Strategic Wealth Investment Group, LLC Top Holdings and 13F Report (2025) About Strategic Wealth Investment Group, LLCInvestment ActivityStrategic Wealth Investment Group, LLC has $69.07 million in total holdings as of June 30, 2025.Strategic Wealth Investment Group, LLC owns shares of 160 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 12.23% of the portfolio was purchased this quarter.About 0.09% of the portfolio was sold this quarter.This quarter, Strategic Wealth Investment Group, LLC has purchased 47 new stocks and bought additional shares in 44 stocks.Strategic Wealth Investment Group, LLC sold shares of 2 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $12,035,920Microsoft $2,677,955Amazon.com $2,570,154SPDR Portfolio Long Term Treasury ETF $2,465,913Meta Platforms $2,300,169 Largest New Holdings this Quarter 88160R101 - Tesla $228,398 Holding37954Y293 - Global X MLP & Energy Infrastructure ETF $193,916 Holding00214Q104 - ARK Innovation ETF $186,409 Holding003263100 - abrdn Physical Precious Metals Basket Shares ETF $180,424 Holding97717W422 - WisdomTree India Earnings Fund $175,658 Holding Largest Purchases this Quarter O'Reilly Automotive 8,857 shares (about $798.28K)SPDR Bloomberg 1-3 Month T-Bill ETF 6,355 shares (about $582.95K)SPDR Portfolio Intermediate Term Treasury ETF 13,278 shares (about $382.01K)SPDR S&P 500 ETF Trust 564 shares (about $348.50K)SPDR Portfolio Long Term Treasury ETF 12,545 shares (about $333.45K) Largest Sales this Quarter Boeing 203 shares (about $42.53K)International Business Machines 66 shares (about $19.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Wealth Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$12,035,920$582,945 ▲5.1%131,21017.4%ETFMSFTMicrosoft$2,677,955$39,791 ▲1.5%5,3843.9%Computer and TechnologyAMZNAmazon.com$2,570,154$216,319 ▲9.2%11,7153.7%Retail/WholesaleSPTLSPDR Portfolio Long Term Treasury ETF$2,465,913$333,447 ▲15.6%92,7733.6%ETFMETAMeta Platforms$2,300,169$205,952 ▲9.8%3,1163.3%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$2,279,936$382,008 ▲20.1%79,2473.3%ETFNVDANVIDIA$2,272,699$57,509 ▲2.6%14,3853.3%Computer and TechnologyAAPLApple$2,263,312$227,542 ▲11.2%11,0313.3%Computer and TechnologyAVGOBroadcom$2,054,111$117,425 ▲6.1%7,4523.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,945,194$348,504 ▲21.8%3,1482.8%FinanceEXCHANGE LISTED FDS TR$1,937,518$319,243 ▲19.7%61,4802.8%BANCREEK US LARGJPMJPMorgan Chase & Co.$1,853,727$110,458 ▲6.3%6,3942.7%FinanceUBERUber Technologies$1,552,325$25,751 ▲1.7%16,6382.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,546,383$124,878 ▲8.8%18,6492.2%ETFPGProcter & Gamble$1,448,920$79,823 ▲5.8%9,0942.1%Consumer StaplesGOOGLAlphabet$1,380,760$44,586 ▲3.3%7,8352.0%Computer and TechnologyTMOThermo Fisher Scientific$1,321,041$171,111 ▲14.9%3,2581.9%MedicalVVisa$1,315,481$16,333 ▲1.3%3,7051.9%Business ServicesLINDE PLC$1,288,221$79,282 ▲6.6%2,7461.9%SHSMMCMarsh & McLennan Companies$1,229,764$79,579 ▲6.9%5,6251.8%FinanceDHRDanaher$1,222,073$47,018 ▲4.0%6,1861.8%MedicalBABoeing$1,110,509$42,535 ▼-3.7%5,3001.6%AerospaceGSThe Goldman Sachs Group$1,093,579$16,280 ▲1.5%1,5451.6%FinanceAXPAmerican Express$1,070,690$47,841 ▲4.7%3,3571.6%FinanceHUBBHubbell$991,691$75,970 ▲8.3%2,4281.4%IndustrialsCOSTCostco Wholesale$924,443$3,959 ▲0.4%9341.3%Retail/WholesaleGLDSPDR Gold Shares$919,977$7,621 ▲0.8%3,0181.3%FinancePEPPepsiCo$918,070$78,563 ▲9.4%6,9531.3%Consumer StaplesCRMSalesforce$913,930$88,339 ▲10.7%3,3521.3%Computer and TechnologyJNJJohnson & Johnson$904,377$19,245 ▲2.2%5,9211.3%MedicalORLYO'Reilly Automotive$853,801$798,281 ▲1,437.8%9,4731.2%Retail/WholesaleQQQInvesco QQQ$696,971$110,919 ▲18.9%1,2631.0%FinanceVNQVanguard Real Estate ETF$692,107$52,992 ▲8.3%7,7711.0%ETFVYMIVanguard International High Dividend Yield ETF$522,071$25,555 ▲5.1%6,5170.8%ETFANGLVanEck Fallen Angel High Yield Bond ETF$520,470$50,595 ▲10.8%17,7760.8%ManufacturingLLYEli Lilly and Company$516,840$39,757 ▲8.3%6630.7%MedicalPFFiShares Preferred and Income Securities ETF$493,878$52,278 ▲11.8%16,0980.7%ETFIXCiShares Global Energy ETF$474,057$56,851 ▲13.6%12,0660.7%ETFABBVAbbVie$462,694$55,494 ▲13.6%2,4930.7%MedicalXLUUtilities Select Sector SPDR