Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Strategic Wealth Advisors

Latest statistics and disclosures from Strategic Wealth Advisors Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, QQQ, MSFT, SPLG, and represent 16.27% of Strategic Wealth Advisors Group's stock portfolio.
Added to shares of these 10 stocks: TSLA (+$24M), GOOGL (+$20M), GOOG (+$15M), JAAA (+$12M), FTSM (+$9.3M), SDY (+$8.0M), BIL (+$7.4M), BUFD (+$6.7M), IVV (+$6.1M), LSAT (+$5.5M).
Started 57 new stock positions in FMB, LSAT, VIOO, HEQ, HOOD, RBLX, SCHP, DYLD, NLY, VET.
Reduced shares in these 10 stocks: PDBC (-$8.6M), GSY (-$5.3M), SPLV (-$5.2M), SPLG, SRLN, RSP, SPGM, PID, QQQ, MINT.
Sold out of its positions in BABA, AAL, Annaly Capital Management, CARR, C, CLX, DIAL, DVN, Etf Managers Tr tierra xp latin, EIX.
Strategic Wealth Advisors Group was a net buyer of stock by $123M.
Strategic Wealth Advisors Group has $2.3B in assets under management (AUM), dropping by -1.94%.
Central Index Key (CIK): 0001548916

Tip: Access up to 7 years of quarterly data

Positions held by Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Strategic Wealth Advisors Group

Strategic Wealth Advisors Group holds 555 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Strategic Wealth Advisors Group has 555 total positions. Only the first 250 positions are shown.

