Strategic Wealth Advisors LLC
Top Portfolio Positions
160 positions ·
$19,858,003 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
16,758 | $10,898,397 | 54.88% | |
| AAPL |
Apple Inc.
Technology
|
4,421 | $1,122,005 | 5.65% | |
| IAU |
Ishares Gold Trust
|
7,524 | $663,315 | 3.34% | |
| ALL |
Allstate Corp
Financial Services
|
3,008 | $623,678 | 3.14% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
5,138 | $618,050 | 3.11% | |
| MSFT |
Microsoft Corp
Technology
|
1,449 | $536,376 | 2.70% | |
| AMGN |
Amgen Inc
Healthcare
|
1,095 | $385,275 | 1.94% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
1,147 | $356,476 | 1.80% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
226 | $225,193 | 1.13% | |
| MCHP |
Microchip Technology Inc
Technology
|
2,902 | $187,498 | 0.94% |
Portfolio Trend
2 quarters · across all stocks
Holdings in DASH
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,504 | 30 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,794 | 30 | Shares | Sole | 2026-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||