Strategic Wealth Investment Group, LLC

13F filer, CIK 1802365, LOUISVILLE, KY

Strategic Wealth Investment Group, LLC reported $905,130,161 across 132 holdings for the quarter ended 2024-12-31, in a 13F-HR/A filed 2025-01-23. Its ten largest share positions make up 41.17% of the portfolio.

Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR/A 0001802365-25-000001

A NEW HOLDINGS amendment repeated most of the original and was read as a restatement (H3).

Period: 2024-12-31
Reported value: $905M
Holdings: 132
Top 10 weight: 41.17%
New: 9
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BILadded	+32,927	$3.01M
MSFTadded	+2,877	$1.21M
DHRadded	+4,263	$979K
GGLLnew	+14,329	$655K
DUKadded	+4,980	$537K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPTIreduced	-269,852	-$7.52M
SPTLreduced	-266,094	-$6.97M
SPYreduced	-5,074	-$2.97M
VTIreduced	-6,826	-$1.98M
VCITreduced	-22,396	-$1.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR/A 0001802365-25-000001, largest first. % of portfolio is the value over $905,130,161, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPTLSPDR SERIES TRUST	2,133,978	$55.9M	6.17%	-266,094	Timeline
AAPLAPPLE INC	179,030	$44.8M	4.95%	-2,817	Timeline
AMZNAMAZON COM INC	201,833	$44.3M	4.89%	-5,228	Timeline
BCUSEXCHANGE LISTED FDS TR	1,287,541	$39.2M	4.33%	-55,784	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	66,063	$38.7M	4.28%	-5,074	Timeline
SPTISPDR SERIES TRUST	1,230,044	$34.3M	3.79%	-269,852	Timeline
VCITVANGUARD SCOTTSDALE FDS	399,004	$32M	3.54%	-22,396	Timeline
MSFTMICROSOFT CORP	70,897	$29.9M	3.3%	+2,877	Timeline
NVDANVIDIA CORPORATION	200,727	$27M	2.98%	+2,341	Timeline
BILSPDR SERIES TRUST	290,334	$26.5M	2.93%	+32,927	Timeline
METAMETA PLATFORMS INC	43,919	$25.7M	2.84%	+649	Timeline
AVGOBROADCOM INC	108,558	$25.2M	2.78%	+609	Timeline
JPMJPMORGAN CHASE & CO	103,534	$24.8M	2.74%	+1,886	Timeline
GLDSPDR GOLD TR	93,566	$22.7M	2.5%	-3,186	Timeline
GOOGLALPHABET INC	102,206	$19.3M	2.14%	+1,040	Timeline
VVISA INC	56,838	$18M	1.98%	+591	Timeline
PGPROCTER & GAMBLE CO	103,392	$17.3M	1.92%	+2,611	Timeline
CRMSALESFORCE INC	48,620	$16.3M	1.8%	-2,242	Timeline
VTIVANGUARD INDEX FDS	53,144	$15.4M	1.7%	-6,826	Timeline
BABOEING CO	85,650	$15.2M	1.67%	+2,726	Timeline
MRSHMARSH & MCLENNAN COS INC	59,128	$12.6M	1.39%	-625	Timeline
AXPAMERICAN EXPRESS CO	41,802	$12.4M	1.37%	+869	Timeline
GSGOLDMAN SACHS GROUP INC	21,136	$12.1M	1.34%	+477	Timeline
LINLINDE PLC	28,154	$11.8M	1.3%	-783	Timeline
COSTCOSTCO WHOLESALE CORPORATION	12,841	$11.8M	1.3%	+241	Timeline
PFFISHARES TR	350,151	$11M	1.22%	-22,097	Timeline
QQQINVESCO QQQ TR	21,075	$10.8M	1.19%	+19	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	20,386	$10.6M	1.17%	-1,289	Timeline
IBMINTERNATIONAL BUSINESS MACHS	47,833	$10.5M	1.16%	+182	Timeline
ANGLVANECK ETF TRUST	349,287	$10M	1.11%	-51,242	Timeline
UBERUBER TECHNOLOGIES INC	165,894	$10M	1.11%	+89	Timeline
