Strategic Wealth Advisors
Latest statistics and disclosures from Strategic Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, VBK, VBR, DFAI, and represent 34.59% of Strategic Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPLV, SCZ, MCD, SPY, DFIS, MDT, MRK, VBK, ADP, VTEB.
- Started 6 new stock positions in ORCL, AstraZeneca, LRCX, AME, GENZ, WING.
- Reduced shares in these 10 stocks: VUSB, JPST, IEMG, DFAE, IVV, VCSH, MINT, VOO, IWD, DFAR.
- Sold out of its positions in AMAT, CGGR, CRWD, DFIV, BROS, ET, JPEF, MSI, BOND, SPYM. TXN, URI, MGV.
- Strategic Wealth Advisors was a net seller of stock by $-8.7M.
- Strategic Wealth Advisors has $117M in assets under management (AUM), dropping by -6.21%.
- Central Index Key (CIK): 0002107449
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Portfolio Holdings for Strategic Wealth Advisors
Strategic Wealth Advisors holds 260 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.8 | $12M | 17k | 681.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 7.7 | $9.0M | -6% | 13k | 684.92 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 6.2 | $7.2M | 24k | 302.08 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 5.5 | $6.5M | 31k | 211.77 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 5.4 | $6.3M | 166k | 38.11 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.0 | $5.9M | -8% | 74k | 79.72 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 4.2 | $4.9M | -12% | 152k | 32.57 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.9 | $4.5M | -18% | 90k | 50.58 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 3.3 | $3.9M | -3% | 82k | 46.79 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.2 | $3.8M | -8% | 166k | 22.90 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.7 | $3.2M | 18k | 177.33 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 2.7 | $3.1M | +2% | 41k | 77.52 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.6 | $3.0M | -4% | 11k | 279.11 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 2.5 | $2.9M | -3% | 64k | 45.83 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 2.4 | $2.8M | +2% | 86k | 32.94 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 2.4 | $2.8M | -11% | 13k | 210.31 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.3 | $2.7M | -12% | 27k | 100.33 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $2.3M | -13% | 3.7k | 627.09 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.9 | $2.2M | -4% | 4.6k | 473.27 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.6 | $1.9M | 22k | 88.45 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $1.6M | 6.1k | 257.95 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.3 | $1.5M | 27k | 57.23 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 1.3 | $1.5M | 29k | 50.91 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.2 | $1.4M | -67% | 28k | 49.83 |
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| Apple (AAPL) | 1.0 | $1.2M | 4.4k | 271.81 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.1M | -2% | 12k | 89.43 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.8 | $927k | -5% | 14k | 66.43 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.8 | $887k | +12% | 12k | 71.39 |
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| Microsoft Corporation (MSFT) | 0.6 | $712k | 1.5k | 483.37 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $685k | 1.8k | 373.30 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $661k | -2% | 2.3k | 289.91 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $647k | +6% | 8.0k | 81.10 |
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| Allstate Corporation (ALL) | 0.5 | $626k | 3.0k | 208.11 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $611k | +6% | 12k | 50.22 |
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| Merck & Co (MRK) | 0.5 | $595k | +10% | 5.7k | 105.22 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $469k | -2% | 2.6k | 181.08 |
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| McDonald's Corporation (MCD) | 0.4 | $432k | +23% | 1.4k | 305.08 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $377k | 4.4k | 86.11 |
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| Amgen (AMGN) | 0.3 | $358k | 1.1k | 326.94 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $353k | -47% | 4.8k | 73.88 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $340k | -72% | 5.1k | 67.21 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.3 | $328k | -41% | 6.4k | 51.08 |
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| J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA) | 0.2 | $263k | 5.1k | 52.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $226k | +2% | 677.00 | 333.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $213k | -20% | 868.00 | 245.39 |
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| Morgan Stanley Com New (MS) | 0.2 | $207k | +20% | 1.2k | 176.92 |
