Strategic Wealth Investment Group, LLC holdings history

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254 is the total number of securities Strategic Wealth Investment Group, LLC has owned. The longest Strategic Wealth Investment Group, LLC has owned a single stock is 16 quarters.

Strategic Wealth Investment Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPTL SPDR SER TR16162.61%9.36%15.47%Q4 2019Q3 202316
NOBL PROSHARES TRUST SP 500...16165.31%7.01%12.70%Q4 2019Q3 202316
AAPL APPLE INC COM16163.51%4.66%6.08%Q4 2019Q3 202316
VTI VANGUARD TOTAL STK MKT...16160.36%3.88%6.32%Q4 2019Q3 202316
PFF ISHARES TRUST PFD AND ...16162.68%3.61%6.76%Q4 2019Q3 202316
GLD SPDR GOLD TRUST GOLD S...16162.29%2.71%4.53%Q4 2019Q3 202316
DIA SPDR DOW JONES IND UT ...16162.15%2.57%3.65%Q4 2019Q3 202316
KO COCA-COLA CO COM16161.78%1.98%2.58%Q4 2019Q3 202316
PGF INVESCO EXCHANGE TRADE...16160.82%1.50%3.87%Q4 2019Q3 202316
FB META PLATFORMS INC COM...16160.98%1.43%2.27%Q4 2019Q3 202316
ABR ARBOR RLTY TR INC16160.55%1.43%2.15%Q4 2019Q3 202316
MSFT MICROSOFT CORP COM16161.11%1.39%1.87%Q4 2019Q3 202316
CRM SALESFORCE INC COM16161.03%1.38%1.92%Q4 2019Q3 202316
JPM JP MORGAN CHASE & CO COM16160.99%1.37%1.88%Q4 2019Q3 202316
VNQ VANGUARD REAL ESTATE ETF16160.72%1.20%3.18%Q4 2019Q3 202316
PG PROCTER & GAMBLE CO COM16160.79%1.20%1.94%Q4 2019Q3 202316
GOOGL ALPHABET INC COM CL A16160.77%1.15%1.53%Q4 2019Q3 202316
COST COSTCO WHSL CORP NEW16160.81%1.13%1.68%Q4 2019Q3 202316
V VISA INC COM CL A16160.72%1.08%1.62%Q4 2019Q3 202316
VZ VERIZON COMMUNICATIONS...16160.72%1.07%2.68%Q4 2019Q3 202316
AXP AMERICAN EXPRESS CO COM16160.69%1.03%1.49%Q4 2019Q3 202316
KHC KRAFT HEINZ CO COM16160.68%1.01%1.41%Q4 2019Q3 202316
TSN TYSON FOODS INC COM CL A16160.46%0.95%1.33%Q4 2019Q3 202316
IBM INTERNATIONAL BUS MACH...16160.41%0.72%2.14%Q4 2019Q3 202316
BP BP PLC16160.03%0.56%1.26%Q4 2019Q3 202316
XT ISHARES TRUST EXPONENT...16160.29%0.48%1.53%Q4 2019Q3 202316
NFLX NETFLIX INC COM16160.22%0.37%0.78%Q4 2019Q3 202316
BRKB BERKSHIRE HATHAWAY INC...16160.07%0.26%0.82%Q4 2019Q3 202316
ABBV ABBVIE INC COM16160.09%0.18%0.41%Q4 2019Q3 202316
BND VANGUARD TOTAL BND MRK...16160.04%0.16%0.49%Q4 2019Q3 202316
DUK DUKE ENERGY CORP NEW16160.04%0.16%0.47%Q4 2019Q3 202316
