Strategic Wealth Advisors Group, LLC Portfolio Holdings

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$290,000 0.01% of portfolio
16,955
Q3 2022 Added 13.99%
$276M
$290,000 0.01% of portfolio
66,950
Q3 2022 Reduced 0.74%
$0
$295,000 0.01% of portfolio
53,289
Q3 2022 Added 2.35%
$3.41B
$299,000 0.01% of portfolio
21,408
Q3 2022 Reduced 2.12%
$59.1B
$346,000 0.01% of portfolio
40,728
Q3 2022 Reduced 0.31%

Summary

  • Portfolio
  • No. of Stocks 555
  • Current Value $2.33 Billion
  • Prior Value $2.37 Billion
  • Filing
  • Period Q3 2022
  • Filing Date November 10, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 57 stocks
  • Additional Purchases 244 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 241 stocks
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