Strategic Wealth Advisors

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

Portfolio Holdings for Strategic Wealth Advisors Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 4.8 $52M -6% 18k 2862.71
Ishares Tr Msci Min Vol Etf (USMV) 4.0 $43M +9% 704k 61.01
Apple (AAPL) 3.9 $43M -30% 117k 364.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.6 $39M +31% 156k 250.80
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.5 $28M +2% 436k 63.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $26M -9% 84k 311.17
Microsoft Corporation (MSFT) 2.4 $26M -26% 127k 205.96
Ark Etf Tr Innovation Etf (ARKK) 1.9 $20M +15% 277k 73.87
Ishares Tr Core S&p500 Etf (IVV) 1.7 $18M -39% 59k 312.06
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.7 $18M -12% 587k 30.70
Franklin Templeton Etf Tr Libertyq Us Eqt (FLQL) 1.6 $17M -15% 536k 32.29
Spdr Gold Trust Gold Shs (GLD) 1.3 $14M +60% 85k 166.52
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 1.2 $13M +8% 313k 41.86
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $13M -29% 67k 194.89
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.0 $11M +7% 236k 45.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $10M +11% 59k 177.96
First Tr Value Line Divid In SHS (FVD) 0.9 $10M +21% 337k 30.41
First Tr Exchange-traded Dj Internt Idx (FDN) 0.9 $10M 59k 173.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $10M -32% 65k 157.44
Vanguard Index Fds Growth Etf (VUG) 0.9 $10M -9% 50k 204.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $10M -8% 48k 209.39
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.9 $10.0M -52% 408k 24.65
Visa Com Cl A (V) 0.9 $9.9M -5% 51k 194.75
Invesco Exchange-traded Fd T S&p Midcp Low (XMLV) 0.9 $9.5M +20% 229k 41.41
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $9.2M -2% 33k 280.31
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.8 $8.4M -45% 274k 30.66
Johnson & Johnson (JNJ) 0.8 $8.2M -4% 58k 140.91
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $8.2M -27% 69k 117.53
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.7 $8.1M NEW 177k 46.02
Ishares Min Vol Gbl Etf (ACWV) 0.7 $7.7M +3% 88k 88.01
Facebook Cl A (FB) 0.7 $7.6M -5% 32k 237.59
Invesco Exchange-traded Fd T Treas Colaterl (CLTL) 0.7 $7.5M -28% 71k 105.80
Vanguard World Fds Health Car Etf (VHT) 0.6 $7.0M 36k 194.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $7.0M -5% 25k 285.73
Select Sector Spdr Tr Energy (XLE) 0.6 $6.6M +1148% 178k 37.08
Netflix (NFLX) 0.6 $6.5M -12% 13k 484.24
Invesco Exch Trd Slf Idx Bulshs 2020 Hy (BSJK) 0.6 $6.4M +16% 274k 23.28
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $6.4M -16% 74k 86.53
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $6.3M +12% 107k 58.89
Boeing Company (BA) 0.6 $6.2M +22% 34k 181.90
Costco Wholesale Corporation (COST) 0.5 $5.8M +6% 19k 304.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $5.8M -51% 52k 112.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $5.8M -12% 73k 78.73
Verizon Communications (VZ) 0.5 $5.7M -11% 105k 54.68
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.5 $5.7M +193% 248k 22.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $5.6M -34% 34k 163.24
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $5.6M +17% 168k 33.15
Disney Walt Com Disney (DIS) 0.5 $5.5M -33% 49k 113.11
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $5.5M -16% 81k 67.54
Advanced Micro Devices (AMD) 0.5 $5.4M -84% 103k 52.68
Chevron Corporation (CVX) 0.5 $5.2M -10% 59k 88.19
Invesco Exch Trd Slf Idx Bulshs 2021 Hy (BSJL) 0.5 $5.1M +49% 223k 22.74
Procter & Gamble Company (PG) 0.5 $5.0M -13% 42k 120.14
Ishares Tr Expnd Tec Sc Etf (IGM) 0.5 $5.0M -15% 18k 283.32
Vanguard Index Fds Value Etf (VTV) 0.5 $5.0M -62% 50k 99.71
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $5.0M +7% 55k 90.71
At&t (T) 0.5 $4.9M -16% 164k 29.95
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $4.8M -14% 105k 45.47
Pfizer (PFE) 0.4 $4.7M -4% 139k 34.05
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $4.7M -21% 96k 49.33
