Strategic Wealth Designers

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

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

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Portfolio Holdings for Strategic Wealth Investment Group

Strategic Wealth Investment Group holds 130 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares Tr S&p 500 Dv Arist (NOBL) 6.6 $44M +3% 462k 95.20
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Amazon (AMZN) 5.6 $37M +6% 246k 151.94
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.5 $37M +3% 77k 475.31
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Apple (AAPL) 5.3 $36M +10% 185k 192.53
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.3 $29M +8% 993k 29.02
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Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $27M +3% 114k 237.22
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.2 $21M +4% 362k 58.33
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Ishares Tr Pfd And Incm Sec (PFF) 3.1 $21M +3% 666k 31.19
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Ishares Tr 0-5 Yr Tips Etf (STIP) 3.0 $20M +6% 202k 98.59
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Spdr Gold Tr Gold Shs (GLD) 2.5 $17M +4% 89k 191.17
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.4 $16M -3% 43k 376.87
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Meta Platforms Cl A (META) 2.4 $16M +7% 45k 353.96
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salesforce (CRM) 2.3 $15M +10% 58k 263.14
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Coca-Cola Company (KO) 2.2 $15M +8% 250k 58.93
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Microsoft Corporation (MSFT) 2.1 $14M +13% 37k 376.04
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JPMorgan Chase & Co. (JPM) 2.0 $13M +8% 77k 170.10
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Costco Wholesale Corporation (COST) 1.8 $12M +12% 18k 660.06
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Visa Com Cl A (V) 1.8 $12M +15% 45k 260.35
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American Express Company (AXP) 1.7 $12M +11% 61k 187.34
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.7 $11M +6% 64k 178.81
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $11M -3% 28k 409.53
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Procter & Gamble Company (PG) 1.6 $11M +17% 73k 146.54
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Walt Disney Company (DIS) 1.5 $10M 112k 90.29
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Kraft Heinz (KHC) 1.5 $9.8M +14% 265k 36.98
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Ishares Tr Tips Bd Etf (TIP) 1.5 $9.8M +6% 91k 107.62
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Uber Technologies (UBER) 1.4 $9.4M +3% 153k 61.57
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Boeing Company (BA) 1.4 $9.2M +9% 35k 260.66
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Tyson Foods Cl A (TSN) 1.3 $8.7M +11% 162k 53.75
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Lyft Cl A Com (LYFT) 1.1 $7.5M +3% 499k 14.99
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NVIDIA Corporation (NVDA) 1.1 $7.2M +5% 15k 495.24
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Vanguard World Fds Materials Etf (VAW) 1.0 $6.9M +5% 36k 189.94
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Cisco Systems (CSCO) 1.0 $6.7M +5% 133k 50.52
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Arbor Realty Trust (ABR) 1.0 $6.7M +4% 441k 15.18
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Adobe Systems Incorporated (ADBE) 1.0 $6.6M +7% 11k 596.60
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International Business Machines (IBM) 1.0 $6.5M +16% 40k 163.55
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Vaneck Etf Trust Agribusiness Etf (MOO) 0.9 $6.0M +8% 79k 76.18
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Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $5.8M +10% 66k 88.36
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $5.8M 41k 139.69
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Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.9 $5.8M 395k 14.58
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Waste Management (WM) 0.9 $5.7M +5% 32k 179.10
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Starwood Property Trust (STWD) 0.8 $5.6M 266k 21.02
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Goldman Sachs (GS) 0.8 $5.6M +18% 15k 385.78
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Johnson & Johnson (JNJ) 0.8 $5.5M +17% 35k 156.74
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Dupont De Nemours (DD) 0.8 $5.2M +5% 68k 76.93
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Verizon Communications (VZ) 0.8 $5.2M +2% 137k 37.70
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At&t (T) 0.7 $4.7M +7% 283k 16.78
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Wisdomtree Tr India Erngs Fd (EPI) 0.6 $3.9M -4% 96k 41.00
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.5 $3.3M +5% 36k 91.02
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Netflix (NFLX) 0.4 $2.6M +14% 5.4k 486.88
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Coinbase Global Com Cl A (COIN) 0.3 $2.1M -8% 12k 173.92
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Ishares Tr Exponential Tech (XT) 0.3 $2.0M -5% 33k 59.87
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.3 $1.7M 52k 32.81
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Vivos Therapeutics Com New 0.2 $1.6M NEW 129k 12.44
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $1.6M +4% 3.3k 483.98
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Spdr Ser Tr S&p Biotech (XBI) 0.2 $1.6M -4% 18k 89.29
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Amplify Etf Tr Blockchain Ldr (BLOK) 0.2 $1.3M 42k 29.85
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Exchange Listed Fds Tr Bancreek Us Larg 0.2 $1.2M NEW 48k 25.17
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $949k +13% 2.7k 356.66
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Tesla Motors (TSLA) 0.1 $925k +55% 3.7k 248.48
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Duke Energy Corp Com New (DUK) 0.1 $918k +85% 9.5k 97.04
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Abbvie (ABBV) 0.1 $790k +55% 5.1k 154.96
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McDonald's Corporation (MCD) 0.1 $750k +14% 2.5k 296.45
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Merck & Co (MRK) 0.1 $696k +10% 6.4k 109.03
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $674k +10% 13k 53.35
