Strategic Wealth Advisors

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

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Portfolio Holdings for Strategic Wealth Advisors Group

Companies in the Strategic Wealth Advisors Group portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.0 $60M +340% 518k 115.81
Amazon (AMZN) 4.9 $59M +3% 19k 3148.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $55M +26% 198k 277.84
Ishares Tr Msci Min Vol Etf (USMV) 3.9 $48M +6% 747k 63.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $36M +27% 107k 334.89
Ark Etf Tr Innovation Etf (ARKK) 2.4 $29M +13% 313k 92.00
Microsoft Corporation (MSFT) 2.2 $27M 128k 210.33
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.0 $24M -18% 354k 68.05
Tesla Motors (TSLA) 1.6 $20M NEW 46k 429.02
Ishares Tr Core S&p500 Etf (IVV) 1.6 $19M -4% 56k 336.06
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.4 $17M +1333% 429k 39.35
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 1.2 $15M +15% 362k 41.36
Spdr Gold Tr Gold Shs (GLD) 1.2 $14M -4% 81k 177.12
First Tr Value Line Divid In SHS (FVD) 1.0 $12M +15% 388k 31.46

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Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.0 $12M 233k 49.57
Vanguard Index Fds Growth Etf (VUG) 1.0 $12M 51k 227.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $11M -10% 52k 212.94
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.9 $11M -39% 354k 30.70
First Tr Nasdaq-100 Tech Ind Dj Internt Idx (FDN) 0.9 $11M -4% 56k 188.32
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $10M +16% 81k 128.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $10M -5% 61k 170.32
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.8 $10M NEW 123k 83.53
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.8 $10M +5% 240k 41.66
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $9.9M -3% 32k 311.46
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $9.8M +85% 195k 50.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $9.4M -15% 41k 231.07
Ishares Min Vol Gbl Etf (ACWV) 0.7 $8.8M +9% 96k 91.91
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.7 $8.6M -4% 261k 32.79
Facebook Cl A (FB) 0.7 $8.5M 33k 261.91
Visa Com Cl A (V) 0.7 $8.3M -18% 42k 199.98
Advanced Micro Devices (AMD) 0.7 $8.3M 101k 81.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $8.0M +5% 26k 307.67
Johnson & Johnson (JNJ) 0.7 $7.9M -9% 53k 148.89
NVIDIA Corporation (NVDA) 0.6 $7.7M +26% 14k 541.25
Vanguard World Fds Health Car Etf (VHT) 0.6 $7.5M +2% 37k 204.00
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.6 $7.0M -15% 149k 47.18
Verizon Communications (VZ) 0.6 $7.0M +12% 118k 59.49
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.6 $6.8M +45% 139k 49.25
Procter & Gamble Company (PG) 0.6 $6.7M +15% 48k 138.99
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $6.6M +8% 23k 293.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $6.6M +3% 76k 86.48
Netflix (NFLX) 0.5 $6.6M 13k 500.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $6.4M +8% 80k 80.93
First Tr Nasdaq-100 Tech Ind Cap Strength Etf (FTCS) 0.5 $6.4M -4% 102k 63.27
Cambria Etf Tr Tail Risk (TAIL) 0.5 $6.3M NEW 291k 21.60
Invesco Exch Trd Slf Idx Bulshs 2020 Hy 0.5 $6.2M -3% 264k 23.36
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $6.0M +7% 180k 33.23
Costco Wholesale Corporation (COST) 0.5 $5.9M -12% 17k 354.99
Disney Walt Com Disney (DIS) 0.5 $5.8M -4% 47k 124.08
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.5 $5.8M -3% 240k 24.07
Pfizer (PFE) 0.5 $5.6M +10% 153k 36.70
Vanguard Index Fds Value Etf (VTV) 0.5 $5.5M +5% 53k 104.52
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.5 $5.4M -48% 211k 25.88
Select Sector Spdr Tr Energy (XLE) 0.4 $5.4M 181k 29.95
Ishares Tr Expnd Tec Sc Etf (IGM) 0.4 $5.4M 18k 309.03
Franklin Templeton Etf Tr Libertyq Us Eqt (FLQL) 0.4 $5.3M -71% 153k 34.76
