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
V
Visa Inc.

Financial Services
46
+ 1.26%
$308.27 - $373.31 $14.2K - $17.2K
3.71K $1.32M
VTI
Vanguard Total Stock Market Et

ETFs
108
New
$243.75 - $303.93 $26.3K - $32.8K
108 $32K
CDNS
Cadence Design Systems Inc

Technology
103
New
$231.64 - $323.08 $23.9K - $33.3K
103 $31K
IXC
Ishares Tr Global Energy ETF

ETFs
1.45K
+ 13.63%
$34.69 - $42.32 $50.2K - $61.2K
12.1K $474K
AVTR
Avantor, Inc.

Basic Materials
2.36K
New
$11.94 - $16.29 $28.2K - $38.4K
2.36K $31K
DGRO
Ishares Core Dividend Growth E

ETFs
453
New
$55.22 - $63.94 $25K - $29K
453 $28K
FSLR
First Solar, Inc.

Technology
160
New
$120.38 - $192.98 $19.3K - $30.9K
160 $26K
TXN
Texas Instruments Inc

Technology
121
New
N/A
121 $23K
FDN
First Tr Fd Dow Jones

ETFs
89
New
$200.29 - $269.33 $17.8K - $24K
89 $23K
IQV
Iqvia Holdings Inc.

Healthcare
143
New
$137.0 - $174.37 $19.6K - $24.9K
143 $22K
MDLZ
Mondelez International, Inc.

Consumer Defensive
262
New
$63.54 - $68.5 $16.6K - $17.9K
262 $17K
WM
Waste Management Inc

Industrials
82
+ 6.76%
$216.47 - $242.1 $17.8K - $19.9K
1.3K $296K
UNH
Unitedhealth Group Inc

Healthcare
54
New
$274.35 - $599.47 $14.8K - $32.4K
54 $16K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
441
New
$26.03 - $35.66 $11.5K - $15.7K
441 $15K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26
New
$456.74 - $568.03 $11.9K - $14.8K
26 $14K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
151
New
$81.46 - $94.63 $12.3K - $14.3K
151 $14K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
103
New
$114.78 - $133.31 $11.8K - $13.7K
103 $13K
EMR
Emerson Electric CO

Industrials
100
New
$94.15 - $133.33 $9.42K - $13.3K
100 $13K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
88
New
$113.67 - $150.4 $10K - $13.2K
88 $13K
AMD
Advanced Micro Devices Inc

Technology
79
New
$78.21 - $143.81 $6.18K - $11.4K
79 $11K
CVS
Cvs Health Corp

Healthcare
166
New
$60.04 - $70.18 $9.97K - $11.6K
166 $11K
PGR
Progressive Corp

Financial Services
44
New
$255.27 - $288.74 $11.2K - $12.7K
44 $11K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
894
New
$12.21 - $13.9 $10.9K - $12.4K
894 $11K
LMT
Lockheed Martin Corp

Industrials
24
New
$430.82 - $486.45 $10.3K - $11.7K
24 $11K
LLY
Eli Lilly & CO

Healthcare
51
+ 8.33%
$713.71 - $898.95 $36.4K - $45.8K
663 $516K
PLSE
Pulse Biosciences, Inc.

Healthcare
600
New
$14.48 - $19.27 $8.69K - $11.6K
600 $9K
STE
Steris PLC

Healthcare
38
New
$208.55 - $252.55 $7.92K - $9.6K
38 $9K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
104
New
$81.84 - $93.53 $8.51K - $9.73K
104 $9K
VZ
Verizon Communications Inc

Communication Services
192
New
$41.67 - $45.62 $8K - $8.76K
192 $8K
CSX
Csx Corp

Industrials
206
New
$26.69 - $32.91 $5.5K - $6.78K
206 $6K
MO
Altria Group, Inc.

Consumer Defensive
115
New
$55.56 - $60.91 $6.39K - $7K
115 $6K
VEA
Vanguard Ftse Developed Market

ETFs
121
New
$45.65 - $57.01 $5.52K - $6.9K
121 $6K
XEL
Xcel Energy Inc

Utilities
100
New
$65.65 - $72.39 $6.57K - $7.24K
100 $6K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
64
New
$96.84 - $99.46 $6.2K - $6.37K
64 $6K
VTWO
Vanguard Russell 2000 ETF

ETFs
54
New
$70.56 - $87.22 $3.81K - $4.71K
54 $4K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
15
New
$179.95 - $278.88 $2.7K - $4.18K
15 $4K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
83
New
$39.89 - $49.46 $3.31K - $4.11K
83 $4K
IAU
Ishares Gold Trust

ETFs
65
New
$56.1 - $64.74 $3.65K - $4.21K
65 $4K
MDT
Medtronic PLC

Healthcare
50
New
$80.68 - $88.86 $4.03K - $4.44K
50 $4K
AMGN
Amgen Inc

Healthcare
16
New
$262.28 - $309.85 $4.2K - $4.96K
16 $4K
AORT
Artivion, Inc.

Healthcare
100
New
$22.19 - $31.19 $2.22K - $3.12K
100 $3K
FAS
Direxion Daily Financial Bull

ETFs
20
New
$105.31 - $168.6 $2.11K - $3.37K
20 $3K
BIDU
Baidu, Inc.

Communication Services
40
New
$76.86 - $92.5 $3.07K - $3.7K
40 $3K
ABBV
Abb Vie Inc.

Healthcare
299
+ 13.63%
$170.16 - $206.27 $50.9K - $61.7K
2.49K $462K
DHR
Danaher Corp

Healthcare
238
+ 4.0%
$174.64 - $205.16 $41.6K - $48.8K
6.19K $1.22M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
28
New
$90.85 - $102.31 $2.54K - $2.86K
28 $2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
85
New
$24.32 - $27.87 $2.07K - $2.37K
85 $2K
MRK
Merck & Co., Inc.

Healthcare
36
New
$73.47 - $87.12 $2.64K - $3.14K
36 $2K
ALB
Albemarle Corp

Basic Materials
42
New
$50.76 - $72.25 $2.13K - $3.03K
42 $2K
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