Sign up to view all of the Strategic Wealth Advisors Group Sept. 30, 2022 positions
Download the Strategic Wealth Advisors Group September 2022 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.0	$141M		1.0M	138.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.2	$76M	+3%	211k	357.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$69M	-4%	260k	267.26	View chart
Microsoft Corporation (MSFT)	2.1	$48M	-2%	205k	232.90	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$45M	-8%	1.1M	41.99	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.8	$41M	+2%	1.2M	34.49	View chart
Amazon (AMZN)	1.8	$41M	+2%	362k	113.00	View chart
Tesla Motors (TSLA)	1.5	$36M	+196%	134k	265.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$35M	+20%	98k	358.65	View chart
First Tr Value Line Divid In SHS (FVD)	1.2	$28M	+23%	770k	35.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$26M	+4%	191k	135.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$25M	+5%	315k	79.54	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	1.0	$24M	-17%	492k	49.39	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.0	$23M	+5%	464k	50.10	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.9	$22M	+2%	324k	66.73	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$22M	+75%	364k	59.32	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$21M	+4%	316k	66.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$20M	NEW	208k	95.65	View chart
Visa Com Cl A (V)	0.8	$19M	-3%	109k	177.65	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.8	$19M	+71%	174k	111.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$19M	-4%	103k	179.47	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.8	$18M	+73%	191k	91.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$17M	+6%	140k	123.48	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.7	$17M	-3%	450k	37.73	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.7	$17M	+24%	431k	38.88	View chart
Chevron Corporation (CVX)	0.7	$17M		116k	143.67	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$17M	+11%	150k	109.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$17M	-2%	50k	328.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$16M	+17%	78k	210.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$16M		243k	66.10	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.7	$16M	+5%	543k	28.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$16M		164k	94.88	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.7	$16M		75k	208.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$15M	NEW	160k	96.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$14M	+32%	54k	267.01	View chart
Costco Wholesale Corporation (COST)	0.6	$13M	-4%	28k	472.27	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.6	$13M	+15%	226k	56.97	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.5	$13M	-2%	187k	68.01	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.5	$13M	+4%	432k	29.22	View chart
Vanguard World Fds Health Car Etf (VHT)	0.5	$12M		55k	223.71	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.5	$12M		40k	307.36	View chart
NVIDIA Corporation (NVDA)	0.5	$12M	-10%	98k	121.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$12M	-9%	100k	118.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$12M		56k	213.94	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$12M	NEW	242k	49.10	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$12M		527k	22.24	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.5	$12M	+14%	474k	24.36	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$11M		211k	53.91	View chart
Johnson & Johnson (JNJ)	0.5	$11M	-6%	70k	163.36	View chart
Walt Disney Company (DIS)	0.5	$11M	+5%	112k	94.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$10M		46k	219.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$9.8M	+59%	240k	41.02	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$9.6M	+21%	218k	44.11	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$9.2M	+6%	182k	50.28	View chart
Mastercard Incorporated Cl A (MA)	0.4	$9.1M	-2%	32k	284.34	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$9.0M	+5%	230k	39.06	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.4	$8.9M	-18%	102k	87.15	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$8.9M		177k	50.16	View chart
Procter & Gamble Company (PG)	0.4	$8.7M	-4%	69k	126.25	View chart
Home Depot (HD)	0.4	$8.5M		31k	275.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$8.4M	+4%	49k	170.91	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$8.4M	+45%	106k	79.41	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$7.9M	-9%	76k	104.91	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$7.9M	+128%	118k	67.11	View chart
Verizon Communications (VZ)	0.3	$7.8M	-14%	205k	37.97	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$7.7M	+6%	118k	65.51	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$7.6M	-2%	106k	72.02	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.5M		86k	87.32	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$7.5M	-9%	62k	121.11	View chart
Invesco Actively Managed Etf S&p500 Downsid (PHDG)	0.3	$7.2M	-7%	212k	33.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$7.2M	-10%	100k	71.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$7.1M	-7%	69k	102.46	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$7.1M	+3%	126k	55.81	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.3	$7.0M	+5%	641k	10.97	View chart
Pfizer (PFE)	0.3	$6.9M	-13%	157k	43.76	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.3	$6.8M	-24%	209k	32.34	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$6.7M	+5%	141k	47.35	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$6.7M	-21%	219k	30.36	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.3	$6.7M	NEW	348k	19.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.6M	+2%	35k	187.97	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$6.6M	-8%	114k	57.79	View chart
McDonald's Corporation (MCD)	0.3	$6.5M		28k	230.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.3M	-21%	41k	154.66	View chart
Merck & Co (MRK)	0.3	$6.3M	+8%	73k	86.12	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.3	$6.2M	+4%	75k	82.85	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$6.2M	+4%	77k	79.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$6.2M	-10%	107k	57.85	View chart
Abbvie (ABBV)	0.3	$6.2M	-4%	46k	134.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$6.2M	-18%	45k	135.99	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$6.1M	+396%	141k	43.54	View chart
Target Corporation (TGT)	0.3	$6.1M	+6%	41k	148.38	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.3	$6.0M	-36%	141k	42.78	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$6.0M		214k	28.13	View chart
Spdr Ser Tr S&p 600 Sml Cap	0.3	$6.0M	+160%	79k	75.69	View chart
Boeing Company (BA)	0.3	$5.9M	+10%	49k	121.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$5.9M	+10%	68k	87.19	View chart
Meta Platforms Cl A (META)	0.3	$5.9M	-5%	43k	135.67	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.3	$5.8M	+781%	245k	23.82	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$5.8M	+3%	88k	66.14	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$5.8M	-20%	20k	287.32	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$5.8M	-8%	150k	38.56	View chart
UnitedHealth (UNH)	0.2	$5.7M		11k	505.06	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$5.7M	+36%	128k	44.50	View chart
Wal-Mart Stores (WMT)	0.2	$5.6M	-5%	43k	129.70	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$5.6M	-10%	39k	142.44	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$5.5M	-41%	136k	40.87	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Hy	0.2	$5.5M	+317%	242k	22.82	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$5.5M	+2%	241k	22.76	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.2	$5.5M	NEW	170k	32.21	View chart
Netflix (NFLX)	0.2	$5.5M	+2%	23k	235.44	View chart
Amgen (AMGN)	0.2	$5.2M		23k	225.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2022 Hy	0.2	$5.2M		238k	21.97	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$5.2M	-5%	95k	54.22	View chart
Crestwood Equity Partners Unit Ltd Partner	0.2	$5.2M	-5%	186k	27.77	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.2	$5.1M	-12%	158k	32.45	View chart
salesforce (CRM)	0.2	$5.1M	+57%	35k	143.83	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.1M	-2%	13k	386.30	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$5.0M	-17%	71k	71.02	View chart
Coca-Cola Company (KO)	0.2	$5.0M	-7%	89k	56.02	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$5.0M	+3%	167k	29.64	View chart
Enterprise Products Partners (EPD)	0.2	$4.9M		207k	23.78	View chart
Pepsi (PEP)	0.2	$4.9M		30k	163.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$4.9M	-13%	51k	96.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$4.8M	+2%	45k	107.22	View chart
