Strategic Wealth Investment Group, LLC
95 holdingsFiling period: 2026-03-31Current AUM: $848.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | 2.21M | $63.5M | $62.2M | 7.33% | +16.5K | 2026-03-31 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 479.0K | $39.6M | $38.9M | 4.59% | +5.9K | 2026-03-31 |
| 3 | BCUS | EXCHANGE LISTED FDS TR | 1.13M | $36.2M | $40.4M | 4.76% | +15.5K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 145.8K | $30.4M | $39.6M | 4.66% | +3.6K | 2026-03-31 |
| 5 | SPTL | SPDR SERIES TRUST | 1.11M | $29.2M | $27.9M | 3.28% | +6.9K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 100.4K | $25.5M | $31.0M | 3.65% | -866 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 64.4K | $23.8M | $29.9M | 3.53% | +6.2K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 34.8K | $22.6M | $26.0M | 3.06% | -371 | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 70.5K | $21.8M | $27.4M | 3.23% | +96 | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 70.8K | $20.8M | $24.9M | 2.93% | +550 | 2026-03-31 |
| 11 | GLD | SPDR GOLD TR | 48.2K | $20.7M | $17.9M | 2.11% | -1,653 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 118.1K | $20.6M | $23.7M | 2.79% | -650 | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 33.3K | $19.1M | $18.6M | 2.19% | +1.9K | 2026-03-31 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 36.2K | $17.8M | $20.8M | 2.45% | +1.4K | 2026-03-31 |
| 15 | VNQ | VANGUARD INDEX FDS | 182.2K | $16.2M | $18.0M | 2.12% | +4.5K | 2026-03-31 |
| 16 | HUBB | HUBBELL INC | 32.3K | $15.9M | $15.3M | 1.80% | -492 | 2026-03-31 |
| 17 | ANGL | VANECK ETF TRUST | 549.4K | $15.8M | $15.9M | 1.87% | +21.2K | 2026-03-31 |
| 18 | GS | GOLDMAN SACHS GROUP INC | 17.3K | $14.6M | $17.6M | 2.08% | -85 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 50.3K | $14.5M | $17.9M | 2.11% | -1,857 | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 58.3K | $14.3M | $15.0M | 1.76% | -1,971 | 2026-03-31 |
| 21 | BCIL | EXCHANGE LISTED FDS TR | 514.5K | $13.5M | $14.7M | 1.73% | +51.6K | 2026-03-31 |
| 22 | V | VISA INC | 40.5K | $12.2M | $14.8M | 1.75% | +1.1K | 2026-03-31 |
| 23 | VYMI | VANGUARD WHITEHALL FDS | 129.0K | $12.2M | $13.4M | 1.57% | -1,310 | 2026-03-31 |
| 24 | BIL | SPDR SERIES TRUST | 128.7K | $11.8M | $11.8M | 1.39% | -19,809 | 2026-03-31 |
| 25 | CRM | SALESFORCE INC | 62.5K | $11.7M | $11.5M | 1.36% | +5.4K | 2026-03-31 |
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