AMZN AMAZON COM INC COM1322.74%4.08%6.44%Q4 2019Q3 202315
T ATT INC COM1320.50%1.35%4.14%Q4 2019Q3 202315
DIS WALT DISNEY COMPANY (T...1410.23%1.33%1.74%Q4 2019Q3 202315
EPI WISDOMTREE TRUST INDIA...1410.57%1.08%1.90%Q4 2019Q3 202315
BA BOEING CO COM1410.28%1.06%1.47%Q4 2019Q3 202315
GS GOLDMAN SACHS GROUP IN...1410.34%0.53%0.75%Q4 2019Q3 202315
VGSH VANGUARD SHORT TERM TR...14143.03%6.75%14.42%Q2 2020Q3 202314
SPY SPDR SP500 ETF TRUST T...14143.76%4.86%5.79%Q2 2020Q3 202314
VAW VANGUARD WORLD FDS14140.80%1.03%1.19%Q2 2020Q3 202314
MOO VANECK VECTORS ETF TR14140.81%1.03%1.22%Q2 2020Q3 202314
STWD STARWOOD PROPERTY TRUS...14140.62%0.93%1.28%Q2 2020Q3 202314
UBER UBER TECHNOLOGIES INC COM14140.45%0.72%1.24%Q2 2020Q3 202314
LYFT LYFT INC COM CL A14140.33%0.65%0.92%Q2 2020Q3 202314
JNJ JOHNSON JOHNSON COM14140.51%0.61%0.84%Q2 2020Q3 202314
XBI SPDR SER TR14140.25%0.36%0.47%Q2 2020Q3 202314
ARKG ARK ETF TR GENOMIC REV...14140.25%0.33%0.44%Q2 2020Q3 202314
VGT VANGUARD WORLD FDS14140.16%0.27%0.38%Q2 2020Q3 202314
UPS UNITED PARCEL SERVICE ...1310.09%0.19%0.35%Q4 2019Q3 202314
TSLA TESLA INC COM1310.09%0.19%0.57%Q4 2019Q3 202314
O REALTY INCOME CORP COM14140.05%0.16%0.48%Q1 2020Q2 202314
SPCE VIRGIN GALACTIC HOLDIN...14140.08%0.15%0.26%Q2 2020Q3 202314
EKSO BIONICS HOLDINGS ...14140.01%0.03%0.11%Q2 2020Q3 202314
AGE AGEX THERAPEUTICS INC COM14140.01%0.03%0.05%Q2 2020Q3 202314
DD DUPONT DE NEMOURS INC COM1120.46%0.66%1.07%Q2 2020Q3 202313
GLTR ABRDN PRECIOUS METALS ...1120.44%0.50%0.56%Q2 2020Q3 202313
REMX VANECK VECTORS ETF TR13130.12%0.19%0.26%Q3 2020Q3 202313
TAN INVESCO EXCH TRADED FD...13130.11%0.18%0.27%Q3 2020Q3 202313
ABT ABBOTT LABS1120.06%0.11%0.20%Q2 2020Q3 202313
ASX ASE TECHNOLOGY HOLDING...1210.02%0.04%0.10%Q4 2019Q1 202313
SPG SIMON PROPERTY GROUP I...1110.03%0.10%0.32%Q4 2019Q2 202312
LCTX LINEAGE CELL THERAPEUT...12120.01%0.04%0.07%Q2 2020Q1 202312
QQQ INVESCO QQQ TRUST UNIT...921.00%1.94%2.21%Q4 2020Q3 202311
HUM HUMANA INC COM830.15%0.29%0.55%Q4 2019Q3 202211
PSK SPDR SER TR810.04%0.24%1.02%Q4 2019Q1 202311
IVV ISHARES TRUST CORE SP5...650.05%0.10%0.21%Q4 2020Q3 202311
TIP ISHARES TRUST TIPS BD ETF10100.12%1.16%1.65%Q2 2021Q3 202310
CSCO CISCO SYSTEMS INC COM10100.08%0.71%1.23%Q2 2021Q3 202310
