Strategic Wealth Designers

Strategic Wealth Investment Group as of March 31, 2025

Portfolio Holdings for Strategic Wealth Investment Group

Strategic Wealth Investment Group holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Direxion Daily Tsla Bull2x Etf Uit Exchange Traded (BIL) 19.9 $12M 125k 91.73
Danaher Corp Common Stock (AAPL) 3.8 $2.2M 9.9k 222.12
Steris Plc F Uit Exchange Traded (SPTL) 3.8 $2.2M 80k 27.26
Altria Group Common Stock (AMZN) 3.6 $2.0M 11k 190.26
Apple Common Stock (MSFT) 3.5 $2.0M 5.3k 375.36
Cbiz Uit Exchange Traded (SPTI) 3.3 $1.9M 66k 28.58
Lam Resh Corp Common Stock (META) 2.8 $1.6M 2.8k 576.43
Xerox Holdings Corp Common Stock (NVDA) 2.6 $1.5M 14k 108.38
Vanguard Emerging Markt Govt Bnd Etf Uit Exchange Traded (BCUS) 2.6 $1.5M 51k 29.34
Spdr Port Inter Term Treasury Etf Common Stock (JPM) 2.6 $1.5M 6.0k 245.30
Energy Select Sector Spdr Etf Common Stock (PG) 2.5 $1.5M 8.6k 170.43
Select Sector Industrialspdr Etf Uit Exchange Traded (SPY) 2.5 $1.4M 2.6k 559.39
Emerson Elec Common Stock (TMO) 2.5 $1.4M 2.8k 497.61
United Parcel Svc Inc Class B Uit Exchange Traded (VCIT) 2.4 $1.4M 17k 81.76
Xcel Energy Common Stock (MMC) 2.2 $1.3M 5.3k 244.04
Abrdn Physical Prec Mtl Bskt Shs Etf Common Stock (V) 2.2 $1.3M 3.7k 350.45
Thermo Fisher Scientific Common Stock (DHR) 2.1 $1.2M 5.9k 205.01
Dollar Tree Foreign Ordinaries (LIN) 2.1 $1.2M 2.6k 465.55
Vanguard Internatnl Hgh Div Yld Etf Common Stock (UBER) 2.1 $1.2M 16k 72.86
Disney Walt Common Stock (AVGO) 2.0 $1.2M 7.0k 167.42
Ishares Core S&p Mid Capetf Common Stock (GOOGL) 2.0 $1.2M 7.6k 154.64
Ishares Future Ai And Tech Etf Common Stock (JNJ) 1.7 $961k 5.8k 165.83
Mondelez Intl Inc Class A Common Stock (PEP) 1.7 $953k 6.4k 149.93
Boeing Common Stock (BA) 1.6 $939k 5.5k 170.55
Ishares Core S&p Small Cap Etf Common Stock (ORLY) 1.5 $883k 616.00 1432.58
The Coca-cola Common Stock (COST) 1.5 $879k 930.00 945.59
Ishares Core Msci Totl Intl Stck Etf Common Stock (AXP) 1.5 $863k 3.2k 269.08
Baidu Inc Fsponsored Adr 1 Adr Reps 8 Ord Uit Exchange Traded (GLD) 1.5 $862k 3.0k 288.14
Drxn Dly Gld Mns Inx Bl 2x Etf Common Stock (GS) 1.4 $832k 1.5k 546.29
Hubbell Common Stock (CRM) 1.4 $813k 3.0k 268.40
Vanguard Mid Cap Etf Common Stock (HUBB) 1.3 $742k 2.2k 330.92
Conduent Uit Exchange Traded (VNQ) 1.1 $650k 7.2k 90.54
Amdocs Ltd F Common Stock (LLY) 0.9 $506k 612.00 825.92
Duke Energy Corp Uit Exchange Traded (QQQ) 0.9 $498k 1.1k 469.04
Advanced Micro Devic Uit Exchange Traded (ANGL) 0.8 $463k 16k 28.86
Ishares Core Msci Emerging Etf Common Stock (ABBV) 0.8 $460k 2.2k 209.51
Ishares Core S&p Us Growth Etf Uit Exchange Traded (VYMI) 0.8 $457k 6.2k 73.69
Direxion Daily Financialbull 3x Etf Uit Exchange Traded (IXC) 0.8 $447k 11k 42.07
Vanguard Materials Etf Uit Exchange Traded (PFF) 0.8 $442k 14k 30.73
Vanguard Small Cap Etf Common Stock (DUK) 0.7 $408k 3.3k 121.97
Amplify Trnsfrmtnl Data Shrng Etf Uit Exchange Traded (XLU) 0.7 $392k 5.0k 78.85
Ishares Exponential Technologies Etf Common Stock (IBM) 0.7 $392k 1.6k 248.67
Texas Instrs American Depository (NVO) 0.7 $379k 5.5k 69.44
Vanguard High Dividend Yield Etf Uit Exchange Traded (VIG) 0.6 $325k 1.7k 194.01
Franklin Senior Loan Etf Common Stock (WM) 0.5 $281k 1.2k 231.50
First Solar Uit Exchange Traded (BCIL) 0.5 $265k 10k 26.63
Lockheed Martin Corp Common Stock (KO) 0.4 $230k 3.2k 71.62