Strategic Wealth Designers

Strategic Wealth Investment Group as of Dec. 31, 2024

Portfolio Holdings for Strategic Wealth Investment Group

Strategic Wealth Investment Group holds 132 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Long Term Treasury Etf Portfolio Ln Tsr (SPTL) 6.2 $56M 2.1M 26.19
Apple (AAPL) 5.0 $45M 179k 250.42
Amazon (AMZN) 4.9 $44M 202k 219.39
Bancreek Us Large Cap Etf Bancreek Us Larg (BCUS) 4.3 $39M 1.3M 30.44
Spdr S&p 500 Etf Iv Tr Unit (SPY) 4.3 $39M 66k 586.09
Spdr Port Inter Trm Trsry Etf Portfli Intrmdit (SPTI) 3.8 $34M 1.2M 27.88
Vanguard Intermediate Term Cor Etf Int-term Corp (VCIT) 3.5 $32M 399k 80.27
Microsoft Corporation (MSFT) 3.3 $30M 71k 421.51
NVIDIA Corporation (NVDA) 3.0 $27M 201k 134.29
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL) 2.9 $27M 290k 91.43
Meta Platforms Inc Class A Cl A (META) 2.8 $26M 44k 585.50
Broadcom (AVGO) 2.8 $25M 109k 231.84
JPMorgan Chase & Co. (JPM) 2.7 $25M 104k 239.71
Spdr Gold Shares Etf Gold Shs (GLD) 2.5 $23M 94k 242.13
Alphabet Inc Class A Cap Stk Cl A (GOOGL) 2.1 $19M 102k 189.30
Visa Inc Class A Com Cl A (V) 2.0 $18M 57k 316.04
Procter & Gamble Company (PG) 1.9 $17M 103k 167.65
salesforce (CRM) 1.8 $16M 49k 334.33
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 1.7 $15M 53k 289.81
Boeing Company (BA) 1.7 $15M 86k 177.00
Marsh & McLennan Companies (MMC) 1.4 $13M 59k 212.41
American Express Company (AXP) 1.4 $12M 42k 296.78
Goldman Sachs (GS) 1.3 $12M 21k 572.66
Linde Plc F SHS (LIN) 1.3 $12M 28k 418.67
Costco Wholesale Corporation (COST) 1.3 $12M 13k 916.36
Ishares Preferred Incomesec Etf Pfd And Incm Sec (PFF) 1.2 $11M 350k 31.44
Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ) 1.2 $11M 21k 511.24
Thermo Fisher Scientific (TMO) 1.2 $11M 20k 520.24
International Business Machines (IBM) 1.2 $11M 48k 219.82
Vaneck Fallen Angel Highyld Bnd Etf Fallen Angel Hg (ANGL) 1.1 $10M 349k 28.67
Uber Technologies (UBER) 1.1 $10M 166k 60.32
Vanguard Internatnl Hgh Div Yld Etf Intl High Etf (VYMI) 1.1 $9.6M 142k 67.88
Danaher Corporation (DHR) 1.0 $9.5M 41k 229.55
Duke Energy Corp Com New (DUK) 1.0 $9.3M 86k 107.74
Abbvie (ABBV) 1.0 $9.2M 52k 177.70
Lockheed Martin Corporation (LMT) 1.0 $9.2M 19k 485.97
Vanguard Real Estate Etf Real Estate Etf (VNQ) 1.0 $9.1M 102k 89.08
Johnson & Johnson (JNJ) 1.0 $8.8M 61k 144.62
Pepsi (PEP) 0.9 $8.1M 54k 152.06
UnitedHealth (UNH) 0.9 $7.9M 16k 505.88
Mondelez Intl Inc Class A Cl A (MDLZ) 0.9 $7.9M 132k 59.73
Ishares Global Energy Etf Global Energ Etf (IXC) 0.8 $7.3M 191k 38.18
Waste Management (WM) 0.7 $6.7M 33k 201.78
Texas Instruments Incorporated (TXN) 0.7 $6.6M 35k 187.51