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| Spdr Series Trust State Street Spd (XHB) | 0.2 | $205k | 2.0k | 102.50 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $205k | 3.1k | 65.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $204k | 652.00 | 312.88 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $204k | 710.00 | 287.32 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $195k | +8% | 4.8k | 40.76 |
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| Costco Wholesale Corporation (COST) | 0.2 | $194k | 226.00 | 858.41 |
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| Microchip Technology (MCHP) | 0.2 | $184k | 2.9k | 63.40 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $183k | -2% | 2.5k | 72.59 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $176k | 562.00 | 313.17 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $167k | +5% | 2.3k | 73.99 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $161k | +29% | 502.00 | 320.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $140k | -5% | 450.00 | 311.11 |
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| W.W. Grainger (GWW) | 0.1 | $140k | 139.00 | 1007.19 |
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| Wal-Mart Stores (WMT) | 0.1 | $138k | 1.2k | 110.84 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $134k | 979.00 | 136.87 |
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| International Business Machines (IBM) | 0.1 | $132k | 449.00 | 293.99 |
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| Automatic Data Processing (ADP) | 0.1 | $131k | +61% | 511.00 | 256.36 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $122k | 2.3k | 53.39 |
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| NVIDIA Corporation (NVDA) | 0.1 | $115k | 617.00 | 186.39 |
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| Realty Income (O) | 0.1 | $114k | 2.0k | 56.30 |
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| Ge Aerospace Com New (GE) | 0.1 | $113k | 370.00 | 305.41 |
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| Abbvie (ABBV) | 0.1 | $111k | +47% | 487.00 | 227.93 |
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| Ishares Tr Select Us Reit (ICF) | 0.1 | $108k | 1.8k | 59.15 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $107k | 260.00 | 411.54 |
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| Medtronic SHS (MDT) | 0.1 | $107k | +135% | 1.1k | 95.71 |
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| Johnson & Johnson (JNJ) | 0.1 | $106k | 517.00 | 205.03 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $105k | 171.00 | 614.04 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $99k | 712.00 | 139.04 |
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| Procter & Gamble Company (PG) | 0.1 | $93k | -7% | 653.00 | 142.42 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.1 | $93k | 3.3k | 27.98 |
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| Capital One Financial (COF) | 0.1 | $89k | +40% | 370.00 | 240.54 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $83k | 1.5k | 54.25 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $82k | +25% | 145.00 | 565.52 |
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| CSX Corporation (CSX) | 0.1 | $79k | 2.2k | 36.07 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $78k | 409.00 | 190.71 |
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| Trane Technologies SHS (TT) | 0.1 | $77k | 198.00 | 388.89 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $75k | 610.00 | 122.95 |
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| Union Pacific Corporation (UNP) | 0.1 | $72k | 313.00 | 230.03 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $71k | 720.00 | 98.61 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $70k | 500.00 | 140.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $70k | -7% | 710.00 | 98.59 |
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| Stryker Corporation (SYK) | 0.1 | $69k | +50% | 197.00 | 350.25 |
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| Pepsi (PEP) | 0.1 | $69k | 485.00 | 142.27 |
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| Amazon (AMZN) | 0.1 | $68k | +37% | 295.00 | 230.51 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $67k | 175.00 | 382.86 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $66k | 687.00 | 96.07 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $63k | +16% | 670.00 | 94.03 |
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| Vanguard World Materials Etf (VAW) | 0.1 | $62k | 300.00 | 206.67 |
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| AFLAC Incorporated (AFL) | 0.1 | $62k | +30% | 570.00 | 108.77 |
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| Spdr Series Trust State Street Spd (XHS) | 0.1 | $59k | 560.00 | 105.36 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $55k | 374.00 | 147.06 |
