HoldingsChannel.com
All Stocks Held By Strategic Wealth Investment Group LLC
As of  12/31/2023, we find all stocks held by Strategic Wealth Investment Group LLC to be as follows, presented in the table below with each row detailing each Strategic Wealth Investment Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Strategic Wealth Investment Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Strategic Wealth Investment Group LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
PROSHARES TR (NOBL) 461,489 +16,212 $43,934
     NOBL461,489+16,212$43,934
AMAZON COM INC 245,994 +15,429 $37,376
     AMZN245,994+15,429$37,376
SPDR S&P 500 ETF TR (SPY) 77,401 +2,678 $36,790
     SPY77,401+2,678$36,790
APPLE INC 184,781 +17,459 $35,576
     AAPL184,781+17,459$35,576
SPDR SER TR (SPTL) 993,248 +73,891 $28,824
     SPTL993,248+73,891$28,824
VANGUARD INDEX FDS (VTI) 113,940 +4,158 $27,029
     VTI113,940+4,158$27,029
VANGUARD SCOTTSDALE FDS (VGSH) 361,609 +16,502 $21,093
     VGSH361,609+16,502$21,093
ISHARES TR (PFF) 665,679 +23,929 $20,763
     PFF665,679+23,929$20,763
ISHARES TR (STIP) 202,100 +11,453 $19,925
     STIP202,100+11,453$19,925
SPDR GOLD TR (GLD) 88,727 +4,048 $16,962
     GLD88,727+4,048$16,962
SPDR DOW JONES INDL AVERAGE (DIA) 42,680 -1,620 $16,085
     DIA42,680-1,620$16,085
META PLATFORMS INC 44,796 +3,016 $15,856
     META44,796+3,016$15,856
SALESFORCE INC 57,720 +5,486 $15,189
     CRM57,720+5,486$15,189
COCA COLA CO 249,859 +20,271 $14,724
     KO249,859+20,271$14,724
MICROSOFT CORP 37,006 +4,336 $13,916
     MSFT37,006+4,336$13,916
JPMORGAN CHASE & CO 77,436 +5,916 $13,172
     JPM77,436+5,916$13,172
COSTCO WHSL CORP NEW 18,416 +1,977 $12,156
     COST18,416+1,977$12,156
VISA INC 45,047 +6,091 $11,728
     V45,047+6,091$11,728
AMERICAN EXPRESS CO 61,324 +6,331 $11,488
     AXP61,324+6,331$11,488
SELECT SECTOR SPDR TR (XLY) 63,621 +3,685 $11,376
     XLY63,621+3,685$11,376
INVESCO QQQ TR 27,593 -1,107 $11,300
     QQQ27,593-1,107$11,300
PROCTER AND GAMBLE CO 72,824 +10,680 $10,672
     PG72,824+10,680$10,672
DISNEY WALT CO 112,427 -1,604 $10,151
     DIS112,427-1,604$10,151
KRAFT HEINZ CO 264,782 +33,422 $9,792
     KHC264,782+33,422$9,792
ISHARES TR (TIP) 90,876 +5,399 $9,780
     TIP90,876+5,399$9,780
UBER TECHNOLOGIES INC 153,222 +4,956 $9,434
     UBER153,222+4,956$9,434
BOEING CO 35,413 +3,179 $9,231
     BA35,413+3,179$9,231
TYSON FOODS INC 162,224 +16,727 $8,720
     TSN162,224+16,727$8,720
LYFT INC 498,546 +14,939 $7,473
     LYFT498,546+14,939$7,473
