Strategic Wealth Investment Group, LLC Top Holdings and 13F Report (2024) → Better than Bitcoin? The Biotech Stock with 46,751% Potential (From Behind the Markets) (Ad) About Strategic Wealth Investment Group, LLCInvestment ActivityStrategic Wealth Investment Group, LLC has $665.33 million in total holdings as of December 31, 2023.Strategic Wealth Investment Group, LLC owns shares of 130 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 8.25% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Strategic Wealth Investment Group, LLC has purchased 102 new stocks and bought additional shares in 73 stocks.Strategic Wealth Investment Group, LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings ProShares S&P 500 Aristocrats ETF $43,933,776Amazon.com $37,376,328SPDR S&P 500 ETF Trust $36,789,632Apple $35,575,829SPDR Portfolio Long Term Treasury ETF $28,824,054 Largest New Holdings this Quarter VIVOS THERAPEUTICS INC $1,602,135 HoldingEXCHANGE LISTED FDS TR $1,198,876 HoldingPepsiCo $637,442 HoldingUnitedHealth Group $615,599 HoldingLINDE PLC $575,403 Holding Largest Purchases this Quarter Apple 17,459 shares (about $3.36M)Amazon.com 15,429 shares (about $2.34M)SPDR Portfolio Long Term Treasury ETF 73,891 shares (about $2.14M)Microsoft 4,336 shares (about $1.63M)VIVOS THERAPEUTICS INC 128,789 shares (about $1.60M) Largest Sales this Quarter Eli Lilly and Company 1,927 shares (about $1.12M)PayPal 16,639 shares (about $1.02M)SPDR Dow Jones Industrial Average ETF Trust 1,620 shares (about $610.53K)Invesco QQQ 1,107 shares (about $453.34K)Lockheed Martin 921 shares (about $417.43K) 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 PortfolioSectorNOBLProShares S&P 500 Aristocrats ETF$43,933,776$1,543,383 ▲3.6%461,4896.6%ETFAMZNAmazon.com$37,376,328$2,344,282 ▲6.7%245,9945.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$36,789,632$1,272,886 ▲3.6%77,4015.5%FinanceAAPLApple$35,575,829$3,361,376 ▲10.4%184,7815.3%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$28,824,054$2,144,317 ▲8.0%993,2484.3%ETFVTIVanguard Total Stock Market ETF$27,028,782$986,358 ▲3.8%113,9404.1%ETFVGSHVanguard Short-Term Treasury Index ETF$21,092,679$962,563 ▲4.8%361,6093.2%ETFPFFiShares Preferred and Income Securities ETF$20,762,526$746,345 ▲3.7%665,6793.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$19,925,062$1,129,153 ▲6.0%202,1003.0%ETFGLDSPDR Gold Shares$16,961,941$773,856 ▲4.8%88,7272.5%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$16,084,808$610,529 ▼-3.7%42,6802.4%FinanceMETAMeta Platforms$15,855,992$1,067,543 ▲7.2%44,7962.4%Computer and TechnologyCRMSalesforce$15,188,572$1,443,599 ▲10.5%57,7202.3%Computer and TechnologyKOCoca-Cola$14,724,166$1,194,568 ▲8.8%249,8592.2%Consumer StaplesMSFTMicrosoft$13,915,879$1,630,526 ▲13.3%37,0062.1%Computer and TechnologyJPMJPMorgan Chase & Co.