13F-HR filed by Strategic Wealth Investment Group, LLC
Strategic Wealth Investment Group, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-14, with 47 holding rows worth $57,464,923 by the sum of the rows.
- Accession
- 0001767151-25-000002
- Filer
- CIK 1802365
- Filed
- 2025-04-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 47 entries on the cover page, a total value of $7,464,923 stated on the cover page (in dollars after the unit check, H1), rows summing to $57,464,923 with VALUE read as dollars as filed, 13F file number 028-19838. The quarter's positions are built on this report. The resolved quarter.
The cover page states a total of $7,464,923, 87% less than the sum of the rows, $57,464,923. This page uses the sum of the rows.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 124,855 | $11,452,923 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,922 | $2,203,883 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 80,228 | $2,187,008 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 10,729 | $2,041,300 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,304 | $1,990,908 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 65,969 | $1,885,394 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,837 | $1,635,323 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 14,021 | $1,519,601 | dollars as filed | |
| EXCHANGE LISTED FDS TR | 30151E558 | BANC US LARG ETF | 51,350 | $1,506,609 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,013 | $1,474,971 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 8,593 | $1,464,478 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,584 | $1,445,464 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 2,836 | $1,411,231 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 17,143 | $1,401,598 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 5,261 | $1,283,905 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,659 | $1,282,304 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 5,948 | $1,219,396 | dollars as filed | |
| Linde plc | G54950103 | COM | 2,577 | $1,199,735 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 16,362 | $1,192,135 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 7,026 | $1,176,314 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,582 | $1,172,444 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,795 | $960,995 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 6,358 | $953,267 | dollars as filed | |
| Boeing Company | 097023105 | COM | 5,503 | $938,537 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 616 | $882,469 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 930 | $879,400 | dollars as filed | |
| American Express Company | 025816109 | COM | 3,207 | $862,952 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,993 | $862,403 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1,522 | $831,451 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 3,028 | $812,709 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 2,242 | $741,931 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 7,176 | $649,744 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 612 | $505,463 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,062 | $498,122 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 16,048 | $463,147 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,194 | $459,671 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 6,198 | $456,739 | dollars as filed | |
| ISHARES TR | 464287341 | GLOBAL ENERG ETF | 10,619 | $446,745 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 14,394 | $442,337 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,343 | $407,759 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 4,968 | $391,727 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,575 | $391,649 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 5,452 | $378,587 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,673 | $324,573 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,213 | $280,814 | dollars as filed | |
| EXCHANGE LISTED FDS TR | 30151E541 | BANCREEK INT LC | 9,962 | $265,280 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,205 | $229,528 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001767151-25-000002 | this filing | 2025-04-14 | acceptance time not in the bulk data set |