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| Amphenol Corp Cl A (APH) | 0.0 | $55k | 407.00 | 135.14 |
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| General Dynamics Corporation (GD) | 0.0 | $53k | 160.00 | 331.25 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $52k | 382.00 | 136.13 |
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| Norfolk Southern (NSC) | 0.0 | $51k | +23% | 180.00 | 283.33 |
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| Sila Realty Trust Common Stock | 0.0 | $50k | 2.2k | 23.18 |
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| Colgate-Palmolive Company (CL) | 0.0 | $47k | 604.00 | 77.81 |
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| Prologis (PLD) | 0.0 | $45k | 355.00 | 126.76 |
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| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.0 | $45k | 872.00 | 51.61 |
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| Kinder Morgan (KMI) | 0.0 | $45k | 1.7k | 27.19 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $44k | +4% | 372.00 | 118.28 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $44k | +16% | 405.00 | 108.64 |
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| Pfizer (PFE) | 0.0 | $44k | -15% | 1.8k | 24.79 |
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| Xcel Energy (XEL) | 0.0 | $43k | 590.00 | 72.88 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $43k | 455.00 | 94.51 |
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| Wec Energy Group (WEC) | 0.0 | $43k | 414.00 | 103.86 |
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| At&t (T) | 0.0 | $42k | +85% | 1.7k | 24.46 |
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| Cisco Systems (CSCO) | 0.0 | $42k | +95% | 558.00 | 75.27 |
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| Emerson Electric (EMR) | 0.0 | $41k | 315.00 | 130.16 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $40k | -7% | 626.00 | 63.90 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $37k | 1.0k | 35.78 |
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| Coca-Cola Company (KO) | 0.0 | $37k | 533.00 | 69.42 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $36k | 223.00 | 161.44 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $35k | 567.00 | 61.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $35k | 72.00 | 486.11 |
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| Ge Vernova (GEV) | 0.0 | $35k | +3% | 54.00 | 648.15 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $35k | 208.00 | 168.27 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $35k | 416.00 | 84.13 |
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| Edwards Lifesciences (EW) | 0.0 | $35k | 415.00 | 84.34 |
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| Chevron Corporation (CVX) | 0.0 | $33k | +51% | 220.00 | 150.00 |
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| Hilltop Holdings (HTH) | 0.0 | $33k | 1.0k | 33.00 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $32k | 430.00 | 74.42 |
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| SLB Com Stk (SLB) | 0.0 | $30k | +99% | 801.00 | 37.45 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $30k | 400.00 | 75.00 |
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| Honeywell International | 0.0 | $29k | +28% | 149.00 | 194.63 |
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| Meta Platforms Cl A (META) | 0.0 | $29k | +4% | 44.00 | 659.09 |
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| Boeing Company (BA) | 0.0 | $27k | -18% | 127.00 | 212.60 |
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| Broadcom (AVGO) | 0.0 | $24k | +16% | 71.00 | 338.03 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $24k | 50.00 | 480.00 |
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| Fifth Third Ban (FITB) | 0.0 | $24k | +100% | 514.00 | 46.69 |
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| Bank of America Corporation (BAC) | 0.0 | $24k | 449.00 | 53.45 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $23k | -48% | 780.00 | 29.49 |
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| Tesla Motors (TSLA) | 0.0 | $22k | 49.00 | 448.98 |
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| Abbott Laboratories (ABT) | 0.0 | $22k | 176.00 | 125.00 |
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| Intel Corporation (INTC) | 0.0 | $22k | +15% | 617.00 | 35.66 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $20k | 466.00 | 42.92 |
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| EQT Corporation (EQT) | 0.0 | $20k | 378.00 | 52.91 |
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| Home Depot (HD) | 0.0 | $20k | 61.00 | 327.87 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $20k | 199.00 | 100.50 |
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| TJX Companies (TJX) | 0.0 | $20k | 133.00 | 150.38 |