$13,171,927$1,006,316 ▲8.3%77,4362.0%FinanceCOSTCostco Wholesale$12,155,719$1,304,944 ▲12.0%18,4161.8%Consumer DefensiveVVisa$11,728,085$1,585,805 ▲15.6%45,0471.8%Business ServicesAXPAmerican Express$11,488,373$1,186,043 ▲11.5%61,3241.7%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$11,376,153$658,920 ▲6.1%63,6211.7%FinanceQQQInvesco QQQ$11,300,042$453,345 ▼-3.9%27,5931.7%FinancePGProcter & Gamble$10,671,657$1,565,051 ▲17.2%72,8241.6%Consumer StaplesDISWalt Disney$10,150,995$144,825 ▼-1.4%112,4271.5%Consumer DiscretionaryKHCKraft Heinz$9,791,637$1,235,945 ▲14.4%264,7821.5%Consumer StaplesTIPiShares TIPS Bond ETF$9,780,073$581,040 ▲6.3%90,8761.5%ETFUBERUber Technologies$9,433,879$305,141 ▲3.3%153,2221.4%Computer and TechnologyBABoeing$9,230,641$828,628 ▲9.9%35,4131.4%AerospaceTSNTyson Foods$8,719,542$899,076 ▲11.5%162,2241.3%Consumer StaplesLYFTLyft$7,473,205$223,936 ▲3.1%498,5461.1%Computer and TechnologyNVDANVIDIA$7,215,099$365,980 ▲5.3%14,5691.1%Computer and TechnologyVAWVanguard Materials ETF$6,907,264$340,748 ▲5.2%36,3661.0%ETFCSCOCisco Systems$6,707,949$324,035 ▲5.1%132,7781.0%Computer and TechnologyABRArbor Realty Trust$6,690,890$308,868 ▲4.8%440,7701.0%FinanceADBEAdobe$6,581,095$482,649 ▲7.9%11,0311.0%Computer and TechnologyIBMInternational Business Machines$6,464,216$931,100 ▲16.8%39,5241.0%Computer and TechnologyMOOVanEck Agribusiness ETF$6,040,136$481,989 ▲8.7%79,2880.9%ETFVNQVanguard Real Estate ETF$5,800,030$564,973 ▲10.8%65,6410.9%ETFGOOGLAlphabet$5,786,938$91,497 ▲1.6%41,4270.9%Computer and TechnologyPGFInvesco Financial Preferred ETF$5,755,218$104,699 ▲1.9%394,7340.9%ManufacturingWMWaste Management$5,669,825$306,085 ▲5.7%31,6570.9%Business ServicesSTWDStarwood Property Trust$5,590,626$21,630 ▲0.4%265,9670.8%FinanceGSThe Goldman Sachs Group$5,585,308$862,602 ▲18.3%14,4780.8%FinanceJNJJohnson & Johnson$5,484,177$836,208 ▲18.0%34,9890.8%MedicalDDDuPont de Nemours$5,206,385$264,100 ▲5.3%67,6770.8%Basic MaterialsVZVerizon Communications$5,171,605$138,510 ▲2.8%137,1780.8%Computer and TechnologyTAT&T$4,744,745$339,661 ▲7.7%282,7620.7%Computer and TechnologyEPIWisdomTree India Earnings Fund$3,931,469$170,028 ▼-4.1%95,8890.6%FinanceGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$3,308,213$167,204 ▲5.3%36,3460.5%ETFNFLXNetflix$2,622,823$334,487 ▲14.6%5,3870.4%Consumer DiscretionaryCOINCoinbase Global$2,135,216$192,182 ▼-8.3%12,2770.3%Financial ServicesXTiShares Exponential Technologies ETF$1,965,206$120,756 ▼-5.8%32,8250.3%ManufacturingARKGARK Genomic Revolution ETF$1,714,124$13,616 ▼-0.8%52,2440.3%ETFVIVOS THERAPEUTICS INC$1,602,135$1,602,135 ▲New Holding128,7890.2%COM NEWVGTVanguard Information Technology ETF$1,601,486$64,853 ▲4.2%3,3090.2%ETFXBISPDR S&P Biotech ETF$1,593,731$67,146 ▼-4.0%17,8490.2%ETFBLOKAmplify Transformational Data Sharing ETF$1,256,992$6,985 ▲0.6%42,1100.2%ETFEXCHANGE LISTED FDS TR$1,198,876$1,198,876 ▲New Holding47,6300.2%BANCREEK US LARGBRK.BBerkshire Hathaway$949,072$111,278 ▲13.3%2,6610.1%FinanceTSLATesla$924,594$329,236 ▲55.3%3,7210.1%Auto/Tires/TrucksDUKDuke Energy$917,743$423,499 ▲85.7%9,4570.1%UtilitiesABBVAbbVie$789,808$282,329 ▲55.6%5,0970.1%MedicalMCDMcDonald's$750,320$93,975 ▲14.3%2,5310.1%Retail/WholesaleMRKMerck & Co., Inc.