Strategic Wealth Advisors Group, LLC Reduced Holdings in Q3 2022

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-5.51K
- 2.76%
$15.34 - $23.1 $84.5K - $127K
194K $2.98M
VHT
Vanguard Health Care ETF

ETFs
-1.02K
- 1.82%
$223.7 - $250.44 $229K - $256K
55.3K $12.4M
ABBV
Abb Vie Inc.

Healthcare
-2.16K
- 4.5%
$134.21 - $153.93 $290K - $333K
46K $6.17M
DUK
Duke Energy Corp

Utilities
-6.59K
- 16.55%
$24.9 - $110.88 $164K - $731K
33.2K $3.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.5K
- 10.5%
$57.85 - $71.43 $726K - $896K
107K $6.19M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.92K
- 13.55%
$95.54 - $104.23 $756K - $825K
50.5K $4.86M
COST
Costco Wholesale Corp

Consumer Defensive
-1.26K
- 4.26%
$466.4 - $560.96 $587K - $706K
28.3K $13.3M
VUG
Vanguard Growth ETF

ETFs
-5
- 0.01%
$213.95 - $266.28 $1.07K - $1.33K
55.5K $11.9M
KO
Coca Cola CO

Consumer Defensive
-6.73K
- 7.01%
$56.02 - $65.22 $377K - $439K
89.3K $5M
HTRB
Hartford Fds Total Return Bd E

ETFs
-21.6K
- 12.0%
$32.41 - $35.3 $699K - $761K
158K $5.13M
VCIT
Vanguard Intermediate Term Cor

ETFs
-11.5K
- 45.97%
$74.85 - $82.96 $858K - $951K
13.5K $1.02M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-32.1K
- 63.64%
$25.74 - $31.54 $826K - $1.01M
18.3K $472K
EEMV
Ishares Msci Emerging Markets

ETFs
-14.5K
- 35.48%
$50.68 - $57.06 $735K - $828K
26.4K $1.34M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-32.5K
- 45.89%
$26.2 - $28.66 $852K - $932K
38.4K $1.01M
SPMD
Spdr Portfolio

ETFs
-13.5K
- 8.29%
$38.55 - $46.17 $521K - $624K
150K $5.77M
CMCSA
Comcast Corp

Communication Services
-4.1K
- 5.68%
$29.33 - $65.5 $120K - $269K
68.1K $2M
KRE
Spdr S&P Regional Banking ETF

ETFs
-14.1K
- 55.24%
$56.83 - $68.54 $800K - $965K
11.4K $672K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16.5K
- 40.8%
$36.49 - $42.54 $604K - $704K
24K $876K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.52K
- 0.29%
$22.24 - $26.54 $33.8K - $40.3K
527K $11.7M
VGSH
Vanguard

ETFs
-11.2K
- 8.95%
$57.67 - $59.08 $644K - $659K
114K $6.57M
IWR
Ishares Russell Mid Cap ETF

ETFs
-9.98K
- 35.46%
$62.15 - $74.82 $620K - $747K
18.2K $1.13M
IEMG
Ishares Inc

ETFs
-10K
- 19.64%
$44.37 - $50.42 $445K - $506K
41K $1.76M
JIG
J P Morgan Exchange Traded Fd

ETFs
-7.78K
- 10.84%
$46.73 - $56.64 $363K - $441K
64K $3.01M
LMT
Lockheed Martin Corp

Industrials
-394
- 2.92%
$386.29 - $441.59 $152K - $174K
13.1K $5.06M
DHS
Wisdomtree Tr U.S

ETFs
-6.25K
- 17.85%
$75.81 - $87.12 $474K - $544K
28.7K $2.18M
IXUS
Ishares Tr

ETFs
-10.7K
- 46.22%
$50.92 - $60.43 $547K - $649K
12.5K $636K
XLY
Select Sector Spdr Consumer Di

ETFs
-4.54K
- 10.38%
$140.01 - $172.97 $635K - $784K
39.2K $5.58M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-14.7K
- 27.69%
$37.67 - $44.3 $554K - $652K
38.4K $1.45M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
-63.2K
- 47.28%
$8.39 - $9.79 $530K - $619K
70.4K $599K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-7.33K
- 23.56%
$56.69 - $65.94 $415K - $483K
23.8K $1.36M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-8.45K
- 24.67%
$68.64 - $76.55 $580K - $647K
25.8K $1.78M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-32.9K
- 28.96%
$16.66 - $18.32 $549K - $603K
80.8K $1.35M
BMY
Bristol Myers Squibb CO

Healthcare
-4.01K
- 6.79%
$0.13 - $76.84 $522 - $308K
55K $3.91M
SLV
I Shares Silver Trust

ETFs
-29.8K
- 41.08%
$16.38 - $19.17 $488K - $572K
42.8K $749K
AMD
Advanced Micro Devices Inc

Technology
-1.17K
- 3.47%
$63.36 - $103.91 $74.3K - $122K
32.6K $2.07M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-4.57K
- 4.46%
$23.34 - $31.14 $107K - $142K
98K $2.29M
AMGN
Amgen Inc

Healthcare
-351
- 1.49%
$224.46 - $253.15 $78.8K - $88.9K
23.2K $5.23M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-11.4K
- 11.31%
$32.0 - $40.37 $365K - $461K
89.5K $2.91M
CMF
Ishares California Muni Bond E

ETFs
-6.01K
- 5.94%
$54.22 - $57.98 $326K - $348K
95.1K $5.16M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-20.4K
- 5.85%
$12.98 - $15.7 $265K - $320K
329K $4.32M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.44K
- 14.78%
$74.52 - $77.47 $480K - $499K
37.1K $2.78M
LUV
Southwest Airlines CO

Industrials
-7.34K
- 13.42%
$30.84 - $41.5 $226K - $305K
47.4K $1.46M
PM
Philip Morris International Inc.

Consumer Defensive
-1.07K
- 3.59%
$83.01 - $101.72 $88.4K - $108K
28.6K $2.38M
UPS
United Parcel Service Inc

Industrials
-312
- 1.55%
$161.54 - $208.05 $50.4K - $64.9K
19.8K $3.19M
FTGC
First Trust Global Tactical CO

ETFs
-13.4K
- 10.56%
$25.12 - $27.76 $338K - $373K
114K $2.89M
ORCL
Oracle Corp

Technology
-3.04K
- 9.51%
$61.07 - $79.52 $186K - $242K
28.9K $1.77M
VOX
Vanguard Communication Service

ETFs
-2.01K
- 9.32%
$82.37 - $104.38 $165K - $209K
19.5K $1.61M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-8.24K
- 10.96%
$25.83 - $30.26 $213K - $249K
66.9K $1.73M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-1.95K
- 1.93%
$40.57 - $48.87 $78.9K - $95.1K
98.8K $4.01M
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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