Holdings

Strategic Wealth Investment Group, LLC

As of Jun 30, 2026, Strategic Wealth Investment Group, LLC reported 50 positions worth US$451M. Largest: Amazon.com, Inc., Apple Inc and Broadcom Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Amazon.com, Inc.122KUS$29M−23,926Jun 30, 2026
Apple Inc92,998US$26.9M−7,411Jun 30, 2026
Broadcom Inc.64,070US$24.2M−6,415Jun 30, 2026
Nvidia Corporation108KUS$21.6M−10,074Jun 30, 2026
Jp Morgan Chase & Co.63,927US$20.9M−6,834Jun 30, 2026
Microsoft Corp.54,215US$20.2M−10,186Jun 30, 2026
Meta Platforms, Inc.31,747US$17.9M−1,591Jun 30, 2026
Alphabet Inc (google) Class C48,105US$17.2M−2,171Jun 30, 2026
Thermo Fisher Scientific Inc31,916US$16M−4,240Jun 30, 2026
Goldman Sachs Group, Inc. (the)14,800US$15M−2,513Jun 30, 2026