$695,478$66,833 ▲10.6%6,3790.1%MedicalTANInvesco Solar ETF$673,795$61,511 ▲10.0%12,6300.1%ETFLMTLockheed Martin$672,608$417,434 ▼-38.3%1,4840.1%AerospaceBALLBall$659,4090.0%11,4640.1%Industrial ProductsSPCEVirgin Galactic$658,097$57,257 ▲9.5%268,6110.1%AerospaceHPQHP$641,5190.0%21,3200.1%Computer and TechnologyPEPPepsiCo$637,442$637,442 ▲New Holding3,7530.1%Consumer StaplesUNHUnitedHealth Group$615,599$615,599 ▲New Holding1,1690.1%MedicalREMXVanEck Rare Earth/Strategic Metals ETF$611,105$308 ▲0.1%9,9290.1%ETFKEYSKeysight Technologies$584,4970.0%3,6740.1%Computer and TechnologyWMTWalmart$578,554$155,279 ▲36.7%3,6700.1%Retail/WholesaleLINDE PLC$575,403$575,403 ▲New Holding1,4010.1%SHSLLYEli Lilly and Company$572,627$1,123,678 ▼-66.2%9820.1%MedicalMDLZMondelez International$562,129$562,129 ▲New Holding7,7610.1%Consumer StaplesIVViShares Core S&P 500 ETF$556,960$315,260 ▼-36.1%1,1660.1%ETFVOOVanguard S&P 500 ETF$538,138$538,138 ▲New Holding1,2320.1%ETFMDTMedtronic$533,987$1,318 ▲0.2%6,4820.1%MedicalDHRDanaher$521,440$521,440 ▲New Holding2,2540.1%Multi-Sector ConglomeratesMMCMarsh & McLennan Companies$519,527$519,527 ▲New Holding2,7420.1%FinanceTMOThermo Fisher Scientific$502,658$502,658 ▲New Holding9470.1%MedicalVYMIVanguard International High Dividend Yield ETF$495,085$495,085 ▲New Holding7,4460.1%ETFANGLVanEck Fallen Angel High Yield Bond ETF$480,712$480,712 ▲New Holding16,7030.1%ManufacturingXOMExxon Mobil$465,629$215,567 ▲86.2%4,6570.1%Oils/EnergyHDHome Depot$464,374$70,696 ▲18.0%1,3400.1%Retail/WholesaleWTFCWintrust Financial$464,0280.0%5,0030.1%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$451,348$451,348 ▲New Holding5,5530.1%ETFICVTiShares Convertible Bond ETF$440,497$440,497 ▲New Holding5,6050.1%ETFFDNFirst Trust Dow Jones Internet Index Fund$413,581$29,661 ▲7.7%2,2170.1%ETFUPSUnited Parcel Service$399,668$104,241 ▼-20.7%2,5420.1%TransportationAVGOBroadcom$381,758$13,395 ▲3.6%3420.1%Computer and TechnologyCVXChevron$371,481$43,862 ▲13.4%2,4900.1%Oils/EnergyHPEHewlett Packard Enterprise$357,9720.0%21,0820.1%Computer and TechnologyABTAbbott Laboratories$356,263$3,632 ▼-1.0%3,2370.1%MedicalVICIVICI Properties$347,715$347,715 ▲New Holding10,9070.1%FinanceUBSIUnited Bankshares$339,1890.0%9,0330.1%FinanceSPABSPDR Portfolio Aggregate Bond ETF$334,399$2,487 ▼-0.7%13,0420.1%ETFAMGNAmgen$332,222$332,222 ▲New Holding1,1530.0%MedicalSPLVInvesco S&P 500 Low Volatility ETF$326,193$51,504 ▼-13.6%5,2060.0%ETFShowing largest 100 holdings. 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