Strategic Wealth Investment Group, LLC Portfolio Holdings

Strategic Wealth Investment Group, LLC

  • $876 Million
  • Q3 2024

Strategic Wealth Investment Group, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $876 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Long Term Treas with a value of $69.8M, Spdr Ser Tr Spdr Portfolio Int with a value of $43.6M, Apple Inc. with a value of $42.4M, Spdr S&P 500 ETF Trust with a value of $40.8M, and Amazon Com Inc with a value of $38.6M.

Examining the 13F form we can see an increase of $112M in the current position value, from $764M to 876M.

Below you can find more details about Strategic Wealth Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $876 Million
ETFs: $362 Million
Technology: $164 Million
Financial Services: $75.3 Million
Healthcare: $71.6 Million
Consumer Defensive: $51.7 Million
Communication Services: $45.7 Million
Consumer Cyclical: $43.1 Million
Industrials: $42 Million
Other: $19.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $876 Million
  • Prior Value $764 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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