CWB SPDR SER TR10100.08%0.38%0.73%Q2 2020Q3 202210
WTFC WINTRUST FINL CORP550.06%0.13%0.36%Q1 2021Q3 202310
ENB ENBRIDGE INC COM910.07%0.11%0.27%Q4 2019Q4 202210
BLV VANGUARD LONG TERM BON...810.08%1.35%6.32%Q4 2019Q1 20239
WM WASTE MGMT INC DEL990.22%0.62%0.87%Q3 2021Q3 20239
LLY LILLY ELI & CO540.06%0.23%0.33%Q2 2021Q3 20239
KEYS KEYSIGHT TECHNOLOGIES ...720.09%0.14%0.20%Q2 2021Q3 20239
TFC TRUIST FINL CORP410.06%0.12%0.41%Q4 2019Q4 20229
UBSI UNITED BANKSHARES INC ...990.04%0.09%0.16%Q3 2021Q3 20239
A AGILENT TECHNOLOGIES I...720.04%0.06%0.10%Q2 2021Q3 20239
UNP UNION PACIFIC CORP COM720.04%0.06%0.10%Q1 2021Q2 20239
ATHX ATHERSYS INC NEW990.01%0.03%0.06%Q2 2020Q2 20229
CWBR COHBAR INC COM990.00%0.02%0.03%Q2 2020Q2 20229
PFFD GLOBAL X FDS US PFD ETF610.05%0.14%0.25%Q4 2019Q1 20228
BSX BOSTON SCIENTIFIC CORP...880.04%0.08%0.14%Q4 2021Q3 20238
WMT WALMART INC COM880.06%0.07%0.09%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION770.06%0.50%1.09%Q1 2022Q3 20237
CCL CARNIVAL CORP UNITS430.03%0.22%0.45%Q2 2020Q2 20237
HD HOME DEPOT INC COM610.06%0.14%0.28%Q3 2021Q3 20237
PYPL PAYPAL HOLDINGS INC COM520.06%0.14%0.22%Q2 2021Q3 20237
SPLV INVESCO EXCH TRADED FD...770.06%0.13%0.20%Q1 2022Q3 20237
BLOK AMPLIFY ETF TR BLOCKCH...770.07%0.12%0.15%Q1 2022Q3 20237
SPAB SPDR SER TR770.06%0.11%0.21%Q1 2022Q3 20237
SPLG SPDR SER TR770.05%0.10%0.17%Q1 2022Q3 20237
UNH UNITEDHEALTH GROUP INC...770.05%0.07%0.10%Q4 2021Q2 20237
ANTM ELEVANCE HEALTH INC COM410.04%0.06%0.08%Q2 2021Q3 20237
STIP ISHARES TRUST 0-5 YR T...662.46%2.86%3.35%Q2 2022Q3 20236
XLY SELECT SECTOR SPDR TRU...660.88%1.31%1.75%Q2 2022Q3 20236
SCHX SCHWAB STRATEGIC TR US...660.05%0.26%1.14%Q1 2021Q2 20226
COIN COINBASE GLOBAL INC CO...660.07%0.13%0.18%Q2 2022Q3 20236
FEZ SPDR INDEX SHARES FUND...660.03%0.05%0.07%Q1 2022Q2 20236
AVGO BROADCOM INC COM420.04%0.05%0.07%Q4 2021Q3 20236
FDN FIRST TRUST EXCHANGE-T...420.05%0.05%0.06%Q4 2021Q3 20236
BLUE BIOFUELS INC COM660.00%0.00%0.00%Q1 2022Q2 20236
PHIL PHI GROUP INC COM660.00%0.00%0.00%Q1 2022Q2 20236
BIV VANGUARD BD INDEX FDS550.12%2.64%12.35%Q4 2019Q4 20205
ADBE ADOBE INC COM320.16%0.47%0.94%Q2 2022Q3 20235
LVS LAS VEGAS SANDS CORP COM320.09%0.38%0.55%Q2 2020Q1 20235
BLL BALL CORP COM210.10%0.14%0.18%Q4 2020Q3 20235