VYMIVANGUARD WHITEHALL FDS	141,582	$9.61M	1.06%	-2,890	Timeline
DHRDANAHER CORP DEL	41,176	$9.45M	1.04%	+4,263	Timeline
DUKDUKE ENERGY CORP NEW	86,426	$9.31M	1.03%	+4,980	Timeline
ABBVABBVIE INC	51,927	$9.23M	1.02%	+1,010	Timeline
LMTLOCKHEED MARTIN CORP	18,906	$9.19M	1.02%	+1,057	Timeline
VNQVANGUARD INDEX FDS	101,652	$9.06M	1%	-3,016	Timeline
JNJJOHNSON & JOHNSON	60,699	$8.78M	0.97%	-5,635	Timeline
PEPPEPSICO INC	53,579	$8.15M	0.9%	-5,247	Timeline
UNHUNITEDHEALTH GROUP INC	15,523	$7.85M	0.87%	-1,392	Timeline
MDLZMONDELEZ INTL INC	131,462	$7.85M	0.87%	-8,110	Timeline
IXCISHARES TR	190,601	$7.28M	0.8%	-27,581	Timeline
WMWASTE MGMT INC DEL	33,040	$6.67M	0.74%	+353	Timeline
TXNTEXAS INSTRS INC	35,292	$6.62M	0.73%	+616	Timeline
MRKMERCK & CO INC	55,838	$5.55M	0.61%	+2,055	Timeline
VICIVICI PPTYS INC	189,869	$5.55M	0.61%	-17,427	Timeline
AMGNAMGEN INC	21,026	$5.48M	0.61%	+393	Timeline
GDGENERAL DYNAMICS CORP	20,521	$5.41M	0.6%	-1,537	Timeline
BCILEXCHANGE LISTED FDS TR	205,248	$5.18M	0.57%	-27,443	Timeline
XLUSELECT SECTOR SPDR TR	62,760	$4.75M	0.52%	-13,731	Timeline
UPSUNITED PARCEL SVCS INC	29,722	$3.75M	0.41%	-3,054	Timeline
EPIWISDOMTREE TR	72,958	$3.3M	0.36%	-130	Timeline
ARKKARK ETF TR	45,428	$2.58M	0.28%	-4,985	Timeline
VAWVANGUARD WORLD FD	13,247	$2.49M	0.27%	-948	Timeline
BLOKAMPLIFY ETF TR	56,491	$2.44M	0.27%	-2,884	Timeline
GLTRABRDN PRECIOUS METALS BASKET	22,170	$2.43M	0.27%	-850	Timeline
ARTYISHARES TR	60,800	$2.25M	0.25%	-623	Timeline
XTISHARES TR	35,349	$2.11M	0.23%	-703	Timeline
MOOVANECK ETF TRUST	32,039	$2.07M	0.23%	-8,164	Timeline
STIPISHARES TR	20,207	$2.03M	0.22%	-8,334	Timeline
NFLXNETFLIX INC.	2,004	$1.79M	0.2%	-143	Timeline
TSLATESLA INC	4,259	$1.72M	0.19%	-1,134	Timeline
VGSHVANGUARD SCOTTSDALE FDS	23,683	$1.38M	0.15%	-26,498	Timeline
HLIHOULIHAN LOKEY INC	7,779	$1.35M	0.15%	-324	Timeline
VUGVANGUARD INDEX FDS	3,097	$1.27M	0.14%	-442	Timeline
TIPISHARES TR	11,723	$1.25M	0.14%	-1,075	Timeline
NOBLPROSHARES TR	11,554	$1.15M	0.13%	-1,271	Timeline
DISDISNEY WALT CO	10,309	$1.15M	0.13%	-1,560	Timeline
MSCIMSCI INC	1,852	$1.11M	0.12%	-36	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	3,307	$1.08M	0.12%	-445	Timeline
KOCOCA COLA CO	15,771	$982K	0.11%	-2,020	Timeline
DOXAMDOCS LTD	11,483	$978K	0.11%	-1,501	Timeline
LLYELI LILLY & CO	1,253	$967K	0.11%	+400	Timeline
TDGTRANSDIGM GROUP INC	733	$929K	0.1%	+21	Timeline
STESTERIS PLC	4,432	$911K	0.1%	-235	Timeline
WMTWALMART INC	9,665	$873K	0.1%	+225	Timeline
ALBALBEMARLE CORP	9,393	$809K	0.09%	-2,087	Timeline
BIDUBAIDU INC	9,428	$795K	0.09%	+781	Timeline
CSCOCISCO SYS INC	13,103	$776K	0.09%	-4,796	Timeline
BABAALIBABA GROUP HLDG LTD	9,077	$770K	0.09%	-443	Timeline
VIGVANGUARD SPECIALIZED FUNDS	3,833	$751K	0.08%	+638	Timeline
SPGMSPDR INDEX SHS FDS	11,503	$728K	0.08%	+2,682	Timeline
HPQHP INC	21,320	$696K	0.08%	0	Timeline
