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
VFH
Vanguard Financial ETF

ETFs
18
New
$104.87 - $127.3 $1.89K - $2.29K
18 $2K
VONG
Vanguard Russell 1000 Growth E

ETFs
25
New
$82.51 - $109.2 $2.06K - $2.73K
25 $2K
UPS
United Parcel Service Inc

Industrials
29
New
$91.92 - $110.2 $2.67K - $3.2K
29 $2K
DIS
Walt Disney CO

Communication Services
22
New
$81.72 - $124.01 $1.8K - $2.73K
22 $2K
IDV
Ishares Tr

ETFs
63
New
$27.79 - $34.84 $1.75K - $2.19K
63 $2K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28
New
$82.21 - $83.12 $2.3K - $2.33K
28 $2K
TBT
Proshares Ultrashort 20+Year T

ETFs
29
New
$32.0 - $39.06 $928 - $1.13K
29 $1K
GD
General Dynamics Corp

Industrials
4
New
$247.68 - $291.66 $991 - $1.17K
4 $1K
BX
Blackstone Inc.

Financial Services
12
New
$120.07 - $151.11 $1.44K - $1.81K
12 $1K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
40
New
$40.82 - $43.14 $1.63K - $1.73K
40 $1K
KHC
Kraft Heinz CO

Consumer Defensive
73
New
$25.61 - $30.81 $1.87K - $2.25K
73 $1K
TQQQ
Proshares Ultrapro Qqq

ETFs
23
New
$38.9 - $83.0 $895 - $1.91K
23 $1K
TSN
Tyson Foods, Inc.

Consumer Defensive
18
New
$54.33 - $63.56 $978 - $1.14K
18 $1K
XRX
Xerox Holdings Corp

Technology
260
New
$3.64 - $5.95 $946 - $1.55K
260 $1K
VICI
Vici Properties Inc.

Real Estate
56
New
$29.41 - $32.97 $1.65K - $1.85K
56 $1K
MUB
Ishares National Muni Bond ETF

ETFs
19
New
$102.31 - $105.8 $1.94K - $2.01K
19 $1K
OCCI
Ofs Credit Company, Inc.

Financial Services
55
New
$5.64 - $6.8 $310 - $374
55 $0
SHV
Ishares Tr

ETFs
6
New
$110.06 - $110.46 $660 - $663
6 $0
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5
New
$62.73 - $78.42 $314 - $392
5 $0
FLBL
Franklin Templeton ETF Tr Libe

ETFs
7
New
$23.13 - $24.23 $162 - $170
7 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
0
New
$35.3 - $37.51 $0 - $0
0 $0
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
0
New
$29.41 - $37.21 $0 - $0
0 $0
Linde PLC
169
+ 6.56%
N/A
2.75K $0
DOX
Amdocs LTD

Technology
2
New
$80.46 - $94.08 $161 - $188
2 $0
Graniteshares ETF Tr
90
New
N/A
90 $0
Exchange Listed Fds Tr
879
+ 8.82%
N/A
10.8K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
0
New
$90.56 - $109.49 $0 - $0
0 $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
2
New
$105.23 - $109.61 $210 - $219
2 $0
IXUS
Ishares Tr

ETFs
1
New
$62.37 - $77.63 $62.4 - $77.6
1 $0
IWV
Ishares Russell 3000 ETF

ETFs
1
New
$281.67 - $351.0 $282 - $351
1 $0
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
0
New
$97.68 - $121.38 $0 - $0
0 $0
LYFT
Lyft, Inc.

Technology
39
New
$9.97 - $17.21 $389 - $671
39 $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
0
New
N/A
0 $0
EMB
Ishares Tr

ETFs
0
New
$86.54 - $92.62 $0 - $0
0 $0
CNDT
Conduent Inc

Technology
208
New
$1.97 - $2.81 $410 - $584
208 $0
LRGF
Ishares Tr

ETFs
0
New
$51.37 - $64.13 $0 - $0
0 $0
Exchange Listed Fds Tr
10.1K
+ 19.73%
N/A
61.5K $0
Lam Research Corp
300
New
N/A
300 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
0
New
$45.12 - $46.23 $0 - $0
0 $0
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16
New
$23.29 - $23.38 $373 - $374
16 $0
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
18
New
$22.57 - $23.23 $406 - $418
18 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
6
New
$55.13 - $75.25 $331 - $452
6 $0
IBHE
Ishares Ibonds 2025 Term High

ETFs
18
New
$22.98 - $23.27 $414 - $419
18 $0
CMPS
Compass Pathways PLC

Healthcare
20
New
N/A
20 $0
VXF
Vanguard Extended Market ETF

ETFs
0
New
$150.43 - $192.71 $0 - $0
0 $0
EWJ
Ishares Msci Japan ETF

ETFs
3
New
$61.32 - $75.28 $184 - $226
3 $0
ADBE
Adobe Inc.

Technology
2
New
$340.0 - $420.68 $680 - $841
2 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6
New
$22.54 - $23.17 $135 - $139
6 $0
T
At&T Inc.

Communication Services
30
New
$26.33 - $28.94 $790 - $868
30 $0
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
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