Strategic Wealth Designers

Strategic Wealth Investment Group as of Sept. 30, 2025

Portfolio Holdings for Strategic Wealth Investment Group

Strategic Wealth Investment Group holds 130 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfli Intrmdit (SPTI) 8.1 $96M 3.3M 28.90
Exchange Listed Fds Tr Bancreek Us Larg (BCUS) 4.8 $57M 1.7M 32.80
Vanguard Scottsdale Fds Intterm Corp (VCIT) 4.4 $52M 622k 84.11
Spdr Series Trust Portfolio Ln Tsr (SPTL) 4.0 $47M 1.8M 26.95
Spdr Sp 500 Etf Tr Tr Unit (SPY) 3.9 $47M 70k 666.18
Microsoft Corporation (MSFT) 3.7 $44M 85k 517.95
Amazon (AMZN) 3.7 $44M 201k 219.57
Apple (AAPL) 3.2 $38M 148k 254.63
Broadcom (AVGO) 2.8 $34M 102k 329.91
NVIDIA Corporation (NVDA) 2.7 $33M 174k 186.58
Meta Platforms Cl A (META) 2.7 $32M 44k 734.38
JPMorgan Chase & Co. (JPM) 2.7 $32M 101k 315.43
Spdr Gold Tr Gold Shs (GLD) 2.6 $31M 86k 355.47
Spdr Series Trust Bloomberg 13 Mo (BIL) 2.5 $30M 328k 91.75
Thermo Fisher Scientific (TMO) 2.0 $24M 50k 485.02
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $21M 230k 91.42
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.7 $20M 680k 29.73
Goldman Sachs (GS) 1.7 $20M 25k 796.36
Hubbell (HUBB) 1.6 $19M 45k 430.31
Alphabet Cap Stk Cl A (GOOGL) 1.6 $19M 79k 243.10
Visa Com Cl A (V) 1.6 $19M 56k 341.38
salesforce (CRM) 1.6 $19M 80k 237.00
Uber Technologies (UBER) 1.5 $18M 182k 97.97
Exchange Listed Fds Tr Bancreek Int Lc (BCIL) 1.4 $16M 568k 28.94
Procter & Gamble Company (PG) 1.4 $16M 107k 153.65
Johnson & Johnson (JNJ) 1.4 $16M 88k 185.42
American Express Company (AXP) 1.3 $16M 47k 332.16
O'reilly Automotive (ORLY) 1.3 $16M 143k 107.81
Linde SHS (LIN) 1.3 $15M 32k 474.99
Marsh & McLennan Companies (MMC) 1.3 $15M 76k 201.53
Danaher Corporation (DHR) 1.3 $15M 77k 198.26
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.2 $15M 174k 84.68
Eli Lilly & Co. (LLY) 1.2 $14M 18k 763.01
Boeing Company (BA) 1.2 $14M 64k 215.83
Abbvie (ABBV) 1.1 $14M 59k 231.54
Blackstone Group Inc Com Cl A (BX) 1.1 $14M 80k 170.85
Pepsi (PEP) 1.1 $14M 96k 140.44
Costco Wholesale Corporation (COST) 1.1 $13M 15k 925.63
Boston Scientific Corporation (BSX) 1.1 $13M 133k 97.63
International Business Machines (IBM) 1.0 $12M 44k 282.16
Duke Energy Corp Com New (DUK) 1.0 $12M 98k 123.75
Ishares Tr Global Energ Etf (IXC) 0.9 $11M 270k 41.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $10M 17k 600.37
Select Sector Spdr Tr Sbi Intutils (XLU) 0.9 $10M 117k 87.21
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $9.1M 289k 31.62
Netflix (NFLX) 0.7 $8.7M 7.2k 1198.92
Waste Management (WM) 0.7 $8.3M 38k 220.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $5.7M 79k 71.37
Exxon Mobil Corporation (XOM) 0.4 $4.3M 38k 112.75
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.3 $4.0M 24k 165.45
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.3 $3.1M 28k 111.56
Ark Etf Tr Innovation Etf (ARKK) 0.3 $3.1M 35k 86.30
Amplify Etf Tr Blockchain Ldr (BLOK) 0.3 $3.0M 44k 67.04
Global X Fds Glb X Mlp Enrg I (MLPX) 0.2 $2.9M 46k 62.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.9M 8.8k 328.19
Vaneck Etf Trust Agribusiness Etf (MOO) 0.2 $2.6M 35k 73.45
Vanguard World Materials Etf (VAW) 0.2 $2.6M 13k 204.86
Ishares Tr Future Exponenti (XT) 0.2 $2.3M 32k 71.94
Tesla Motors (TSLA) 0.2 $2.0M 4.6k 444.72
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.0M 4.2k 479.58
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $1.7M 38k 44.20
Amphenol Corp Cl A (APH) 0.1 $1.5M 12k 123.75
Houlihan Lokey Cl A (HLI) 0.1 $1.4M 7.0k 205.32
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M 5.1k 246.60
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $1.2M 11k 108.70
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.2M 5.6k 215.81