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| Eli Lilly & Co. (LLY) | 0.0 | $19k | 18.00 | 1055.56 |
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| Visa Com Cl A (V) | 0.0 | $19k | +69% | 56.00 | 339.29 |
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| Rocket Lab Corp (RKLB) | 0.0 | $19k | 280.00 | 67.86 |
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| Shell Spon Ads (SHEL) | 0.0 | $19k | +100% | 267.00 | 71.16 |
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| Ishares Tr Us Trsprtion (IYT) | 0.0 | $18k | 252.00 | 71.43 |
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| Regions Financial Corporation (RF) | 0.0 | $18k | 668.00 | 26.95 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $18k | 133.00 | 135.34 |
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| Corteva (CTVA) | 0.0 | $17k | 266.00 | 63.91 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $17k | 655.00 | 25.95 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $16k | 298.00 | 53.69 |
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| Phathom Pharmaceuticals (PHAT) | 0.0 | $16k | 1.0k | 16.00 |
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| Southwest Airlines (LUV) | 0.0 | $15k | 375.00 | 40.00 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $15k | 47.00 | 319.15 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $14k | 32.00 | 437.50 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $14k | 26.00 | 538.46 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $14k | +21% | 149.00 | 93.96 |
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| Northwest Natural Holdin (NWN) | 0.0 | $14k | 313.00 | 44.73 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $13k | 145.00 | 89.66 |
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| Ishares Tr Future Exponenti (XT) | 0.0 | $13k | 194.00 | 67.01 |
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| Gra (GGG) | 0.0 | $12k | 150.00 | 80.00 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $11k | 402.00 | 27.36 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $11k | 215.00 | 51.16 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $11k | 138.00 | 79.71 |
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| Dupont De Nemours | 0.0 | $10k | +100% | 266.00 | 37.59 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $10k | +100% | 132.00 | 75.76 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $10k | 128.00 | 78.12 |
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| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $10k | 368.00 | 27.17 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $10k | 187.00 | 53.48 |
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| Amplify Etf Tr Blockchain Techn (BLOK) | 0.0 | $9.0k | 175.00 | 51.43 |
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| Oracle Corporation (ORCL) | 0.0 | $9.0k | NEW | 47.00 | 191.49 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $9.0k | 61.00 | 147.54 |
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| Micron Technology (MU) | 0.0 | $9.0k | +13% | 34.00 | 264.71 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $9.0k | 43.00 | 209.30 |
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| Prudential Financial (PRU) | 0.0 | $9.0k | 88.00 | 102.27 |
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| Ishares Msci Aust Etf (EWA) | 0.0 | $8.0k | 310.00 | 25.81 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $8.0k | NEW | 48.00 | 166.67 |
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| Nuvation Bio Com Cl A (NUVB) | 0.0 | $8.0k | 1.0k | 8.00 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $8.0k | 13.00 | 615.38 |
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| Nucor Corporation (NUE) | 0.0 | $8.0k | 55.00 | 145.45 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $8.0k | 85.00 | 94.12 |
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| Targa Res Corp (TRGP) | 0.0 | $7.0k | 39.00 | 179.49 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $7.0k | 14.00 | 500.00 |
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| Target Corporation (TGT) | 0.0 | $7.0k | 80.00 | 87.50 |
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| Harley-Davidson (HOG) | 0.0 | $6.0k | 334.00 | 17.96 |
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| Dow (DOW) | 0.0 | $6.0k | 266.00 | 22.56 |
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| Rockwell Automation (ROK) | 0.0 | $6.0k | 17.00 | 352.94 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $6.0k | 12.00 | 500.00 |
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| Doordash Cl A (DASH) | 0.0 | $6.0k | 30.00 | 200.00 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $6.0k | 18.00 | 333.33 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $6.0k | 102.00 | 58.82 |
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| Baxter International (BAX) | 0.0 | $5.0k | 300.00 | 16.67 |
