Strategic Wealth Investment Group, LLC New Holdings in Q3 2025

Strategic Wealth Investment Group, LLC

  • $1.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
133K
New
$97.03 - $108.14 $12.9M - $14.4M
133K $13M
VEU
Vanguard Ftse All World Ex Us

ETFs
79.2K
New
$66.38 - $71.68 $5.26M - $5.68M
79.2K $5.66M
XOM
Exxon Mobil Corp

Energy
37.9K
New
$105.83 - $117.22 $4.01M - $4.44M
37.9K $4.27M
ARKQ
Ark Autonomous Technology & Ro

ETFs
28.2K
New
$86.2 - $111.56 $2.43M - $3.14M
28.2K $3.14M
ACN
Accenture PLC

Technology
5.06K
New
$232.56 - $304.78 $1.18M - $1.54M
5.06K $1.25M
AVUS
American Centy ETF Tr Avantis

ETFs
11.4K
New
$101.2 - $109.16 $1.16M - $1.25M
11.4K $1.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.63K
New
$224.68 - $282.71 $816K - $1.03M
3.63K $1.01M
COF
Capital One Financial Corp

Financial Services
3.7K
New
$207.29 - $229.74 $766K - $849K
3.7K $785K
WMT
Walmart Inc.

Consumer Defensive
7.17K
New
$94.4 - $104.27 $677K - $747K
7.17K $738K
IVV
Ishares Core S&P 500 ETF

ETFs
1.05K
New
$620.67 - $670.08 $654K - $706K
1.05K $704K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.26K
New
$459.11 - $506.91 $577K - $637K
1.26K $631K
MCD
Mcdonalds Corp

Consumer Cyclical
2.07K
New
$291.67 - $316.99 $602K - $655K
2.07K $627K
HPQ
Hp Inc

Technology
21.8K
New
$24.45 - $29.35 $533K - $640K
21.8K $593K
BALL
Ball Corp

Consumer Cyclical
11.5K
New
$48.47 - $59.71 $555K - $684K
11.5K $577K
VGT
Vanguard Information Technolog

ETFs
724
New
$656.44 - $753.15 $475K - $545K
724 $540K
VO
Vanguard Mid Cap ETF

ETFs
1.75K
New
$279.83 - $293.74 $490K - $514K
1.75K $514K
HD
Home Depot, Inc.

Consumer Cyclical
1.21K
New
$357.4 - $423.42 $433K - $513K
1.21K $490K
VTV
Vanguard Value ETF

ETFs
2.19K
New
$175.51 - $186.57 $385K - $409K
2.19K $408K
BOTZ
Global X Fds

ETFs
11.3K
New
$32.14 - $35.96 $364K - $407K
11.3K $400K
VGSH
Vanguard

ETFs
6.77K
New
$58.43 - $58.88 $396K - $399K
6.77K $398K
VXF
Vanguard Extended Market ETF

ETFs
1.77K
New
$193.58 - $213.07 $343K - $377K
1.77K $370K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.44K
New
$41.8 - $43.15 $353K - $364K
8.44K $360K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.86K
New
$108.46 - $120.63 $310K - $345K
2.86K $339K
UBSI
United Bankshares Inc

Financial Services
9.03K
New
$35.03 - $38.73 $316K - $350K
9.03K $336K
ABT
Abbott Laboratories

Healthcare
2.5K
New
$120.51 - $136.62 $301K - $342K
2.5K $334K
KEYS
Keysight Technologies, Inc.

Technology
1.83K
New
$158.51 - $178.15 $291K - $327K
1.83K $320K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.28K
New
$72.57 - $74.72 $310K - $320K
4.28K $318K
WFC
Wells Fargo & Company

Financial Services
3.78K
New
$77.05 - $85.16 $291K - $322K
3.78K $317K
SPG
Simon Property Group Inc

Real Estate
1.67K
New
$159.93 - $187.67 $268K - $314K
1.67K $313K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.8K
New
$21.69 - $23.34 $278K - $299K
12.8K $298K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
5.17K
New
$49.31 - $57.77 $255K - $299K
5.17K $293K
MCK
Mckesson Corp

Healthcare
364
New
$659.01 - $772.54 $240K - $281K
364 $281K
TFC
Truist Financial Corp

Financial Services
6.1K
New
$42.83 - $47.07 $261K - $287K
6.1K $278K
CVX
Chevron Corp

Energy
1.73K
New
$145.57 - $161.83 $252K - $280K
1.73K $268K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.02K
New
$225.11 - $247.9 $229K - $252K
1.02K $251K
DFIV
Dimensional ETF Tr

ETFs
5.43K
New
$42.66 - $46.53 $232K - $253K
5.43K $250K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.4K
New
$68.24 - $73.73 $232K - $251K
3.4K $249K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.42K
New
$25.21 - $25.99 $238K - $245K
9.42K $243K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.25K
New
$70.77 - $73.59 $230K - $239K
3.25K $238K
RTX
Raytheon Technologies Corp

Industrials
1.42K
New
$144.19 - $167.33 $205K - $238K
1.42K $238K
GOOG
Alphabet Inc.

Communication Services
974
New
$175.16 - $255.24 $171K - $249K
974 $237K
BAC
Bank Of America Corp

Financial Services
4.58K
New
$44.92 - $52.42 $206K - $240K
4.58K $236K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.22K
New
$102.4 - $103.88 $227K - $230K
2.22K $228K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.31K
New
$62.09 - $66.51 $205K - $220K
3.31K $215K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.01K
New
$192.76 - $203.86 $195K - $207K
1.01K $206K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.54K
New
$78.96 - $80.04 $201K - $203K
2.54K $203K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.73K
New
$72.01 - $74.44 $197K - $203K
2.73K $200K
Fidelity Covington Trust
6.48K
New
N/A
6.48K $0
Vivos Therapeutics Inc
100K
New
N/A
100K $0
Activity Summary
Buys All Purchases 130 New Holdings 54 Increased Positions 76 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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