At&t (T) 0.4 $5.2M +11% 184k 28.51
Invesco Exch Trd Slf Idx Bulshs 2021 Hy (BSJL) 0.4 $5.2M 227k 22.94
Wal-Mart Stores (WMT) 0.4 $5.1M +44% 36k 139.92
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $5.1M 55k 92.41
Ark Etf Tr Genomic Rev Etf (ARKG) 0.4 $4.9M +103% 76k 63.71
Nio Spon Ads (NIO) 0.4 $4.8M -39% 228k 21.22
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $4.7M +3% 45k 105.47
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $4.7M +3% 144k 32.63
Intel Corporation (INTC) 0.4 $4.6M +30% 89k 51.78
Mastercard Incorporated Cl A (MA) 0.4 $4.5M +2% 13k 338.15
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $4.4M +11% 144k 30.20
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $4.2M +39% 85k 49.83
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $4.2M 31k 133.49
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.2M +3% 27k 153.79
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $4.1M +2% 113k 36.57
Amgen (AMGN) 0.3 $4.1M 16k 254.18
Docusign (DOCU) 0.3 $4.1M NEW 19k 215.25
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $4.1M 299k 13.83
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.3 $4.0M +63% 77k 51.88
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $4.0M +54% 87k 46.01
Ishares Tr Min Vol Eafe Etf (EFAV) 0.3 $4.0M 58k 68.13
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $3.9M -29% 24k 163.09
First Tr Exchange Traded Cloud Computing (SKYY) 0.3 $3.9M +22% 50k 78.50
Ishares Tr Phlx Semicnd Etf (SOXX) 0.3 $3.9M -17% 13k 304.63
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.3 $3.8M +19% 76k 50.37
Chevron Corporation (CVX) 0.3 $3.8M -9% 53k 72.01
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $3.8M +4% 61k 62.30
Boeing Company (BA) 0.3 $3.7M -34% 22k 165.24
Ishares Tr Core Msci Eafe (IEFA) 0.3 $3.6M +6% 60k 60.27
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.3 $3.6M +3% 129k 27.61
Home Depot (HD) 0.3 $3.6M +3% 13k 277.71
Zynga Cl A (ZNGA) 0.3 $3.4M -2% 370k 9.12
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $3.4M +10% 54k 62.04
United Parcel Service CL B (UPS) 0.3 $3.4M -3% 20k 166.63
Coca-Cola Company (KO) 0.3 $3.4M 68k 49.37
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.3 $3.3M +23% 174k 19.23
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $3.3M -7% 11k 299.61
Invesco Exchange-traded Fd T Treas Colaterl (CLTL) 0.3 $3.3M -55% 31k 105.72
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $3.3M -10% 18k 185.32
Cisco Systems (CSCO) 0.3 $3.3M +3% 85k 39.04
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $3.3M 118k 27.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $3.3M +13% 37k 88.08
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $3.2M +115% 169k 19.17
Ishares Tr Core High Dv Etf (HDV) 0.3 $3.2M +14% 40k 80.49
salesforce (CRM) 0.3 $3.2M -2% 13k 251.32
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $3.2M +73% 103k 30.76
McDonald's Corporation (MCD) 0.3 $3.1M +8% 14k 219.50
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.1M +69% 18k 176.25
Vanguard World Fds Comm Srvc Etf (VOX) 0.3 $3.1M -4% 31k 101.87
Paypal Holdings (PYPL) 0.3 $3.1M +9% 16k 197.01
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.3 $3.1M +10% 135k 22.86
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $3.1M +27% 52k 59.39
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $3.1M +2% 103k 29.65
Starbucks Corporation (SBUX) 0.3 $3.0M +7% 35k 85.91
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $3.0M 56k 53.64
Ishares Tr Select Divid Etf (DVY) 0.2 $3.0M -2% 37k 81.54
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $3.0M +11% 22k 134.54
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $2.9M NEW 11k 277.49
American Tower Reit (AMT) 0.2 $2.9M +12% 12k 241.77
JPMorgan Chase & Co. (JPM) 0.2 $2.9M -7% 30k 96.27
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $2.9M -9% 20k 146.96