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| GSK Sponsored Adr (GSK) | 0.0 | $5.0k | 120.00 | 41.67 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $5.0k | -6% | 70.00 | 71.43 |
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| Advanced Micro Devices (AMD) | 0.0 | $5.0k | -32% | 27.00 | 185.19 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $5.0k | 36.00 | 138.89 |
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| Insmed Com Par $.01 (INSM) | 0.0 | $5.0k | 29.00 | 172.41 |
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| Eaton Corp SHS (ETN) | 0.0 | $5.0k | 16.00 | 312.50 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $5.0k | -38% | 32.00 | 156.25 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $5.0k | 38.00 | 131.58 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $5.0k | 111.00 | 45.05 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $5.0k | +296% | 111.00 | 45.05 |
|
| Hp (HPQ) | 0.0 | $5.0k | 240.00 | 20.83 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $5.0k | 240.00 | 20.83 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $4.0k | 590.00 | 6.78 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $4.0k | 93.00 | 43.01 |
|
|
| Marvell Technology (MRVL) | 0.0 | $4.0k | -32% | 52.00 | 76.92 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $4.0k | +15% | 22.00 | 181.82 |
|
| Martin Marietta Materials (MLM) | 0.0 | $4.0k | 7.00 | 571.43 |
|
|
| Intuit (INTU) | 0.0 | $4.0k | 7.00 | 571.43 |
|
|
| Clorox Company (CLX) | 0.0 | $4.0k | 40.00 | 100.00 |
|
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $4.0k | 200.00 | 20.00 |
|
|
| Guardant Health (GH) | 0.0 | $4.0k | 40.00 | 100.00 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $4.0k | 13.00 | 307.69 |
|
|
| Wingstop (WING) | 0.0 | $4.0k | NEW | 18.00 | 222.22 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.0 | $4.0k | 86.00 | 46.51 |
|
|
| Olin Corp Com Par $1 (OLN) | 0.0 | $3.0k | 180.00 | 16.67 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $3.0k | 39.00 | 76.92 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $3.0k | +12% | 18.00 | 166.67 |
|
| Astrazeneca Sponsored Adr | 0.0 | $3.0k | NEW | 35.00 | 85.71 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $3.0k | 49.00 | 61.22 |
|
|
| Ross Stores (ROST) | 0.0 | $3.0k | 17.00 | 176.47 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $3.0k | +30% | 17.00 | 176.47 |
|
| Carnival Corp Unit 99/99/9999 | 0.0 | $3.0k | 100.00 | 30.00 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $3.0k | -50% | 3.00 | 1000.00 |
|
| Ametek (AME) | 0.0 | $3.0k | NEW | 16.00 | 187.50 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $3.0k | 4.00 | 750.00 |
|
|
| Coherent Corp (COHR) | 0.0 | $3.0k | 20.00 | 150.00 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $3.0k | +8% | 27.00 | 111.11 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $3.0k | 44.00 | 68.18 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $3.0k | 85.00 | 35.29 |
|
|
| Opendoor Technologies (OPEN) | 0.0 | $3.0k | 635.00 | 4.72 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $2.0k | 30.00 | 66.67 |
|
|
| Walt Disney Company (DIS) | 0.0 | $2.0k | 26.00 | 76.92 |
|
|
| Waste Connections (WCN) | 0.0 | $2.0k | 13.00 | 153.85 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $2.0k | 11.00 | 181.82 |
|
|
| Vaneck Etf Trust Gaming Etf (GENZ) | 0.0 | $2.0k | NEW | 50.00 | 40.00 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $2.0k | 24.00 | 83.33 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.0k | 89.00 | 22.47 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $2.0k | 82.00 | 24.39 |
|
|
| ConAgra Foods (CAG) | 0.0 | $2.0k | 167.00 | 11.98 |
|
|
| Proshares Tr Ultra Xrp Etf (UXRP) | 0.0 | $1.0k | 115.00 | 8.70 |
|
|
| Ford Motor Company (F) | 0.0 | $1.0k | -77% | 150.00 | 6.67 |
|
| Haleon Spon Ads (HLN) | 0.0 | $1.0k | 150.00 | 6.67 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $1.0k | 60.00 | 16.67 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| D.R. Horton (DHI) | 0.0 | $1.0k | 10.00 | 100.00 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $1.0k | 50.00 | 20.00 |
|
|
| Cigna Corp (CI) | 0.0 | $999.999700 | 7.00 | 142.86 |
|
|
| Chemours (CC) | 0.0 | $999.996000 | +101% | 167.00 | 5.99 |
|
| Devon Energy Corporation (DVN) | 0.0 | $0 | +100% | 20.00 | 0.00 |
|
| Verizon Communications (VZ) | 0.0 | $0 | 10.00 | 0.00 |
|
|
| Opendoor Technologies *w Exp 11/20/202 (OPENW) | 0.0 | $0 | 21.00 | 0.00 |
|
|
| Opendoor Technologies *w Exp 11/20/202 (OPENL) | 0.0 | $0 | 21.00 | 0.00 |
|
|
| Opendoor Technologies *w Exp 11/20/202 (OPENZ) | 0.0 | $0 | 21.00 | 0.00 |
|
Past Filings by Strategic Wealth Advisors
SEC 13F filings are viewable for Strategic Wealth Advisors going back to 2026
- Strategic Wealth Advisors 2026 Q2 filed Aug. 7, 2026
- Strategic Wealth Advisors 2026 Q1 filed May 1, 2026