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.
Stock Holdings Table
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