Universe · entity
Strategic Wealth Investment Group, LLC
Institutional manager (13F) · CIK 1802365
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $755M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $63M | 2,214,829 |
| 2 | VANGUARD SCOTTSDALE FDS | $40M | 479,047 |
| 3 | EXCHANGE LISTED FDS TR | $36M | 1,134,102 |
| 4 | AMAZON COM INC | $30M | 145,773 |
| 5 | SPDR SERIES TRUST | $29M | 1,111,109 |
| 6 | APPLE INC | $25M | 100,409 |
| 7 | MICROSOFT CORP | $24M | 64,401 |
| 8 | STATE STR SPDR S&P 500 ETF T | $23M | 34,781 |
| 9 | BROADCOM INC | $22M | 70,485 |
| 10 | JPMORGAN CHASE & CO | $21M | 70,761 |
| 11 | SPDR GOLD TR | $21M | 48,154 |
| 12 | NVIDIA CORPORATION | $21M | 118,084 |
| 13 | META PLATFORMS INC | $19M | 33,338 |
| 14 | THERMO FISHER SCIENTIFIC INC | $18M | 36,156 |
| 15 | VANGUARD INDEX FDS | $16M | 182,200 |
| 16 | HUBBELL INC | $16M | 32,305 |
| 17 | VANECK ETF TRUST | $16M | 549,395 |
| 18 | GOLDMAN SACHS GROUP INC | $15M | 17,313 |
| 19 | ALPHABET INC | $14M | 50,276 |
| 20 | JOHNSON & JOHNSON | $14M | 58,349 |
| 21 | EXCHANGE LISTED FDS TR | $14M | 514,513 |
| 22 | VISA INC | $12M | 40,506 |
| 23 | VANGUARD WHITEHALL FDS | $12M | 128,960 |
| 24 | SPDR SERIES TRUST | $12M | 128,652 |
| 25 | SALESFORCE INC | $12M | 62,506 |
| 26 | LINDE PLC | $11M | 23,132 |
| 27 | ELI LILLY & CO | $11M | 12,073 |
| 28 | PEPSICO INC | $11M | 68,627 |
| 29 | COSTCO WHOLESALE CORPORATION | $10M | 10,396 |
| 30 | ISHARES TR | $10M | 179,561 |
| 31 | PROCTER & GAMBLE CO | $10M | 71,552 |
| 32 | DANAHER CORP DEL | $10M | 53,246 |
| 33 | DUKE ENERGY CORP NEW | $10M | 75,849 |
| 34 | AMERICAN EXPRESS CO | $10M | 32,767 |
| 35 | OREILLY AUTOMOTIVE INC | $10M | 105,218 |
| 36 | UBER TECHNOLOGIES INC | $10M | 133,805 |
| 37 | MARSH & MCLENNAN COS INC | $9M | 54,575 |
| 38 | ABBVIE INC | $9M | 42,390 |
| 39 | BOEING CO | $9M | 46,127 |
| 40 | BLACKSTONE INC | $8M | 72,669 |
| 41 | INTERNATIONAL BUSINESS MACHS | $8M | 33,911 |
| 42 | BOSTON SCIENTIFIC CORP | $7M | 116,606 |
| 43 | ISHARES TR | $7M | 217,935 |
| 44 | WASTE MGMT INC DEL | $6M | 28,253 |
| 45 | INVESCO QQQ TR | $6M | 11,179 |
| 46 | NETFLIX INC. | $6M | 64,891 |
| 47 | EXXON MOBIL CORP | $6M | 35,117 |
| 48 | SELECT SECTOR SPDR TR | $6M | 128,218 |
| 49 | VANGUARD INTL EQUITY INDEX F | $6M | 74,635 |
| 50 | EA SERIES TRUST | $3M | 93,584 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.