Strategic Wealth Investment Group, LLC Sells in Q1 2025

Strategic Wealth Investment Group, LLC

  • $54.4 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.05M
- 96.24%
$25.54 - $27.64 $52.5M - $56.8M
80.2K $2.17M
AAPL
Apple Inc.

Technology
-169K
- 94.46%
$209.68 - $247.1 $35.5M - $41.8M
9.92K $2.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-191K
- 94.68%
$190.26 - $242.06 $36.4M - $46.3M
10.7K $2.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-63.5K
- 96.09%
$551.42 - $612.93 $35M - $38.9M
2.58K $1.45M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.16M
- 94.64%
$27.64 - $28.58 $32.2M - $33.3M
66K $1.88M
VCIT
Vanguard Intermediate Term Cor

ETFs
-382K
- 95.7%
$79.17 - $82.04 $30.2M - $31.3M
17.1K $1.4M
MSFT
Microsoft Corp

Technology
-65.6K
- 92.52%
$375.39 - $447.2 $24.6M - $29.3M
5.3K $1.99M
NVDA
Nvidia Corp

Technology
-187K
- 93.01%
$106.98 - $149.43 $20M - $27.9M
14K $1.52M
META
Meta Platforms, Inc.

Communication Services
-41.1K
- 93.54%
$576.36 - $736.67 $23.7M - $30.3M
2.84K $1.64M
AVGO
Broadcom Inc.

Technology
-102K
- 93.53%
$167.43 - $244.7 $17M - $24.8M
7.03K $1.18M
GLD
Spdr Gold Trust

ETFs
-90.6K
- 96.8%
$243.19 - $288.14 $22M - $26.1M
2.99K $862K
GOOGL
Alphabet Inc.

Communication Services
-94.6K
- 92.58%
$154.33 - $206.19 $14.6M - $19.5M
7.58K $1.17M
V
Visa Inc.

Financial Services
-53.2K
- 93.56%
$306.92 - $362.71 $16.3M - $19.3M
3.66K $1.28M
PG
Procter & Gamble CO

Consumer Defensive
-94.8K
- 91.69%
$158.56 - $176.26 $15M - $16.7M
8.59K $1.46M
CRM
Salesforce, Inc.

Technology
-45.6K
- 93.77%
$268.36 - $359.95 $12.2M - $16.4M
3.03K $812K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-165K
- 57.0%
$91.45 - $91.75 $15.1M - $15.2M
125K $11.5M
BA
Boeing CO

Industrials
-80.1K
- 93.58%
$148.15 - $186.25 $11.9M - $14.9M
5.5K $938K
AXP
American Express CO

Financial Services
-38.6K
- 92.33%
$255.39 - $325.87 $9.86M - $12.6M
3.21K $862K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-53.9K
- 91.1%
$208.48 - $244.03 $11.2M - $13.1M
5.26K $1.28M
GS
Goldman Sachs Group Inc

Financial Services
-19.6K
- 92.8%
$524.81 - $672.19 $10.3M - $13.2M
1.52K $831K
COST
Costco Wholesale Corp

Consumer Defensive
-11.9K
- 92.76%
$890.62 - $1076.86 $10.6M - $12.8M
930 $879K
PFF
Ishares Trust Ishares Pfd And

ETFs
-336K
- 95.89%
$30.73 - $32.26 $10.3M - $10.8M
14.4K $444K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20K
- 94.96%
$468.34 - $539.52 $9.37M - $10.8M
1.06K $497K
IBM
International Business Machines Corp

Technology
-46.3K
- 96.71%
$217.4 - $264.74 $10.1M - $12.2M
1.58K $391K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-333K
- 95.41%
$28.55 - $29.09 $9.51M - $9.69M
16K $462K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17.6K
- 86.09%
$497.6 - $606.74 $8.73M - $10.6M
2.84K $1.41M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-135K
- 95.62%
$67.08 - $76.14 $9.08M - $10.3M
6.2K $458K
DUK
Duke Energy Corp

Utilities
-83.1K
- 96.13%
$105.87 - $121.97 $8.8M - $10.1M
3.34K $407K
UBER
Uber Technologies, Inc

Technology
-150K
- 90.14%
$63.17 - $81.49 $9.45M - $12.2M
16.4K $1.19M
ABBV
Abb Vie Inc.

Healthcare
-49.7K
- 95.77%
$169.2 - $216.66 $8.41M - $10.8M
2.19K $459K
VNQ
Vanguard Specialized Funds Van

ETFs
-94.5K
- 92.94%
$85.55 - $94.34 $8.08M - $8.91M
7.18K $643K
DHR
Danaher Corp

Healthcare
-35.2K
- 85.55%
$201.62 - $250.59 $7.1M - $8.83M
5.95K $1.22M
JNJ
Johnson & Johnson

Healthcare
-54.9K
- 90.45%
$142.06 - $167.7 $7.8M - $9.21M
5.8K $961K
PEP
Pepsico Inc

Consumer Defensive
-47.2K
- 88.13%
$142.64 - $156.42 $6.74M - $7.39M
6.36K $953K
IXC
Ishares Tr Global Energy ETF

ETFs
-180K
- 94.43%
$38.48 - $42.16 $6.93M - $7.59M
10.6K $443K
WM
Waste Management Inc

Industrials
-31.8K
- 96.33%
$200.54 - $233.78 $6.38M - $7.44M
1.21K $280K
XLU
Utilities Sector Spdr

ETFs
-57.8K
- 92.08%
$74.7 - $80.27 $4.32M - $4.64M
4.97K $387K
KO
Coca Cola CO

Consumer Defensive
-12.6K
- 79.68%
$60.81 - $72.32 $764K - $909K
3.21K $229K
LLY
Eli Lilly & CO

Healthcare
-641
- 51.16%
$725.72 - $929.72 $465K - $596K
612 $505K
VIG
Vanguard Dividend Appreciation

ETFs
-2.16K
- 56.35%
N/A
1.67K $304K
Dollar Tree Inc
-25.6K
- 90.85%
N/A
2.58K $0
First Solar Inc
-195K
- 95.15%
N/A
9.96K $0
Vanguard Emerging Markt Govt Bnd ETF
-1.24M
- 96.01%
N/A
51.4K $0
Activity Summary
Buys All Purchases 3 New Holdings 3 Increased Positions 0 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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