HPQ HP INCORPORATION COM550.10%0.12%0.15%Q3 2022Q3 20235
MCD MCDONALDS CORPORATION COM410.05%0.08%0.11%Q4 2021Q3 20235
HPE HEWLETT PACKARD ENTERP...550.06%0.07%0.09%Q3 2022Q3 20235
VUG VANGUARD INDEX FDS210.03%0.06%0.08%Q3 2021Q2 20235
SUSA ISHARES TRUST MSCI USA...550.04%0.06%0.08%Q3 2022Q3 20235
PALI PALISADE BIO INC COM550.01%0.03%0.08%Q2 2021Q2 20225
CITIGROUP INC NOTE QTR...315.11%7.55%9.36%Q2 2022Q2 20234
GE GENERAL ELECTRIC CO440.10%0.19%0.28%Q4 2019Q3 20204
NKE NIKE INC COM CL B440.09%0.17%0.21%Q4 2022Q3 20234
VTV VANGUARD VALUE ETF220.04%0.15%0.45%Q2 2022Q2 20234
ARKK ARK ETF TR INNOVATION ETF440.06%0.15%0.27%Q3 2022Q2 20234
LMT LOCKHEED MARTIN CORP COM440.02%0.12%0.23%Q4 2022Q3 20234
DDD 3-D SYS CORP DEL310.06%0.11%0.13%Q1 2020Q3 20214
IJH ISHARES TRUST CORE SP ...310.04%0.05%0.06%Q3 2022Q3 20234
CVX CHEVRON CORPORATION COM440.04%0.05%0.07%Q4 2022Q3 20234
BTT BLACKROCK MUN TARGET T...220.04%0.05%0.06%Q3 2022Q3 20234
ATHERSYS INC NEW440.00%0.00%0.00%Q4 2022Q3 20234
SLX VANECK VECTORS ETF TR331.01%1.06%1.12%Q2 2020Q4 20203
MGM MGM RESORTS INTERNATIONAL330.58%0.68%0.73%Q2 2020Q4 20203
JETS ETF SER SOLUTIONS330.59%0.60%0.60%Q2 2020Q4 20203
MAR MARRIOTT INTL INC NEW330.54%0.57%0.61%Q2 2020Q4 20203
MMM 3M CO210.07%0.20%0.29%Q3 2020Q2 20213
VVOS VIVOS THERAPEUTICS INC...330.11%0.19%0.26%Q1 2023Q3 20233
CINF CINCINNATI FINL CORP210.06%0.10%0.15%Q3 2020Q4 20223
LHX L3 HARRIS TECHNOLOGIES...330.06%0.07%0.07%Q1 2022Q3 20223
SMDV PROSHARES TRUST RUSS 2...330.06%0.06%0.06%Q1 2022Q3 20223
PFE PFIZER INC COM110.05%0.06%0.06%Q4 2021Q4 20223
XEL XCEL ENERGY INC COM210.04%0.05%0.06%Q2 2022Q1 20233
WFC WELLS FARGO CO NEW330.04%0.04%0.05%Q1 2023Q3 20233
WARNER BROS DISCOVERY ...330.03%0.04%0.04%Q2 2022Q4 20223
BMYRT BRISTOL-MYERS SQUIBB CO330.00%0.00%0.00%Q4 2019Q2 20203
TLOFF TALON METALS CORPORATI...330.00%0.00%0.00%Q3 2022Q1 20233
OXYWS OCCIDENTAL PETE CORP330.00%0.00%0.00%Q2 2021Q4 20213
DBC INVESCO DB COMMDY INDX...222.09%2.59%3.08%Q4 2019Q1 20202
ROYAL BANK OF CANADA N...111.97%2.32%2.67%Q4 2022Q2 20232
GS FINANCE CORP NOTE I...111.66%1.87%2.09%Q4 2022Q2 20232
CARZ FIRST TR EXCHANGE TRAD...220.58%0.63%0.69%Q2 2020Q3 20202
GOLDMAN SACHS GROUP IN...110.48%0.61%0.74%Q4 2022Q2 20232
USO UNITED STS OIL FD LP220.58%0.59%0.60%Q2 2020Q3 20202