NVIDIA CORPORATION 14,569 +739 $7,215
     NVDA14,569+739$7,215
VANGUARD WORLD FDS (VAW) 36,366 +1,794 $6,907
     VAW36,366+1,794$6,907
CISCO SYS INC 132,778 +6,414 $6,708
     CSCO132,778+6,414$6,708
ARBOR REALTY TRUST INC 440,770 +20,347 $6,691
     ABR440,770+20,347$6,691
ADOBE INC 11,031 +809 $6,581
     ADBE11,031+809$6,581
INTERNATIONAL BUSINESS MACHS 39,524 +5,693 $6,464
     IBM39,524+5,693$6,464
VANECK ETF TRUST (MOO) 79,288 +6,327 $6,040
     MOO79,288+6,327$6,040
VANGUARD INDEX FDS (VNQ) 65,641 +6,394 $5,800
     VNQ65,641+6,394$5,800
ALPHABET INC 41,427 +655 $5,787
     GOOGL41,427+655$5,787
INVESCO EXCHANGE TRADED FD T (PGF) 394,734 +7,181 $5,755
     PGF394,734+7,181$5,755
WASTE MGMT INC DEL 31,657 +1,709 $5,670
     WM31,657+1,709$5,670
STARWOOD PPTY TR INC 265,967 +1,029 $5,591
     STWD265,967+1,029$5,591
GOLDMAN SACHS GROUP INC 14,478 +2,236 $5,585
     GS14,478+2,236$5,585
JOHNSON & JOHNSON 34,989 +5,335 $5,484
     JNJ34,989+5,335$5,484
DUPONT DE NEMOURS INC 67,677 +3,433 $5,206
     DD67,677+3,433$5,206
VERIZON COMMUNICATIONS INC 137,178 +3,674 $5,172
     VZ137,178+3,674$5,172
AT&T INC 282,762 +20,242 $4,745
     T282,762+20,242$4,745
WISDOMTREE TR 95,889 -4,147 $3,931
     EPI95,889-4,147$3,931
ABRDN PRECIOUS METALS BASKET 36,346 +1,837 $3,308
     GLTR36,346+1,837$3,308
NETFLIX INC 5,387 +687 $2,623
     NFLX5,387+687$2,623
COINBASE GLOBAL INC 12,277 -1,105 $2,135
     COIN12,277-1,105$2,135
ISHARES TR (XT) 32,825 -2,017 $1,965
     XT32,825-2,017$1,965
ARK ETF TR (ARKG) 52,244 -415 $1,714
     ARKG52,244-415$1,714
VIVOS THERAPEUTICS INC 128,789 -3,090,916 $1,602
     VVOS128,789-3,090,916$1,602
VANGUARD WORLD FDS (VGT) 3,309 +134 $1,601
     VGT3,309+134$1,601
SPDR SER TR (XBI) 17,849 -752 $1,594
     XBI17,849-752$1,594
AMPLIFY ETF TR (BLOK) 42,110 +234 $1,257
     BLOK42,110+234$1,257
EXCHANGE LISTED FDS TR (BCUS) 47,630 +47,630 $1,199
     BCUS47,630+47,630$1,199
BERKSHIRE HATHAWAY INC DEL      $949
     BRK.B2,661+312$949
TESLA INC 3,721 +1,325 $925
     TSLA3,721+1,325$925
DUKE ENERGY CORP NEW 9,457 +4,364 $918
     DUK9,457+4,364$918
ABBVIE INC 5,097 +1,822 $790
     ABBV5,097+1,822$790
MCDONALDS CORP 2,531 +317 $750
     MCD2,531+317$750
MERCK & CO INC 6,379 +613 $695
     MRK6,379+613$695
INVESCO EXCH TRADED FD TR II (TAN) 12,630 +1,153 $674
     TAN12,630+1,153$674
LOCKHEED MARTIN CORP 1,484 -921 $673
     LMT1,484-921$673
BALL CORP 11,464 UNCH $659
     BALL11,464UNCH$659
VIRGIN GALACTIC HOLDINGS INC 268,611 +23,370 $658
     SPCE268,611+23,370$658
