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Strategic Wealth Advisors Group, LLC Buys Cloudflare Inc, First Trust Low Duration Mortgage Opportunities ET, MongoDB Inc, Sells Amazon.com Inc, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF, ARK Fintech Innovation ETF

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Nov 17, 2021
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Investment company Strategic Wealth Advisors Group, LLC (Current Portfolio) buys Cloudflare Inc, First Trust Low Duration Mortgage Opportunities ET, MongoDB Inc, SPDR Blackstone Senior Loan ETF, SPDR Portfolio Short Term Corporate Bond ETF, sells Amazon.com Inc, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF, ARK Fintech Innovation ETF, Boeing Co, iShares PHLX SOX Semiconductor Sector Index Fund during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Strategic Wealth Advisors Group, LLC. As of 2021Q3, Strategic Wealth Advisors Group, LLC owns 463 stocks with a total value of $2 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Strategic Wealth Advisors Group, LLC
  1. Apple Inc (AAPL) - 810,799 shares, 5.59% of the total portfolio. Shares added by 0.64%
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 225,071 shares, 3.94% of the total portfolio. Shares reduced by 10.89%
  3. S&P 500 ETF TRUST ETF (SPY) - 166,590 shares, 3.49% of the total portfolio. Shares reduced by 4.52%
  4. ARK Innovation ETF (ARKK) - 430,626 shares, 2.33% of the total portfolio. Shares reduced by 8.3%
  5. Microsoft Corp (MSFT) - 157,891 shares, 2.17% of the total portfolio. Shares reduced by 3.74%
New Purchase: Cloudflare Inc (NET)

Strategic Wealth Advisors Group, LLC initiated holding in Cloudflare Inc. The purchase prices were between $102.66 and $136.97, with an estimated average price of $119.44. The stock is now traded at around $211.225000. The impact to a portfolio due to this purchase was 0.36%. The holding were 65,034 shares as of 2021-09-30.

New Purchase: MongoDB Inc (MDB)

Strategic Wealth Advisors Group, LLC initiated holding in MongoDB Inc. The purchase prices were between $332.7 and $514.06, with an estimated average price of $403.75. The stock is now traded at around $570.449900. The impact to a portfolio due to this purchase was 0.31%. The holding were 13,518 shares as of 2021-09-30.

New Purchase: SPDR Blackstone Senior Loan ETF (SRLN)

Strategic Wealth Advisors Group, LLC initiated holding in SPDR Blackstone Senior Loan ETF. The purchase prices were between $45.12 and $45.77, with an estimated average price of $45.39. The stock is now traded at around $45.845000. The impact to a portfolio due to this purchase was 0.29%. The holding were 130,233 shares as of 2021-09-30.

New Purchase: Moderna Inc (MRNA)

Strategic Wealth Advisors Group, LLC initiated holding in Moderna Inc. The purchase prices were between $221.9 and $484.47, with an estimated average price of $367.49. The stock is now traded at around $246.740000. The impact to a portfolio due to this purchase was 0.24%. The holding were 12,590 shares as of 2021-09-30.

New Purchase: Invesco S&P 500 Downside Hedged ETF (PHDG)

Strategic Wealth Advisors Group, LLC initiated holding in Invesco S&P 500 Downside Hedged ETF. The purchase prices were between $35.35 and $37.03, with an estimated average price of $36.24. The stock is now traded at around $37.488700. The impact to a portfolio due to this purchase was 0.18%. The holding were 101,387 shares as of 2021-09-30.

New Purchase: iShares Global Tech ETF (IXN)

Strategic Wealth Advisors Group, LLC initiated holding in iShares Global Tech ETF. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $62.929100. The impact to a portfolio due to this purchase was 0.16%. The holding were 43,146 shares as of 2021-09-30.

Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Strategic Wealth Advisors Group, LLC added to a holding in First Trust Low Duration Mortgage Opportunities ET by 80.77%. The purchase prices were between $50.44 and $50.64, with an estimated average price of $50.54. The stock is now traded at around $50.250000. The impact to a portfolio due to this purchase was 0.34%. The holding were 312,212 shares as of 2021-09-30.