Merck & Co (MRK) 0.6 $5.6M 56k 99.48
Vici Pptys (VICI) 0.6 $5.5M 190k 29.21
Amgen (AMGN) 0.6 $5.5M 21k 260.65
General Dynamics Corporation (GD) 0.6 $5.4M 21k 263.49
Bancreek International Large Etf Bancreek Int Lc (BCIL) 0.6 $5.2M 205k 25.24
Select Sector Uti Selectspdr Etf Sbi Int-utils (XLU) 0.5 $4.8M 63k 75.69
United Parcel Svc Inc Class B CL B (UPS) 0.4 $3.7M 30k 126.11
Wisdomtree India Earnings Etf India Erngs Fd (EPI) 0.4 $3.3M 73k 45.27
Ark Innovation Etf Innovation Etf (ARKK) 0.3 $2.6M 45k 56.77
Vanguard Materials Etf Materials Etf (VAW) 0.3 $2.5M 13k 187.87
Amplify Trnsfrmtnl Data Shrng Etf Blockchain Ldr (BLOK) 0.3 $2.4M 57k 43.19
Abrdn Physical Prec Mtl Bskt Shs Etf Physcl Precs Met (GLTR) 0.3 $2.4M 22k 109.80
Ishares Future Ai And Tech Etf Future Ai & Tech (ARTY) 0.2 $2.3M 61k 37.07
Ishares Exponential Technologies Etf Exponential Tech (XT) 0.2 $2.1M 35k 59.66
Vaneck Agribusiness Etf Agribusiness Etf (MOO) 0.2 $2.1M 32k 64.52
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP) 0.2 $2.0M 20k 100.60
Netflix (NFLX) 0.2 $1.8M 2.0k 891.32
Tesla Motors (TSLA) 0.2 $1.7M 4.3k 403.84
Vanguard Short Term Treasury Etf Short Term Treas (VGSH) 0.2 $1.4M 24k 58.18
Houlihan Lokey Inc Class A Cl A (HLI) 0.1 $1.4M 7.8k 173.66
Vanguard Growth Etf Growth Etf (VUG) 0.1 $1.3M 3.1k 410.39
Ishares Tips Bond Etf Tips Bd Etf (TIP) 0.1 $1.2M 12k 106.56
Proshares S&p 500 Div Aristocrat Etf S&p 500 Dv Arist (NOBL) 0.1 $1.2M 12k 99.56
Walt Disney Company (DIS) 0.1 $1.1M 10k 111.34
Msci (MSCI) 0.1 $1.1M 1.9k 600.07
West Pharmaceutical Services (WST) 0.1 $1.1M 3.3k 327.56
Coca-Cola Company (KO) 0.1 $982k 16k 62.26
Amdocs Ltd F SHS (DOX) 0.1 $978k 12k 85.14
Eli Lilly & Co. (LLY) 0.1 $968k 1.3k 772.12
TransDigm Group Incorporated (TDG) 0.1 $929k 733.00 1267.28
Steris Plc F Shs Usd (STE) 0.1 $911k 4.4k 205.56
Wal-Mart Stores (WMT) 0.1 $873k 9.7k 90.35
Albemarle Corporation (ALB) 0.1 $809k 9.4k 86.08
Baidu Inc Fsponsored Adr 1 Adr Reps 8 Ord Spon Adr Rep A (BIDU) 0.1 $795k 9.4k 84.31
Cisco Systems (CSCO) 0.1 $776k 13k 59.20
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Sponsored Ads (BABA) 0.1 $770k 9.1k 84.79
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.1 $751k 3.8k 195.82
Spdr Port Msci Glbl Stckmrkt Etf Portfli Msci Gbl (SPGM) 0.1 $729k 12k 63.33
Hp (HPQ) 0.1 $696k 21k 32.63
Arbor Realty Trust (ABR) 0.1 $663k 48k 13.85
Exxon Mobil Corporation (XOM) 0.1 $659k 6.1k 107.56
Direxion Daily Googl Bull 2x Etf Daily Googl 2x S (GGLL) 0.1 $655k 14k 45.73
Berkshire Hathaway Class B Cl B New (BRK.B) 0.1 $647k 1.4k 453.28
Ball Corporation (BALL) 0.1 $631k 12k 55.13
Direxion Dly Ftse Chna Bul 3x Etf Dl Ftse Bull 3x (YINN) 0.1 $611k 22k 27.94