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.2 $2.8M +28% 16k 170.41
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $2.7M -3% 27k 101.91
First Trust Portfolios SHS (QTEC) 0.2 $2.7M +33% 23k 117.20
Merck & Co (MRK) 0.2 $2.7M +6% 32k 82.96
Crestwood Equity Partners Unit Ltd Partner (CEQP) 0.2 $2.6M +24% 212k 12.46
Square Cl A (SQ) 0.2 $2.6M -8% 16k 162.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.6M +38% 32k 82.96
Teladoc (TDOC) 0.2 $2.6M NEW 12k 219.25
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $2.5M -3% 42k 60.43
Comcast Corp Cl A (CMCSA) 0.2 $2.5M -2% 54k 46.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.5M -33% 33k 75.48
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $2.5M +2% 32k 76.99
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $2.5M +12% 19k 127.96
Ishares Tr Exponential Tech (XT) 0.2 $2.4M -6% 50k 48.58
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $2.4M 86k 27.38
Global X Fds Cloud Computng (CLOU) 0.2 $2.3M +25% 97k 23.88
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.2 $2.3M 108k 21.32
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $2.3M -6% 38k 60.65
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.2M -2% 35k 64.11
Ishares Core Msci Emkt (IEMG) 0.2 $2.2M +16% 41k 52.81
Fs Kkr Capital Corp (FSK) 0.2 $2.1M NEW 134k 15.86
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $2.1M +9% 32k 65.96
Peloton Interactive Cl A Com (PTON) 0.2 $2.1M NEW 21k 99.25
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.0M 17k 117.90
Target Corporation (TGT) 0.2 $2.0M +4% 13k 157.41
Abbvie (ABBV) 0.2 $2.0M +12% 23k 87.59
Sea Sponsored Ads (SE) 0.2 $1.9M NEW 13k 154.03
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $1.9M -31% 16k 121.78
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.2 $1.9M +8% 77k 24.53
General Mills (GIS) 0.2 $1.9M 31k 61.67
Duke Energy Corp Com New (DUK) 0.2 $1.9M -2% 21k 88.55
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $1.9M 11k 176.45
Abbott Laboratories (ABT) 0.2 $1.9M +3% 17k 108.83
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $1.8M -3% 60k 30.60
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $1.8M +22% 35k 51.69
Etf Ser Solutions Nationwide Max (MXDU) 0.2 $1.8M -11% 55k 33.22
Crossamerica Partners Ut Ltd Ptn Int (CAPL) 0.1 $1.8M -20% 121k 14.87
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $1.8M +39% 67k 26.88
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR) 0.1 $1.8M -19% 80k 22.49
Nike CL B (NKE) 0.1 $1.8M 14k 125.51
Ishares Tr Esg Msci Usa Etf (ESGU) 0.1 $1.8M -15% 23k 76.22
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $1.8M +162% 33k 53.83
Ishares Tr Mbs Etf (MBB) 0.1 $1.8M +29% 16k 110.23
Pepsi (PEP) 0.1 $1.8M +8% 13k 138.58
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $1.7M +5% 19k 93.94
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $1.7M -2% 29k 60.03
Ishares Tr Nasdaq Biotech (IBB) 0.1 $1.7M NEW 13k 135.42
3M Company (MMM) 0.1 $1.7M 11k 160.18
Dominion Resources (D) 0.1 $1.7M 21k 78.95
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $1.6M 33k 50.10
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.6M +11% 45k 36.29
Select Sector Spdr Tr Technology (XLK) 0.1 $1.6M -33% 14k 116.72
Bristol Myers Squibb (BMY) 0.1 $1.6M +14% 27k 59.87
Fidelity Covington Tr Msci Info Tech I (FTEC) 0.1 $1.6M -3% 18k 92.08
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.6M 47k 34.12
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $1.6M -21% 39k 40.89
Invesco Exch Trd Slf Idx Bulshs 2020 Cb 0.1 $1.6M -19% 74k 21.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.6M -5% 36k 43.24
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.5M -3% 14k 112.44
Gilead Sciences (GILD) 0.1 $1.5M +4% 24k 63.19
Ishares Gold Trust Ishares (IAU) 0.1 $1.5M -27% 84k 17.99
Prospect Capital Corporation (PSEC) 0.1 $1.5M 295k 5.03
