Strategic Wealth Investment Group, LLC Portfolio Holdings
Strategic Wealth Investment Group, LLC
- $1.1 Billion
- Q3 2025
Strategic Wealth Investment Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.1 Billion distributed in 130 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Int with a value of $96.3M, Vanguard Intermediate Term Cor with a value of $52.3M, Spdr Portfolio Long Term Treas with a value of $47.3M, Spdr S&P 500 ETF Trust with a value of $46.7M, and Microsoft Corp with a value of $44.2M.
Examining the 13F form we can see an increase of $1.03B in the current position value, from $65.3M to 1.1B.
Below you can find more details about Strategic Wealth Investment Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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