Strategic Wealth Advisors Group, LLC Purchases in Q3 2022

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
4.56K
+ 10.9%
$20.65 - $33.13 $94.1K - $151K
46.3K $1.23M
COP
Conocophillips

Energy
307
+ 1.73%
$81.61 - $117.71 $25.1K - $36.1K
18.1K $1.85M
ORTX
Orchard Therapeutics PLC

Healthcare
517K
New
$0.45 - $0.69 $233K - $357K
517K $258K
MOS
Mosaic CO

Basic Materials
4.62K
+ 32.42%
$43.67 - $61.77 $202K - $285K
18.9K $912K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
11.8K
New
$21.4 - $22.76 $253K - $269K
11.8K $253K
SPWR
Sunpower Corp

Technology
10.2K
New
$15.65 - $28.13 $160K - $288K
10.2K $236K
ENVX
Enovix Corp

Industrials
12.8K
New
$8.58 - $24.96 $110K - $319K
12.8K $234K
ILCG
Ishares Morningstar Growth ETF
7.29K
+ 25.52%
N/A
35.8K $1.73M
CERS
Cerus Corp

Healthcare
84.6K
+ 237.14%
$3.43 - $5.83 $290K - $493K
120K $433K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.42K
+ 10.49%
$87.04 - $106.5 $559K - $684K
67.6K $5.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.99K
+ 5.22%
$47.35 - $48.58 $331K - $339K
141K $6.67M
VET
Vermilion Energy Inc.

Energy
10.3K
New
$17.96 - $29.36 $185K - $302K
10.3K $221K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
18K
New
$11.0 - $13.06 $198K - $235K
18K $212K
HOOD
Robinhood Markets, Inc.

Technology
21K
New
$8.18 - $11.25 $172K - $236K
21K $212K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
16.4K
+ 11.77%
$16.78 - $18.23 $276K - $299K
156K $2.62M
NEAR
Blackrock Short Maturity Bond

ETFs
4.11K
+ 6.89%
$49.19 - $49.38 $202K - $203K
63.7K $3.14M
CVS
Cvs Health Corp

Healthcare
1.48K
+ 6.0%
$92.53 - $106.43 $137K - $157K
26.1K $2.49M
MO
Altria Group, Inc.

Consumer Defensive
6.42K
+ 15.57%
$40.38 - $46.22 $259K - $297K
47.7K $1.93M
FDNI
First Tr ETF Ii Dow Jones

ETFs
10.3K
New
$19.32 - $24.76 $199K - $255K
10.3K $202K
ARCC
Ares Capital Corp

Financial Services
15.7K
+ 37.72%
$16.84 - $20.7 $264K - $324K
57.2K $966K
ABNB
Airbnb, Inc.

Consumer Cyclical
766
+ 6.58%
$91.05 - $126.8 $69.7K - $97.1K
12.4K $1.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.27K
+ 14.45%
$60.5 - $72.51 $319K - $382K
41.8K $2.53M
NCA
Nuveen California Municipal Value Fund

Financial Services
23.5K
+ 87.19%
$8.22 - $9.17 $193K - $215K
50.4K $416K
XOM
Exxon Mobil Corp

Energy
237
+ 0.28%
$83.14 - $100.12 $19.7K - $23.7K
86.1K $7.51M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15K
+ 11.14%
$109.95 - $137.02 $1.65M - $2.06M
150K $16.5M
RAAX
Vaneck ETF Trust Inflation All

ETFs
9.08K
+ 16.56%
$22.27 - $25.92 $202K - $235K
63.9K $1.45M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.83K
+ 14.86%
$46.83 - $51.22 $179K - $196K
29.6K $1.39M
SQ
Block, Inc.

Technology
9.27K
+ 30.95%
$54.14 - $89.7 $502K - $831K
39.2K $2.16M
PCG
Pg&E Corp

Utilities
289
+ 0.56%
$9.83 - $114.63 $2.84K - $33.1K
52.3K $653K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.28K
+ 5.78%
$49.85 - $50.45 $114K - $115K
41.7K $2.1M
MRK
Merck & Co., Inc.

Healthcare
5.93K
+ 8.83%
$84.53 - $94.96 $501K - $563K
73.1K $6.3M
EFV
Msci Eafe Value ETF

ETFs
9.58K
+ 18.84%
$38.45 - $45.24 $369K - $434K
60.4K $2.33M
ARKW
Ark Next Generation Internet E

ETFs
7.27K
+ 21.27%
$45.59 - $63.94 $331K - $465K
41.5K $1.89M
IGE
Ishares Tr North Amern Nat Res

ETFs
4.08K
+ 14.85%
$33.17 - $40.89 $135K - $167K
31.6K $1.1M
IONS
Ionis Pharmaceuticals Inc

Healthcare
639
+ 5.29%
$36.54 - $48.66 $23.3K - $31.1K
12.7K $563K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.78K
+ 15.6%
N/A
28K $1.68M
NET
Cloudflare, Inc.

Technology
1.2K
+ 7.89%
$44.61 - $78.61 $53.6K - $94.5K
16.4K $909K
NEE
Nextera Energy Inc

Utilities
1.54K
+ 5.36%
$54.18 - $90.81 $83.4K - $140K
30.3K $2.37M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
113
+ 0.51%
$34.99 - $50.67 $3.95K - $5.73K
22.1K $931K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.61K
+ 14.36%
$21.55 - $22.94 $121K - $129K
44.7K $966K
GIS
General Mills Inc

Consumer Defensive
796
+ 2.77%
$73.1 - $80.78 $58.2K - $64.3K
29.5K $2.26M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.3K
+ 14.29%
$57.82 - $69.04 $133K - $159K
18.4K $1.06M
FLLV
Franklin Templeton ETF Tr
3.04K
+ 19.87%
N/A
18.3K $762K
STWD
Starwood Property Trust, Inc.

Real Estate
5.93K
+ 54.02%
$18.22 - $24.34 $108K - $144K
16.9K $308K
PEY
Invesco Exchange Traded Fd Tr

ETFs
5.35K
+ 36.26%
$18.59 - $22.0 $99.5K - $118K
20.1K $374K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.79K
+ 2.52%
$20.86 - $21.0 $79K - $79.5K
154K $3.21M
SJNK
Spdr Bloomberg Short Term High

ETFs
6.1K
+ 4.04%
$23.77 - $25.45 $145K - $155K
157K $3.74M
UGI
Ugi Corp

Utilities
3.94K
+ 38.8%
$32.33 - $100.2 $127K - $394K
14.1K $455K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.27K
+ 13.18%
$62.61 - $73.64 $142K - $167K
19.5K $1.22M
Activity Summary
Buys All Purchases 301 New Holdings 57 Increased Positions 244 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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