Bank of America Corporation (BAC) 0.1 $1.4M -13% 59k 24.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.4M +5% 26k 55.49
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.4M +2% 13k 111.40
Compass Minerals International (CMP) 0.1 $1.4M -6% 24k 59.37
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $1.4M -5% 50k 28.14
Ishares Min Vol Emrg Mkt (EEMV) 0.1 $1.3M +3% 24k 55.18
Ishares Tr Core Msci Total (IXUS) 0.1 $1.3M -5% 23k 58.35
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.3M +5% 38k 34.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.3M 11k 115.14
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.1 $1.3M -11% 31k 40.90
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.3M +2% 44k 28.92
Wisdomtree Tr Us High Dividend (DHS) 0.1 $1.2M -5% 20k 62.48
Enbridge (ENB) 0.1 $1.2M -2% 42k 29.19
Exxon Mobil Corporation (XOM) 0.1 $1.2M +13% 36k 34.34
Ishares Tr Sh Tr Crport Etf (IGSB) 0.1 $1.2M +28% 22k 54.82
Miller Howard High Inc Eqty Com Shs Ben In (HIE) 0.1 $1.2M NEW 195k 6.16
Welltower Inc Com reit (WELL) 0.1 $1.2M +2% 22k 55.08
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $1.2M +62% 23k 50.78
Tal Education Group Sponsored Ads (TAL) 0.1 $1.2M 16k 76.02
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $1.2M +5% 21k 56.83
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.1 $1.2M +14% 53k 21.84
Allakos (ALLK) 0.1 $1.2M -21% 14k 81.42
Cohen & Steers Quality Income Realty (RQI) 0.1 $1.1M +15% 100k 11.11
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.1M -15% 12k 89.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.1M +13% 25k 44.08
Jd.com Spon Adr Cl A (JD) 0.1 $1.1M 14k 77.58
Fiserv (FISV) 0.1 $1.1M NEW 11k 103.05
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.1M NEW 34k 31.33
Etf Managers Tr Prime Cybr Scrty (HACK) 0.1 $1.1M -2% 23k 46.54
First Tr Exchange-traded FST TR GLB FD (FTGC) 0.1 $1.0M NEW 61k 16.98
Spirit Rlty Cap Com New (SRC) 0.1 $1.0M -2% 30k 33.75
Emerson Electric (EMR) 0.1 $1.0M 16k 65.56
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $1.0M +52% 17k 59.19
Annaly Capital Management (NLY) 0.1 $1.0M -5% 141k 7.12
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $992k +7% 30k 32.99
Activision Blizzard (ATVI) 0.1 $979k +7% 12k 80.98
Oracle Corporation (ORCL) 0.1 $978k -5% 16k 59.70
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $978k 17k 57.39
TJX Companies (TJX) 0.1 $976k 18k 55.67
Medical Properties Trust (MPW) 0.1 $975k -16% 55k 17.64
Vaneck Merk Gold Trust Gold Trust (OUNZ) 0.1 $943k NEW 51k 18.39
Raytheon Technologies Corp (RTX) 0.1 $923k NEW 16k 57.51
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $917k +7% 33k 27.88
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $916k 18k 52.05
Viacomcbs CL B (VIAC) 0.1 $893k 32k 28.01
Southern Company (SO) 0.1 $892k -17% 17k 54.20
Ishares Tr Intrm Tr Crp Etf (IGIB) 0.1 $879k -20% 15k 60.78
Kellogg Company (K) 0.1 $869k 14k 64.61
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $846k +59% 20k 42.57
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $838k 15k 55.03
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $825k NEW 21k 39.16
CVB Financial (CVBF) 0.1 $809k 49k 16.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $803k -26% 10k 79.62
Ishares Silver Tr Ishares (SLV) 0.1 $794k NEW 37k 21.64
Altria (MO) 0.1 $791k -6% 21k 38.63
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $787k 11k 68.76
Wp Carey (WPC) 0.1 $776k -10% 12k 65.17
Ishares Esg Msci Em Etf (ESGE) 0.1 $775k -26% 22k 35.63
Newell Rubbermaid (NWL) 0.1 $763k 45k 17.16
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $755k +2% 17k 43.78
Cardinal Health (CAH) 0.1 $753k 16k 46.95
Ishares Tr Esg Msci Eafe (ESGD) 0.1 $750k -7% 12k 63.46
Xcel Energy (XEL) 0.1 $738k -8% 11k 69.02
Select Sector Spdr Tr Communication (XLC) 0.1 $730k -7% 12k 59.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $725k -14% 14k 52.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $712k +5% 13k 55.31