Added: SPDR Portfolio Short Term Corporate Bond ETF (SPSB)

Strategic Wealth Advisors Group, LLC added to a holding in SPDR Portfolio Short Term Corporate Bond ETF by 192.70%. The purchase prices were between $31.16 and $31.24, with an estimated average price of $31.2. The stock is now traded at around $31.060000. The impact to a portfolio due to this purchase was 0.24%. The holding were 245,333 shares as of 2021-09-30.

Added: SPDR Portfolio TIPS ETF (SPIP)

Strategic Wealth Advisors Group, LLC added to a holding in SPDR Portfolio TIPS ETF by 75.29%. The purchase prices were between $30.43 and $31.4, with an estimated average price of $31.04. The stock is now traded at around $31.725000. The impact to a portfolio due to this purchase was 0.22%. The holding were 334,847 shares as of 2021-09-30.

Added: JPMorgan Ultra-Short Income ETF (JPST)

Strategic Wealth Advisors Group, LLC added to a holding in JPMorgan Ultra-Short Income ETF by 121.00%. The purchase prices were between $50.6 and $50.67, with an estimated average price of $50.64. The stock is now traded at around $50.590000. The impact to a portfolio due to this purchase was 0.21%. The holding were 153,010 shares as of 2021-09-30.

Added: Snap Inc (SNAP)

Strategic Wealth Advisors Group, LLC added to a holding in Snap Inc by 382.66%. The purchase prices were between $59.31 and $83.11, with an estimated average price of $72.23. The stock is now traded at around $54.550000. The impact to a portfolio due to this purchase was 0.17%. The holding were 63,147 shares as of 2021-09-30.

Added: Invesco NASDAQ 100 ETF (QQQM)

Strategic Wealth Advisors Group, LLC added to a holding in Invesco NASDAQ 100 ETF by 36.27%. The purchase prices were between $145.57 and $156.87, with an estimated average price of $151.21. The stock is now traded at around $163.644300. The impact to a portfolio due to this purchase was 0.15%. The holding were 80,779 shares as of 2021-09-30.

Sold Out: Amazon.com Inc (AMZN)

Strategic Wealth Advisors Group, LLC sold out a holding in Amazon.com Inc. The sale prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22.

Sold Out: Boeing Co (BA)

Strategic Wealth Advisors Group, LLC sold out a holding in Boeing Co. The sale prices were between $206.99 and $239.73, with an estimated average price of $223.15.

Sold Out: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Strategic Wealth Advisors Group, LLC sold out a holding in iShares PHLX SOX Semiconductor Sector Index Fund. The sale prices were between $425.28 and $475.44, with an estimated average price of $454.95.

Sold Out: DocuSign Inc (DOCU)

Strategic Wealth Advisors Group, LLC sold out a holding in DocuSign Inc. The sale prices were between $256.89 and $310.05, with an estimated average price of $288.31.

Sold Out: Invesco California AMT-Free Municipal Bond ETF (PWZ)

Strategic Wealth Advisors Group, LLC sold out a holding in Invesco California AMT-Free Municipal Bond ETF. The sale prices were between $27.7 and $28.24, with an estimated average price of $28.03.

Sold Out: FS KKR Capital Corp (FSK)

Strategic Wealth Advisors Group, LLC sold out a holding in FS KKR Capital Corp. The sale prices were between $20.66 and $23.37, with an estimated average price of $22.07.



Here is the complete portfolio of Strategic Wealth Advisors Group, LLC. Also check out:

1. Strategic Wealth Advisors Group, LLC's Undervalued Stocks
2. Strategic Wealth Advisors Group, LLC's Top Growth Companies, and
3. Strategic Wealth Advisors Group, LLC's High Yield stocks
4. Stocks that Strategic Wealth Advisors Group, LLC keeps buying

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