$133 Million is the total value of Strategic Wealth Investment Group, LLC's 86 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMM | New | 3M CO | $386,000 | – | 2,411 | +100.0% | 0.29% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $364,000 | – | 5,617 | +100.0% | 0.27% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $339,000 | – | 2,034 | +100.0% | 0.26% | – |
| TSLA | New | TESLA INC | $309,000 | – | 720 | +100.0% | 0.23% | – |
| BKNG | New | BOOKING HOLDINGS INC | $251,000 | – | 147 | +100.0% | 0.19% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $231,000 | – | 785 | +100.0% | 0.17% | – |
| REMX | New | VANECK VECTORS ETF TRrare earth strat | $219,000 | – | 5,816 | +100.0% | 0.16% | – |
| CINF | New | CINCINNATI FINL CORP | $203,000 | – | 2,598 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 16 | Q3 2023 | 15.5% |
| PROSHARES TRUST SP 500 DV ARIST ETF | 16 | Q3 2023 | 12.7% |
| APPLE INC COM | 16 | Q3 2023 | 6.1% |
| VANGUARD TOTAL STK MKT ETF | 16 | Q3 2023 | 6.3% |
| ISHARES TRUST PFD AND INCM SEC ETF | 16 | Q3 2023 | 6.8% |
| SPDR GOLD TRUST GOLD SHS ETF | 16 | Q3 2023 | 4.5% |
| SPDR DOW JONES IND UT SER 1 ETF | 16 | Q3 2023 | 3.7% |
| COCA-COLA CO COM | 16 | Q3 2023 | 2.6% |
| INVESCO EXCHANGE TRADED FD TR FINL PFD ETF | 16 | Q3 2023 | 3.9% |
| META PLATFORMS INC COM CL A | 16 | Q3 2023 | 2.3% |
View Strategic Wealth Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-21 |
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.