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Lockheed Martin Corporation (LMT) 0.1 $673k -38% 1.5k 453.24
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Ball Corporation (BALL) 0.1 $659k 12k 57.52
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Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.1 $658k +9% 269k 2.45
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Hp (HPQ) 0.1 $642k 21k 30.09
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Pepsi (PEP) 0.1 $637k NEW 3.8k 169.85
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UnitedHealth (UNH) 0.1 $616k NEW 1.2k 526.60
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Vaneck Etf Trust Rare Earth/strtg (REMX) 0.1 $611k 9.9k 61.55
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Keysight Technologies (KEYS) 0.1 $585k 3.7k 159.09
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Wal-Mart Stores (WMT) 0.1 $579k +36% 3.7k 157.64
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Linde SHS (LIN) 0.1 $575k NEW 1.4k 410.71
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Eli Lilly & Co. (LLY) 0.1 $573k -66% 982.00 583.12
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Mondelez Intl Cl A (MDLZ) 0.1 $562k NEW 7.8k 72.43
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $557k -36% 1.2k 477.67
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $538k NEW 1.2k 436.80
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Medtronic SHS (MDT) 0.1 $534k 6.5k 82.38
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Danaher Corporation (DHR) 0.1 $521k NEW 2.3k 231.34
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Marsh & McLennan Companies (MMC) 0.1 $520k NEW 2.7k 189.47
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Thermo Fisher Scientific (TMO) 0.1 $503k NEW 947.00 530.79
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $495k NEW 7.4k 66.49
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $481k NEW 17k 28.78
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Exxon Mobil Corporation (XOM) 0.1 $466k +86% 4.7k 99.98
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Home Depot (HD) 0.1 $464k +17% 1.3k 346.55
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Wintrust Financial Corporation (WTFC) 0.1 $464k 5.0k 92.75
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $451k NEW 5.6k 81.28
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Ishares Tr Conv Bd Etf (ICVT) 0.1 $441k NEW 5.6k 78.59
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $414k +7% 2.2k 186.55
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United Parcel Service CL B (UPS) 0.1 $400k -20% 2.5k 157.23
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Broadcom (AVGO) 0.1 $382k +3% 342.00 1116.25
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Chevron Corporation (CVX) 0.1 $372k +13% 2.5k 149.19
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Hewlett Packard Enterprise (HPE) 0.1 $358k 21k 16.98
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Abbott Laboratories (ABT) 0.1 $356k 3.2k 110.06
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Vici Pptys (VICI) 0.1 $348k NEW 11k 31.88
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United Bankshares (UBSI) 0.1 $339k 9.0k 37.55
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $334k 13k 25.64
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Amgen (AMGN) 0.0 $332k NEW 1.2k 288.14
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $326k -13% 5.2k 62.66
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $311k NEW 3.1k 99.25
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $306k 4.2k 73.56
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $291k -9% 1.1k 277.22
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $287k NEW 1.2k 232.64
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Texas Instruments Incorporated (TXN) 0.0 $285k NEW 1.7k 170.46
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Wells Fargo & Company (WFC) 0.0 $284k 5.8k 49.22
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $284k +7% 2.8k 100.51
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Realty Income (O) 0.0 $283k NEW 4.9k 57.42
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Agilent Technologies Inc C ommon (A) 0.0 $280k 2.0k 139.03
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $272k NEW 2.4k 111.83
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Boston Scientific Corporation (BSX) 0.0 $263k +2% 4.5k 57.81
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Anthem (ELV) 0.0 $259k 549.00 471.66
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Ishares Tr Global Energ Etf (IXC) 0.0 $258k NEW 6.6k 39.11
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Vanguard Index Fds Growth Etf (VUG) 0.0 $254k NEW 817.00 311.00
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $248k -20% 4.4k 55.90
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Simon Property (SPG) 0.0 $243k NEW 1.7k 142.64
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Alphabet Cap Stk Cl C (GOOG) 0.0 $239k NEW 1.7k 140.93
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $235k +4% 1.1k 218.15
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Vanguard Index Fds Value Etf (VTV) 0.0 $228k NEW 1.5k 149.48
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Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $228k 11k 20.80
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $228k NEW 3.0k 77.02
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Paypal Holdings (PYPL) 0.0 $225k -81% 3.7k 61.41
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Parker-Hannifin Corporation (PH) 0.0 $218k NEW 473.00 461.09
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Advanced Micro Devices (AMD) 0.0 $213k NEW 1.4k 147.41
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Truist Financial Corp equities (TFC) 0.0 $212k NEW 5.7k 36.92
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BP Sponsored Adr (BP) 0.0 $210k +2% 5.9k 35.40
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Marriott Intl Cl A (MAR) 0.0 $204k NEW 906.00 225.58
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Ekso Bionics Hldgs (EKSO) 0.0 $130k +21% 52k 2.50
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Agex Therapeutics (AGE) 0.0 $38k +5% 97k 0.39
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Athersys Com New (ATHX) 0.0 $5.5k +685% 275k 0.02
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Past Filings by Strategic Wealth Investment Group

SEC 13F filings are viewable for Strategic Wealth Investment Group going back to 2019

View all past filings