Strategic Wealth Investment Group, LLC Top Holdings and 13F Report (2025) About Strategic Wealth Investment Group, LLCInvestment ActivityStrategic Wealth Investment Group, LLC has $824.75 million in total holdings as of June 30, 2025.Strategic Wealth Investment Group, LLC owns shares of 104 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 12.48% of the portfolio was purchased this quarter.About 12.79% of the portfolio was sold this quarter.This quarter, Strategic Wealth Investment Group, LLC has purchased 94 new stocks and bought additional shares in 38 stocks.Strategic Wealth Investment Group, LLC sold shares of 49 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Treasury ETF $64,054,492Vanguard Intermediate-Term Corporate Bond ETF $52,162,498EXCHANGE LISTED FDS TR $38,497,967Amazon.com $29,041,014Apple $26,909,920 Largest New Holdings this Quarter 65339F101 - NextEra Energy $12,492,336 Holding291011104 - Emerson Electric $9,993,316 Holding22788C105 - CrowdStrike $7,471,904 Holding808524797 - Schwab US Dividend Equity ETF $6,713,022 HoldingG29183103 - Eaton $4,267,592 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 152,078 shares (about $12.57M)NextEra Energy 142,330 shares (about $12.49M)Vanguard FTSE All-World ex-US ETF 127,631 shares (about $10.69M)Emerson Electric 69,810 shares (about $9.99M)CrowdStrike 9,791 shares (about $7.47M) Largest Sales this Quarter VanEck Fallen Angel High Yield Bond ETF 535,537 shares (about $15.66M)SPDR Portfolio Long Term Treasury ETF 250,670 shares (about $6.58M)Vanguard Real Estate ETF 67,171 shares (about $6.48M)iShares Preferred and Income Securities ETF 202,037 shares (about $6.16M)Amazon.com 23,926 shares (about $5.70M) 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 PortfolioSectorSPTISPDR Portfolio Intermediate Term Treasury ETF$64,054,492$1,175,488 â–²1.9%2,256,2347.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$52,162,498$12,569,251 â–²31.7%631,1256.3%ETFEXCHANGE LISTED FDS TR$38,497,967$3,513,575 â–¼-8.4%1,039,2534.7%BANC US LARG ETFAMZNAmazon.com$29,041,014$5,702,523 â–¼-16.4%121,8473.5%Consumer DiscretionaryAAPLApple$26,909,920$2,144,448 â–¼-7.4%92,9983.3%TechnologySPYSPDR S&P 500 ETF Trust$25,614,275$359,197 â–¼-1.4%34,3003.1%ETFAVGOBroadcom$24,202,267$2,423,249 â–¼-9.1%64,0702.9%TechnologySPTLSPDR Portfolio Long Term Treasury ETF$22,569,307$6,575,072 â–¼-22.6%860,4392.7%ETFNVDANVIDIA$21,611,772$2,015,711 â–¼-8.5%108,0102.6%TechnologyJPMJPMorgan Chase & Co.$20,925,116$2,236,962 â–¼-9.7%63,9272.5%FinanceMSFTMicrosoft$20,223,251$3,799,576 â–¼-15.8%54,2152.5%TechnologyGLDSPDR Gold Shares$19,616,972$1,878,001 â–²10.6%53,2522.4%ETFEXCHANGE LISTED FDS TR$18,116,201$2,690,432 â–²17.4%604,2502.2%BANCREEK INT LCMETAMeta Platforms$17,882,913$896,202 â–¼-4.8%31,7472.2%Communication ServicesVEUVanguard FTSE All-World ex-US ETF$16,939,744$10,689,075 â–²171.0%202,2662.1%ETFGOOGLAlphabet$16,734,070$1,232,916 â–¼-6.9%46,8262.0%Communication ServicesTMOThermo Fisher