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $1.1M 12k 86.80
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.0M 3.6k 279.29
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $957k 13k 74.90
Capital One Financial (COF) 0.1 $786k 3.7k 212.58
Wal-Mart Stores (WMT) 0.1 $739k 7.2k 103.06
Ishares Tr Core Sp500 Etf (IVV) 0.1 $705k 1.1k 669.14
Coca-Cola Company (KO) 0.1 $681k 10k 66.32
Proshares Tr Sp 500 Dv Arist (NOBL) 0.1 $680k 6.6k 103.08
Palantir Technologies Cl A (PLTR) 0.1 $632k 3.5k 182.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $631k 1.3k 502.74
McDonald's Corporation (MCD) 0.1 $628k 2.1k 303.89
Hp (HPQ) 0.0 $594k 22k 27.23
Ball Corporation (BALL) 0.0 $577k 12k 50.42
Vanguard Index Fds Sp 500 Etf Shs (VOO) 0.0 $564k 921.00 612.38
Steris Shs Usd (STE) 0.0 $562k 2.3k 247.44
Walt Disney Company (DIS) 0.0 $561k 4.9k 114.51
Vanguard World Inf Tech Etf (VGT) 0.0 $541k 724.00 746.63
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $514k 1.8k 293.74
Home Depot (HD) 0.0 $491k 1.2k 405.27
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $464k 1.6k 293.87
Ishares Tr Core Div Grwth (DGRO) 0.0 $464k 6.8k 68.08
Vanguard Index Fds Value Etf (VTV) 0.0 $409k 2.2k 186.49
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $401k 11k 35.43
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $398k 6.8k 58.85
Global X Fds Gbl X Blockchain (BKCH) 0.0 $379k 4.4k 86.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $373k 2.6k 140.95
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $371k 1.8k 209.34
Novonordisk A S Adr (NVO) 0.0 $365k 6.6k 55.49
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $361k 8.4k 42.76
Ishares Tr Core Sp Scp Etf (IJR) 0.0 $339k 2.9k 118.82
United Bankshares (UBSI) 0.0 $336k 9.0k 37.21
Abbott Laboratories (ABT) 0.0 $335k 2.5k 133.95
Keysight Technologies (KEYS) 0.0 $321k 1.8k 174.92
Ishares Tr SP SML 600 GWT (IJT) 0.0 $320k 2.3k 141.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $318k 4.3k 74.37
Wells Fargo & Company (WFC) 0.0 $317k 3.8k 83.82
Simon Property (SPG) 0.0 $314k 1.7k 187.67
Vivos Therapeutics Com New (VVOS) 0.0 $310k 100k 3.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $298k 13k 23.28
Ark Etf Tr Fintech Innova (ARKF) 0.0 $294k 5.2k 56.80
First Tr Exchangetraded Dj Internt Idx (FDN) 0.0 $285k 1.0k 279.84
McKesson Corporation (MCK) 0.0 $281k 364.00 772.54
Truist Financial Corp equities (TFC) 0.0 $279k 6.1k 45.72
Chevron Corporation (CVX) 0.0 $269k 1.7k 155.29
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $251k 1.0k 247.12
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $251k 5.4k 46.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $250k 3.4k 73.46
Spdr Series Trust Portfolio Agrgte (SPAB) 0.0 $244k 9.4k 25.85
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $242k 6.5k 37.27
Lockheed Martin Corporation (LMT) 0.0 $240k 481.00 498.79
Raytheon Technologies Corp (RTX) 0.0 $238k 1.4k 167.36
Invesco Exchange Traded Fd T Sp500 Quality (SPHQ) 0.0 $238k 3.3k 73.29
Alphabet Cap Stk Cl C (GOOG) 0.0 $237k 974.00 243.62
Bank of America Corporation (BAC) 0.0 $237k 4.6k 51.59
At&t (T) 0.0 $231k 8.2k 28.24
Ishares Tr 05 Yr Tips Etf (STIP) 0.0 $229k 2.2k 103.37
Verizon Communications (VZ) 0.0 $221k 5.0k 43.95
Arista Networks Com Shs (ANET) 0.0 $218k 1.5k 145.71
Ishares Tr Core Sp Mcp Etf (IJH) 0.0 $216k 3.3k 65.26
Etf Ser Solutions Defiance Quantum (QTUM) 0.0 $214k 2.0k 104.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $206k 1.0k 203.67
Advanced Micro Devices (AMD) 0.0 $203k 1.3k 161.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $203k 2.5k 79.93
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV) 0.0 $201k 2.7k 73.47