Notify me when Strategic Wealth Investment Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 93 | $813,629,228 | +$7,902,931 | -$388,858,276 | -$380,955,345 | SPTI, VCIT, BCUS, AMZN, SPTL | 13F-HR | 11 Feb 2026, 10:30 |
| Q3 2025 | 130 | $1,188,136,391 | +$1,116,185,789 | -$825,523 | +$1,115,360,266 | SPTI, BCUS, VCIT, SPTL, SPY | 13F-HR | 14 Nov 2025, 14:11 |
| Q2 2025 | 151 | $69,070,055 | +$8,445,429 | -$61,995 | +$8,383,434 | BIL, MSFT, AMZN, SPTL, META | 13F-HR | 14 Aug 2025, 17:25 |
| Q1 2025 | 47 | $57,464,923 | +$2,002,987 | -$874,733,104 | -$872,730,117 | BIL, AAPL, SPTL, AMZN, MSFT | 13F-HR | 14 Apr 2025, 14:49 |
| Q4 2024 | 132 | $905,130,161 | $0 | $0 | $0 | SPTL, AAPL, AMZN, BCUS, SPY | New Holdings | 23 Jan 2025, 15:31 |
| Q4 2024 | 131 | $62,527,088 | $0 | $0 | $0 | BA, UNITEDHEALTH GROUP INC, QQQM, XMMO, EMB | New Holdings | 22 Jan 2025, 14:16 |
| Q4 2024 | 257 | $946,325,492 | $0 | $0 | $0 | SPTL, AAPL, AMZN, BCUS, SPY | 13F-HR | 22 Jan 2025, 14:08 |
| Q3 2024 | 129 | $933,333,885 | +$278,487,649 | -$177,175,456 | +$101,312,193 | SPTL, SPTI, AAPL, BCUS, SPY | 13F-HR | 24 Oct 2024, 13:37 |
| Q2 2024 | 135 | $791,226,068 | +$242,113,070 | -$162,130,278 | +$79,982,792 | AMZN, AAPL, SPY, SPTL, VTI | 13F-HR | 13 Aug 2024, 15:40 |
| Q4 2023 | 130 | $665,328,612 | +$54,916,839 | -$6,015,984 | +$48,900,855 | NOBL, AMZN, SPY, AAPL, SPTL | 13F-HR | 16 Jan 2024, 11:34 |
| Q3 2023 | 102 | $551,074,958 | +$29,395,755 | -$84,862,875 | -$55,467,120 | NOBL, SPY, AMZN, AAPL, SPTL | 13F-HR | 03 Nov 2023, 11:58 |
| Q2 2023 | 127 | $630,051,051 | +$193,688,402 | -$124,905,143 | +$68,783,259 | NOBL, SPY, CITIGROUP INC NOTE QTRLY VAR, AAPL, AMZN | 13F-HR | 17 Jul 2023, 13:58 |
| Q1 2023 | 135 | $539,167,985 | +$184,840,962 | -$91,934,470 | +$92,906,492 | NOBL, CITIGROUP INC NOTE QTRLY VAR, SPY, SPTL, AAPL | Restatement | 24 Apr 2023, 13:20 |
| Q4 2022 | 125 | $423,026,904 | +$76,777,964 | -$18,997,194 | +$57,780,770 | CITIGROUP INC NOTE QTRLY VAR, NOBL, SPY, SPTL, AAPL | 13F-HR | 27 Jan 2023, 09:47 |
| Q3 2022 | 113 | $347,812,000 | +$35,065,034 | -$63,546,010 | -$28,480,976 | CITIGROUP INC NOTE QTRLY VAR, SPTL, NOBL, SPY, AAPL | 13F-HR | 21 Oct 2022, 11:58 |
| Q2 2022 | 136 | $399,194,000 | +$128,452,250 | -$76,732,579 | +$51,719,671 | CITIGROUP INC NOTE QTRLY VAR, SPTL, NOBL, SPY, AAPL | 13F-HR | 08 Aug 2022, 11:03 |
| Q1 2022 | 106 | $419,283,000 | +$57,104,947 | -$2,567,892 | +$54,537,055 | SPTL, VGSH, NOBL, SPY, AAPL | 13F-HR | 26 Apr 2022, 10:51 |
| Q4 2021 | 90 | $384,544,000 | +$41,739,565 | -$6,631,754 | +$35,107,811 | SPTL, VGSH, NOBL, SPY, AAPL | 13F-HR | 20 Jan 2022, 17:37 |
| Q3 2021 | 88 | $334,715,000 | +$57,136,808 | -$2,913,984 | +$54,222,824 | SPTL, VGSH, NOBL, SPY, AAPL | 13F-HR | 15 Nov 2021, 11:36 |
| Q2 2021 | 88 | $282,189,000 | +$63,608,863 | -$1,015,944 | +$62,592,919 | SPTL, VGSH, NOBL, SPY, AAPL | 13F-HR | 16 Jul 2021, 13:04 |
| Q1 2021 | 78 | $208,480,000 | +$44,579,285 | -$9,541,701 | +$35,037,584 | VGSH, SPTL, NOBL, SPY, VTI | 13F-HR | 22 Apr 2021, 09:04 |
| Q4 2020 | 81 | $170,694,000 | +$31,877,739 | -$8,262,569 | +$23,615,170 | SPTL, VGSH, NOBL, AAPL, SPY | Restatement | 26 Jan 2021, 17:01 |
| Q3 2020 | 86 | $132,939,000 | +$28,615,992 | -$207,000 | +$28,408,992 | SPTL, NOBL, VGSH, AAPL, AMZN | 13F-HR | 03 Nov 2020, 12:08 |
| Q2 2020 | 81 | $102,080,000 | +$50,429,070 | -$18,331,084 | +$32,097,986 | SPTL, NOBL, VGSH, AAPL, AMZN | 13F-HR | 13 Jul 2020, 11:44 |
| Q1 2020 | 43 | $61,378,000 | +$14,459,205 | -$37,748,231 | -$23,289,026 | SH, PFF, AMZN, AAPL, SPTL | 13F-HR | 20 Apr 2020, 16:32 |
| Q4 2019 | 56 | $96,436,000 | $0 | $0 | $0 | NOBL, BIV, BLV, VTI, AAPL | 13F-HR | 11 Feb 2020, 10:43 |