Strategic Wealth Designers

Strategic Wealth Investment Group as of Dec. 31, 2025

Portfolio Holdings for Strategic Wealth Investment Group

Strategic Wealth Investment Group holds 93 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPTI) 7.8 $63M 2.2M 28.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.9 $40M 473k 83.75
Exchange Listed Fds Tr Bancreek Us Larg (BCUS) 4.4 $36M 1.1M 32.28
Amazon (AMZN) 4.0 $33M 142k 230.82
Spdr Series Trust State Street Spd (SPTL) 3.6 $29M 1.1M 26.47
Microsoft Corporation (MSFT) 3.5 $28M 58k 483.62
Apple (AAPL) 3.4 $28M 101k 271.86
Broadcom (AVGO) 3.0 $24M 70k 346.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $24M 35k 681.92
JPMorgan Chase & Co. (JPM) 2.8 $23M 70k 322.22
NVIDIA Corporation (NVDA) 2.7 $22M 119k 186.50
Meta Platforms Cl A (META) 2.5 $21M 31k 660.08
Thermo Fisher Scientific (TMO) 2.5 $20M 35k 579.45
Spdr Gold Tr Gold Shs (GLD) 2.4 $20M 50k 396.31
Alphabet Cap Stk Cl A (GOOGL) 2.0 $16M 52k 313.00
Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $16M 178k 88.49
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.9 $16M 528k 29.36
Goldman Sachs (GS) 1.9 $15M 17k 879.01
salesforce (CRM) 1.9 $15M 57k 264.91
Hubbell (HUBB) 1.8 $15M 33k 444.10
Visa Com Cl A (V) 1.7 $14M 40k 350.71
Spdr Series Trust State Street Spd (BIL) 1.7 $14M 149k 91.38
Eli Lilly & Co. (LLY) 1.6 $13M 12k 1074.65
Exchange Listed Fds Tr Bancreek Int Lc (BCIL) 1.6 $13M 463k 27.92
Johnson & Johnson (JNJ) 1.5 $13M 60k 206.95
Danaher Corporation (DHR) 1.5 $12M 53k 228.92
American Express Company (AXP) 1.5 $12M 32k 369.95
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.4 $12M 130k 90.00
Uber Technologies (UBER) 1.3 $11M 128k 81.71
Procter & Gamble Company (PG) 1.3 $10M 71k 143.31
Marsh & McLennan Companies 1.2 $9.9M 53k 185.52
Boeing Company (BA) 1.2 $9.9M 46k 217.12
Pepsi (PEP) 1.2 $9.8M 68k 143.52
Linde SHS (LIN) 1.2 $9.8M 23k 426.38
Blackstone Group Inc Com Cl A (BX) 1.2 $9.7M 63k 154.14
Boston Scientific Corporation (BSX) 1.2 $9.7M 102k 95.35
Abbvie (ABBV) 1.2 $9.6M 42k 228.49
International Business Machines (IBM) 1.2 $9.5M 32k 296.21
O'reilly Automotive (ORLY) 1.2 $9.4M 103k 91.21
Costco Wholesale Corporation (COST) 1.1 $8.8M 10k 862.32
Duke Energy Corp Com New (DUK) 1.1 $8.7M 75k 117.21
Ishares Tr Global Energ Etf (IXC) 0.9 $7.7M 183k 41.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $7.2M 12k 614.31
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $6.7M 216k 30.96
Waste Management (WM) 0.8 $6.2M 28k 219.71
Select Sector Spdr Tr State Street Uti (XLU) 0.7 $5.5M 129k 42.69
Netflix (NFLX) 0.7 $5.3M 57k 93.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $4.9M 67k 73.56
Exxon Mobil Corporation (XOM) 0.5 $4.0M 33k 120.34
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.3 $2.5M 12k 205.60
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.3 $2.3M 21k 114.66
Ea Series Trust Coastal Compass (ROPE) 0.3 $2.1M 77k 27.04
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $2.1M 34k 60.53
Ark Etf Tr Innovation Etf (ARKK) 0.2 $1.8M 24k 76.92
Amplify Etf Tr Blockchain Techn (BLOK) 0.2 $1.7M 30k 56.89
Ishares Tr Future Exponenti (XT) 0.2 $1.6M 23k 69.74
Vanguard World Materials Etf (VAW) 0.2 $1.6M 7.6k 207.55
Vaneck Etf Trust Agribusiness Etf (MOO) 0.2 $1.6M 22k 72.79
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.3M 2.7k 487.84
Tesla Motors (TSLA) 0.2 $1.3M 2.9k 449.72
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.3M 4.9k 268.30
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $1.2M 26k 46.29
Amphenol Corp Cl A (APH) 0.1 $1.1M 8.2k 135.14
Houlihan Lokey Cl A (HLI) 0.1 $869k 5.0k 174.19
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $803k 3.7k 219.76
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $726k 2.4k 303.86
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $705k 9.2k 76.71
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $666k 8.3k 80.37
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $624k 6.0k 104.08
Capital One Financial (COF) 0.1 $558k 2.3k 242.36
Wal-Mart Stores (WMT) 0.1 $551k 5.0k 111.40
McDonald's Corporation (MCD) 0.1 $543k 1.8k 305.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $526k 1.6k 335.35
Steris Shs Usd (STE) 0.1 $407k 1.6k 253.52
Ishares Tr Core Div Grwth (DGRO) 0.0 $403k 5.8k 69.42
Keysight Technologies (KEYS) 0.0 $372k 1.8k 203.19
Walt Disney Company (DIS) 0.0 $335k 2.9k 113.78
Ishares Tr Core S&p500 Etf (IVV) 0.0 $323k 471.00 685.17
Vanguard World Inf Tech Etf (VGT) 0.0 $293k 389.00 753.93
Coca-Cola Company (KO) 0.0 $293k 4.2k 69.92
Truist Financial Corp equities (TFC) 0.0 $282k 5.7k 49.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $279k 1.9k 143.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $272k 541.00 502.65
Home Depot (HD) 0.0 $262k 761.00 344.27
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $248k 6.5k 38.17
Spdr Series Trust State Street Spd (SPAB) 0.0 $242k 9.4k 25.75
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $240k 827.00 290.22
Alphabet Cap Stk Cl C (GOOG) 0.0 $224k 713.00 313.80
Marriott Intl Cl A (MAR) 0.0 $223k 719.00 310.14
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $215k 799.00 269.18
McKesson Corporation (MCK) 0.0 $213k 259.00 820.29
Cincinnati Financial Corporation (CINF) 0.0 $204k 1.3k 163.32
United Parcel Service CL B (UPS) 0.0 $204k 2.1k 99.17