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $710k NEW 19k 36.58
Realty Income (O) 0.1 $680k -9% 11k 60.77
Southwest Airlines (LUV) 0.1 $678k +30% 18k 37.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $639k -15% 12k 52.21
Blackrock Science & Technolo SHS (BST) 0.1 $638k -2% 15k 43.05
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.1 $624k +59% 25k 25.35
Alaska Air (ALK) 0.1 $615k -15% 17k 36.63
Applied Materials (AMAT) 0.1 $612k NEW 10k 59.41
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $602k -3% 20k 29.88
Slack Technologies Com Cl A (WORK) 0.0 $601k +54% 22k 26.85
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.0 $599k NEW 11k 55.33
Mondelez Intl Cl A (MDLZ) 0.0 $597k +2% 10k 57.40
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $595k -28% 24k 24.95
First Tr Exchange-traded Dorsey Wright (IFV) 0.0 $580k +17% 31k 18.80
Ishares Tr Core Div Grwth (DGRO) 0.0 $543k +17% 14k 39.82
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $534k 41k 13.06
J P Morgan Exchange-traded F Us Aggregate (JAGG) 0.0 $526k +50% 19k 27.97
Invesco Exchange-traded Fd T S&p Smlcp Low (XSLV) 0.0 $526k -20% 16k 33.23
Wheaton Precious Metals Corp (WPM) 0.0 $510k -15% 10k 49.06
Ishares Tr Msci Acwi Exus (HAWX) 0.0 $491k +68% 19k 26.54
Stmicroelectronics N V Ny Registry (STM) 0.0 $469k 15k 30.70
Xperi Holding Corp (XPER) 0.0 $468k NEW 41k 11.50
Us Bancorp Del Com New (USB) 0.0 $467k -10% 13k 35.88
Invesco Exchange-traded Fd T Taxable Mun Bd (BAB) 0.0 $463k 14k 33.33
Uber Technologies (UBER) 0.0 $460k 13k 36.50
Walgreen Boots Alliance (WBA) 0.0 $457k NEW 13k 35.95
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $444k -11% 14k 30.97
Etf Managers Tr Prime Junir Slvr (SILJ) 0.0 $444k +3% 32k 13.81
Mei Pharma Com New (MEIP) 0.0 $432k +29% 138k 3.12
Spdr Ser Tr Portfolio Crport (SPBO) 0.0 $414k NEW 12k 35.32
Fs Kkr Capital Corp. Ii (FSKR) 0.0 $404k NEW 28k 14.71
Wells Fargo & Company (WFC) 0.0 $401k -15% 17k 23.48
Box Cl A (BOX) 0.0 $392k NEW 23k 17.34
Pembina Pipeline Corp (PBA) 0.0 $389k -12% 18k 21.25
Physicians Realty Trust (DOC) 0.0 $387k -10% 22k 17.70
Compass Diversified Holdings Sh Ben Int (CODI) 0.0 $381k 20k 19.05
Innovator Etfs Tr Ii S&p Invstmnt Grd (EPRF) 0.0 $366k NEW 15k 24.27
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.0 $365k NEW 17k 21.78
General Electric Company (GE) 0.0 $364k -13% 58k 6.24
Ares Capital Corporation (ARCC) 0.0 $363k -4% 26k 13.94
First Tr Exchange Traded Dow 30 Eql Wgt (EDOW) 0.0 $360k 15k 24.37
Omega Healthcare Investors (OHI) 0.0 $353k -13% 12k 29.95
Cerus Corporation (CERS) 0.0 $352k -6% 56k 6.27
Corning Incorporated (GLW) 0.0 $350k NEW 11k 32.45
Kinder Morgan (KMI) 0.0 $318k -12% 26k 12.31
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $309k -3% 11k 27.11
Dbx Etf Tr Xtrack Msci Emrg (DBEM) 0.0 $292k 12k 24.29
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $291k +2% 20k 14.73
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $280k 10k 27.01
Bgc Partners Cl A (BGCP) 0.0 $265k NEW 111k 2.40
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $259k -5% 14k 18.73
Spdr Ser Tr Blomberg 1 10 Yr (TIPX) 0.0 $248k NEW 12k 20.67
Hp (HPQ) 0.0 $244k 13k 19.03
Gabelli Dividend & Income Trust (GDV) 0.0 $236k -6% 13k 18.38
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $229k -57% 12k 18.51
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $227k -60% 16k 14.59
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.0 $227k -21% 13k 18.12
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $215k NEW 11k 19.98
Hecla Mining Company (HL) 0.0 $214k -64% 42k 5.08
Amcor Ord (AMCR) 0.0 $212k NEW 19k 11.06
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $204k -24% 13k 15.19

Past Filings by Strategic Wealth Advisors Group

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

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