Strategic Wealth Investment Group, LLC Portfolio Holdings

Strategic Wealth Investment Group, LLC

  • $65.3 Million
  • Q2 2025

Strategic Wealth Investment Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $65.3 Million distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $12M, Microsoft Corp with a value of $2.68M, Amazon Com Inc with a value of $2.57M, Spdr Portfolio Long Term Treas with a value of $2.47M, and Meta Platforms, Inc. with a value of $2.3M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $54.4M to 65.3M.

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

Portfolio value $65.3 Million
ETFs: $27.4 Million
Technology: $12.3 Million
Financial Services: $6.65 Million
Healthcare: $4.99 Million
Communication Services: $3.81 Million
Consumer Cyclical: $3.65 Million
Consumer Defensive: $3.55 Million
Industrials: $2.47 Million
Other: $469,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$134,000 0.21% of portfolio
2,063
Q2 2025 New
$0
$138,000 0.21% of portfolio
315
Q2 2025 New
$0
$130,000 0.2% of portfolio
4,053
Q2 2025 New
$545B
$120,000 0.18% of portfolio
90
Q2 2025 New
$0
$97,000 0.15% of portfolio
1,412
Q2 2025 New
$0
$86,000 0.13% of portfolio
1,179
Q2 2025 New
$0
$81,000 0.12% of portfolio
420
Q2 2025 New
$0
$80,000 0.12% of portfolio
595
Q2 2025 New
$0
$79,000 0.12% of portfolio
278
Q2 2025 New
$0
$60,000 0.09% of portfolio
455
Q2 2025 New
$66.5B
$49,000 0.08% of portfolio
499
Q2 2025 New
$4.42B
$36,000 0.06% of portfolio
750
Q2 2025 New
$9.58B
$38,000 0.06% of portfolio
216
Q2 2025 New
$3.24B
$36,000 0.06% of portfolio
515
Q2 2025 New
$0
$37,000 0.06% of portfolio
1,556
Q2 2025 New
$44B
$35,000 0.05% of portfolio
62
Q2 2025 New
$0
$32,000 0.05% of portfolio
108
Q2 2025 New
$97B
$31,000 0.05% of portfolio
103
Q2 2025 New
$0
$23,000 0.04% of portfolio
89
Q2 2025 New
$0
$28,000 0.04% of portfolio
453
Q2 2025 New
$19.7B
$26,000 0.04% of portfolio
160
Q2 2025 New
$177B
$23,000 0.04% of portfolio
121
Q2 2025 New
$34.5B
$22,000 0.03% of portfolio
143
Q2 2025 New
$84.1B
$17,000 0.03% of portfolio
262
Q2 2025 New
$0
$15,000 0.02% of portfolio
441
Q2 2025 New
$0
$11,000 0.02% of portfolio
894
Q2 2025 New
$0
$14,000 0.02% of portfolio
26
Q2 2025 New
$0
$13,000 0.02% of portfolio
88
Q2 2025 New
$113B
$11,000 0.02% of portfolio
24
Q2 2025 New
$0
$13,000 0.02% of portfolio
103
Q2 2025 New
$0
$14,000 0.02% of portfolio
151
Q2 2025 New
$282B
$11,000 0.02% of portfolio
79
Q2 2025 New
$78.6B
$13,000 0.02% of portfolio
100
Q2 2025 New
$245B
$16,000 0.02% of portfolio
54
Q2 2025 New
$86B
$11,000 0.02% of portfolio
166
Q2 2025 New
$142B
$11,000 0.02% of portfolio
44
Q2 2025 New
$0
$4,000 0.01% of portfolio
54
Q2 2025 New
$0
$4,000 0.01% of portfolio
15
Q2 2025 New
$0
$6,000 0.01% of portfolio
121
Q2 2025 New
$182B
$8,000 0.01% of portfolio
192
Q2 2025 New
$75.3B
$6,000 0.01% of portfolio
206
Q2 2025 New
$0
$4,000 0.01% of portfolio
83
Q2 2025 New
$561M
$9,000 0.01% of portfolio
600
Q2 2025 New
$0
$6,000 0.01% of portfolio
64
Q2 2025 New
$42.6B
$9,000 0.01% of portfolio
104
Q2 2025 New
$122B
$4,000 0.01% of portfolio
50
Q2 2025 New
$53.5B
$4,000 0.01% of portfolio
65
Q2 2025 New
$24.4B
$9,000 0.01% of portfolio
38
Q2 2025 New
$118B
$6,000 0.01% of portfolio
115
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $65.3 Million
  • Prior Value $54.4 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 113 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email