HLT HILTON WORLDWIDE HLDGS...220.54%0.58%0.61%Q2 2020Q3 20202
EXPE EXPEDIA GROUP INC220.54%0.56%0.59%Q2 2020Q3 20202
LYV LIVE NATION ENTERTAINM...220.48%0.54%0.59%Q2 2020Q3 20202
SIX SIX FLAGS ENTMT CORP NEW220.48%0.51%0.54%Q2 2020Q3 20202
JNK SPDR SER TR220.37%0.48%0.59%Q4 2019Q1 20202
RCL ROYAL CARIBBEAN GROUP220.23%0.27%0.30%Q2 2020Q3 20202
SCHF SCHWAB STRATEGIC TR IN...110.06%0.21%0.37%Q4 2021Q2 20222
ISRG INTUITIVE SURGICAL INC...220.09%0.15%0.22%Q4 2022Q1 20232
SHOP SHOPIFY INC COM CL A220.09%0.14%0.19%Q4 2022Q1 20232
DAL DELTA AIR LINES INC COM220.08%0.13%0.18%Q4 2022Q1 20232
BABA ALIBABA GROUP HLDG LTD110.08%0.12%0.17%Q3 2020Q2 20212
MRK MERCK CO INC COM220.11%0.11%0.11%Q2 2023Q3 20232
BARCLAYS BANK PLC NOTE...110.08%0.10%0.11%Q4 2022Q2 20232
MDT MEDTRONIC PLC COM220.09%0.09%0.09%Q2 2023Q3 20232
VOO VANGUARD SP 500 ETF SHS110.03%0.07%0.11%Q2 2022Q2 20232
JPMORGAN CHASE FINL CO...220.06%0.07%0.07%Q1 2022Q2 20222
EFA ISHARES TRUST MSCI EAF...220.03%0.04%0.06%Q1 2023Q2 20232
VYM VANGUARD HIGH DIV YLD ETF220.03%0.04%0.04%Q1 2023Q2 20232
VV VANGUARD LARGE CAP ETF220.03%0.03%0.04%Q2 2023Q3 20232
NMLSF NOVA MENTIS LIFE SCIEN...220.00%0.00%0.00%Q4 2022Q1 20232
EVOLV TECHNOLOGIES HLD...220.00%0.00%0.00%Q3 2021Q4 20212
SH PROSHARES TR1114.26%14.26%14.26%Q1 2020Q1 20201
CITIGROUP INC NOTE QTR...116.14%6.14%6.14%Q1 2023Q1 20231
VCLT VANGUARD SCOTTSDALE FDS113.73%3.73%3.73%Q4 2019Q4 20191
AMZN AMAZON COM INC COM113.47%3.47%3.47%Q1 2023Q1 20231
ROYAL BANK OF CANADA N...112.30%2.30%2.30%Q1 2023Q1 20231
QQQ INVESCO QQQ TRUST UNIT...112.27%2.27%2.27%Q1 2023Q1 20231
GS FINANCE CORP NOTE I...111.87%1.87%1.87%Q1 2023Q1 20231
BOFA FIN LLC MED TERM ...111.09%1.09%1.09%Q2 2022Q2 20221
BANK OF MONTREAL NOTE ...111.06%1.06%1.06%Q2 2022Q2 20221
CITIGRP GLOBAL MKTS HL...111.04%1.04%1.04%Q2 2022Q2 20221
BARCLAYS BANK PLC NOTE...111.02%1.02%1.02%Q2 2022Q2 20221
BARCLAYS BANK PLC NOTE...111.02%1.02%1.02%Q2 2022Q2 20221
BANK OF MONTREAL NOTE ...111.00%1.00%1.00%Q2 2022Q2 20221
GS FINANCE CORP NOTE I...110.96%0.96%0.96%Q2 2022Q2 20221
GOLDMAN SACHS GROUP IN...110.89%0.89%0.89%Q1 2023Q1 20231
BANK OF MONTREAL NOTE ...110.69%0.69%0.69%Q2 2022Q2 20221
DD DUPONT DE NEMOURS INC COM110.64%0.64%0.64%Q1 2023Q1 20231
BOFA FIN LLC MED TERM ...110.61%0.61%0.61%Q2 2022Q2 20221
