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Strategic Wealth Investment Group, LLC

All holdings · as of Dec 31, 2025

93 positions

CompanyClassValueShares% of portfolio
ARK ETF TR$2.35M20,4690.3%
EA SERIES TRUST$2.08M76,8910.3%
GLOBAL X FDS$2.07M34,1650.3%
ARK ETF TR$1.83M23,7710.2%
AMPLIFY ETF TR$1.71M30,1210.2%
ISHARES TR$1.60M22,9940.2%
VANGUARD WORLD FD$1.57M7,5860.2%
VANECK ETF TRUST$1.56M21,4680.2%
VANGUARD INDEX FDS$1.33M2,7260.2%
Tesla Inc$1.32M2,9390.2%
Accenture plc$1.32M4,9030.2%
WISDOMTREE TR$1.21M26,0690.1%
AMPHENOL CORP /DE$1.11M8,1880.1%
Houlihan Lokey Inc$868.5K4,9860.1%
VANGUARD SPECIALIZED FUNDS$802.6K3,6520.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$725.9K2,3890.1%
SPDR INDEX SHS FDS$704.8K9,1880.1%
AMPLIFY ETF TR$666.2K8,2890.1%
PROSHARES TR$623.8K5,9940.1%
CAPITAL ONE FINANCIAL CORP$557.7K2,3010.1%
Walmart Inc.$551.5K4,9500.1%
MCDONALD'S CORP$543.0K1,7770.1%
VANGUARD INDEX FDS$525.5K1,5670.1%
STERIS plc$407.2K1,6060.1%
ISHARES TR$403.4K5,8110.0%
Keysight Technologies, Inc.$372.4K1,8330.0%
Walt Disney Co$334.6K2,9410.0%
ISHARES TR$322.7K4710.0%
VANGUARD WORLD FD$293.3K3890.0%
COCA COLA CO$293.2K4,1930.0%
TRUIST FINANCIAL CORP$281.8K5,7270.0%
VANGUARD WHITEHALL FDS$279.3K1,9460.0%
Warren E. Buffett$271.9K5410.0%
HOME DEPOT, INC.$262.0K7610.0%
FIDELITY COVINGTON TRUST$247.9K6,4950.0%
SPDR SERIES TRUST$242.0K9,3990.0%
VANGUARD INDEX FDS$240.0K8270.0%
Alphabet Inc.$223.7K7130.0%
Marriott International Inc/MD$223.0K7190.0%
FIRST TR EXCHANGE-TRADED FD$215.1K7990.0%
MCKESSON CORP$212.5K2590.0%
CINCINNATI FINANCIAL CORP$204.2K1,2500.0%
United Parcel Service Inc$204.1K2,0580.0%
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