36,359,455 ▼-94.7%10,7293.6%Retail/WholesaleMSFTMicrosoft$1,990,908$24,620,971 ▼-92.5%5,3043.5%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$1,885,394$33,269,263 ▼-94.6%65,9693.3%ETFMETAMeta Platforms$1,635,323$23,680,768 ▼-93.5%2,8372.8%Computer and TechnologyNVDANVIDIA$1,519,601$20,235,263 ▼-93.0%14,0212.6%Computer and TechnologyVANGUARD EMERGING MARKT GOVT BND ETF$1,506,609$36,269,844 ▼-96.0%51,3502.6%UIT EXCHANGE TRADEDJPMJPMorgan Chase & Co.$1,474,971$23,921,611 ▼-94.2%6,0132.6%FinancePGProcter & Gamble$1,464,478$16,156,296 ▼-91.7%8,5932.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,445,464$35,509,524 ▼-96.1%2,5842.5%FinanceTMOThermo Fisher Scientific$1,411,231$8,733,111 ▼-86.1%2,8362.5%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$1,401,598$31,220,651 ▼-95.7%17,1432.4%ETFMMCMarsh & McLennan Companies$1,283,905$13,145,811 ▼-91.1%5,2612.2%FinanceVVisa$1,282,304$18,636,689 ▼-93.6%3,6592.2%Business ServicesDHRDanaher$1,219,396$7,222,072 ▼-85.6%5,9482.1%MedicalDOLLAR TREE INC$1,199,735$11,907,498 ▼-90.8%2,5772.1%FOREIGN ORDINARIESUBERUber Technologies$1,192,135$10,894,899 ▼-90.1%16,3622.1%Computer and TechnologyAVGOBroadcom$1,176,314$16,998,792 ▼-93.5%7,0262.0%Computer and TechnologyGOOGLAlphabet$1,172,444$14,632,200 ▼-92.6%7,5822.0%Computer and TechnologyJNJJohnson & Johnson$960,995$9,104,826 ▼-90.5%5,7951.7%MedicalPEPPepsiCo$953,267$7,079,934 ▼-88.1%6,3581.7%Consumer StaplesBABoeing$938,537$13,669,076 ▼-93.6%5,5031.6%AerospaceORLYO'Reilly Automotive$882,469$882,469 ▲New Holding6161.5%Retail/WholesaleCOSTCostco Wholesale$879,400$11,262,939 ▼-92.8%9301.5%Retail/WholesaleAXPAmerican Express$862,952$10,385,292 ▼-92.3%3,2071.5%FinanceGLDSPDR Gold Shares$862,403$26,097,704 ▼-96.8%2,9931.5%FinanceGSThe Goldman Sachs Group$831,451$10,714,901 ▼-92.8%1,5221.4%FinanceCRMSalesforce$812,709$12,236,799 ▼-93.8%3,0281.4%Computer and TechnologyHUBBHubbell$741,931$741,931 ▲New Holding2,2421.3%IndustrialsVNQVanguard Real Estate ETF$649,744$8,554,238 ▼-92.9%7,1761.1%ETFLLYEli Lilly and Company$505,463$529,415 ▼-51.2%6120.9%MedicalQQQInvesco QQQ$498,122$9,386,926 ▼-95.0%1,0620.9%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$463,147$9,617,313 ▼-95.4%16,0480.8%ManufacturingABBVAbbVie$459,671$10,419,698 ▼-95.8%2,1940.8%MedicalVYMIVanguard International High Dividend Yield ETF$456,739$9,976,630 ▼-95.6%6,1980.8%ETFIXCiShares Global Energy ETF$446,745$7,571,905 ▼-94.4%10,6190.8%ETFPFFiShares Preferred and Income Securities ETF$442,337$10,318,031 ▼-95.9%14,3940.8%ETFDUKDuke Energy$407,759$10,133,964 ▼-96.1%3,3430.7%UtilitiesXLUUtilities Select Sector SPDR Fund$391,727$4,556,902 ▼-92.1%4,9680.7%ETFIBMInternational Business Machines$391,649$11,502,793 ▼-96.7%1,5750.7%Computer and TechnologyNVONovo Nordisk A/S$378,587$378,587 ▲New Holding5,4520.7%MedicalVIGVanguard Dividend Appreciation ETF$324,573$419,054 ▼-56.4%1,6730.6%ETFWMWaste Management$280,814$7,368,069 ▼-96.3%1,2130.5%Business ServicesFIRST SOLAR INC$265,280$5,200,308 ▼-95.1%9,9620.5%UIT EXCHANGE TRADEDKOCoca-Cola$229,528$899,922 ▼-79.7%3,2050.4%Consumer StaplesVTIVanguard Total Stock Market ETF$0$15,401,491 ▼-100.0%00.0%ETFLMTLockheed