T AT&T INC COM110.56%0.56%0.56%Q1 2023Q1 20231
GLTR ABERDEEN PREIOUS MTLS ...110.54%0.54%0.54%Q1 2023Q1 20231
CANADIAN IMPERIAL BANK...110.51%0.51%0.51%Q1 2023Q1 20231
SWK STANLEY BLACK & DECKER...110.46%0.46%0.46%Q4 2019Q4 20191
BARCLAYS BANK PLC NOTE...110.44%0.44%0.44%Q2 2022Q2 20221
PSN PARSONS CORPORATION COM110.43%0.43%0.43%Q2 2022Q2 20221
CANADIAN IMPERIAL BANK...110.43%0.43%0.43%Q2 2023Q2 20231
BARCLAYS BANK PLC NOTE...110.41%0.41%0.41%Q2 2022Q2 20221
ADBE ADOBE INC COM110.41%0.41%0.41%Q1 2023Q1 20231
BARCLAYS BANK PLC NOTE...110.40%0.40%0.40%Q1 2023Q1 20231
MORGAN STANLEY FINANCE...110.40%0.40%0.40%Q2 2022Q2 20221
BANK OF MONTREAL NOTE ...110.37%0.37%0.37%Q2 2022Q2 20221
CANADIAN IMPERIAL BANK...110.36%0.36%0.36%Q1 2023Q1 20231
BANK OF MONTREAL NOTE ...110.34%0.34%0.34%Q2 2022Q2 20221
BARCLAYS BANK PLC NOTE...110.34%0.34%0.34%Q2 2023Q2 20231
VBR VANGUARD SM CP VAL ETF110.33%0.33%0.33%Q2 2022Q2 20221
TORONTO DOMINION BANK ...110.33%0.33%0.33%Q2 2023Q2 20231
CANADIAN IMPERIAL BANK...110.29%0.29%0.29%Q2 2023Q2 20231
SCHA SCHWAB STRATEGIC TR US...110.28%0.28%0.28%Q2 2022Q2 20221
MORGAN STANLEY FINANCE...110.23%0.23%0.23%Q2 2022Q2 20221
SCHE SCHWAB STRATEGIC TR EM...110.22%0.22%0.22%Q2 2022Q2 20221
BARCLAYS BANK PLC NOTE...110.21%0.21%0.21%Q2 2022Q2 20221
SCHM SCHWAB STRATEGIC TR US...110.21%0.21%0.21%Q2 2022Q2 20221
PM PHILIP MORRIS INTL INC110.21%0.21%0.21%Q4 2019Q4 20191
AVEM AMERICAN CENTURY INVES...110.21%0.21%0.21%Q2 2022Q2 20221
SCHD SCHWAB STRATEGIC TR US...110.20%0.20%0.20%Q2 2022Q2 20221
BKNG BOOKING HOLDINGS INC110.19%0.19%0.19%Q3 2020Q3 20201
ROYAL BANK OF CANADA N...110.17%0.17%0.17%Q1 2023Q1 20231
TORONTO DOMINION BANK ...110.16%0.16%0.16%Q2 2023Q2 20231
VBK VANGUARD INDEX FDS110.15%0.15%0.15%Q1 2021Q1 20211
ROYAL BANK OF CANADA N...110.15%0.15%0.15%Q2 2023Q2 20231
FSKR FS KKR CAP CORP II110.14%0.14%0.14%Q2 2020Q2 20201
BLL BALL CORP COM110.12%0.12%0.12%Q1 2023Q1 20231
BLACKSTONE SECD LENDIN...110.12%0.12%0.12%Q2 2022Q2 20221
BARCLAYS BANK PLC NOTE...110.10%0.10%0.10%Q1 2023Q1 20231
FNDX SCHWAB STRATEGIC TR SC...110.10%0.10%0.10%Q2 2022Q2 20221
FNDC SCHWAB STRATEGIC TR SC...110.09%0.09%0.09%Q2 2022Q2 20221
SO SOUTHERN CO COM110.09%0.09%0.09%Q2 2023Q2 20231
