Strategic Wealth Investment Group, LLC Purchases in Q2 2025

Strategic Wealth Investment Group, LLC

  • $65.3 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
426
+ 6.06%
$146.29 - $275.65 $62.3K - $117K
7.45K $2.05M
NVDA
Nvidia Corp

Technology
364
+ 2.6%
$94.31 - $157.99 $34.3K - $57.5K
14.4K $2.27M
MSFT
Microsoft Corp

Technology
80
+ 1.51%
$354.56 - $497.45 $28.4K - $39.8K
5.38K $2.68M
META
Meta Platforms, Inc.

Communication Services
279
+ 9.83%
$484.66 - $738.09 $135K - $206K
3.12K $2.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.36K
+ 5.09%
$91.43 - $91.74 $581K - $583K
131K $12M
AMZN
Amazon Com Inc

Consumer Cyclical
986
+ 9.19%
$167.32 - $223.3 $165K - $220K
11.7K $2.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
564
+ 21.83%
$496.48 - $617.85 $280K - $348K
3.15K $1.94M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
13.3K
+ 20.13%
$28.21 - $28.85 $375K - $383K
79.2K $2.28M
JPM
Jpmorgan Chase & CO

Financial Services
381
+ 6.34%
$210.28 - $289.91 $80.1K - $110K
6.39K $1.85M
UBER
Uber Technologies, Inc

Technology
276
+ 1.69%
$64.62 - $93.3 $17.8K - $25.8K
16.6K $1.55M
GS
Goldman Sachs Group Inc

Financial Services
23
+ 1.51%
$462.22 - $707.75 $10.6K - $16.3K
1.55K $1.09M
HUBB
Hubbell Inc

Industrials
186
+ 8.3%
$315.94 - $408.41 $58.8K - $76K
2.43K $991K
TSLA
Tesla, Inc.

Consumer Cyclical
719
New
$221.86 - $362.89 $160K - $261K
719 $228K
GOOGL
Alphabet Inc.

Communication Services
253
+ 3.34%
$144.7 - $178.6 $36.6K - $45.2K
7.84K $1.38M
AXP
American Express CO

Financial Services
150
+ 4.68%
$231.39 - $318.98 $34.7K - $47.8K
3.36K $1.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
201
+ 18.93%
$416.06 - $551.64 $83.6K - $111K
1.26K $696K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.1K
New
$55.32 - $65.02 $171K - $201K
3.1K $193K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.65K
New
$40.51 - $71.03 $107K - $188K
2.65K $186K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.31K
New
$120.49 - $141.16 $157K - $184K
1.31K $180K
EPI
Wisdomtree Tr India Earnings F

ETFs
3.7K
New
$41.3 - $47.52 $153K - $176K
3.7K $175K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.99K
New
$32.56 - $57.11 $97.2K - $171K
2.99K $170K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.51K
+ 8.78%
$79.56 - $82.92 $120K - $125K
18.6K $1.55M
VUG
Vanguard Growth ETF

ETFs
315
New
$329.49 - $438.4 $104K - $138K
315 $138K
XT
Ishares Tr Exponential Technol

ETFs
2.06K
New
$49.86 - $65.25 $103K - $135K
2.06K $134K
IRBO
Ishares Robotics & Artificial

ETFs
4.05K
New
N/A
4.05K $130K
NFLX
Netflix Inc

Communication Services
90
New
$855.86 - $1339.13 $77K - $121K
90 $120K
CRM
Salesforce, Inc.

Technology
324
+ 10.7%
$236.26 - $291.15 $76.5K - $94.3K
3.35K $914K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.41K
New
$55.5 - $69.0 $78.4K - $97.4K
1.41K $97K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.18K
New
$60.21 - $75.37 $71K - $88.9K
1.18K $86K
VAW
Vanguard Materials ETF

ETFs
420
New
$163.82 - $196.64 $68.8K - $82.6K
420 $81K
ITOT
Ishares Core S&P Total U.S. St

ETFs
595
New
$108.12 - $135.04 $64.3K - $80.3K
595 $80K
VOT
Vanguard Mid Cap Growth Index

ETFs
278
New
$216.28 - $284.39 $60.1K - $79.1K
278 $79K
NVO
Novo Nordisk A S

Healthcare
1.07K
+ 19.55%
$58.08 - $81.05 $61.9K - $86.4K
6.52K $449K
XLU
Utilities Sector Spdr

ETFs
620
+ 12.48%
$73.09 - $82.77 $45.3K - $51.3K
5.59K $456K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
319
+ 5.15%
$65.84 - $80.81 $21K - $25.8K
6.52K $522K
AAPL
Apple Inc.

Technology
1.11K
+ 11.18%
$172.42 - $223.89 $191K - $248K
11K $2.26M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
455
New
$108.87 - $133.04 $49.5K - $60.5K
455 $60K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.73K
+ 10.77%
$27.29 - $29.28 $47.2K - $50.6K
17.8K $520K
GLD
Spdr Gold Trust

ETFs
25
+ 0.84%
$273.71 - $316.29 $6.84K - $7.91K
3.02K $919K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.7K
+ 11.84%
$29.0 - $30.68 $49.4K - $52.3K
16.1K $493K
APH
Amphenol Corp

Technology
499
New
$59.09 - $98.75 $29.5K - $49.3K
499 $49K
VNQ
Vanguard Specialized Funds Van

ETFs
595
+ 8.29%
$79.79 - $91.42 $47.5K - $54.4K
7.77K $692K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.43%
$908.13 - $1056.85 $3.63K - $4.23K
934 $924K
HLI
Houlihan Lokey, Inc.

Financial Services
216
New
$141.59 - $182.75 $30.6K - $39.5K
216 $38K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.56K
New
$18.34 - $24.56 $28.5K - $38.2K
1.56K $37K
CBZ
Cbiz, Inc.

Industrials
515
New
$66.19 - $79.64 $34.1K - $41K
515 $36K
VIG
Vanguard Dividend Appreciation

ETFs
196
+ 11.72%
N/A
1.87K $340K
CRSP
Crispr Therapeutics Ag

Healthcare
750
New
$31.27 - $48.64 $23.5K - $36.5K
750 $36K
MSCI
Msci Inc.

Financial Services
62
New
$506.56 - $576.74 $31.4K - $35.8K
62 $35K
Activity Summary
Buys All Purchases 157 New Holdings 113 Increased Positions 44 Sells All Sells 2 Reductions 2 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