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Size ($ in 1000's)
At 12/31/2023: $665,329
At 09/30/2023: $551,694
Strategic Wealth Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Wealth Investment Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Strategic Wealth Investment Group LLC top holdings by largest position size, as per the latest 13f filing made by Strategic Wealth Investment Group LLC.
In the Strategic Wealth Investment Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Strategic Wealth Investment Group LLC in that top holding, then the share count change between reporting periods, and finally the Strategic Wealth Investment Group LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| PROSHARES TR (NOBL) |
461,489 |
+16,212 |
$43,934 | | NOBL | 461,489 | +16,212 | $43,934 | | AMAZON COM INC |
245,994 |
+15,429 |
$37,376 | | AMZN | 245,994 | +15,429 | $37,376 | | SPDR S&P 500 ETF TR (SPY) |
77,401 |
+2,678 |
$36,790 | | SPY | 77,401 | +2,678 | $36,790 | | APPLE INC |
184,781 |
+17,459 |
$35,576 | | AAPL | 184,781 | +17,459 | $35,576 | | SPDR SER TR (SPTL) |
993,248 |
+73,891 |
$28,824 | | SPTL | 993,248 | +73,891 | $28,824 | | VANGUARD INDEX FDS (VTI) |
113,940 |
+4,158 |
$27,029 | | VTI | 113,940 | +4,158 | $27,029 | | VANGUARD SCOTTSDALE FDS (VGSH) |
361,609 |
+16,502 |
$21,093 | | VGSH | 361,609 | +16,502 | $21,093 | | ISHARES TR (PFF) |
665,679 |
+23,929 |
$20,763 | | PFF | 665,679 | +23,929 | $20,763 | | ISHARES TR (STIP) |
202,100 |
+11,453 |
$19,925 | | STIP | 202,100 | +11,453 | $19,925 | | SPDR GOLD TR (GLD) |
88,727 |
+4,048 |
$16,962 | | GLD | 88,727 | +4,048 | $16,962 | | SPDR DOW JONES INDL AVERAGE (DIA) |
42,680 |
-1,620 |
$16,085 | | DIA | 42,680 | -1,620 | $16,085 | | META PLATFORMS INC |
44,796 |
+3,016 |
$15,856 | | META | 44,796 | +3,016 | $15,856 | | SALESFORCE INC |
57,720 |
+5,486 |
$15,189 | | CRM | 57,720 | +5,486 | $15,189 | | COCA COLA CO |
249,859 |
+20,271 |
$14,724 | | KO | 249,859 | +20,271 | $14,724 | | MICROSOFT CORP |
37,006 |
+4,336 |
$13,916 | | MSFT | 37,006 | +4,336 | $13,916 | | JPMORGAN CHASE & CO |
77,436 |
+5,916 |
$13,172 | | JPM | 77,436 | +5,916 | $13,172 | | COSTCO WHSL CORP NEW |
18,416 |
+1,977 |
$12,156 | | COST | 18,416 | +1,977 | $12,156 | | VISA INC |
45,047 |
+6,091 |
$11,728 | | V | 45,047 | +6,091 | $11,728 | | AMERICAN EXPRESS CO |
61,324 |
+6,331 |
$11,488 | | AXP | 61,324 | +6,331 | $11,488 | | SELECT SECTOR SPDR TR (XLY) |
63,621 |
+3,685 |
$11,376 | | XLY | 63,621 | +3,685 | $11,376 | | INVESCO QQQ TR |
27,593 |
-1,107 |
$11,300 | | QQQ | 27,593 | -1,107 | $11,300 | | PROCTER AND GAMBLE CO |
72,824 |
+10,680 |
