Strategic Wealth Investment Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$933M
Signature - Title
Brett Pohl - Director, Compliance Services
Location
Louisville, KY
Summary
This page shows a list of all the recent 13F filings made by Strategic Wealth Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Wealth Investment Group, LLC reported 129 stock holdings with total value $933M as of Q3 2024. Top holdings included SPTL, SPTI, AAPL, BCUS, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 129 $933M +$278M -$177M +$101M SPTL, SPTI, AAPL, BCUS, SPY 13F-HR 10/24/2024, 01:37 PM
Q2 2024 135 $791M +$242M -$162M +$80M AMZN, AAPL, SPY, SPTL, VTI 13F-HR 8/13/2024, 03:40 PM
Q4 2023 130 $665M +$54.9M -$6.02M +$48.9M NOBL, AMZN, SPY, AAPL, SPTL 13F-HR 1/16/2024, 11:34 AM
Q3 2023 102 $551M +$29.4M -$84.9M -$55.5M NOBL, SPY, AMZN, AAPL, SPTL 13F-HR 11/3/2023, 11:58 AM
Q2 2023 127 $630M +$194M -$125M +$68.8M NOBL, SPY, AAPL, AMZN, SPTL 13F-HR 7/17/2023, 01:58 PM
Q1 2023 135 $539M +$185M -$91.9M +$92.9M NOBL, SPY, SPTL, AAPL, VTI Restatement 4/24/2023, 01:20 PM
Q4 2022 125 $423M +$76.8M -$19M +$57.8M NOBL, SPY, SPTL, AAPL, VTI 13F-HR 1/27/2023, 09:47 AM
Q3 2022 113 $348M +$35.1M -$63.5M -$28.5M SPTL, NOBL, SPY, AAPL, VTI 13F-HR 10/21/2022, 11:58 AM
Q2 2022 136 $399M +$128M -$76.7M +$51.7M SPTL, NOBL, SPY, AAPL, VTI 13F-HR 8/8/2022, 11:03 AM
Q1 2022 106 $419M +$57.1M -$2.57M +$54.5M SPTL, VGSH, NOBL, SPY, AAPL 13F-HR 4/26/2022, 10:51 AM
Q4 2021 90 $385M +$41.7M -$6.63M +$35.1M SPTL, VGSH, NOBL, SPY, AAPL 13F-HR 1/20/2022, 05:37 PM
Q3 2021 88 $335M +$57.1M -$2.91M +$54.2M SPTL, VGSH, NOBL, SPY, AAPL 13F-HR 11/15/2021, 11:36 AM
Q2 2021 88 $282M +$63.6M -$1.02M +$62.6M SPTL, VGSH, NOBL, SPY, AAPL 13F-HR 7/16/2021, 01:04 PM
Q1 2021 78 $208M +$44.6M -$9.54M +$35M VGSH, SPTL, NOBL, SPY, VTI 13F-HR 4/22/2021, 09:04 AM
Q4 2020 81 $171M +$31.9M -$8.26M +$23.6M SPTL, VGSH, NOBL, AAPL, SPY Restatement 1/26/2021, 05:01 PM
Q3 2020 86 $133M +$28.6M -$207K +$28.4M SPTL, NOBL, VGSH, AAPL, AMZN 13F-HR 11/3/2020, 12:08 PM
Q2 2020 81 $102M +$50.4M -$18.3M +$32.1M SPTL, NOBL, VGSH, AAPL, AMZN 13F-HR 7/13/2020, 11:44 AM
Q1 2020 43 $61.4M +$14.5M -$37.7M -$23.3M SH, PFF, AMZN, AAPL, SPTL 13F-HR 4/20/2020, 04:32 PM
Q4 2019 56 $96.4M $0 $0 NOBL, BIV, BLV, VTI, AAPL 13F-HR 2/11/2020, 10:43 AM