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 GLTR
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,528,840 | 11,562 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,492,077 | 12,121 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,985,855 | 24,091 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $180,423 | 1,306 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $2,434,266 | 22,170 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,607,935 | 23,020 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,997,374 | 38,817 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $3,308,212 | 36,346 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,903,932 | 34,509 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,929,885 | 33,770 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,890,718 | 31,693 | Principal | Sole | 2023-04-24 | |
| 2022-12-31 | $2,413,225 | 27,045 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,770,824 | 21,827 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,759,675 | 20,622 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,191,776 | 22,812 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,766,279 | 19,746 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,507,948 | 17,441 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,402,479 | 14,541 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,066,168 | 11,505 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $923,995 | 9,338 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $708,646 | 7,542 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $480,297 | 5,750 | Shares | Sole | 2020-07-13 | |
| No 13F history on record for this holder in this stock. | ||||||