Scientific$16,001,419$2,125,768 â–¼-11.7%31,9161.9%HealthcareGSThe Goldman Sachs Group$14,968,351$2,541,586 â–¼-14.5%14,8001.8%FinanceHUBBHubbell$13,683,760$3,218,200 â–¼-19.0%26,1541.7%IndustrialsLLYEli Lilly and Company$12,675,953$1,805,196 â–¼-12.5%10,5681.5%HealthcareNEENextEra Energy$12,492,336$12,492,336 â–²New Holding142,3301.5%UtilitiesVVisa$12,486,256$1,410,768 â–¼-10.2%36,3941.5%FinanceJNJJohnson & Johnson$12,196,299$2,622,472 â–¼-17.7%48,0231.5%HealthcareVYMIVanguard International High Dividend Yield ETF$12,142,269$521,640 â–¼-4.1%123,6481.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$12,024,622$234,965 â–²2.0%131,2161.5%ETFCOSTCostco Wholesale$11,679,660$1,954,250 â–²20.1%12,4851.4%Consumer StaplesXLUUtilities Select Sector SPDR Fund$11,640,868$5,827,462 â–²100.2%256,7461.4%ETFLINDE PLC$11,114,421$889,444 â–¼-7.4%21,4181.3%SHSVNQVanguard Real Estate ETF$11,092,243$6,477,298 â–¼-36.9%115,0291.3%ETFBXBlackstone$10,520,301$1,969,328 â–²23.0%89,4051.3%FinancePGProcter & Gamble$10,426,606$65,842 â–¼-0.6%71,1031.3%Consumer StaplesBABoeing$9,996,152$11,040 â–²0.1%46,1781.2%IndustrialsEMREmerson Electric$9,993,316$9,993,316 â–²New Holding69,8101.2%IndustrialsORLYO'Reilly Automotive$9,969,848$280,322 â–²2.9%108,2621.2%Consumer DiscretionaryIBMInternational Business Machines$9,895,018$358,827 â–²3.8%35,1871.2%TechnologyCRMSalesforce$9,617,729$174,520 â–¼-1.8%61,3921.2%TechnologyABBVAbbVie$9,314,611$1,352,300 â–¼-12.7%37,0161.1%HealthcarePEPPepsiCo$9,217,062$75,011 â–¼-0.8%68,0731.1%Consumer StaplesNFLXNetflix$9,112,425$4,479,208 â–²96.7%127,6251.1%Communication ServicesBSXBoston Scientific$8,946,368$3,969,624 â–²79.8%209,6151.1%HealthcareUBERUber Technologies$8,784,037$871,332 â–¼-9.0%121,7301.1%IndustrialsAXPAmerican Express$8,186,726$2,896,795 â–¼-26.1%24,2031.0%FinanceIXCiShares Global Energy ETF$7,745,093$1,076,732 â–¼-12.2%157,6450.9%ETFDHRDanaher$7,622,560$2,519,647 â–¼-24.8%40,0180.9%HealthcareCRWDCrowdStrike$7,471,904$7,471,904 â–²New Holding9,7910.9%TechnologySCHDSchwab US Dividend Equity ETF$6,713,022$6,713,022 â–²New Holding211,7000.8%ETFQQQInvesco QQQ$6,591,236$1,640,629 â–¼-19.9%8,9510.8%ETFDUKDuke Energy$6,114,141$3,486,743 â–¼-36.3%48,3030.7%UtilitiesWMWaste Management$4,903,197$1,393,909 â–¼-22.1%21,9990.6%IndustrialsXOMExxonMobil$4,737,792$63,439 â–¼-1.3%34,6530.6%EnergyETNEaton$4,267,592$4,267,592 â–²New Holding10,0150.5%IndustrialsEA SERIES TRUST$3,757,708$975,753 â–²35.1%126,4080.5%COASTAL COMPASSMLIMueller Industries$3,569,536$3,569,536 â–²New Holding29,0370.4%IndustrialsGLTRabrdn Physical Precious Metals Basket Shares ETF$2,735,546$641,090 â–²30.6%15,1010.3%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$2,390,938$103,419 â–¼-4.1%32,4590.3%ETFARKQARK Autonomous Technology & Robotics ETF$1,932,395$810,112 â–¼-29.5%14,6150.2%ETFBLOKAmplify Transformational Data Sharing ETF$1,857,625$1,378 â–¼-0.1%29,6600.2%ETFVAWVanguard Materials ETF$1,695,366$20,363 â–¼-1.2%7,4100.2%ETFVOTVanguard Mid-Cap Growth ETF$1,684,344$1,684,344 â–²New Holding5,4990.2%ETFMOOVanEck Agribusiness ETF$1,666,180$13,305 â–¼-0.8%21,0380.2%ETFAMPLIFY ETF TR$1,322,643$134,520 â–²11.3%12,6050.2%AMPLIFY CYBERSECTSLATesla$1,223,105$36,172 â–²3.0%2,9080.1%Consumer DiscretionaryAPHAmphenol$1,203,737$164,154 â–¼-12.0%6,8270.1%TechnologyVUGVanguard Growth ETF$1,170,387$968,819 â–²480.6%13,5870.