Invesco Exch Traded Fd Tr Ii Purbeta Us Agg	0.2	$4.8M	+28%	221k	21.61	View chart
The Trade Desk Com Cl A (TTD)	0.2	$4.7M	+13%	79k	59.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$4.7M		29k	163.58	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.2	$4.7M	+2%	98k	47.76	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$4.5M	+92%	47k	96.18	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$4.5M		16k	276.41	View chart
Broadcom (AVGO)	0.2	$4.5M	NEW	10k	444.04	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$4.4M	+5%	188k	23.17	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$4.3M	-5%	329k	13.15	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$4.3M	-19%	171k	24.95	View chart
Paypal Holdings (PYPL)	0.2	$4.1M	+13%	48k	86.07	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$4.1M	+3%	56k	74.22	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.2	$4.1M	NEW	152k	26.86	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$4.1M	+2%	120k	34.06	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.2	$4.0M		99k	40.57	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.0M	-21%	38k	104.49	View chart
Cisco Systems (CSCO)	0.2	$4.0M		99k	40.00	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$3.9M	-2%	39k	101.68	View chart
Bristol Myers Squibb (BMY)	0.2	$3.9M	-6%	55k	71.09	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$3.8M	+3%	121k	31.67	View chart
Fs Kkr Capital Corp (FSK)	0.2	$3.8M	-4%	226k	16.95	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$3.7M	+4%	157k	23.78	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$3.7M	+2%	103k	36.01	View chart
Caterpillar (CAT)	0.2	$3.6M		22k	164.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$3.6M	-59%	63k	57.83	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$3.5M	-23%	117k	30.31	View chart
Two Rds Shared Tr Leadershares Eqt (SQEW)	0.2	$3.5M	NEW	132k	26.70	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$3.5M	+2%	172k	20.39	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$3.5M	+4%	62k	55.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.5M	-24%	21k	164.91	View chart
Shopify Cl A (SHOP)	0.1	$3.4M	+22%	127k	26.94	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$3.4M	-6%	95k	35.89	View chart
Invesco Exch Trd Slf Idx Rafi Strg Us Sml	0.1	$3.4M	+57%	113k	30.19	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.1	$3.4M	+2%	13k	255.47	View chart
Starbucks Corporation (SBUX)	0.1	$3.4M	-12%	40k	84.27	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.1	$3.4M	+7%	168k	20.12	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$3.3M		68k	48.04	View chart
Intel Corporation (INTC)	0.1	$3.2M	+2%	125k	25.77	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.1	$3.2M	+2%	318k	10.09	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb	0.1	$3.2M	+2%	154k	20.87	View chart
United Parcel Service CL B (UPS)	0.1	$3.2M		20k	161.52	View chart
Bank of America Corporation (BAC)	0.1	$3.2M		105k	30.20	View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR)	0.1	$3.1M	+6%	64k	49.27	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.1	$3.1M	+14%	13k	235.06	View chart
4068594 Enphase Energy (ENPH)	0.1	$3.1M	-15%	11k	277.51	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.1M	-16%	33k	93.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.0M	-29%	29k	103.95	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$3.0M	+13%	74k	41.04	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.1	$3.0M	-10%	64k	46.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.0M		83k	36.37	View chart
At&t (T)	0.1	$3.0M	-2%	194k	15.34	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$2.9M	+312%	67k	43.98	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$2.9M	NEW	32k	89.73	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$2.9M	-11%	90k	32.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.9M	+8%	44k	66.42	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$2.9M	-10%	114k	25.34	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.1	$2.9M		67k	42.53	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$2.8M	+40%	93k	30.30	View chart
Nike CL B (NKE)	0.1	$2.8M	+15%	34k	83.13	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$2.8M	+185%	117k	24.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.8M	-14%	37k	74.82	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$2.7M	+8%	50k	54.26	View chart
Invesco Exch Traded Fd Tr Ii Treas Colaterl (TBLL)	0.1	$2.7M	+104%	26k	105.38	View chart
Two Rds Shared Tr Leadershs Activi (ACTV)	0.1	$2.7M	NEW	101k	26.61	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$2.7M	NEW	17k	161.48	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.1	$2.6M	+11%	156k	16.78	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$2.6M	-8%	71k	36.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.6M	-44%	53k	48.14	View chart
Wells Fargo & Company (WFC)	0.1	$2.5M		63k	40.22	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.5M	+14%	42k	60.54	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.5M	+7%	97k	25.80	View chart
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)	0.1	$2.5M	NEW	61k	41.33	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$2.5M	NEW	51k	48.72	View chart
CVS Caremark Corporation (CVS)	0.1	$2.5M	+6%	26k	95.36	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.4M	+8%	27k	91.57	View chart
Qualcomm (QCOM)	0.1	$2.4M	+3%	21k	112.98	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.4M	-2%	15k	164.84	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$2.4M	+3%	19k	126.22	View chart
Philip Morris International (PM)	0.1	$2.4M	-3%	29k	83.00	View chart
Nextera Energy (NEE)	0.1	$2.4M	+5%	30k	78.42	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.1	$2.4M	-8%	200k	11.81	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.1	$2.3M	-2%	150k	15.61	View chart
Crown Castle Intl (CCI)	0.1	$2.3M	NEW	16k	144.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.3M	+62%	32k	72.56	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.3M	+18%	60k	38.53	View chart
Ishares Tr Msci Acwi Exus (HAWX)	0.1	$2.3M		86k	26.91	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$2.3M	-4%	98k	23.34	View chart
Gilead Sciences (GILD)	0.1	$2.3M	-12%	37k	61.70	View chart
Honeywell International (HON)	0.1	$2.3M	+4%	14k	166.96	View chart
General Mills (GIS)	0.1	$2.3M	+2%	30k	76.62	View chart
Crossamerica Partners Ut Ltd Ptn Int (CAPL)	0.1	$2.3M	-3%	121k	18.69	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.2M		27k	81.84	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$2.2M	-17%	29k	75.81	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.1	$2.2M	-12%	48k	45.57	View chart
Block Cl A (SQ)	0.1	$2.2M	+30%	39k	55.00	View chart
Miller Howard High Inc Eqty Com Shs Ben In (HIE)	0.1	$2.1M		236k	9.07	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.1M	NEW	32k	67.14	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$2.1M	NEW	69k	30.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.1M	-35%	40k	52.68	View chart
Kkr & Co 6% Mconv Pfd C	0.1	$2.1M	NEW	39k	54.41	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.1M	+5%	42k	50.28	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.1M	-57%	21k	98.85	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$2.1M	+4%	54k	38.50	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.1	$2.1M	-2%	56k	36.61	View chart
Advanced Micro Devices (AMD)	0.1	$2.1M	-3%	33k	63.37	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.1M	-2%	47k	44.07	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$2.0M	-6%	94k	21.74	View chart
Lowe's Companies (LOW)	0.1	$2.0M	-8%	11k	187.79	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$2.0M		42k	48.27	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.0M	-3%	12k	174.27	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.0M	-5%	68k	29.34	View chart
Sofi Technologies (SOFI)	0.1	$2.0M	+103%	409k	4.88	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$2.0M	+156%	26k	74.83	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.1	$2.0M	NEW	63k	31.30	View chart
Wp Carey (WPC)	0.1	$2.0M	+12%	28k	69.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$1.9M	+3%	50k	39.10	View chart
Abbott Laboratories (ABT)	0.1	$1.9M	+2%	20k	96.75	View chart
Altria (MO)	0.1	$1.9M	+15%	48k	40.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.9M	+2%	55k	34.87	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$1.9M	-5%	59k	32.87	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.9M		17k	112.51	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.9M	+93%	42k	45.77	View chart
Ford Motor Company (F)	0.1	$1.9M		169k	11.20	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.9M		15k	131.19	View chart
Dominion Resources (D)	0.1	$1.9M		28k	69.10	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$1.9M	+21%	42k	45.64	View chart

