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
VGSH
Vanguard

ETFs
23.7K
New
$58.02 - $58.88 $1.37M - $1.39M
23.7K $1.38M
HLI
Houlihan Lokey, Inc.

Financial Services
7.78K
New
$158.81 - $190.49 $1.24M - $1.48M
7.78K $1.35M
VUG
Vanguard Growth ETF

ETFs
3.1K
New
$378.79 - $428.11 $1.17M - $1.33M
3.1K $1.27M
TIP
Ishares Tr Tips Bd ETF

ETFs
11.7K
New
$106.33 - $110.69 $1.25M - $1.3M
11.7K $1.25M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11.6K
New
$99.2 - $108.47 $1.15M - $1.25M
11.6K $1.15M
DIS
Walt Disney CO

Communication Services
10.3K
New
$92.39 - $117.6 $952K - $1.21M
10.3K $1.15M
MSCI
Msci Inc.

Financial Services
1.85K
New
$569.09 - $635.99 $1.05M - $1.18M
1.85K $1.11M
WST
West Pharmaceutical Services Inc

Healthcare
3.31K
New
$285.69 - $344.0 $945K - $1.14M
3.31K $1.08M
DOX
Amdocs LTD

Technology
11.5K
New
$82.94 - $92.86 $952K - $1.07M
11.5K $977K
TDG
Trans Digm Group Inc

Industrials
733
New
$1239.0 - $1442.53 $908K - $1.06M
733 $928K
WMT
Walmart Inc.

Consumer Defensive
9.67K
New
$79.1 - $95.7 $765K - $925K
9.67K $873K
ALB
Albemarle Corp

Basic Materials
9.39K
New
$86.08 - $111.3 $809K - $1.05M
9.39K $808K
BIDU
Baidu, Inc.

Communication Services
9.43K
New
$80.33 - $115.13 $757K - $1.09M
9.43K $794K
CSCO
Cisco Systems, Inc.

Technology
13.1K
New
$52.45 - $60.02 $687K - $786K
13.1K $775K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9.08K
New
$82.28 - $117.52 $747K - $1.07M
9.08K $769K
VIG
Vanguard Dividend Appreciation

ETFs
3.83K
New
N/A
3.83K $698K
HPQ
Hp Inc

Technology
21.3K
New
$32.46 - $39.3 $692K - $838K
21.3K $695K
ABR
Arbor Realty Trust Inc

Real Estate
47.9K
New
$13.66 - $15.64 $654K - $749K
47.9K $663K
BALL
Ball Corp

Consumer Cyclical
11.5K
New
$54.84 - $67.94 $628K - $778K
11.5K $628K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
9.67K
+ 527.55%
$63.23 - $66.65 $611K - $645K
11.5K $728K
YINN
Direxion Shs ETF Tr

ETFs
21.9K
New
$25.78 - $58.57 $564K - $1.28M
21.9K $611K
SNPS
Synopsys Inc

Technology
1.22K
New
$485.36 - $588.0 $590K - $715K
1.22K $590K
ADBE
Adobe Inc.

Technology
1.32K
New
$437.39 - $552.96 $579K - $732K
1.32K $588K
PG
Procter & Gamble CO

Consumer Defensive
3.39K
+ 3.39%
$161.05 - $179.7 $546K - $610K
103K $17.3M
VGT
Vanguard Information Technolog

ETFs
875
New
$571.78 - $647.97 $500K - $567K
875 $544K
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.7K
New
$25.93 - $105.3 $484K - $1.97M
18.7K $520K
MDT
Medtronic PLC

Healthcare
6.47K
New
$79.61 - $92.24 $515K - $596K
6.47K $516K
KHC
Kraft Heinz CO

Consumer Defensive
16.6K
New
$30.1 - $36.02 $501K - $599K
16.6K $510K
DLTR
Dollar Tree, Inc.

Consumer Defensive
5.98K
New
$61.21 - $76.19 $366K - $456K
5.98K $448K
VO
Vanguard Mid Cap ETF

ETFs
1.6K
New
$261.5 - $284.63 $417K - $454K
1.6K $421K
TQQQ
Proshares Ultrapro Qqq

ETFs
5.04K
New
$69.42 - $93.29 $350K - $470K
5.04K $398K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
705
New
$521.84 - $558.82 $368K - $394K
705 $379K
FDN
First Tr Fd Dow Jones

ETFs
1.42K
New
$210.5 - $257.24 $299K - $366K
1.42K $345K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.68K
New
$126.68 - $134.74 $340K - $362K
2.68K $342K
FAS
Direxion Daily Financial Bull

ETFs
2.27K
New
$126.08 - $182.0 $286K - $413K
2.27K $342K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.2K
New
$29.73 - $30.81 $332K - $344K
11.2K $340K
UBSI
United Bankshares Inc

Financial Services
9.03K
New
$35.53 - $43.29 $321K - $391K
9.03K $339K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.3K
New
$25.79 - $80.4 $317K - $987K
12.3K $320K
XLY
Select Sector Spdr Consumer Di

ETFs
1.42K
New
$194.8 - $239.43 $276K - $340K
1.42K $318K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.2K
New
$241.48 - $274.89 $289K - $328K
1.2K $303K
KEYS
Keysight Technologies, Inc.

Technology
1.83K
New
$149.01 - $172.53 $273K - $316K
1.83K $294K
SPG
Simon Property Group Inc

Real Estate
1.69K
New
$167.23 - $183.84 $282K - $310K
1.69K $290K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
8.79K
New
$32.56 - $42.89 $286K - $377K
8.79K $290K
QQQ
Invesco Qqq Trust, Series 1

ETFs
554
+ 2.7%
$481.22 - $538.17 $267K - $298K
21.1K $10.8M
A
Agilent Technologies, Inc.

Healthcare
2.01K
New
$125.69 - $146.56 $253K - $295K
2.01K $270K
WFC
Wells Fargo & Company

Financial Services
3.82K
New
$54.98 - $77.35 $210K - $295K
3.82K $267K
EDC
Direxion Daily Emerging Market

ETFs
9.1K
New
$28.77 - $41.67 $262K - $379K
9.1K $261K
TFC
Truist Financial Corp

Financial Services
5.94K
New
$41.51 - $48.1 $247K - $286K
5.94K $257K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.6K
New
$18.41 - $40.87 $250K - $555K
13.6K $251K
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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