Strategic Wealth Investment Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $63.40M | 7.8% |
| VANGUARD SCOTTSDALE FDS | $39.62M | 4.9% |
| EXCHANGE LISTED FDS TR | $36.10M | 4.4% |
| Amazon.com Inc | $32.81M | 4.0% |
| SPDR SERIES TRUST | $29.23M | 3.6% |
| MICROSOFT CORP | $28.15M | 3.5% |
| Apple Inc. | $27.53M | 3.4% |
| Broadcom Inc. | $24.36M | 3.0% |
| SPDR S&P 500 ETF TR | $23.97M | 2.9% |
| JPMORGAN CHASE & CO | $22.62M | 2.8% |
| NVIDIA Corp | $22.14M | 2.7% |
| Meta Platforms Inc | $20.75M | 2.5% |
| THERMO FISHER SCIENTIFIC INC. | $20.13M | 2.5% |
| SPDR GOLD TR | $19.74M | 2.4% |
| Alphabet Inc. | $16.32M | 2.0% |
| VANGUARD INDEX FDS | $15.72M | 1.9% |
| VANECK ETF TRUST | $15.51M | 1.9% |
| THE GOLDMAN SACHS GROUP, INC. | $15.29M | 1.9% |
| Salesforce Inc | $15.12M | 1.9% |
| HUBBELL INC | $14.57M | 1.8% |
| Visa Inc | $13.84M | 1.7% |
| SPDR SERIES TRUST | $13.57M | 1.7% |
| ELI LILLY & Co | $13.24M | 1.6% |
| EXCHANGE LISTED FDS TR | $12.92M | 1.6% |
| JOHNSON & JOHNSON | $12.48M | 1.5% |
| DANAHER CORP /DE | $12.13M | 1.5% |
| AMERICAN EXPRESS CO | $12.00M | 1.5% |
| VANGUARD WHITEHALL FDS | $11.72M | 1.4% |
| Uber Technologies, Inc | $10.49M | 1.3% |
| PROCTER & GAMBLE Co | $10.18M | 1.3% |
| MARSH & MCLENNAN COMPANIES, INC. | $9.91M | 1.2% |
| The Boeing Company | $9.91M | 1.2% |
| PEPSICO INC | $9.78M | 1.2% |
| LINDE PLC | $9.77M | 1.2% |
| Blackstone Inc | $9.72M | 1.2% |
| BOSTON SCIENTIFIC CORP | $9.70M | 1.2% |
| AbbVie Inc. | $9.62M | 1.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $9.46M | 1.2% |
| O REILLY AUTOMOTIVE INC | $9.38M | 1.2% |
| COSTCO WHOLESALE CORP /NEW | $8.84M | 1.1% |
| Duke Energy Corp | $8.74M | 1.1% |
| ISHARES TR | $7.68M | 0.9% |
| INVESCO QQQ TR | $7.18M | 0.9% |
| ISHARES TR | $6.70M | 0.8% |
| WASTE MANAGEMENT INC | $6.16M | 0.8% |
| SELECT SECTOR SPDR TR | $5.52M | 0.7% |
| Netflix Inc | $5.33M | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $4.93M | 0.6% |
| EXXON MOBIL CORP | $3.99M | 0.5% |
| ABRDN PRECIOUS METALS BASKET | $2.49M | 0.3% |