$10,672 | | PG | 72,824 | +10,680 | $10,672 | | DISNEY WALT CO |
112,427 |
-1,604 |
$10,151 | | DIS | 112,427 | -1,604 | $10,151 | | KRAFT HEINZ CO |
264,782 |
+33,422 |
$9,792 | | KHC | 264,782 | +33,422 | $9,792 | | ISHARES TR (TIP) |
90,876 |
+5,399 |
$9,780 | | TIP | 90,876 | +5,399 | $9,780 | | UBER TECHNOLOGIES INC |
153,222 |
+4,956 |
$9,434 | | UBER | 153,222 | +4,956 | $9,434 | | BOEING CO |
35,413 |
+3,179 |
$9,231 | | BA | 35,413 | +3,179 | $9,231 | | TYSON FOODS INC |
162,224 |
+16,727 |
$8,720 | | TSN | 162,224 | +16,727 | $8,720 | | LYFT INC |
498,546 |
+14,939 |
$7,473 | | LYFT | 498,546 | +14,939 | $7,473 | | NVIDIA CORPORATION |
14,569 |
+739 |
$7,215 | | NVDA | 14,569 | +739 | $7,215 | | VANGUARD WORLD FDS (VAW) |
36,366 |
+1,794 |
$6,907 | | VAW | 36,366 | +1,794 | $6,907 | | CISCO SYS INC |
132,778 |
+6,414 |
$6,708 | | CSCO | 132,778 | +6,414 | $6,708 | | ARBOR REALTY TRUST INC |
440,770 |
+20,347 |
$6,691 | | ABR | 440,770 | +20,347 | $6,691 | | ADOBE INC |
11,031 |
+809 |
$6,581 | | ADBE | 11,031 | +809 | $6,581 | | INTERNATIONAL BUSINESS MACHS |
39,524 |
+5,693 |
$6,464 | | IBM | 39,524 | +5,693 | $6,464 | | VANECK ETF TRUST (MOO) |
79,288 |
+6,327 |
$6,040 | | MOO | 79,288 | +6,327 | $6,040 | | VANGUARD INDEX FDS (VNQ) |
65,641 |
+6,394 |
$5,800 | | VNQ | 65,641 | +6,394 | $5,800 | | ALPHABET INC |
41,427 |
+655 |
$5,787 | | GOOGL | 41,427 | +655 | $5,787 | | INVESCO EXCHANGE TRADED FD T (PGF) |
394,734 |
+7,181 |
$5,755 | | PGF | 394,734 | +7,181 | $5,755 | | WASTE MGMT INC DEL |
31,657 |
+1,709 |
$5,670 | | WM | 31,657 | +1,709 | $5,670 | | STARWOOD PPTY TR INC |
265,967 |
+1,029 |
$5,591 | | STWD | 265,967 | +1,029 | $5,591 | | GOLDMAN SACHS GROUP INC |
14,478 |
+2,236 |
$5,585 | | GS | 14,478 | +2,236 | $5,585 | | JOHNSON & JOHNSON |
34,989 |
+5,335 |
$5,484 | | JNJ | 34,989 | +5,335 | $5,484 | | DUPONT DE NEMOURS INC |
67,677 |
+3,433 |
$5,206 | | DD | 67,677 | +3,433 | $5,206 | | VERIZON COMMUNICATIONS INC |
137,178 |
+3,674 |
$5,172 | | VZ | 137,178 | +3,674 | $5,172 | | AT&T INC |
282,762 |
+20,242 |
$4,745 | | T | 282,762 | +20,242 | $4,745 | | WISDOMTREE TR |
95,889 |
-4,147 |
$3,931 | | EPI | 95,889 | -4,147 | $3,931 | | ABRDN PRECIOUS METALS BASKET |
36,346 |
+1,837 |
$3,308 | | GLTR | 36,346 | +1,837 | $3,308 | | NETFLIX INC |
5,387 |
+687 |
$2,623 | | NFLX | 5,387 | +687 | $2,623 | | COINBASE GLOBAL INC |
12,277 |
-1,105 |
$2,135 | | COIN | 12,277 | -1,105 | $2,135 |
See Full List: All Stocks Held By Strategic Wealth Investment Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Strategic Wealth Investment Group LLC
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