Strategic Wealth Investment Group, LLC Portfolio Holdings by Sector
Strategic Wealth Investment Group, LLC
- $1.1 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPTI VCIT SPTL SPY GLD BIL VNQ ANGL 56 stocks |
$446,582
40.71% of portfolio
|
56
|
- |
25
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA TSM AMD 4 stocks |
$67,440
6.15% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$51,512
4.7% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$44,880
4.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$44,074
4.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV 3 stocks |
$43,887
4.0% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$39,267
3.58% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$37,708
3.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM UBER 2 stocks |
$36,658
3.34% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP COF 3 stocks |
$35,380
3.23% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$32,248
2.94% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS HLI 2 stocks |
$21,211
1.93% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$19,396
1.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$16,374
1.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$15,464
1.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$15,323
1.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT RTX 3 stocks |
$14,307
1.3% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$14,193
1.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$14,174
1.29% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX STE ABT 3 stocks |
$13,874
1.26% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$13,624
1.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$13,549
1.24% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$12,079
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$9,237
0.84% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$8,273
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$4,536
0.41% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,884
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2,026
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$1,478
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$631
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$627
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
UBSI TFC 2 stocks |
$614
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$593
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$577
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$490
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$451
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$365
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$320
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$313
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$281
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|