Strategic Wealth Investment Group, LLC Purchases in Q4 2024

Strategic Wealth Investment Group, LLC

  • $848 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.13M
+ 32995.19%
$26.05 - $29.17 $55.4M - $62.1M
2.13M $55.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
64.4K
+ 3816.0%
$567.81 - $607.81 $36.6M - $39.1M
66.1K $38.7M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.22M
+ 8954.43%
$27.8 - $29.05 $33.8M - $35.3M
1.23M $34.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
399K
New
$80.13 - $83.77 $32M - $33.4M
399K $32M
MSFT
Microsoft Corp

Technology
68.9K
+ 3434.25%
$406.35 - $454.46 $28M - $31.3M
70.9K $29.9M
AAPL
Apple Inc.

Technology
108K
+ 152.52%
$221.69 - $259.02 $24M - $28M
179K $44.8M
NVDA
Nvidia Corp

Technology
200K
+ 22840.23%
$117.0 - $148.88 $23.4M - $29.8M
201K $27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
289K
+ 17944.38%
$91.29 - $91.8 $26.4M - $26.5M
290K $26.5M
META
Meta Platforms, Inc.

Communication Services
42.6K
+ 3219.65%
$554.08 - $632.68 $23.6M - $26.9M
43.9K $25.9M
GLD
Spdr Gold Trust

ETFs
92.1K
+ 6493.8%
$236.59 - $257.5 $21.8M - $23.7M
93.6K $22.7M
V
Visa Inc.

Financial Services
56.8K
New
$273.87 - $320.91 $15.6M - $18.2M
56.8K $18M
CRM
Salesforce, Inc.

Technology
48K
+ 8112.84%
$270.87 - $367.87 $13M - $17.7M
48.6K $16.3M
VTI
Vanguard Total Stock Market Et

ETFs
53.1K
New
$280.04 - $302.45 $14.9M - $16.1M
53.1K $15.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
59.1K
New
$209.89 - $233.24 $12.4M - $13.8M
59.1K $12.6M
AVGO
Broadcom Inc.

Technology
51.7K
+ 91.0%
$159.67 - $250.0 $8.26M - $12.9M
109K $25.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
350K
New
$31.23 - $33.51 $10.9M - $11.7M
350K $11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
20.4K
New
$501.29 - $612.85 $10.2M - $12.5M
20.4K $10.6M
IBM
International Business Machines Corp

Technology
47.8K
New
$204.9 - $238.04 $9.8M - $11.4M
47.8K $10.5M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
349K
New
$28.6 - $29.27 $9.99M - $10.2M
349K $10M
UBER
Uber Technologies, Inc

Technology
166K
New
$59.93 - $86.34 $9.94M - $14.3M
166K $10M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
142K
New
$67.29 - $73.38 $9.53M - $10.4M
142K $9.61M
DHR
Danaher Corp

Healthcare
41.2K
New
$226.16 - $274.52 $9.31M - $11.3M
41.2K $9.45M
DUK
Duke Energy Corp

Utilities
86.4K
New
$105.76 - $120.76 $9.14M - $10.4M
86.4K $9.31M
LMT
Lockheed Martin Corp

Industrials
18.9K
New
$479.66 - $614.62 $9.07M - $11.6M
18.9K $9.19M
VNQ
Vanguard Specialized Funds Van

ETFs
102K
New
$87.85 - $98.6 $8.93M - $10M
102K $9.06M
JNJ
Johnson & Johnson

Healthcare
54.6K
+ 891.0%
$143.34 - $165.86 $7.82M - $9.05M
60.7K $8.78M
MDLZ
Mondelez International, Inc.

Consumer Defensive
131K
New
$59.25 - $72.99 $7.79M - $9.6M
131K $7.85M
UNH
Unitedhealth Group Inc

Healthcare
15.5K
New
$485.52 - $625.25 $7.54M - $9.71M
15.5K $7.85M
IXC
Ishares Tr Global Energy ETF

ETFs
181K
+ 1921.65%
$36.95 - $43.06 $6.69M - $7.8M
191K $7.28M
TXN
Texas Instruments Inc

Technology
35.3K
New
N/A
35.3K $6.87M
WM
Waste Management Inc

Industrials
33K
New
$201.79 - $228.46 $6.67M - $7.55M
33K $6.67M
MRK
Merck & Co., Inc.

Healthcare
55.8K
New
$96.31 - $114.76 $5.38M - $6.41M
55.8K $5.55M
VICI
Vici Properties Inc.

Real Estate
190K
New
$28.27 - $33.19 $5.37M - $6.3M
190K $5.55M
AMGN
Amgen Inc

Healthcare
21K
New
$258.78 - $328.31 $5.44M - $6.9M
21K $5.48M
GD
General Dynamics Corp

Industrials
20.5K
New
$260.28 - $314.03 $5.34M - $6.44M
20.5K $5.41M
PEP
Pepsico Inc

Consumer Defensive
34.9K
+ 186.81%
$151.29 - $176.1 $5.28M - $6.15M
53.6K $8.15M
XLU
Utilities Sector Spdr

ETFs
62.8K
New
$74.89 - $82.93 $4.7M - $5.2M
62.8K $4.75M
UPS
United Parcel Service Inc

Industrials
27.9K
+ 1529.5%
$122.65 - $138.35 $3.42M - $3.86M
29.7K $3.75M
EPI
Wisdomtree Tr India Earnings F

ETFs
73K
New
$45.09 - $50.08 $3.29M - $3.65M
73K $3.3M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
45.4K
New
$45.39 - $62.98 $2.06M - $2.86M
45.4K $2.58M
VAW
Vanguard Materials ETF

ETFs
13.2K
New
$186.91 - $215.32 $2.48M - $2.85M
13.2K $2.49M
BLOK
Amplify ETF Tr Trnsformational

ETFs
56.5K
New
$36.5 - $53.22 $2.06M - $3.01M
56.5K $2.44M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
22.2K
New
$109.14 - $121.63 $2.42M - $2.7M
22.2K $2.44M
XT
Ishares Tr Exponential Technol

ETFs
35.3K
New
$58.7 - $62.72 $2.07M - $2.22M
35.3K $2.11M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
32K
New
$64.29 - $75.41 $2.06M - $2.42M
32K $2.07M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20.2K
New
$100.24 - $101.35 $2.03M - $2.05M
20.2K $2.03M
IRBO
Ishares Robotics & Artificial

ETFs
60.8K
New
N/A
60.8K $1.95M
NFLX
Netflix Inc

Communication Services
2K
New
$687.65 - $936.56 $1.38M - $1.88M
2K $1.79M
TSLA
Tesla, Inc.

Consumer Cyclical
3.9K
+ 1070.05%
$213.65 - $479.86 $832K - $1.87M
4.26K $1.72M
Activity Summary
Buys All Purchases 114 New Holdings 92 Increased Positions 22 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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