Strategic Wealth Advisors

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

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

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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.

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

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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