Strategic Wealth Investment Group, LLC Buys SPDR Portfolio Long Term Treasury ETF, S&P 500 ETF TRUST ETF, Amazon.com Inc, Sells Alibaba Group Holding, 3M Co, Union Pacific Corp

Investment company Strategic Wealth Investment Group, LLC (Current Portfolio) buys SPDR Portfolio Long Term Treasury ETF, S&P 500 ETF TRUST ETF, Amazon.com Inc, Vanguard Long-Term Bond ETF, Boeing Co, sells Alibaba Group Holding, 3M Co, Union Pacific Corp, Anthem Inc, Duke Energy Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Strategic Wealth Investment Group, LLC. As of 2021Q3, Strategic Wealth Investment Group, LLC owns 90 stocks with a total value of $335 million. These are the details of the buys and sells.

For the details of Strategic Wealth Investment Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+wealth+investment+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Strategic Wealth Investment Group, LLC
  1. SPDR Portfolio Long Term Treasury ETF (SPTL) - 1,198,920 shares, 14.79% of the total portfolio. Shares added by 31.87%
  2. Vanguard Short-Term Government Bond ETF (VGSH) - 561,902 shares, 10.31% of the total portfolio. Shares reduced by 4.07%
  3. ProShares S&P 500 Dividend Aristocrats ETF (NOBL) - 250,765 shares, 6.64% of the total portfolio. Shares added by 16.30%
  4. S&P 500 ETF TRUST ETF (SPY) - 37,287 shares, 4.79% of the total portfolio. Shares added by 22.31%
  5. Apple Inc (AAPL) - 101,501 shares, 4.30% of the total portfolio. Shares added by 15.16%
New Purchase: Waste Management Inc (WM)

Strategic Wealth Investment Group, LLC initiated holding in Waste Management Inc. The purchase prices were between $141.17 and $155.85, with an estimated average price of $149.62. The stock is now traded at around $163.000000. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,913 shares as of 2021-09-30.

New Purchase: United Bankshares Inc (UBSI)

Strategic Wealth Investment Group, LLC initiated holding in United Bankshares Inc. The purchase prices were between $32.14 and $36.86, with an estimated average price of $35. The stock is now traded at around $38.630000. The impact to a portfolio due to this purchase was 0.16%. The holding were 14,491 shares as of 2021-09-30.

New Purchase: Global X U.S. Preferred ETF (PFFD)

Strategic Wealth Investment Group, LLC initiated holding in Global X U.S. Preferred ETF. The purchase prices were between $25.36 and $25.9, with an estimated average price of $25.66. The stock is now traded at around $25.570000. The impact to a portfolio due to this purchase was 0.07%. The holding were 9,291 shares as of 2021-09-30.

New Purchase: Vanguard Growth ETF (VUG)

Strategic Wealth Investment Group, LLC initiated holding in Vanguard Growth ETF. The purchase prices were between $286.19 and $308.66, with an estimated average price of $298.29. The stock is now traded at around $319.620000. The impact to a portfolio due to this purchase was 0.06%. The holding were 699 shares as of 2021-09-30.

New Purchase: The Home Depot Inc (HD)

Strategic Wealth Investment Group, LLC initiated holding in The Home Depot Inc. The purchase prices were between $317.05 and $341.41, with an estimated average price of $328.29. The stock is now traded at around $371.080000. The impact to a portfolio due to this purchase was 0.06%. The holding were 640 shares as of 2021-09-30.

New Purchase: Palisade Bio Inc (PALI)

Strategic Wealth Investment Group, LLC initiated holding in Palisade Bio Inc. The purchase prices were between $2.35 and $3.93, with an estimated average price of $2.95. The stock is now traded at around $2.690000. The impact to a portfolio due to this purchase was 0.04%. The holding were 53,129 shares as of 2021-09-30.

Added: SPDR Portfolio Long Term Treasury ETF (SPTL)

Strategic Wealth Investment Group, LLC added to a holding in SPDR Portfolio Long Term Treasury ETF by 31.87%. The purchase prices were between $41 and $43.15, with an estimated average price of $42.27. The stock is now traded at around $41.450000. The impact to a portfolio due to this purchase was 3.57%. The holding were 1,198,920 shares as of 2021-09-30.

Added: S&P 500 ETF TRUST ETF (SPY)

Strategic Wealth Investment Group, LLC added to a holding in S&P 500 ETF TRUST ETF by 22.31%. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $467.430000. The impact to a portfolio due to this purchase was 0.87%. The holding were 37,287 shares as of 2021-09-30.

Added: Amazon.com Inc (AMZN)

Strategic Wealth Investment Group, LLC added to a holding in Amazon.com Inc by 25.88%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3545.680000. The impact to a portfolio due to this purchase was 0.8%. The holding were 3,964 shares as of 2021-09-30.

Added: Vanguard Long-Term Bond ETF (BLV)

Strategic Wealth Investment Group, LLC added to a holding in Vanguard Long-Term Bond ETF by 527.10%. The purchase prices were between $101.85 and $106.16, with an estimated average price of $104.22. The stock is now traded at around $102.260000. The impact to a portfolio due to this purchase was 0.64%. The holding were 24,733 shares as of 2021-09-30.

Added: Boeing Co (BA)

Strategic Wealth Investment Group, LLC added to a holding in Boeing Co by 77.02%. The purchase prices were between $206.99 and $239.73, with an estimated average price of $223.15. The stock is now traded at around $233.090000. The impact to a portfolio due to this purchase was 0.54%. The holding were 19,219 shares as of 2021-09-30.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Strategic Wealth Investment Group, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 23.48%. The purchase prices were between $354.18 and $381.69, with an estimated average price of $367.93. The stock is now traded at around $394.610000. The impact to a portfolio due to this purchase was 0.41%. The holding were 20,322 shares as of 2021-09-30.

Sold Out: Alibaba Group Holding Ltd (BABA)

Strategic Wealth Investment Group, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: 3M Co (MMM)

Strategic Wealth Investment Group, LLC sold out a holding in 3M Co. The sale prices were between $175.42 and $202.83, with an estimated average price of $193.88.

Sold Out: Anthem Inc (ANTM)

Strategic Wealth Investment Group, LLC sold out a holding in Anthem Inc. The sale prices were between $357.51 and $398.13, with an estimated average price of $380.13.

Sold Out: Union Pacific Corp (UNP)

Strategic Wealth Investment Group, LLC sold out a holding in Union Pacific Corp. The sale prices were between $196.01 and $228.35, with an estimated average price of $216.07.

Sold Out: Annaly Capital Management Inc (NLY)

Strategic Wealth Investment Group, LLC sold out a holding in Annaly Capital Management Inc. The sale prices were between $8.28 and $8.93, with an estimated average price of $8.61.



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