HP INC 21,320 UNCH $642
     HPQ21,320UNCH$642
PEPSICO INC 3,753 +3,753 $637
     PEP3,753+3,753$637
UNITEDHEALTH GROUP INC 1,169 +1,169 $616
     UNH1,169+1,169$616
VANECK ETF TRUST (REMX) 9,929 +5 $611
     REMX9,929+5$611
KEYSIGHT TECHNOLOGIES INC 3,674 UNCH $584
     KEYS3,674UNCH$584
WALMART INC 3,670 +985 $579
     WMT3,670+985$579
LINDE PLC 1,401 +1,401 $575
     LIN1,401+1,401$575
ELI LILLY & CO 982 -1,927 $573
     LLY982-1,927$573
MONDELEZ INTL INC 7,761 +7,761 $562
     MDLZ7,761+7,761$562
ISHARES TR (IVV) 1,166 -660 $557
     IVV1,166-660$557
VANGUARD INDEX FDS (VOO) 1,232 +1,232 $538
     VOO1,232+1,232$538
MEDTRONIC PLC 6,482 +16 $534
     MDT6,482+16$534
DANAHER CORPORATION 2,254 +2,254 $521
     DHR2,254+2,254$521
MARSH & MCLENNAN COS INC 2,742 +2,742 $520
     MMC2,742+2,742$520
THERMO FISHER SCIENTIFIC INC 947 +947 $503
     TMO947+947$503
VANGUARD WHITEHALL FDS (VYMI) 7,446 +7,446 $495
     VYMI7,446+7,446$495
VANECK ETF TRUST (ANGL) 16,703 +16,703 $481
     ANGL16,703+16,703$481
EXXON MOBIL CORP 4,657 +2,156 $466
     XOM4,657+2,156$466
HOME DEPOT INC 1,340 +204 $464
     HD1,340+204$464
WINTRUST FINL CORP 5,003 UNCH $464
     WTFC5,003UNCH$464
VANGUARD SCOTTSDALE FDS (VCIT) 5,553 +5,553 $451
     VCIT5,553+5,553$451
ISHARES TR (ICVT) 5,605 +5,605 $440
     ICVT5,605+5,605$440
FIRST TR EXCHANGE TRADED FD (FDN) 2,217 +159 $414
     FDN2,217+159$414
UNITED PARCEL SERVICE INC 2,542 -663 $400
     UPS2,542-663$400
BROADCOM INC 342 +12 $382
     AVGO342+12$382
CHEVRON CORP NEW 2,490 +294 $371
     CVX2,490+294$371
HEWLETT PACKARD ENTERPRISE C 21,082 UNCH $358
     HPE21,082UNCH$358
ABBOTT LABS 3,237 -33 $356
     ABT3,237-33$356
VICI PPTYS INC 10,907 +10,907 $348
     VICI10,907+10,907$348
UNITED BANKSHARES INC WEST V (UBSI) 9,033 UNCH $339
     UBSI9,033UNCH$339
SPDR SER TR (SPAB) 13,042 -97 $334
     SPAB13,042-97$334
AMGEN INC 1,153 +1,153 $332
     AMGN1,153+1,153$332
INVESCO EXCH TRADED FD TR II (SPLV) 5,206 -822 $326
     SPLV5,206-822$326
ISHARES TR (AGG) 3,130 +3,130 $311
     AGG3,130+3,130$311
VANGUARD BD INDEX FDS (BND) 4,162 +66 $306
     BND4,162+66$306
ISHARES TR (IJH) 1,050 -109 $291
     IJH1,050-109$291
VANGUARD INDEX FDS (VO) 1,232 +1,232 $287
     VO1,232+1,232$287
TEXAS INSTRS INC 1,672 +1,672 $285
     TXN1,672+1,672$285
ISHARES TR (SUSA) 2,824 +204 $284
     SUSA2,824+204$284
WELLS FARGO CO NEW 5,779 +54 $284
     WFC5,779+54$284
REALTY INCOME CORP 4,926 +4,926 $283
     O4,926+4,926$283
AGILENT TECHNOLOGIES INC 2,014 UNCH $280
     A2,014UNCH$280