SPDW SPDR INDEX SHARES FUND...110.08%0.08%0.08%Q2 2022Q2 20221
IVE ISHARES TRUST S&P 500 ...110.08%0.08%0.08%Q1 2023Q1 20231
CITIGRP GLOBAL MKTS HL...110.08%0.08%0.08%Q1 2023Q1 20231
SPIB SPDR SERIES TRUST PORT...110.07%0.07%0.07%Q3 2022Q3 20221
BFB BROWN FORMAN CORP COM ...110.07%0.07%0.07%Q2 2022Q2 20221
SPTI SPDR SERIES TRUST PORT...110.07%0.07%0.07%Q3 2022Q3 20221
GOVT ISHARES TRUST US TREAS...110.07%0.07%0.07%Q2 2022Q2 20221
CITIGRP GLOBAL MKTS HL...110.07%0.07%0.07%Q2 2023Q2 20231
GS FINANCE CORP NOTE I...110.06%0.06%0.06%Q1 2022Q1 20221
GENERAL ELECTRIC CO COM110.06%0.06%0.06%Q1 2022Q1 20221
IVW ISHARES TRUST SP 500 G...110.06%0.06%0.06%Q1 2023Q1 20231
SRLN SSGA ACTIVE ETF TR BLA...110.06%0.06%0.06%Q2 2022Q2 20221
JP MORGAN CHASE FINL C...110.06%0.06%0.06%Q1 2022Q1 20221
TORC RESTORBIO INC110.06%0.06%0.06%Q2 2020Q2 20201
ABT ABBOTT LABORATORIES COM110.06%0.06%0.06%Q1 2023Q1 20231
VXUS VANGUARD STAR FDS110.06%0.06%0.06%Q4 2021Q4 20211
XOM EXXON MOBIL CORP110.05%0.05%0.05%Q3 2023Q3 20231
QCOM QUALCOMM INC110.05%0.05%0.05%Q4 2021Q4 20211
FORT BEND CNTY TEX MUN...110.05%0.05%0.05%Q2 2022Q2 20221
GS FINANCE CORP NOTE I...110.05%0.05%0.05%Q1 2022Q1 20221
BTT BLACKROCK MUN TARGET T...110.04%0.04%0.04%Q1 2023Q1 20231
DHR DANAHER CORP COM110.04%0.04%0.04%Q1 2023Q1 20231
SCHF SCHWAB STRATEGIC TR IN...110.04%0.04%0.04%Q1 2023Q1 20231
BEAL BK USA LAS VEGAS ...110.04%0.04%0.04%Q1 2023Q1 20231
NLY ANNALY CAPITAL MANAGEM...110.03%0.03%0.03%Q2 2021Q2 20211
EKSO EKSO BIONICS HLDGS INC110.03%0.03%0.03%Q4 2019Q4 20191
FPE FIRST TRUST EXCHANGE-T...110.03%0.03%0.03%Q4 2022Q4 20221
CTRM CASTOR MARITIME INC110.01%0.01%0.01%Q1 2021Q1 20211
SENS SENSEONICS HOLDINGS IN...110.00%0.00%0.00%Q4 2022Q4 20221
CANO CANO HEALTH INC110.00%0.00%0.00%Q3 2023Q3 20231
VULMF VULCAN MINERALS INC COM110.00%0.00%0.00%Q1 2022Q1 20221
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The securities at the top of the list , including SPDR SER TR, PROSHARES TRUST SP 500 DV ARIST ETF, and APPLE INC COM, are the highest-conviction holdings of Strategic Wealth Investment Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Strategic Wealth Investment Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Strategic Wealth Investment Group, LLC owns currently or has owned in the past.