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $4.6M -57% 46k 100.45
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $4.5M -15% 21k 216.26
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $4.4M -32% 44k 101.14
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $4.3M NEW 138k 31.14
NVIDIA Corporation (NVDA) 0.4 $4.3M -5% 11k 381.85
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.4 $4.2M 300k 14.14
Ishares Tr Phlx Semicnd Etf (SOXX) 0.4 $4.2M NEW 16k 268.64
Amgen (AMGN) 0.4 $4.2M -9% 16k 255.44
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $4.1M +4% 31k 133.41
Intel Corporation (INTC) 0.4 $4.0M -22% 69k 59.08
Ishares Tr Min Vol Eafe Etf (EFAV) 0.4 $3.9M -32% 60k 66.22
Mastercard Cl A (MA) 0.4 $3.9M -47% 13k 301.82
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.4 $3.9M +7% 110k 35.16
Vanguard Index Fds Small Cp Etf (VB) 0.3 $3.8M -12% 26k 145.75
Cisco Systems (CSCO) 0.3 $3.8M -16% 82k 46.19
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $3.7M +319% 129k 29.06
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $3.6M +4% 59k 62.02
Zynga Cl A (ZNGA) 0.3 $3.6M -11% 380k 9.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $3.5M -49% 20k 177.13
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $3.4M -24% 49k 69.92
Invesco Exchange-traded Fd T Calif Amt Mun (PWZ) 0.3 $3.4M +3% 125k 27.29
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $3.3M -53% 119k 27.94
Ishares Tr Core Msci Eafe (IEFA) 0.3 $3.2M -42% 56k 57.39
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $3.2M -34% 12k 266.18
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.3 $3.2M +17% 64k 50.19
Ishares Tr Russell 3000 Etf (IWV) 0.3 $3.2M NEW 18k 181.44
First Tr Exchange Traded Cloud Computing (SKYY) 0.3 $3.1M +23% 41k 75.42
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $3.1M +169% 50k 62.12
Home Depot (HD) 0.3 $3.1M -8% 12k 248.38
Vanguard World Fds Comm Srvc Etf (VOX) 0.3 $3.0M +6% 32k 95.06
Ishares Tr Select Divid Etf (DVY) 0.3 $3.0M -20% 38k 80.21
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $3.0M NEW 61k 49.80
Coca-Cola Company (KO) 0.3 $3.0M -20% 67k 44.96
JPMorgan Chase & Co. (JPM) 0.3 $3.0M +10% 32k 93.28
Wal-Mart Stores (WMT) 0.3 $3.0M -8% 25k 119.74
Nio Spon Ads (NIO) 0.3 $3.0M +343% 376k 7.89
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.9M -29% 21k 142.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $2.9M -50% 33k 88.20
Ishares Tr Core High Dv Etf (HDV) 0.3 $2.9M +2% 35k 81.29
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $2.8M +32% 28k 101.63
American Tower Reit (AMT) 0.3 $2.8M NEW 11k 265.91
Invesco Exchange-traded Fd T S&p500 Low Vol (SPLV) 0.3 $2.8M -11% 56k 50.06
Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $2.8M -16% 23k 121.52
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $2.8M +51% 22k 129.15
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $2.7M +11% 100k 27.37
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.3 $2.7M +5% 122k 22.42
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $2.7M +10% 20k 134.57
Paypal Holdings (PYPL) 0.2 $2.6M -34% 15k 177.38
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $2.5M NEW 56k 45.22
salesforce (CRM) 0.2 $2.5M -8% 13k 192.35
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $2.4M -7% 41k 60.40
McDonald's Corporation (MCD) 0.2 $2.4M -32% 13k 184.76
Starbucks Corporation (SBUX) 0.2 $2.4M 33k 74.12
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $2.4M NEW 47k 51.62
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $2.4M +10% 44k 55.49
United Parcel Service CL B (UPS) 0.2 $2.4M 21k 114.91
Merck & Co (MRK) 0.2 $2.4M -22% 30k 78.48
Ishares Tr Exponential Tech (XT) 0.2 $2.4M +2% 53k 44.80
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $2.3M +293% 41k 57.82
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.2 $2.3M -56% 141k 16.64
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.2 $2.3M 108k 21.37
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $2.2M +85% 85k 26.25
