Strategic Wealth Investment Group, LLC Purchases in Q3 2025

Strategic Wealth Investment Group, LLC

  • $1.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.25M
+ 4104.66%
$28.38 - $29.05 $92.3M - $94.5M
3.33M $96.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
604K
+ 3236.69%
$81.75 - $84.54 $49.3M - $51M
622K $52.3M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.66M
+ 1792.41%
$25.67 - $27.21 $42.7M - $45.2M
1.76M $47.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
66.9K
+ 2126.62%
$617.65 - $666.84 $41.3M - $44.6M
70.1K $46.7M
MSFT
Microsoft Corp

Technology
80K
+ 1486.78%
$491.09 - $535.64 $39.3M - $42.9M
85.4K $44.2M
AMZN
Amazon Com Inc

Consumer Cyclical
189K
+ 1613.46%
$211.65 - $238.24 $40M - $45M
201K $44.1M
AAPL
Apple Inc.

Technology
137K
+ 1242.49%
$202.38 - $256.87 $27.7M - $35.2M
148K $37.7M
AVGO
Broadcom Inc.

Technology
94.6K
+ 1269.94%
$264.74 - $369.57 $25.1M - $35M
102K $33.7M
NVDA
Nvidia Corp

Technology
160K
+ 1112.55%
$153.3 - $186.58 $24.5M - $29.9M
174K $32.5M
META
Meta Platforms, Inc.

Communication Services
40.7K
+ 1304.59%
$695.21 - $791.73 $28.3M - $32.2M
43.8K $32.1M
GLD
Spdr Gold Trust

ETFs
82.8K
+ 2742.71%
$300.96 - $355.47 $24.9M - $29.4M
85.8K $30.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
46.3K
+ 1421.61%
$404.94 - $499.99 $18.8M - $23.2M
49.6K $24M
VNQ
Vanguard Specialized Funds Van

ETFs
223K
+ 2864.15%
$88.47 - $93.24 $19.7M - $20.8M
230K $21.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
662K
+ 3726.63%
$28.95 - $29.73 $19.2M - $19.7M
680K $20.2M
GS
Goldman Sachs Group Inc

Financial Services
23.3K
+ 1507.9%
$696.56 - $806.32 $16.2M - $18.8M
24.8K $19.8M
HUBB
Hubbell Inc

Industrials
42.6K
+ 1756.47%
$410.51 - $450.93 $17.5M - $19.2M
45.1K $19.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
197K
+ 149.8%
$91.44 - $91.77 $18M - $18M
328K $30.1M
CRM
Salesforce, Inc.

Technology
76.2K
+ 2272.52%
$231.66 - $273.65 $17.6M - $20.8M
79.5K $18.8M
GOOGL
Alphabet Inc.

Communication Services
70.9K
+ 904.59%
$174.36 - $254.72 $12.4M - $18.1M
78.7K $19.1M
V
Visa Inc.

Financial Services
51.8K
+ 1397.49%
$332.09 - $358.86 $17.2M - $18.6M
55.5K $18.9M
UBER
Uber Technologies, Inc

Technology
165K
+ 992.74%
$86.91 - $99.57 $14.4M - $16.4M
182K $17.8M
JNJ
Johnson & Johnson

Healthcare
82.1K
+ 1386.76%
$155.17 - $185.42 $12.7M - $15.2M
88K $16.3M
PG
Procter & Gamble CO

Consumer Defensive
97.5K
+ 1071.9%
$150.47 - $161.22 $14.7M - $15.7M
107K $16.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
134K
+ 1414.26%
$89.32 - $107.82 $12M - $14.4M
143K $15.5M
AXP
American Express CO

Financial Services
43.8K
+ 1304.02%
$294.27 - $342.31 $12.9M - $15M
47.1K $15.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
168K
+ 2570.81%
$79.76 - $85.78 $13.4M - $14.4M
174K $14.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
70.4K
+ 1251.75%
$196.15 - $217.83 $13.8M - $15.3M
76K $15.3M
DHR
Danaher Corp

Healthcare
70.6K
+ 1141.27%
$181.46 - $212.2 $12.8M - $15M
76.8K $15.2M
BX
Blackstone Inc.

Financial Services
79.7K
+ 664433.31%
$152.77 - $188.68 $12.2M - $15M
79.7K $13.6M
LLY
Eli Lilly & CO

Healthcare
17.6K
+ 2653.39%
$625.65 - $812.69 $11M - $14.3M
18.3K $13.9M
ABBV
Abb Vie Inc.

Healthcare
56.4K
+ 2262.66%
$184.85 - $231.54 $10.4M - $13.1M
58.9K $13.6M
BSX
Boston Scientific Corp

Healthcare
133K
New
$97.03 - $108.14 $12.9M - $14.4M
133K $13M
BA
Boeing CO

Industrials
58.8K
+ 1108.96%
$209.79 - $237.38 $12.3M - $14M
64.1K $13.8M
PEP
Pepsico Inc

Consumer Defensive
89.3K
+ 1283.95%
$133.81 - $152.16 $11.9M - $13.6M
96.2K $13.5M
COST
Costco Wholesale Corp

Consumer Defensive
13.6K
+ 1454.18%
$915.95 - $994.57 $12.4M - $13.5M
14.5K $13.4M
IBM
International Business Machines Corp

Technology
42.1K
+ 2789.07%
$234.77 - $292.47 $9.88M - $12.3M
43.6K $12.3M
DUK
Duke Energy Corp

Utilities
94K
+ 2580.09%
$116.31 - $125.93 $10.9M - $11.8M
97.6K $12.1M
IXC
Ishares Tr Global Energy ETF

ETFs
258K
+ 2134.49%
$39.45 - $42.95 $10.2M - $11.1M
270K $11.3M
XLU
Utilities Sector Spdr

ETFs
111K
+ 1984.82%
$81.14 - $87.32 $9M - $9.68M
117K $10.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
16K
+ 1264.21%
$546.99 - $602.2 $8.73M - $9.62M
17.2K $10.3M
PFF
Ishares Trust Ishares Pfd And

ETFs
273K
+ 1693.83%
$30.67 - $32.13 $8.36M - $8.76M
289K $9.13M
NFLX
Netflix Inc

Communication Services
7.15K
+ 7942.22%
$1147.87 - $1297.18 $8.2M - $9.27M
7.24K $8.68M
WM
Waste Management Inc

Industrials
36.2K
+ 2793.05%
$213.88 - $237.1 $7.74M - $8.58M
37.5K $8.27M
VEU
Vanguard Ftse All World Ex Us

ETFs
79.2K
New
$66.38 - $71.68 $5.26M - $5.68M
79.2K $5.66M
XOM
Exxon Mobil Corp

Energy
37.9K
New
$105.83 - $117.22 $4.01M - $4.44M
37.9K $4.27M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
22.8K
+ 1744.64%
$138.31 - $165.45 $3.15M - $3.77M
24.1K $3.99M
ARKQ
Ark Autonomous Technology & Ro

ETFs
28.2K
New
$86.2 - $111.56 $2.43M - $3.14M
28.2K $3.14M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
32.8K
+ 1236.05%
$68.94 - $86.3 $2.26M - $2.83M
35.4K $3.06M
VTI
Vanguard Total Stock Market Et

ETFs
8.68K
+ 8038.89%
$303.93 - $329.86 $2.64M - $2.86M
8.79K $2.88M
Activity Summary
Buys All Purchases 130 New Holdings 54 Increased Positions 76 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email