Holdings
Strategic Wealth Advisors LLC
As of Jun 30, 2026, Strategic Wealth Advisors LLC reported 132 positions worth US$8.54M. Largest: Apple Inc, Microsoft Corp. and Allstate Corporation (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 4,437 | US$1.21M | +16 | Jun 30, 2026 |
| Microsoft Corp. | 1,473 | US$712K | +24 | Jun 30, 2026 |
| Allstate Corporation (the) | 3,008 | US$626K | no change | Jun 30, 2026 |
| Merck & Company, Inc. | 5,655 | US$595K | +517 | Jun 30, 2026 |
| Mcdonald's Corporation | 1,416 | US$432K | +269 | Jun 30, 2026 |
| Amgen Inc. | 1,095 | US$358K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,095 | US$344K | −33 | Jun 30, 2026 |
| Morgan Stanley | 1,170 | US$207K | +200 | Jun 30, 2026 |
| Costco Wholesale Corporation | 226 | US$194K | no change | Jun 30, 2026 |
| Microchip Technology Incorporated | 2,902 | US$184K | no change | Jun 30, 2026 |