Martin$0$9,187,713 ▼-100.0%00.0%AerospaceUNHUnitedHealth Group$0$7,852,788 ▼-100.0%00.0%MedicalMDLZMondelez International$0$7,852,253 ▼-100.0%00.0%Consumer StaplesTXNTexas Instruments$0$6,617,685 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$5,554,843 ▼-100.0%00.0%MedicalVICIVICI Properties$0$5,546,043 ▼-100.0%00.0%FinanceAMGNAmgen$0$5,480,358 ▼-100.0%00.0%MedicalGDGeneral Dynamics$0$5,407,130 ▼-100.0%00.0%AerospaceUPSUnited Parcel Service$0$3,748,103 ▼-100.0%00.0%TransportationEPIWisdomTree India Earnings Fund$0$3,302,876 ▼-100.0%00.0%FinanceARKKARK Innovation ETF$0$2,578,947 ▼-100.0%00.0%ETFVAWVanguard Materials ETF$0$2,488,665 ▼-100.0%00.0%ETFBLOKAmplify Transformational Data Sharing ETF$0$2,439,804 ▼-100.0%00.0%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$0$2,434,267 ▼-100.0%00.0%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$0$2,253,857 ▼-100.0%00.0%ManufacturingXTiShares Exponential Technologies ETF$0$2,108,910 ▼-100.0%00.0%ManufacturingMOOVanEck Agribusiness ETF$0$2,067,203 ▼-100.0%00.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$2,032,873 ▼-100.0%00.0%ETFNFLXNetflix$0$1,786,205 ▼-100.0%00.0%Consumer DiscretionaryTSLATesla$0$1,719,956 ▼-100.0%00.0%Auto/Tires/TrucksVGSHVanguard Short-Term Treasury Index ETF$0$1,377,955 ▼-100.0%00.0%ETFHLIHoulihan Lokey$0$1,350,902 ▼-100.0%00.0%FinanceVUGVanguard Growth ETF$0$1,270,981 ▼-100.0%00.0%ETFTIPiShares TIPS Bond ETF$0$1,249,183 ▼-100.0%00.0%ETFNOBLProShares S&P 500 Aristocrats ETF$0$1,150,305 ▼-100.0%00.0%ETFDISWalt Disney$0$1,147,806 ▼-100.0%00.0%Consumer DiscretionaryMSCIMSCI$0$1,111,322 ▼-100.0%00.0%FinanceWSTWest Pharmaceutical Services$0$1,083,241 ▼-100.0%00.0%MedicalDOXAmdocs$0$977,662 ▼-100.0%00.0%Computer and TechnologyTDGTransDigm Group$0$928,916 ▼-100.0%00.0%AerospaceSTESTERIS$0$911,039 ▼-100.0%00.0%MedicalWMTWalmart$0$873,227 ▼-100.0%00.0%Retail/WholesaleALBAlbemarle$0$808,550 ▼-100.0%00.0%Basic MaterialsBIDUBaidu$0$794,875 ▼-100.0%00.0%Computer and TechnologyCSCOCisco Systems$0$775,649 ▼-100.0%00.0%Computer and TechnologyBABAAlibaba Group$0$769,638 ▼-100.0%00.0%Retail/WholesaleSPGMSPDR Portfolio MSCI Global Stock Market ETF$0$728,493 ▼-100.0%00.0%ETFHPQHP$0$695,672 ▼-100.0%00.0%Computer and TechnologyABRArbor Realty Trust$0$663,036 ▼-100.0%00.0%FinanceXOMExxon Mobil$0$658,795 ▼-100.0%00.0%EnergyGGLLDirexion Daily GOOGL Bull 2X Shares$0$655,267 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$646,832 ▼-100.0%00.0%FinanceBALLBall$0$631,349 ▼-100.0%00.0%IndustrialsYINNDirexion Daily FTSE China Bull 3X Shares$0$611,383 ▼-100.0%00.0%ETFSNPSSynopsys$0$590,199 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$588,312 ▼-100.0%00.0%Computer and TechnologyMCDMcDonald's$0$581,617 ▼-100.0%00.0%Retail/WholesaleVGTVanguard Information Technology ETF$0$543,897 ▼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$520,648 ▼-100.0%00.0%ETFMDTMedtronic$0$516,424 ▼-100.0%00.0%MedicalKHCKraft Heinz$0$510,902 ▼-100.0%00.0%Consumer StaplesHDHome Depot$0$493,596 ▼-100.0%00.0%Retail/WholesaleShowing 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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