Strategic Wealth Investment Group, LLC Incresed Positions in Q3 2024

Strategic Wealth Investment Group, LLC

  • $876 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
899K
+ 59.86%
$26.69 - $29.87 $24M - $26.8M
2.4M $69.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
245K
+ 2008.17%
$91.42 - $91.82 $22.4M - $22.5M
257K $23.6M
AVGO
Broadcom Inc.

Technology
108K
+ 74864.58%
$136.27 - $1745.86 $14.7M - $188M
108K $18.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
144K
+ 51.76%
$79.29 - $84.02 $11.4M - $12.1M
421K $35.3M
MSFT
Microsoft Corp

Technology
26.7K
+ 64.46%
$395.15 - $467.56 $10.5M - $12.5M
68K $29.3M
NVDA
Nvidia Corp

Technology
89.6K
+ 82.36%
$98.91 - $134.91 $8.86M - $12.1M
198K $24.1M
META
Meta Platforms, Inc.

Communication Services
9.29K
+ 27.34%
$453.41 - $572.44 $4.21M - $5.32M
43.3K $24.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10.1K
+ 87.1%
$531.86 - $624.21 $5.37M - $6.3M
21.7K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
28.8K
+ 39.5%
$194.9 - $224.8 $5.61M - $6.47M
102K $21.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25.2K
+ 72.99%
$210.25 - $231.86 $5.3M - $5.85M
59.8K $13.3M
MRK
Merck & Co., Inc.

Healthcare
47.6K
+ 767.89%
$111.15 - $128.97 $5.29M - $6.14M
53.8K $6.11M
GD
General Dynamics Corp

Industrials
17K
+ 336.53%
$279.51 - $308.09 $4.75M - $5.24M
22.1K $6.66M
UBER
Uber Technologies, Inc

Technology
54.1K
+ 48.41%
$58.48 - $77.47 $3.16M - $4.19M
166K $12.5M
UPS
United Parcel Service Inc

Industrials
30.6K
+ 1408.33%
$123.32 - $147.38 $3.77M - $4.51M
32.8K $4.47M
MDLZ
Mondelez International, Inc.

Consumer Defensive
40.2K
+ 40.39%
$64.35 - $75.71 $2.58M - $3.04M
140K $10.3M
GLD
Spdr Gold Trust

ETFs
4.62K
+ 5.01%
$215.56 - $246.98 $995K - $1.14M
96.8K $23.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
94.5K
+ 34.03%
$31.18 - $33.5 $2.95M - $3.17M
372K $12.4M
UNH
Unitedhealth Group Inc

Healthcare
4.53K
+ 36.61%
$488.01 - $604.18 $2.21M - $2.74M
16.9K $9.89M
ABBV
Abb Vie Inc.

Healthcare
13.1K
+ 34.59%
$163.84 - $199.33 $2.14M - $2.61M
50.9K $10.1M
JNJ
Johnson & Johnson

Healthcare
16.9K
+ 34.11%
$145.48 - $167.38 $2.45M - $2.82M
66.3K $10.8M
DHR
Danaher Corp

Healthcare
8.97K
+ 32.12%
$239.25 - $280.76 $2.15M - $2.52M
36.9K $10.3M
BA
Boeing CO

Industrials
31.2K
+ 60.17%
$152.04 - $190.6 $4.74M - $5.94M
82.9K $12.6M
LMT
Lockheed Martin Corp

Industrials
2.12K
+ 13.46%
$460.3 - $584.56 $975K - $1.24M
17.8K $10.4M
PEP
Pepsico Inc

Consumer Defensive
16.2K
+ 37.93%
$161.9 - $179.3 $2.62M - $2.9M
58.8K $10M
IXC
Ishares Tr Global Energy ETF

ETFs
75.2K
+ 52.64%
$38.94 - $42.35 $2.93M - $3.19M
218K $8.83M
DUK
Duke Energy Corp

Utilities
13.9K
+ 20.55%
$99.35 - $117.71 $1.38M - $1.63M
81.4K $9.39M
GS
Goldman Sachs Group Inc

Financial Services
3.22K
+ 18.47%
$459.02 - $510.25 $1.48M - $1.64M
20.7K $10.2M
AXP
American Express CO

Financial Services
2.78K
+ 7.28%
$225.92 - $271.17 $628K - $753K
40.9K $11.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
58.7K
+ 17.16%
$28.11 - $29.42 $1.65M - $1.73M
401K $11.8M
PG
Procter & Gamble CO

Consumer Defensive
2.97K
+ 3.04%
$160.76 - $177.82 $478K - $529K
101K $17.4M
VICI
Vici Properties Inc.

Real Estate
10.9K
+ 5.56%
$27.64 - $34.08 $302K - $372K
207K $6.91M
V
Visa Inc.

Financial Services
2.09K
+ 3.85%
$253.74 - $291.56 $530K - $608K
56.2K $15.5M
AMGN
Amgen Inc

Healthcare
1.93K
+ 10.34%
$309.38 - $337.38 $598K - $652K
20.6K $6.65M
VUG
Vanguard Growth ETF

ETFs
1.76K
+ 98.49%
$341.08 - $391.94 $599K - $688K
3.54K $1.36M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
9.24K
+ 22.45%
$39.47 - $49.4 $365K - $457K
50.4K $2.4M
BIDU
Baidu, Inc.

Communication Services
4.61K
+ 113.98%
$81.0 - $105.29 $373K - $485K
8.65K $910K
WM
Waste Management Inc

Industrials
3.43K
+ 11.72%
$196.96 - $223.45 $675K - $766K
32.7K $6.79M
MSCI
Msci Inc.

Financial Services
231
+ 13.94%
$479.31 - $584.91 $111K - $135K
1.89K $1.1M
TXN
Texas Instruments Inc

Technology
1.33K
+ 3.99%
$194.6 - $194.6 $259K - $259K
34.7K $6.75M
WST
West Pharmaceutical Services Inc

Healthcare
1.08K
+ 40.52%
$277.16 - $333.3 $300K - $361K
3.75K $1.13M
DOX
Amdocs LTD

Technology
1.52K
+ 13.26%
$78.13 - $87.85 $119K - $134K
13K $1.14M
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.43K
+ 4.26%
$31.4 - $40.35 $76.2K - $97.9K
59.4K $2.23M
HLI
Houlihan Lokey, Inc.

Financial Services
62
+ 0.77%
$134.11 - $161.99 $8.31K - $10K
8.1K $1.28M
STE
Steris PLC

Healthcare
275
+ 6.26%
$213.51 - $247.14 $58.7K - $68K
4.67K $1.13M
TDG
Trans Digm Group Inc

Industrials
18
+ 2.59%
$1202.03 - $1427.41 $21.6K - $25.7K
712 $1.02M
IRBO
Ishares Robotics & Artificial

ETFs
4.83K
+ 8.53%
$30.09 - $34.95 $145K - $169K
61.4K $1.97M
AMD
Advanced Micro Devices Inc

Technology
483
+ 31.97%
$128.67 - $183.96 $62.1K - $88.9K
1.99K $327K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
79
+ 9.0%
$475.2 - $527.7 $37.5K - $41.7K
957 $504K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
260
+ 11.07%
$117.9 - $128.2 $30.7K - $33.3K
2.61K $334K
Activity Summary
Buys All Purchases 70 New Holdings 13 Increased Positions 57 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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