Strategic Wealth Investment Group, LLC ETFs

Strategic Wealth Investment Group, LLC

$65.3 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$12 Million 18.43% of portfolio	131,210	Q2 2025 Added 5.09%
SPTL Spdr Portfolio Long Term Treas	$0	$2.47 Million 3.77% of portfolio	92,773	Q2 2025 Added 15.64%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$2.28 Million 3.49% of portfolio	79,247	Q2 2025 Added 20.13%
SPY Spdr S&P 500 ETF Trust	$0	$1.94 Million 2.98% of portfolio	3,148	Q2 2025 Added 21.83%
VCIT Vanguard Intermediate Term Cor	$0	$1.55 Million 2.37% of portfolio	18,649	Q2 2025 Added 8.78%
GLD Spdr Gold Trust	$106B	$919,000 1.41% of portfolio	3,018	Q2 2025 Added 0.84%
QQQ Invesco Qqq Trust, Series 1	$0	$696,000 1.07% of portfolio	1,263	Q2 2025 Added 18.93%
VNQ Vanguard Specialized Funds Van	$0	$692,000 1.06% of portfolio	7,771	Q2 2025 Added 8.29%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$522,000 0.8% of portfolio	6,517	Q2 2025 Added 5.15%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$520,000 0.8% of portfolio	17,776	Q2 2025 Added 10.77%
PFF Ishares Trust Ishares Pfd And	$0	$493,000 0.75% of portfolio	16,098	Q2 2025 Added 11.84%
IXC Ishares Tr Global Energy ETF	$0	$474,000 0.73% of portfolio	12,066	Q2 2025 Added 13.63%
XLU Utilities Sector Spdr	$0	$456,000 0.7% of portfolio	5,588	Q2 2025 Added 12.48%
VIG Vanguard Dividend Appreciation	$0	$340,000 0.52% of portfolio	1,869	Q2 2025 Added 11.72%
MLPX Global X Mlp & Energy Infrastr	$0	$193,000 0.3% of portfolio	3,095	Q2 2025 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$186,000 0.28% of portfolio	2,652	Q2 2025 New
GLTR Abrdn Precious Metals Basket ETF Trust	$1.69B	$180,000 0.28% of portfolio	1,306	Q2 2025 New
EPI Wisdomtree Tr India Earnings F	$0	$175,000 0.27% of portfolio	3,700	Q2 2025 New
BLOK Amplify ETF Tr Trnsformational	$0	$170,000 0.26% of portfolio	2,986	Q2 2025 New
VUG Vanguard Growth ETF	$0	$138,000 0.21% of portfolio	315	Q2 2025 New
XT Ishares Tr Exponential Technol	$0	$134,000 0.21% of portfolio	2,063	Q2 2025 New
IRBO Ishares Robotics & Artificial	$0	$130,000 0.2% of portfolio	4,053	Q2 2025 New
SPGM Spdr Index Shs Fds S Spdr Port	$0	$97,000 0.15% of portfolio	1,412	Q2 2025 New
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$86,000 0.13% of portfolio	1,179	Q2 2025 New
VAW Vanguard Materials ETF	$0	$81,000 0.12% of portfolio	420	Q2 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$80,000 0.12% of portfolio	595	Q2 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$79,000 0.12% of portfolio	278	Q2 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$60,000 0.09% of portfolio	455	Q2 2025 New
ARKG Ark Genomic Revolution ETF (De	$0	$37,000 0.06% of portfolio	1,556	Q2 2025 New
DGRO Ishares Core Dividend Growth E	$0	$28,000 0.04% of portfolio	453	Q2 2025 New
FDN First Tr Fd Dow Jones	$0	$23,000 0.04% of portfolio	89	Q2 2025 New
TAN Invesco ETF Tr Ii Solar ETF	$0	$15,000 0.02% of portfolio	441	Q2 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$14,000 0.02% of portfolio	26	Q2 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$14,000 0.02% of portfolio	151	Q2 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$13,000 0.02% of portfolio	88	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$13,000 0.02% of portfolio	103	Q2 2025 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$11,000 0.02% of portfolio	894	Q2 2025 New
VEA Vanguard Ftse Developed Market	$0	$6,000 0.01% of portfolio	121	Q2 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$6,000 0.01% of portfolio	64	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$4,000 0.01% of portfolio	15	Q2 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$4,000 0.01% of portfolio	83	Q2 2025 New
IAU Ishares Gold Trust	$53.5B	$4,000 0.01% of portfolio	65	Q2 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$4,000 0.01% of portfolio	54	Q2 2025 New
FAS Direxion Daily Financial Bull	$0	$3,000 0.0% of portfolio	20	Q2 2025 New
VONG Vanguard Russell 1000 Growth E	$0	$2,000 0.0% of portfolio	25	Q2 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$2,000 0.0% of portfolio	28	Q2 2025 New
NOBL Proshares S&P 500 Dividend Ari	$0	$2,000 0.0% of portfolio	28	Q2 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$2,000 0.0% of portfolio	85	Q2 2025 New
VFH Vanguard Financial ETF	$0	$2,000 0.0% of portfolio	18	Q2 2025 New
IDV Ishares Tr	$0	$2,000 0.0% of portfolio	63	Q2 2025 New

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