Strategic Wealth Designers

Strategic Wealth Investment Group as of June 30, 2025

Portfolio Holdings for Strategic Wealth Investment Group

Strategic Wealth Investment Group holds 160 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 17.4 $12M 131k 91.73
Microsoft Corporation (MSFT) 3.9 $2.7M 5.4k 497.39
Amazon (AMZN) 3.7 $2.6M 12k 219.39
Spdr Series Trust Portfolio Ln Tsr (SPTL) 3.6 $2.5M 93k 26.58
Meta Platforms Cl A (META) 3.3 $2.3M 3.1k 738.18
Spdr Series Trust Portfli Intrmdit (SPTI) 3.3 $2.3M 79k 28.77
NVIDIA Corporation (NVDA) 3.3 $2.3M 14k 157.99
Apple (AAPL) 3.3 $2.3M 11k 205.18
Broadcom (AVGO) 3.0 $2.1M 7.5k 275.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $1.9M 3.1k 617.91
Exchange Listed Fds Tr Bancreek Us Larg (BCUS) 2.8 $1.9M 62k 31.51
JPMorgan Chase & Co. (JPM) 2.7 $1.9M 6.4k 289.92
Uber Technologies (UBER) 2.2 $1.6M 17k 93.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $1.5M 19k 82.92
Procter & Gamble Company (PG) 2.1 $1.4M 9.1k 159.33
Alphabet Cap Stk Cl A (GOOGL) 2.0 $1.4M 7.8k 176.23
Thermo Fisher Scientific (TMO) 1.9 $1.3M 3.3k 405.48
Visa Com Cl A (V) 1.9 $1.3M 3.7k 355.06
Linde SHS (LIN) 1.9 $1.3M 2.7k 469.13
Marsh & McLennan Companies 1.8 $1.2M 5.6k 218.62
Danaher Corporation (DHR) 1.8 $1.2M 6.2k 197.55
Boeing Company (BA) 1.6 $1.1M 5.3k 209.53
Goldman Sachs (GS) 1.6 $1.1M 1.5k 707.82
American Express Company (AXP) 1.6 $1.1M 3.4k 318.94
Hubbell (HUBB) 1.4 $992k 2.4k 408.44
Costco Wholesale Corporation (COST) 1.3 $924k 934.00 989.77
Spdr Gold Tr Gold Shs (GLD) 1.3 $920k 3.0k 304.83
Pepsi (PEP) 1.3 $918k 7.0k 132.04
salesforce (CRM) 1.3 $914k 3.4k 272.65
Johnson & Johnson (JNJ) 1.3 $904k 5.9k 152.74
O'reilly Automotive (ORLY) 1.2 $854k 9.5k 90.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $697k 1.3k 551.84
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $692k 7.8k 89.06
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.8 $522k 6.5k 80.11
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $521k 18k 29.28
Eli Lilly & Co. (LLY) 0.7 $517k 663.00 779.55
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $494k 16k 30.68
Ishares Tr Global Energ Etf (IXC) 0.7 $474k 12k 39.29
Abbvie (ABBV) 0.7 $463k 2.5k 185.60
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.7 $456k 5.6k 81.66
Novo-nordisk A S Adr (NVO) 0.7 $450k 6.5k 69.02
International Business Machines (IBM) 0.6 $445k 1.5k 294.85
Duke Energy Corp Com New (DUK) 0.6 $430k 3.6k 118.00
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $383k 1.9k 204.69
Exchange Listed Fds Tr Bancreek Int Lc (BCIL) 0.5 $332k 11k 30.60
Waste Management (WM) 0.4 $296k 1.3k 228.78
Tesla Motors (TSLA) 0.3 $228k 719.00 317.66
Coca-Cola Company (KO) 0.3 $227k 3.2k 70.75
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $194k 3.1k 62.65
Ark Etf Tr Innovation Etf (ARKK) 0.3 $186k 2.7k 70.29
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.3 $180k 1.3k 138.15
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $176k 3.7k 47.48
Amplify Etf Tr Blockchain Ldr (BLOK) 0.2 $171k 3.0k 57.11
Ishares Tr Future Ai & Tech (ARTY) 0.2 $166k 4.1k 41.00
Vanguard Index Fds Growth Etf (VUG) 0.2 $138k 315.00 438.40
Ishares Tr Exponential Tech (XT) 0.2 $135k 2.1k 65.24
Netflix (NFLX) 0.2 $121k 90.00 1339.13
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $97k 1.4k 69.00
Vaneck Etf Trust Agribusiness Etf (MOO) 0.1 $87k 1.2k 73.62
Vanguard World Materials Etf (VAW) 0.1 $82k 420.00 194.94
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $80k 595.00 134.94
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $79k 278.00 284.69
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $61k 455.00 133.02
Amphenol Corp Cl A (APH) 0.1 $49k 499.00 98.75
Houlihan Lokey Cl A (HLI) 0.1 $39k 216.00 179.95
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $38k 1.6k 24.35
Cbiz (CBZ) 0.1 $37k 515.00 71.71
Crispr Therapeutics Namen Akt (CRSP) 0.1 $37k 750.00 48.64
Msci (MSCI) 0.1 $36k 62.00 576.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $33k 108.00 303.23
Avantor (AVTR) 0.0 $32k 2.4k 13.46
Cadence Design Systems (CDNS) 0.0 $32k 103.00 308.15
Lam Research Corp Com New (LRCX) 0.0 $29k 300.00 97.43
Ishares Tr Core Div Grwth (DGRO) 0.0 $29k 453.00 63.94
First Solar (FSLR) 0.0 $27k 160.00 165.54
Texas Instruments Incorporated (TXN) 0.0 $25k 121.00 207.62
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $24k 89.00 269.33
Iqvia Holdings (IQV) 0.0 $23k 143.00 157.59
Mondelez Intl Cl A (MDLZ) 0.0 $18k 262.00 67.38
UnitedHealth (UNH) 0.0 $17k 54.00 311.96
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $15k 441.00 34.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $15k 26.00 568.04