Synopsys (SNPS) 0.1 $590k 1.2k 485.36
Adobe Systems Incorporated (ADBE) 0.1 $588k 1.3k 444.68
McDonald's Corporation (MCD) 0.1 $582k 2.0k 289.94
Vanguard Information Technolo Etf Iv Inf Tech Etf (VGT) 0.1 $544k 875.00 621.60
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG) 0.1 $521k 19k 27.87
Medtronic Plc F SHS (MDT) 0.1 $516k 6.5k 79.88
Kraft Heinz (KHC) 0.1 $511k 17k 30.71
Home Depot (HD) 0.1 $494k 1.3k 388.96
Dollar Tree (DLTR) 0.0 $448k 6.0k 74.94
Vivos Therapeutics Com New (VVOS) 0.0 $429k 100k 4.29
Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.0 $422k 1.6k 264.13
Proshares Ultrapro Qqq Etf Ultrapro Qqq (TQQQ) 0.0 $399k 5.0k 79.12
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.0 $380k 705.00 538.81
Ishares Core S&p 500 Etf Iv Core S&p500 Etf (IVV) 0.0 $349k 592.00 588.92
First Trust Internet Index Cf Etf Dj Internt Idx (FDN) 0.0 $346k 1.4k 243.17
Alphabet Inc Class C Cap Stk Cl C (GOOG) 0.0 $345k 1.8k 190.47
Direxion Daily Financialbull 3x Etf Dly Fin Bull New (FAS) 0.0 $343k 2.3k 150.98
Vanguard High Dividend Yield Etf High Div Yld (VYM) 0.0 $342k 2.7k 127.61
Ft Vest Laddered Buffer Etf Ft Vest Laddered (BUFR) 0.0 $341k 11k 30.47
United Bankshares (UBSI) 0.0 $339k 9.0k 37.55
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV) 0.0 $320k 12k 26.07
Spdr Fund Consumer Discre Select Etf Sbi Cons Discr (XLY) 0.0 $319k 1.4k 224.43
Vanguard Mid Cap Growth Etf Mcap Gr Idxvip (VOT) 0.0 $303k 1.2k 253.78
Keysight Technologies (KEYS) 0.0 $294k 1.8k 160.63
Invsc Solar Etf Solar Etf (TAN) 0.0 $291k 8.8k 33.12
Simon Property (SPG) 0.0 $291k 1.7k 172.21
Agilent Technologies Inc C ommon (A) 0.0 $270k 2.0k 134.34
Wells Fargo & Company (WFC) 0.0 $268k 3.8k 70.25
Direxion Daily Emg Mrktsbull 3x Etf Dly Emg Mk Bl 3x (EDC) 0.0 $262k 9.1k 28.77
Truist Financial Corp equities (TFC) 0.0 $258k 5.9k 43.38
Schwab International Equity Etf Intl Eqty Etf (SCHF) 0.0 $251k 14k 18.50
Advanced Micro Devices (AMD) 0.0 $250k 2.1k 120.79
Spdr Aggregate Bond Etf Portfolio Agrgte (SPAB) 0.0 $250k 10k 24.99
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) 0.0 $241k 3.9k 61.34
Marriott Intl Inc New Class A Cl A (MAR) 0.0 $237k 850.00 278.80
Chevron Corporation (CVX) 0.0 $233k 1.6k 144.84
Ishares Msci Usa Esg Select Etf Msci Usa Esg Slc (SUSA) 0.0 $229k 1.9k 121.59
Ishares Core S&p Mid Capetf Core S&p Mcp Etf (IJH) 0.0 $219k 3.5k 62.31
Fidelity Enhncd Lrge Cp Cre Etf Enhanced Large (FELC) 0.0 $212k 6.4k 32.93
Verizon Communications (VZ) 0.0 $208k 5.2k 39.99
Boston Scientific Corporation (BSX) 0.0 $208k 2.3k 89.32
McKesson Corporation (MCK) 0.0 $207k 364.00 569.91
Abbott Laboratories (ABT) 0.0 $206k 1.8k 113.10