Strategic Wealth Investment Group, LLC
Top Portfolio Positions
54 positions ·
$497,265,778 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
145,773 | $30,360,142 | 6.11% | |
| AAPL |
Apple Inc.
Technology
|
100,409 | $25,482,800 | 5.12% | |
| MSFT |
Microsoft Corp
Technology
|
64,401 | $23,839,318 | 4.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
34,781 | $22,619,475 | 4.55% | |
| AVGO |
Broadcom Inc.
Technology
|
70,485 | $21,815,812 | 4.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
70,761 | $20,815,055 | 4.19% | |
| GLD |
Spdr Gold Trust
|
48,154 | $20,720,184 | 4.17% | |
| NVDA |
Nvidia Corp
Technology
|
118,084 | $20,593,849 | 4.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
33,338 | $19,073,669 | 3.84% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
36,156 | $17,771,758 | 3.57% |
Portfolio Trend
24 quarters · across all stocks
Holdings in BIOF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-12-31 | $1,450 | 10,000 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,670 | 10,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,700 | 10,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,600 | 10,000 | Shares | Sole | 2022-04-26 | |
| No 13F history on record for this holder in this stock. | ||||||