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $14k 151.00 94.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $14k 103.00 133.31
Emerson Electric (EMR) 0.0 $13k 100.00 133.33
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $13k 88.00 150.40
Progressive Corporation (PGR) 0.0 $12k 44.00 266.86
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $12k 894.00 13.04
CVS Caremark Corporation (CVS) 0.0 $12k 166.00 68.98
Advanced Micro Devices (AMD) 0.0 $11k 79.00 141.90
Lockheed Martin Corporation (LMT) 0.0 $11k 24.00 463.12
Coca-cola Europacific Partne SHS (CCEP) 0.0 $9.6k 104.00 92.72
Steris Shs Usd (STE) 0.0 $9.1k 38.00 240.21
Pulse Biosciences (PLSE) 0.0 $9.1k 600.00 15.09
Verizon Communications (VZ) 0.0 $8.3k 192.00 43.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $6.9k 121.00 57.01
Xcel Energy (XEL) 0.0 $6.8k 100.00 68.10
Altria (MO) 0.0 $6.7k 115.00 58.63
CSX Corporation (CSX) 0.0 $6.7k 206.00 32.63
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $6.3k 64.00 99.20
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.0 $6.3k 90.00 70.42
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $4.7k 54.00 87.22
Amgen (AMGN) 0.0 $4.5k 16.00 279.19
Medtronic SHS (MDT) 0.0 $4.4k 50.00 87.18
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $4.2k 15.00 278.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $4.1k 83.00 49.46
Ishares Gold Tr Ishares New (IAU) 0.0 $4.1k 65.00 62.35
Tidal Tr Ii Defiance Daily (LLYX) 0.0 $3.5k 221.00 15.82
Baidu Spon Adr Rep A (BIDU) 0.0 $3.4k 40.00 85.75
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.0 $3.4k 20.00 168.60
CryoLife (AORT) 0.0 $3.1k 100.00 31.10
United Parcel Service CL B (UPS) 0.0 $2.9k 29.00 100.93
Merck & Co (MRK) 0.0 $2.9k 36.00 79.17
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $2.8k 28.00 100.04
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $2.7k 25.00 109.64
Walt Disney Company (DIS) 0.0 $2.7k 22.00 124.09
Albemarle Corporation (ALB) 0.0 $2.6k 42.00 62.67
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $2.3k 28.00 82.86
Vanguard World Financials Etf (VFH) 0.0 $2.3k 18.00 127.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $2.3k 85.00 26.51
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $2.2k 63.00 34.51
Ishares Tr National Mun Etf (MUB) 0.0 $2.0k 19.00 104.47
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $1.9k 23.00 83.00
Kraft Heinz (KHC) 0.0 $1.9k 73.00 25.82
Vici Pptys (VICI) 0.0 $1.8k 56.00 32.61
Blackstone Group Inc Com Cl A (BX) 0.0 $1.8k 12.00 149.58
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $1.7k 40.00 43.15
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $1.5k 30.00 50.67
Xerox Holdings Corp Com New (XRX) 0.0 $1.4k 260.00 5.27
General Dynamics Corporation (GD) 0.0 $1.2k 4.00 291.75
Proshares Tr Pshs Ultsh 20yrs (TBT) 0.0 $1.0k 29.00 35.07
Tyson Foods Cl A (TSN) 0.0 $1.0k 18.00 55.94
At&t (T) 0.0 $867.999000 30.00 28.93
Adobe Systems Incorporated (ADBE) 0.0 $774.000000 2.00 387.00
Ishares Tr Short Treas Bd (SHV) 0.0 $663.000000 6.00 110.50
Lyft Cl A Com (LYFT) 0.0 $614.998800 39.00 15.77
Conduent Incorporate (CNDT) 0.0 $548.995200 208.00 2.64
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.0 $419.000400 18.00 23.28
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $417.999600 18.00 23.22
Dupont De Nemours (DD) 0.0 $412.000200 6.00 68.67
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $388.000000 5.00 77.60
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $374.000000 16.00 23.38
Ishares Tr Russell 3000 Etf (IWV) 0.0 $351.000000 1.00 351.00
Ofs Credit Company (OCCI) 0.0 $343.002000 55.00 6.24
Ishares Msci Jpn Etf New (EWJ) 0.0 $225.000000 3.00 75.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $219.000000 2.00 109.50
Amdocs SHS (DOX) 0.0 $182.000000 2.00 91.00
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $169.999900 7.00 24.29
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $138.000000 6.00 23.00
Ishares Tr Core Msci Total (IXUS) 0.0 $77.000000 1.00 77.00
Compass Pathways Sponsored Ads (CMPS) 0.0 $56.000000 20.00 2.80
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $0 0 0.00
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $0 0 0.00
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $0 0 0.00
Ishares Tr Core Total Usd (IUSB) 0.0 $0 0 0.00
Ishares Tr U S Equity Factr (LRGF) 0.0 $0 0 0.00
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $0 0 0.00
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $0 0 0.00
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $0 0 0.00
Ishares Tr Broad Usd High (USHY) 0.0 $0 0 0.00