Strategic Wealth Investment Group, LLC Incresed Positions 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
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
VCIT
Vanguard Intermediate Term Cor

ETFs
1.51K
+ 8.78%
$79.56 - $82.92 $120K - $125K
18.6K $1.55M
CRM
Salesforce, Inc.

Technology
324
+ 10.7%
$236.26 - $291.15 $76.5K - $94.3K
3.35K $914K
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
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
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
VIG
Vanguard Dividend Appreciation

ETFs
196
+ 11.72%
N/A
1.87K $340K
V
Visa Inc.

Financial Services
46
+ 1.26%
$308.27 - $373.31 $14.2K - $17.2K
3.71K $1.32M
IXC
Ishares Tr Global Energy ETF

ETFs
1.45K
+ 13.63%
$34.69 - $42.32 $50.2K - $61.2K
12.1K $474K
DUK
Duke Energy Corp

Utilities
299
+ 8.94%
$112.46 - $124.05 $33.6K - $37.1K
3.64K $429K
WM
Waste Management Inc

Industrials
82
+ 6.76%
$216.47 - $242.1 $17.8K - $19.9K
1.3K $296K
LLY
Eli Lilly & CO

Healthcare
51
+ 8.33%
$713.71 - $898.95 $36.4K - $45.8K
663 $516K
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
Exchange Listed Fds Tr
10.1K
+ 19.73%
N/A
61.5K $0
Exchange Listed Fds Tr
879
+ 8.82%
N/A
10.8K $0
Linde PLC
169
+ 6.56%
N/A
2.75K $0
PG
Procter & Gamble CO

Consumer Defensive
501
+ 5.83%
$157.66 - $172.39 $79K - $86.4K
9.09K $1.45M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.86K
+ 1437.82%
$87.84 - $1441.89 $778K - $12.8M
9.47K $853K
PEP
Pepsico Inc

Consumer Defensive
595
+ 9.36%
$128.02 - $151.37 $76.2K - $90.1K
6.95K $918K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
364
+ 6.92%
$212.1 - $244.27 $77.2K - $88.9K
5.63K $1.23M
JNJ
Johnson & Johnson

Healthcare
126
+ 2.17%
$146.36 - $159.82 $18.4K - $20.1K
5.92K $904K
TMO
Thermo Fisher Scientific Inc.

Healthcare
422
+ 14.88%
$390.26 - $489.06 $165K - $206K
3.26K $1.32M
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