Comcast Corp Cl A (CMCSA) 0.2 $2.2M -16% 56k 39.81
Select Sector Spdr Tr Technology (XLK) 0.2 $2.2M 21k 105.04
Crestwood Equity Partners Unit Ltd Partner (CEQP) 0.2 $2.2M NEW 170k 12.87
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.2 $2.1M -29% 13k 170.62
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $2.1M +145% 31k 68.62
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.1M NEW 36k 58.86
Crossamerica Partners Ut Ltd Ptn Int (CAPL) 0.2 $2.1M +10% 151k 13.76
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.1M -34% 17k 118.06
Square Cl A (SQ) 0.2 $2.0M -13% 18k 116.05
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $2.0M +16% 17k 119.04
Abbvie (ABBV) 0.2 $2.0M -16% 20k 99.58
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.2 $2.0M -27% 50k 40.24
Ark Etf Tr Genomic Rev Etf (ARKG) 0.2 $2.0M +207% 38k 53.45
Ishares Gold Trust Ishares (IAU) 0.2 $2.0M +14% 116k 16.91
Invesco Exch Trd Slf Idx Bulshs 2020 Cb (BSCK) 0.2 $2.0M -13% 92k 21.27
Ishares Tr Esg Msci Usa Etf (ESGU) 0.2 $1.9M +69% 28k 70.50
Etf Ser Solutions Nationwide Max (MXDU) 0.2 $1.9M -13% 62k 30.67
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $1.9M NEW 50k 38.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.9M 23k 82.98
First Tr Nasdaq-100 Tech Ind SHS (QTEC) 0.2 $1.9M 17k 109.37
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $1.9M -17% 62k 30.21
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $1.8M NEW 61k 30.29
General Mills (GIS) 0.2 $1.8M -10% 30k 60.42
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $1.8M NEW 59k 30.78
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $1.8M -8% 29k 62.19
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $1.8M +37% 30k 60.02
Dominion Resources (D) 0.2 $1.8M -2% 22k 82.64
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $1.8M -22% 11k 168.94
Duke Energy Corp Com New (DUK) 0.2 $1.8M -3% 22k 82.08
Gilead Sciences (GILD) 0.2 $1.8M -11% 23k 76.48
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.7M -17% 11k 164.51
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR) 0.2 $1.7M +31% 99k 17.43
Global X Fds Cloud Computng (CLOU) 0.2 $1.7M NEW 78k 22.12
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.2 $1.7M +2% 71k 24.02
Ishares Core Msci Emkt (IEMG) 0.2 $1.7M -47% 35k 48.08
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.7M +34% 28k 61.14
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.2 $1.7M -36% 33k 49.98
3M Company (MMM) 0.2 $1.6M NEW 11k 156.07
Bank of America Corporation (BAC) 0.1 $1.6M -19% 68k 23.35
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $1.6M +7% 18k 90.34
Pepsi (PEP) 0.1 $1.5M -29% 12k 132.59
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.5M -5% 14k 108.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M -17% 38k 40.10
Abbott Laboratories (ABT) 0.1 $1.5M +3% 17k 91.72
First Tr Exchange Traded A Emerg Mkt Alph (FEM) 0.1 $1.5M NEW 71k 21.28
Fidelity Covington Tr Msci Info Tech I (FTEC) 0.1 $1.5M +3% 18k 82.82
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.5M -18% 46k 32.30
Prospect Capital Corporation (PSEC) 0.1 $1.5M 294k 5.05
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.5M 29k 51.65
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $1.5M +4% 78k 18.53
Target Corporation (TGT) 0.1 $1.5M -7% 12k 119.49
Bristol Myers Squibb (BMY) 0.1 $1.4M -19% 24k 59.55
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.4M -30% 41k 34.55
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $1.4M NEW 16k 90.81
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $1.4M 52k 26.73
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.4M -9% 12k 112.88
Fastly Cl A (FSLY) 0.1 $1.4M NEW 16k 86.82
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $1.4M -31% 35k 38.91
Nike CL B (NKE) 0.1 $1.4M -2% 14k 97.65
Exxon Mobil Corporation (XOM) 0.1 $1.4M -39% 31k 43.96
Ishares Tr Mbs Etf (MBB) 0.1 $1.4M -47% 12k 110.63
Ishares Tr Core Msci Total (IXUS) 0.1 $1.3M -28% 24k 54.89
