Strategic Wealth Advisors LLC

Strategic Wealth Advisors LLC reported 268 holdings worth US$117K as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Strategic Wealth Advisors LLC reported 268 holdings worth US$117K as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Allstate Corporation (the). Filed Aug 7, 2026 (Form 13F).

Holdings
268
Value as reported
US$117K

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc4,437US$1.21M1030.0%
Microsoft Corp.1,473US$712K608.1%
Allstate Corporation (the)3,008US$626K534.7%
Merck & Company, Inc.5,655US$595K508.2%
Mcdonald's Corporation1,416US$432K369.0%
Amgen Inc.1,095US$358K305.8%
Alphabet Inc (google) Class C1,095US$344K293.8%
Morgan Stanley1,170US$207K176.8%
Costco Wholesale Corporation226US$194K165.7%
Microchip Technology Incorporated2,902US$184K157.2%
Jp Morgan Chase & Co.502US$161K137.5%
W.w. Grainger, Inc.139US$140K119.6%
Walmart Inc.1,245US$138K117.9%
International Business Machines Corporation449US$132K112.7%
Automatic Data Processing, Inc.511US$131K111.9%
Nvidia Corporation617US$115K98.2%
Realty Income Corporation2,025US$114K97.4%
Ge Aerospace370US$113K96.5%
Abbvie Inc.487US$111K94.8%
Johnson & Johnson517US$106K90.5%
Procter & Gamble Company (the)653US$93,00079.4%
Capital One Financial Corporation370US$89,00076.0%
Northrop Grumman Corporation145US$82,00070.0%
Csx Corporation2,190US$79,00067.5%
Union Pacific Corporation313US$72,00061.5%
Charles Schwab Corporation (the)720US$71,00060.6%
Pepsico, Inc.485US$69,00058.9%
Stryker Corporation197US$69,00058.9%
Amazon.com, Inc.295US$68,00058.1%
Aflac Incorporated570US$62,00053.0%
Amphenol Corporation407US$55,00047.0%
General Dynamics Corporation160US$53,00045.3%
Novartis Ag382US$52,00044.4%
Norfolk Southern Corporation180US$51,00043.6%
Sila Realty Trust, Inc.2,157US$50,00042.7%
Colgate-palmolive Company604US$47,00040.1%
Kinder Morgan, Inc.1,655US$45,00038.4%
Prologis, Inc.355US$45,00038.4%
Pfizer, Inc.1,775US$44,00037.6%
Exxon Mobil Corporation372US$44,00037.6%
Xcel Energy Inc.590US$43,00036.7%
Wec Energy Group, Inc.414US$43,00036.7%
At&t Inc.1,717US$42,00035.9%
Cisco Systems, Inc.558US$42,00035.9%
Emerson Electric Company315US$41,00035.0%
Coca-cola Company (the)533US$37,00031.6%
Marathon Petroleum Corporation223US$36,00030.7%
Edwards Lifesciences Corporation415US$35,00029.9%
Ge Vernova Inc.54US$35,00029.9%
Hilltop Holdings Inc.1,000US$33,00028.2%
Chevron Corporation220US$33,00028.2%
Honeywell International Inc.149US$29,00024.8%
Meta Platforms, Inc.44US$29,00024.8%
Boeing Company (the)127US$27,00023.1%
Fifth Third Bancorp514US$24,00020.5%
Bank Of America Corporation449US$24,00020.5%
Broadcom Inc.71US$24,00020.5%
Lockheed Martin Corporation50US$24,00020.5%
Abbott Laboratories176US$22,00018.8%
Tesla, Inc.49US$22,00018.8%
Eqt Corporation378US$20,00017.1%
Kimberly-clark Corporation199US$20,00017.1%
Tjx Companies, Inc. (the)133US$20,00017.1%
Home Depot, Inc. (the)61US$20,00017.1%
Rocket Lab Corporation280US$19,00016.2%
Shell Plc267US$19,00016.2%
Visa Inc.56US$19,00016.2%
Eli Lilly And Company18US$19,00016.2%
Regions Financial Corporation668US$18,00015.4%
Blackstone Secured Lending Fund655US$17,00014.5%
Corteva, Inc.266US$17,00014.5%
Phathom Pharmaceuticals, Inc.1,000US$16,00013.7%
Mondelez International, Inc.298US$16,00013.7%
Southwest Airlines Company375US$15,00012.8%
Northwest Natural Holding Company313US$14,00012.0%
Vertex Pharmaceuticals Incorporated32US$14,00012.0%
Mastercard Incorporated26US$14,00012.0%
Graco Inc.150US$12,00010.2%
Warner Bros. Discovery, Inc. - Series A402US$11,0009.4%
Ge Healthcare Technologies Inc.128US$10,0008.5%
Prudential Financial, Inc.88US$9,0007.7%
Oracle Corporation47US$9,0007.7%
Nuvation Bio Inc.1,000US$8,0006.8%
Nucor Corporation55US$8,0006.8%
Applovin Corporation13US$8,0006.8%
Target Corporation80US$7,0006.0%
Targa Resources, Inc.39US$7,0006.0%
Intuitive Surgical, Inc.14US$7,0006.0%
Harley-davidson, Inc.334US$6,0005.1%
Dow Inc.266US$6,0005.1%
Doordash, Inc.30US$6,0005.1%
Rockwell Automation, Inc.17US$6,0005.1%
Baxter International Inc.300US$5,0004.3%
Hp Inc.240US$5,0004.3%
Gsk Plc120US$5,0004.3%
Solstice Advanced Materials Inc.111US$5,0004.3%
Bristol-myers Squibb Company111US$5,0004.3%
Old Dominion Freight Line, Inc.36US$5,0004.3%
Palantir Technologies Inc.32US$5,0004.3%
Insmed Incorporated29US$5,0004.3%

Every holding of Strategic Wealth Advisors LLC

Source

View original at SEC

Related