SW

Strategic Wealth Investment Group, LLC

13F
Strategic Wealth Investment Group, LLC
Last update 2025-04-14 47 Stocks (3 new)
Value $57.00 Mil Turnover 3 %
Countries:
Top Holdings: BIL(19.93%)AAPL(3.84%)SPTL(3.81%)AMZN(3.55%)MSFT(3.46%)
Summary Stock Picks Current Portfolio
Strategic Wealth Investment Gr... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
124,855
11,452.9
-57.47%
19.930
-0.57%
0.030
+1.05%
+2.34%
41,778.1
 
AAPL
Apple Inc
9,922
2,203.9
-96.91%
3.840
-3.73%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
80,228
2,187.0
-96.26%
3.810
-1.99%
0.020
-0.04%
+1.27%
11,173.1
 
AMZN
Amazon.com Inc
10,729
2,041.3
-99.60%
3.550
-4.14%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
MSFT
Microsoft Corp
5,304
1,990.9
-92.92%
3.460
-1.06%
0.000
+35.37%
+20.48%
3,759,901.0
Software
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
65,969
1,885.4
-94.75%
3.280
-1.21%
0.020
+1.27%
+4.34%
8,764.6
 
META
Meta Platforms Inc
2,837
1,635.3
-93.91%
2.850
-0.93%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
NVDA
NVIDIA Corp
14,021
1,519.6
-93.08%
2.640
-0.96%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
BCUS
Trust Bancreek U.S. Large Cap ETF
51,350
1,506.6
-96.01%
2.620
-1.38%
1.420
+12.53%
+6.18%
87.4
 
JPM
JPMorgan Chase & Co
6,013
1,475.0
-95.45%
2.570
-0.92%
0.000
+23.79%
+25.81%
815,993.3
Banks

Strategic Wealth Investment Group, LLC's Historical Top Holdings Breakdowns

Strategic Wealth Investment Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-4.14%
●
190.26 ($217) 242.06
$228.29
5.20%
Reduce -99.6%
10,729
-2,651,192
ABT
Abbott Laboratories
2025-03-31
Sold Out
Sold Out
-4.12%
●
111.1 ($127.27) 140.22
$125.83
-1.13%
Sold Out
0
-4,269,780
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-3.73%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Reduce -96.91%
9,922
-310,902
ABBV
AbbVie Inc
2025-03-31
Reduce
Reduce
-3.62%
●
169.2 ($194.4) 216.66
$190.55
-1.98%
Reduce -99.46%
2,194
-407,793
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-3.59%
●
154.33 ($181.36) 206.38
$190.23
4.89%
Reduce -99.72%
7,582
-2,669,706
AMD
Advanced Micro Devices Inc
2025-03-31
Sold Out
Sold Out
-3.27%
●
96.63 ($111.19) 129.55
$158.65
42.68%
Sold Out
0
-405,739
GOOG
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-2.86%
●
156.06 ($183.12) 207.71
$191.51
4.58%
Sold Out
0
-133,938
AXP
American Express Co
2025-03-31
Reduce
Reduce
-2.81%
●
255.39 ($295.58) 325.87
$308.66
4.43%
Reduce -99.62%
3,207
-836,603
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-2.18%
●
167.43 ($211.65) 244.7
$283.69
34.04%
Reduce -96.84%
7,026
-215,208
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-03-31
Reduce
Reduce
-1.99%
●
25.54 ($26.65) 27.64
$25.99
-2.48%
Reduce -96.26%
80,228
-2,066,646

Strategic Wealth Investment Group, LLC Total Holding History ($B)

To

Strategic Wealth Investment Group, LLC's Asset Allocation

To

Strategic Wealth Investment Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Strategic Wealth Investment Group, LLC's Hypothetical Growth since 2025-03-31

Strategic Wealth Investment Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Strategic Wealth Investment Group, LLC's Holdings Heat Map

Size field:

Strategic Wealth Investment Group, LLC's Holdings Bubble Chart

Strategic Wealth Investment Group, LLC News

  • 1

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