Ishares Tr Us Regnl Bks Etf (IAT) 0.1 $1.3M NEW 40k 32.75
Wisdomtree Tr Us High Dividend (DHS) 0.1 $1.3M 21k 62.46
Enbridge (ENB) 0.1 $1.3M -2% 43k 30.19
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $1.3M +23% 48k 27.01
Medical Properties Trust (MPW) 0.1 $1.3M 66k 19.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.3M -27% 24k 52.60
Gap (GPS) 0.1 $1.3M NEW 100k 12.57
Compass Minerals International (CMP) 0.1 $1.2M NEW 25k 49.15
Ishares Min Vol Emrg Mkt (EEMV) 0.1 $1.2M +3% 24k 52.51
Allakos (ALLK) 0.1 $1.2M NEW 18k 66.81
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.2M NEW 15k 83.60
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.2M -4% 43k 28.21
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.2M +65% 35k 33.57
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.2M -83% 11k 102.96
Welltower Inc Com reit (WELL) 0.1 $1.1M -51% 21k 53.80
Spirit Rlty Cap Com New (SRC) 0.1 $1.1M -3% 31k 35.34
Ishares Tr Intrm Tr Crp Etf (IGIB) 0.1 $1.1M -56% 18k 60.35
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $1.1M +129% 30k 36.55
Tal Education Group Sponsored Ads (TAL) 0.1 $1.1M 15k 70.45
Southern Company (SO) 0.1 $1.0M +42% 20k 52.77
Etf Managers Tr Prime Cybr Scrty (HACK) 0.1 $1.0M NEW 23k 45.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.0M -51% 14k 74.05
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.1 $1.0M +17% 46k 21.82
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $994k +34% 19k 51.35
Cohen & Steers Quality Income Realty (RQI) 0.1 $977k +3% 87k 11.21
Oracle Corporation (ORCL) 0.1 $969k +14% 17k 55.61
Ishares Esg Msci Em Etf (ESGE) 0.1 $959k +34% 30k 32.45
Emerson Electric (EMR) 0.1 $956k 16k 61.31
Annaly Capital Management (NLY) 0.1 $955k 149k 6.41
Qualcomm (QCOM) 0.1 $941k -23% 10k 90.60
Ishares Tr Sh Tr Crport Etf (IGSB) 0.1 $934k +37% 17k 54.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $926k -31% 17k 53.80
Invesco Exchange-traded Fd T S&p500 Hdl Vol (SPHD) 0.1 $925k -14% 28k 33.04
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $916k 18k 52.05
Wp Carey (WPC) 0.1 $910k -7% 13k 68.73
TJX Companies (TJX) 0.1 $887k +11% 17k 51.50
CVB Financial (CVBF) 0.1 $886k 49k 18.22
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $880k -68% 22k 40.27
Activision Blizzard (ATVI) 0.1 $878k NEW 11k 78.11
Kellogg Company (K) 0.1 $877k NEW 13k 66.24
Altria (MO) 0.1 $863k -27% 22k 39.45
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $844k NEW 15k 54.86
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $838k -5% 33k 25.23
Cardinal Health (CAH) 0.1 $837k -3% 16k 51.70
JD Spon Adr Cl A (JD) 0.1 $837k -6% 14k 59.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $806k -26% 16k 49.33
Ishares Tr Esg Msci Eafe (ESGD) 0.1 $776k 13k 60.92
Viacomcbs CL B (VIAC) 0.1 $759k +21% 32k 23.43
Realty Income (O) 0.1 $759k +12% 12k 61.09
Xcel Energy (XEL) 0.1 $749k -5% 12k 64.09
BP Sponsored Adr (BP) 0.1 $742k -23% 32k 23.27
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $737k -28% 31k 24.00
Select Sector Spdr Tr Communication (XLC) 0.1 $737k NEW 13k 55.48
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $730k -34% 14k 50.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $723k -86% 14k 50.11
Newell Rubbermaid (NWL) 0.1 $719k 45k 15.87
Alaska Air (ALK) 0.1 $714k +60% 20k 35.94
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $698k NEW 17k 41.58
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $697k -4% 11k 60.90
Blackstone Group Com Cl A (BX) 0.1 $695k +8% 12k 56.18
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $669k +3% 12k 53.81
Park Hotels & Resorts Inc-wi (PK) 0.1 $668k NEW 68k 9.79
Invesco Exchange-traded Fd T S&p Smlcp Low (XSLV) 0.1 $661k -16% 20k 33.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $626k -53% 12k 51.48
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $610k NEW 11k 54.47
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $599k NEW 36k 16.55
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) 0.1 $583k 21k 27.98
Blackrock Science & Technolo SHS (BST) 0.1 $582k -25% 15k 38.40
