Strategic Wealth Investment Group, LLC New Holdings in Q2 2025

Strategic Wealth Investment Group, LLC

  • $65.3 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
719
New
$221.86 - $362.89 $160K - $261K
719 $228K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.1K
New
$55.32 - $65.02 $171K - $201K
3.1K $193K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.65K
New
$40.51 - $71.03 $107K - $188K
2.65K $186K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.31K
New
$120.49 - $141.16 $157K - $184K
1.31K $180K
EPI
Wisdomtree Tr India Earnings F

ETFs
3.7K
New
$41.3 - $47.52 $153K - $176K
3.7K $175K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.99K
New
$32.56 - $57.11 $97.2K - $171K
2.99K $170K
VUG
Vanguard Growth ETF

ETFs
315
New
$329.49 - $438.4 $104K - $138K
315 $138K
XT
Ishares Tr Exponential Technol

ETFs
2.06K
New
$49.86 - $65.25 $103K - $135K
2.06K $134K
IRBO
Ishares Robotics & Artificial

ETFs
4.05K
New
N/A
4.05K $130K
NFLX
Netflix Inc

Communication Services
90
New
$855.86 - $1339.13 $77K - $121K
90 $120K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.18K
New
$60.21 - $75.37 $71K - $88.9K
1.18K $86K
VAW
Vanguard Materials ETF

ETFs
420
New
$163.82 - $196.64 $68.8K - $82.6K
420 $81K
ITOT
Ishares Core S&P Total U.S. St

ETFs
595
New
$108.12 - $135.04 $64.3K - $80.3K
595 $80K
VOT
Vanguard Mid Cap Growth Index

ETFs
278
New
$216.28 - $284.39 $60.1K - $79.1K
278 $79K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
455
New
$108.87 - $133.04 $49.5K - $60.5K
455 $60K
APH
Amphenol Corp

Technology
499
New
$59.09 - $98.75 $29.5K - $49.3K
499 $49K
HLI
Houlihan Lokey, Inc.

Financial Services
216
New
$141.59 - $182.75 $30.6K - $39.5K
216 $38K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.56K
New
$18.34 - $24.56 $28.5K - $38.2K
1.56K $37K
CBZ
Cbiz, Inc.

Industrials
515
New
$66.19 - $79.64 $34.1K - $41K
515 $36K
CRSP
Crispr Therapeutics Ag

Healthcare
750
New
$31.27 - $48.64 $23.5K - $36.5K
750 $36K
MSCI
Msci Inc.

Financial Services
62
New
$506.56 - $576.74 $31.4K - $35.8K
62 $35K
VTI
Vanguard Total Stock Market Et

ETFs
108
New
$243.75 - $303.93 $26.3K - $32.8K
108 $32K
AVTR
Avantor, Inc.

Basic Materials
2.36K
New
$11.94 - $16.29 $28.2K - $38.4K
2.36K $31K
CDNS
Cadence Design Systems Inc

Technology
103
New
$231.64 - $323.08 $23.9K - $33.3K
103 $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
FDN
First Tr Fd Dow Jones

ETFs
89
New
$200.29 - $269.33 $17.8K - $24K
89 $23K
TXN
Texas Instruments Inc

Technology
121
New
N/A
121 $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
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
EMR
Emerson Electric CO

Industrials
100
New
$94.15 - $133.33 $9.42K - $13.3K
100 $13K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
103
New
$114.78 - $133.31 $11.8K - $13.7K
103 $13K
IUSG
Ishares Core S&P U.S Growth Et

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

Technology
79
New
$78.21 - $143.81 $6.18K - $11.4K
79 $11K
PLSE
Pulse Biosciences, Inc.

Healthcare
600
New
$14.48 - $19.27 $8.69K - $11.6K
600 $9K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
104
New
$81.84 - $93.53 $8.51K - $9.73K
104 $9K
STE
Steris PLC

Healthcare
38
New
$208.55 - $252.55 $7.92K - $9.6K
38 $9K
VZ
Verizon Communications Inc

Communication Services
192
New
$41.67 - $45.62 $8K - $8.76K
192 $8K
VEA
Vanguard Ftse Developed Market

ETFs
121
New
$45.65 - $57.01 $5.52K - $6.9K
121 $6K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
64
New
$96.84 - $99.46 $6.2K - $6.37K
64 $6K
XEL
Xcel Energy Inc

Utilities
100
New
$65.65 - $72.39 $6.57K - $7.24K
100 $6K
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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