| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 18 | Q2 2024 | 15.5% |
| PROSHARES TRUST SP 500 DV ARIST ETF | 18 | Q2 2024 | 12.7% |
| APPLE INC COM | 18 | Q2 2024 | 6.3% |
| VANGUARD TOTAL STK MKT ETF | 18 | Q2 2024 | 6.3% |
| ISHARES TRUST PFD AND INCM SEC ETF | 18 | Q2 2024 | 6.8% |
| SPDR GOLD TRUST GOLD SHS ETF | 18 | Q2 2024 | 4.5% |
| COCA-COLA CO COM | 18 | Q2 2024 | 2.6% |
| META PLATFORMS INC COM CL A | 18 | Q2 2024 | 2.4% |
| MICROSOFT CORP COM | 18 | Q2 2024 | 2.4% |
| SALESFORCE INC COM | 18 | Q2 2024 | 2.3% |
View Strategic Wealth Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-17 |
| 13F-HR/A | 2023-04-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-08 |
View Strategic Wealth Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.