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $582k 21k 27.85
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $563k +32% 39k 14.27
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $562k -14% 11k 52.24
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.1 $547k NEW 19k 29.63
Wheaton Precious Metals Corp (WPM) 0.0 $535k -11% 12k 43.49
Mondelez Intl Cl A (MDLZ) 0.0 $520k -14% 10k 51.20
Us Bancorp Del Com New (USB) 0.0 $520k -19% 15k 35.92
Pembina Pipeline Corp (PBA) 0.0 $515k +6% 21k 24.55
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $510k -11% 12k 40.97
Wells Fargo & Company (WFC) 0.0 $505k -69% 20k 25.12
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $498k NEW 40k 12.41
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $488k -59% 16k 30.25
Southwest Airlines (LUV) 0.0 $471k +32% 14k 33.97
Invesco Exchange-traded Fd T Taxable Mun Bd (BAB) 0.0 $463k +8% 14k 32.86
General Electric Company (GE) 0.0 $456k -10% 67k 6.76
Mei Pharma Com New (MEIP) 0.0 $453k NEW 107k 4.23
Slack Technologies Com Cl A (WORK) 0.0 $449k -8% 15k 30.96
First Tr Exchange-traded Dorsey Wright (IFV) 0.0 $445k +5% 26k 17.02
Kinder Morgan (KMI) 0.0 $444k -54% 30k 15.06
Ishares Tr Core Div Grwth (DGRO) 0.0 $436k -32% 12k 37.66
Physicians Realty Trust (DOC) 0.0 $430k -2% 24k 17.63
Stmicroelectronics N V Ny Registry (STM) 0.0 $414k 15k 27.43
Omega Healthcare Investors (OHI) 0.0 $414k -3% 14k 30.39
Cerus Corporation (CERS) 0.0 $408k 60k 6.78
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.0 $404k -50% 15k 26.26
Ares Capital Corporation (ARCC) 0.0 $402k NEW 27k 14.71
Global X Fds Fintech Etf (FINX) 0.0 $391k -32% 12k 33.93
Uber Technologies (UBER) 0.0 $380k -69% 13k 30.50
Hecla Mining Company (HL) 0.0 $376k NEW 117k 3.20
Global X Fds Global X Silver (SIL) 0.0 $375k NEW 10k 36.64
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $373k -38% 29k 12.70
First Tr Exchange-traded Dorseywright Mom (DDIV) 0.0 $369k -50% 18k 20.08
Etf Managers Tr Prime Junir Slvr (SILJ) 0.0 $368k NEW 31k 11.80
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $352k -12% 13k 27.64
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.0 $350k -45% 11k 31.38
J P Morgan Exchange-traded F Us Aggregate (JAGG) 0.0 $350k -69% 13k 27.96
First Tr Exchange Traded Dow 30 Eql Wgt (EDOW) 0.0 $348k NEW 15k 23.21
Compass Diversified Holdings Sh Ben Int (CODI) 0.0 $335k NEW 20k 16.75
Invesco Exchange-traded Fd T Emrng Mkt Svrg (PCY) 0.0 $318k -20% 12k 26.89
Twitter (TWTR) 0.0 $317k -93% 10k 30.81
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $291k -45% 18k 16.35
Pimco CA Muni. Income Fund III (PZC) 0.0 $287k NEW 28k 10.12
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $286k NEW 25k 11.48
Ishares Tr Msci Acwi Exus (HAWX) 0.0 $284k +4% 11k 25.93
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $280k NEW 10k 27.01
General Motors Company (GM) 0.0 $277k -9% 11k 25.01
Invesco Exchange-traded Fd T Pfd Etf (PGX) 0.0 $274k -44% 19k 14.17
Dbx Etf Tr Xtrack Msci Emrg (DBEM) 0.0 $273k -5% 12k 22.50
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.0 $272k NEW 16k 17.07
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $265k -65% 11k 24.69
Halliburton Company (HAL) 0.0 $264k NEW 21k 12.51
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $261k +8% 15k 17.92
Pimco Dynamic Cr & Mtg Inc F Com Shs (PCI) 0.0 $248k NEW 13k 18.55
Columbia Seligm Prem Tech Gr (STK) 0.0 $245k -38% 11k 22.11
Gabelli Dividend & Income Trust (GDV) 0.0 $242k -6% 14k 17.64
Sunoco Com Ut Rep Lp (SUN) 0.0 $237k NEW 10k 23.45
Tekla Healthcare Invs Sh Ben Int (HQH) 0.0 $235k -60% 11k 21.44
Chimera Invt Corp Com New (CIM) 0.0 $224k -61% 24k 9.50
Coty Com Cl A (COTY) 0.0 $223k NEW 50k 4.44
Hp (HPQ) 0.0 $217k -7% 13k 17.11
Enterprise Products Partners (EPD) 0.0 $216k -45% 12k 17.93
PennyMac Mortgage Investment Trust (PMT) 0.0 $200k NEW 11k 17.63

Past Filings by Strategic Wealth Advisors Group

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

View all past filings