Strategic Wealth Advisors Group, LLC has filed its 13F form on November 10, 2022 for Q3 2022 where it was disclosed a total value porftolio of $2.33 Billion distributed in 555 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $141M, Spdr S&P 500 ETF Trust with a value of $75.5M, Invesco Qqq Trust, Series 1 with a value of $69.4M, Microsoft Corp with a value of $47.7M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $45.4M.
Examining the 13F form we can see an decrease of $46M in the current position value, from $2.37B to 2.33B.
Strategic Wealth Advisors Group, LLC is based out at Sacramento, CA
Below you can find more details about Strategic Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.33 Billion
ETFs: $1.54 Billion
Technology: $253 Million
Consumer Cyclical: $111 Million
Financial Services: $99.4 Million
Communication Services: $75.7 Million
Healthcare: $58.8 Million
Consumer Defensive: $56.9 Million
Energy: $44.7 Million
Other: $67.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