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,143,686$1,143,686 â–²New Holding6,4040.1%ETFEPIWisdomTree India Earnings Fund$1,127,279$42,865 â–²4.0%26,3510.1%ETFTSMTaiwan Semiconductor Manufacturing$828,106$191,983 â–¼-18.8%1,7340.1%TechnologyPALANTIR TECHNOLOGIES INC$801,640$801,640 â–²New Holding6,8710.1%CL ASPOTSpotify Technology$760,319$760,319 â–²New Holding1,6560.1%Communication ServicesSPMOInvesco S&P 500 Momentum ETF$727,415$88,362 â–²13.8%4,5030.1%ETFIVViShares Core S&P 500 ETF$659,251$305,653 â–²86.4%8800.1%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$651,404$3,084 â–²0.5%7,6040.1%ETFVIGVanguard Dividend Appreciation ETF$642,168$78,082 â–¼-10.8%2,7140.1%ETFNOBLProShares S&P 500 Aristocrats ETF$631,466$306,860 â–²94.5%11,2440.1%ETFACNAccenture$610,0050.0%4,9020.1%TechnologyCGGRCapital Group Growth ETF$591,558$79,910 â–²15.6%12,5330.1%ETFDFNLDavis Select Financial ETF$549,186$84,217 â–²18.1%11,1250.1%ETFDGROiShares Core Dividend Growth ETF$541,635$98,899 â–²22.3%7,1470.1%ETFCOFCapital One Financial$538,865$86,668 â–²19.2%2,6860.1%FinanceKEYSKeysight Technologies$530,006$111,672 â–¼-17.4%1,5140.1%TechnologyFDCFFidelity Disruptive Communications ETF$489,048$71,741 â–²17.2%9,7890.1%ETFPFFiShares Preferred and Income Securities ETF$484,730$6,160,108 â–¼-92.7%15,8980.1%ETFWALMART INC$473,283$17,667 â–¼-3.6%4,1790.1%COMMCDMcDonald's$458,107$6,216 â–²1.4%1,6950.1%Consumer DiscretionaryGOOGAlphabet$457,209$457,209 â–²New Holding1,2940.1%Communication ServicesANGLVanEck Fallen Angel High Yield Bond ETF$405,208$15,659,105 â–¼-97.5%13,8580.0%ETFVYMVanguard High Dividend Yield ETF$369,439$58,150 â–²18.7%2,3380.0%ETFCGDVCapital Group Dividend Value ETF$355,112$52,040 â–²17.2%7,2060.0%ETFKOCocaCola$346,254$11,945 â–²3.6%4,2610.0%Consumer StaplesVTIVanguard Total Stock Market ETF$329,749$205,399 â–¼-38.4%8910.0%ETFARK ETF TR$322,876$1,545,683 â–¼-82.7%3,9950.0%INNOVATION ETFVGTVanguard Information Technology ETF$297,366$254,100 â–²587.3%2,4880.0%ETFBRK.BBerkshire Hathaway$295,730$60,547 â–²25.7%5910.0%FinanceFIDELITY COVINGTON TRUST$273,554$545 â–²0.2%6,5270.0%ENHANCED LARGEDISWalt Disney$273,024$1,732 â–¼-0.6%2,8370.0%Communication ServicesTFCTruist Financial$270,576$2,890 â–²1.1%5,4310.0%FinanceVOVanguard Mid-Cap ETF$266,526$199,895 â–²300.0%3,3080.0%ETFMARMarriott International$264,1800.0%7130.0%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$231,860$231,860 â–²New Holding1,6860.0%ETFCINFCincinnati Financial$231,425$231,425 â–²New Holding1,2500.0%FinanceShowing largest 100 holdings. 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