Strategic Wealth Investment Group, LLC Portfolio Holdings

Strategic Wealth Investment Group, LLC

  • $65.3 Million
  • Q2 2025

Strategic Wealth Investment Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $65.3 Million distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $12M, Microsoft Corp with a value of $2.68M, Amazon Com Inc with a value of $2.57M, Spdr Portfolio Long Term Treas with a value of $2.47M, and Meta Platforms, Inc. with a value of $2.3M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $54.4M to 65.3M.

Below you can find more details about Strategic Wealth Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $65.3 Million
ETFs: $27.4 Million
Technology: $12.3 Million
Financial Services: $6.65 Million
Healthcare: $4.99 Million
Communication Services: $3.81 Million
Consumer Cyclical: $3.65 Million
Consumer Defensive: $3.55 Million
Industrials: $2.47 Million
Other: $469,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Million 18.43% of portfolio
131,210
Q2 2025 Added 5.09%
$3.86T
$2.68 Million 4.1% of portfolio
5,384
Q2 2025 Added 1.51%
$2.24T
$2.57 Million 3.93% of portfolio
11,715
Q2 2025 Added 9.19%
$0
$2.47 Million 3.77% of portfolio
92,773
Q2 2025 Added 15.64%
$1.65T
$2.3 Million 3.52% of portfolio
3,116
Q2 2025 Added 9.83%
$0
$2.28 Million 3.49% of portfolio
79,247
Q2 2025 Added 20.13%
$465B
$2.27 Million 3.48% of portfolio
14,385
Q2 2025 Added 2.6%
$4.09T
$2.26 Million 3.46% of portfolio
11,031
Q2 2025 Added 11.18%
$134B
$2.05 Million 3.14% of portfolio
7,452
Q2 2025 Added 6.06%
$0
$1.94 Million 2.98% of portfolio
3,148
Q2 2025 Added 21.83%
$925B
$1.85 Million 2.84% of portfolio
6,394
Q2 2025 Added 6.34%
$194B
$1.55 Million 2.38% of portfolio
16,638
Q2 2025 Added 1.69%
$0
$1.55 Million 2.37% of portfolio
18,649
Q2 2025 Added 8.78%
$364B
$1.45 Million 2.22% of portfolio
9,094
Q2 2025 Added 5.83%
$1.45T
$1.38 Million 2.11% of portfolio
7,835
Q2 2025 Added 3.34%
$190B
$1.32 Million 2.02% of portfolio
3,258
Q2 2025 Added 14.88%
$100B
$1.23 Million 1.88% of portfolio
5,625
Q2 2025 Added 6.92%
$144B
$1.22 Million 1.87% of portfolio
6,186
Q2 2025 Added 4.0%
$129B
$1.11 Million 1.7% of portfolio
5,300
Q2 2025 Reduced 3.69%
$272B
$1.09 Million 1.67% of portfolio
1,545
Q2 2025 Added 1.51%
$248B
$1.07 Million 1.64% of portfolio
3,357
Q2 2025 Added 4.68%
$23.1B
$991,000 1.52% of portfolio
2,428
Q2 2025 Added 8.3%
$123B
$919,000 1.41% of portfolio
3,018
Q2 2025 Added 0.84%
$193B
$918,000 1.41% of portfolio
6,953
Q2 2025 Added 9.36%
$410B
$924,000 1.41% of portfolio
934
Q2 2025 Added 0.43%
$237B
$914,000 1.4% of portfolio
3,352
Q2 2025 Added 10.7%
$485B
$904,000 1.38% of portfolio
5,921
Q2 2025 Added 2.17%
$6.77B
$853,000 1.31% of portfolio
9,473
Q2 2025 Added 1,437.82%
$0
$696,000 1.07% of portfolio
1,263
Q2 2025 Added 18.93%
$0
$692,000 1.06% of portfolio
7,771
Q2 2025 Added 8.29%
$0
$522,000 0.8% of portfolio
6,517
Q2 2025 Added 5.15%
$0
$520,000 0.8% of portfolio
17,776
Q2 2025 Added 10.77%
$725B
$516,000 0.79% of portfolio
663
Q2 2025 Added 8.33%
$0
$493,000 0.75% of portfolio
16,098
Q2 2025 Added 11.84%
$0
$474,000 0.73% of portfolio
12,066
Q2 2025 Added 13.63%
$409B
$462,000 0.71% of portfolio
2,493
Q2 2025 Added 13.63%
$0
$456,000 0.7% of portfolio
5,588
Q2 2025 Added 12.48%
$125B
$449,000 0.69% of portfolio
6,518
Q2 2025 Added 19.55%
$253B
$444,000 0.68% of portfolio
1,509
Q2 2025 Reduced 4.19%
$95.3B
$429,000 0.66% of portfolio
3,642
Q2 2025 Added 8.94%
$0
$340,000 0.52% of portfolio
1,869
Q2 2025 Added 11.72%
$90.6B
$296,000 0.45% of portfolio
1,295
Q2 2025 Added 6.76%
$287B
$226,000 0.35% of portfolio
3,205
Q1 2025 Reduced 79.68%
$1.4T
$228,000 0.35% of portfolio
719
Q2 2025 New
$0
$193,000 0.3% of portfolio
3,095
Q2 2025 New
$1.97B
$180,000 0.28% of portfolio
1,306
Q2 2025 New
$0
$186,000 0.28% of portfolio
2,652
Q2 2025 New
$0
$175,000 0.27% of portfolio
3,700
Q2 2025 New
$0
$170,000 0.26% of portfolio
2,986
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $65.3 Million
  • Prior Value $54.4 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 113 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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