Strategic Wealth Investment Group, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $764 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $50.7M, Apple Inc. with a value of $48.7M, Spdr S&P 500 ETF Trust with a value of $42.6M, Spdr Portfolio Long Term Treas with a value of $40.9M, and Vanguard Total Stock Market Et with a value of $31.8M.
Examining the 13F form we can see an increase of $103M in the current position value, from $662M to 764M.
Below you can find more details about Strategic Wealth Investment Group, LLC portfolio as well as his latest detailed transactions.