Past Filings by Strategic Wealth Advisors Group

SEC 13F filings are viewable for Strategic Wealth Advisors Group going back to 2014

Strategic Wealth Advisors Group 2022 Q3 filed Nov. 10, 2022
Strategic Wealth Advisors Group 2022 Q2 filed Aug. 12, 2022
Strategic Wealth Advisors Group 2022 Q1 filed May 10, 2022
Strategic Wealth Advisors Group 2021 Q4 filed Feb. 16, 2022
Strategic Wealth Advisors Group 2021 Q3 filed Nov. 17, 2021
Strategic Wealth Advisors Group 2021 Q2 filed Aug. 10, 2021
Strategic Wealth Advisors Group 2021 Q1 filed May 7, 2021
Strategic Wealth Advisors Group 2020 Q4 filed Feb. 12, 2021
Strategic Wealth Advisors Group 2020 Q3 filed Nov. 30, 2020
Strategic Wealth Advisors Group 2020 Q2 filed Aug. 3, 2020
Strategic Wealth Advisors Group 2020 Q1 filed May 5, 2020
Strategic Wealth Advisors Group 2019 Q4 filed Feb. 10, 2020
Strategic Wealth Advisors Group 2019 Q3 filed Nov. 4, 2019
Strategic Wealth Advisors Group 2019 Q2 filed Aug. 13, 2019
Strategic Wealth Advisors Group 2019 Q1 filed May 2, 2019
Strategic Wealth Advisors Group 2018 Q4 filed Feb. 12, 2019

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z