Fund$456,316$50,629 ▲12.5%5,5880.7%ETFNVONovo Nordisk A/S$449,872$73,575 ▲19.6%6,5180.7%MedicalIBMInternational Business Machines$444,936$19,460 ▼-4.2%1,5090.6%Computer and TechnologyDUKDuke Energy$429,766$35,283 ▲8.9%3,6420.6%UtilitiesVIGVanguard Dividend Appreciation ETF$382,557$40,118 ▲11.7%1,8690.6%ETFEXCHANGE LISTED FDS TR$331,743$26,898 ▲8.8%10,8410.5%BANCREEK INT LCWMWaste Management$296,272$18,760 ▲6.8%1,2950.4%Business ServicesTSLATesla$228,398$228,398 ▲New Holding7190.3%Auto/Tires/TrucksKOCocaCola$226,7400.0%3,2050.3%Consumer StaplesMLPXGlobal X MLP & Energy Infrastructure ETF$193,916$193,916 ▲New Holding3,0950.3%ETFARKKARK Innovation ETF$186,409$186,409 ▲New Holding2,6520.3%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$180,424$180,424 ▲New Holding1,3060.3%ETFEPIWisdomTree India Earnings Fund$175,658$175,658 ▲New Holding3,7000.3%FinanceBLOKAmplify Transformational Data Sharing ETF$170,545$170,545 ▲New Holding2,9860.2%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$166,174$166,174 ▲New Holding4,0530.2%ManufacturingVUGVanguard Growth ETF$138,096$138,096 ▲New Holding3150.2%ETFXTiShares Exponential Technologies ETF$134,581$134,581 ▲New Holding2,0630.2%ManufacturingNFLXNetflix$120,522$120,522 ▲New Holding900.2%Consumer DiscretionarySPGMSPDR Portfolio MSCI Global Stock Market ETF$97,428$97,428 ▲New Holding1,4120.1%ETFMOOVanEck Agribusiness ETF$86,795$86,795 ▲New Holding1,1790.1%ETFVAWVanguard Materials ETF$81,876$81,876 ▲New Holding4200.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$80,289$80,289 ▲New Holding5950.1%ETFVOTVanguard Mid-Cap Growth ETF$79,144$79,144 ▲New Holding2780.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$60,523$60,523 ▲New Holding4550.1%ETFAPHAmphenol$49,276$49,276 ▲New Holding4990.1%Computer and TechnologyHLIHoulihan Lokey$38,869$38,869 ▲New Holding2160.1%FinanceARKGARK Genomic Revolution ETF$37,889$37,889 ▲New Holding1,5560.1%ETFCBZCBIZ$36,931$36,931 ▲New Holding5150.1%Business ServicesCRSPCRISPR Therapeutics$36,480$36,480 ▲New Holding7500.1%MedicalMSCIMSCI$35,758$35,758 ▲New Holding620.1%FinanceVTIVanguard Total Stock Market ETF$32,749$32,749 ▲New Holding1080.0%ETFAVTRAvantor$31,752$31,752 ▲New Holding2,3590.0%MedicalCDNSCadence Design Systems$31,739$31,739 ▲New Holding1030.0%Computer and TechnologyLAM RESEARCH CORP$29,228$29,228 ▲New Holding3000.0%COM NEWDGROiShares Core Dividend Growth ETF$28,965$28,965 ▲New Holding4530.0%ETFFSLRFirst Solar$26,486$26,486 ▲New Holding1600.0%EnergyTXNTexas Instruments$25,122$25,122 ▲New Holding1210.0%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$23,970$23,970 ▲New Holding890.0%ETFIQVIQVIA$22,535$22,535 ▲New Holding1430.0%MedicalMDLZMondelez International$17,654$17,654 ▲New Holding2620.0%Consumer StaplesUNHUnitedHealth Group$16,846$16,846 ▲New Holding540.0%MedicalTANInvesco Solar ETF$15,118$15,118 ▲New Holding4410.0%ETFVOOVanguard S&P 500 ETF$14,769$14,769 ▲New Holding260.0%ETFIUSViShares Core S&P U.S. Value ETF$14,289$14,289 ▲New Holding1510.0%ManufacturingVYMVanguard High Dividend Yield ETF$13,731$13,731 ▲New Holding1030.0%ETFEMREmerson Electric$13,333$13,333 ▲New Holding1000.0%IndustrialsIUSGiShares Core S&P U.S. Growth ETF$13,235$13,235 ▲New Holding880.0%ManufacturingPGRProgressive$11,742$11,742 ▲New Holding440.0%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$11,658$11,658 ▲New Holding8940.0%ManufacturingCVSCVS Health$11,451$11,451 ▲New Holding1660.0%MedicalAMDAdvanced Micro Devices$11,210$11,210 ▲New Holding790.0%Computer and TechnologyLMTLockheed Martin$11,115$11,115 ▲New Holding240.0%AerospaceCOCA-COLA EUROPACIFIC PARTNE$9,643$9,643 ▲New Holding1040.0%SHSSTESTERIS$9,128$9,128 ▲New Holding380.0%MedicalPLSEPulse Biosciences$9,054$9,054 ▲New Holding6000.0%MedicalVZVerizon Communications$8,308$8,308 ▲New Holding1920.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$6,898$6,898 ▲New Holding1210.0%ETFXELXcel Energy$6,810$6,810 ▲New Holding1000.0%UtilitiesMOAltria Group$6,742$6,742 ▲New Holding1150.0%Consumer StaplesCSXCSX$6,722$6,722 ▲New Holding2060.0%TransportationAGGiShares Core U.S. Aggregate Bond ETF$6,349$6,349 ▲New Holding640.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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