VANGUARD WHITEHALL FDS (VYM) 2,436 +2,436 $272
     VYM2,436+2,436$272
BOSTON SCIENTIFIC CORP 4,549 +118 $263
     BSX4,549+118$263
ELEVANCE HEALTH INC 549 +8 $259
     ELV549+8$259
ISHARES TR (IXC) 6,598 +6,598 $258
     IXC6,598+6,598$258
VANGUARD INDEX FDS (VUG) 817 +817 $254
     VUG817+817$254
SPDR SER TR (SPLG) 4,439 -1,133 $248
     SPLG4,439-1,133$248
SIMON PPTY GROUP INC NEW 1,703 +1,703 $243
     SPG1,703+1,703$243
ALPHABET INC 1,698 +1,698 $239
     GOOG1,698+1,698$239
VANGUARD INDEX FDS (VV) 1,075 +50 $235
     VV1,075+50$235
VANGUARD BD INDEX FDS (BSV) 2,956 +2,956 $228
     BSV2,956+2,956$228
BLACKROCK MUN TARGET TERM TR 10,959 UNCH $228
     BTT10,959UNCH$228
VANGUARD INDEX FDS (VTV) 1,525 +1,525 $228
     VTV1,525+1,525$228
PAYPAL HLDGS INC 3,663 -16,639 $225
     PYPL3,663-16,639$225
PARKER HANNIFIN CORP 473 +473 $218
     PH473+473$218
ADVANCED MICRO DEVICES INC 1,444 +1,444 $213
     AMD1,444+1,444$213
TRUIST FINL CORP 5,737 +5,737 $212
     TFC5,737+5,737$212
BP PLC 5,926 +153 $210
     BP5,926+153$210
MARRIOTT INTL INC NEW 906 +906 $204
     MAR906+906$204
EKSO BIONICS HLDGS INC 51,950 +9,285 $130
     EKSO51,950+9,285$130
AGEX THERAPEUTICS INC 97,375 +4,772 $37
     AGE97,375+4,772$37
ATHERSYS INC NEW 274,738 +239,765 $5
     ATHX274,738+239,765$5
CANO HEALTH INC $0 (exited)
     CANO0-64,991$0
NIKE INC 0 -11,436 $0 (exited)
     NKE0-11,436$0

See Summary: Strategic Wealth Investment Group LLC Top Holdings
See Details: Top 10 Stocks Held By Strategic Wealth Investment Group LLC

EntityShares/Amount
Change
Position Value
Change
BCUS +47,630+$1,199
PEP +3,753+$637
UNH +1,169+$616
LIN +1,401+$575
MDLZ +7,761+$562
VOO +1,232+$538
DHR +2,254+$521
MMC +2,742+$520
TMO +947+$503
VYMI +7,446+$495
EntityShares/Amount
Change
Position Value
Change
NKE -11,436-$1,093
CANO -64,991-$16
EntityShares/Amount
Change
Position Value
Change
ATHX +239,765-$10
SPTL +73,891+$4,783
KHC +33,422+$2,009
PFF +23,929+$1,414
SPCE +23,370+$217
ABR +20,347+$309
KO +20,271+$1,872
T +20,242+$802
AAPL +17,459+$6,929
TSN +16,727+$1,374
EntityShares/Amount
Change
Position Value
Change
VVOS -3,090,916+$983
PYPL -16,639-$962
EPI -4,147+$254
XT -2,017+$146
LLY -1,927-$990
DIA -1,620+$1,247
DIS -1,604+$909
SPLG -1,133-$32
QQQ -1,107+$1,018
Size ($ in 1000's)
At 12/31/2023: $665,329
At 09/30/2023: $551,694

Strategic Wealth Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Wealth Investment Group LLC 13F filings. Link to 13F filings: SEC filings

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