ABRARBOR REALTY TRUST INC	47,874	$663K	0.07%	-14,119	Timeline
XOMEXXON MOBIL CORP	6,125	$659K	0.07%	-400	Timeline
GGLLDIREXION SHARES ETF TRUST	14,329	$655K	0.07%	new	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,427	$647K	0.07%	+100	Timeline
BALLBALL CORP	11,452	$631K	0.07%	-12	Timeline
YINNDIREXION SHARES ETF TRUST	21,882	$611K	0.07%	-1,399	Timeline
SNPSSYNOPSYS INC	1,216	$590K	0.07%	-116	Timeline
ADBEADOBE INC	1,323	$588K	0.06%	-289	Timeline
MCDMCDONALDS CORP	2,006	$582K	0.06%	-24	Timeline
VGTVANGUARD WORLD FD	875	$544K	0.06%	-18	Timeline
SCHGSCHWAB STRATEGIC TR	18,681	$521K	0.06%	new	Timeline
MDTMEDTRONIC PLC	6,465	$516K	0.06%	0	Timeline
KHCKRAFT HEINZ CO	16,635	$511K	0.06%	-6,245	Timeline
HDHOME DEPOT INC	1,269	$494K	0.05%	+92	Timeline
DLTRDOLLAR TREE INC	5,979	$448K	0.05%	new	Timeline
VVOSVIVOS THERAPEUTICS INC	100,000	$429K	0.05%	0	Timeline
VOVANGUARD INDEX FDS	1,596	$422K	0.05%	-7	Timeline
TQQQPROSHARES TR	5,037	$399K	0.04%	new	Timeline
VOOVANGUARD INDEX FDS	705	$380K	0.04%	-252	Timeline
IVVISHARES TR	592	$349K	0.04%	+1	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	1,422	$346K	0.04%	+1	Timeline
GOOGALPHABET INC	1,812	$345K	0.04%	+26	Timeline
FASDIREXION SHARES ETF TRUST	2,269	$343K	0.04%	new	Timeline
VYMVANGUARD WHITEHALL FDS	2,683	$342K	0.04%	+74	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	11,175	$341K	0.04%	new	Timeline
UBSIUNITED BANKSHARES INC WEST V	9,033	$339K	0.04%	0	Timeline
SCHVSCHWAB STRATEGIC TR	12,281	$320K	0.04%	+9,438	Timeline
XLYSELECT SECTOR SPDR TR	1,419	$318K	0.04%	-306	Timeline
VOTVANGUARD INDEX FDS	1,195	$303K	0.03%	+9	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	1,833	$294K	0.03%	0	Timeline
TANINVESCO EXCH TRADED FD TR II	8,786	$291K	0.03%	-697	Timeline
SPGSIMON PPTY GROUP INC NEW	1,687	$291K	0.03%	0	Timeline
AAGILENT TECHNOLOGIES INC	2,012	$270K	0.03%	0	Timeline
WFCWELLS FARGO & CO	3,815	$268K	0.03%	-102	Timeline
EDCDIREXION SHARES ETF TRUST	9,104	$262K	0.03%	new	Timeline
TFCTRUIST FINL CORP	5,941	$258K	0.03%	-63	Timeline
SCHFSCHWAB STRATEGIC TR	13,585	$251K	0.03%	new	Timeline
AMDADVANCED MICRO DEVICES INC	2,073	$250K	0.03%	+79	Timeline
SPABSPDR SERIES TRUST	10,009	$250K	0.03%	+132	Timeline
DGROISHARES TR	3,933	$241K	0.03%	+360	Timeline
MARMARRIOTT INTL INC NEW	850	$237K	0.03%	0	Timeline
CVXCHEVRON CORPORATION	1,609	$233K	0.03%	-15	Timeline
SUSAISHARES TR	1,883	$229K	0.03%	-656	Timeline
IJHISHARES TR	3,506	$218K	0.02%	+8	Timeline
FELCFIDELITY COVINGTON TRUST	6,448	$212K	0.02%	-1,253	Timeline
VZVERIZON COMMUNICATIONS INC	5,211	$208K	0.02%	-82	Timeline
BSXBOSTON SCIENTIFIC CORP	2,329	$208K	0.02%	-2,022	Timeline
MCKMCKESSON CORP	364	$207K	0.02%	new	Timeline
ABTABBOTT LABORATORIES	1,824	$206K	0.02%	-496	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SNOWSNOWFLAKE INC	5,904	$651K	shares
HPEHEWLETT PACKARD ENTERPRISE C	21,175	$422K	shares
VXUSVANGUARD STAR FDS	5,261	$340K	shares
BNDVANGUARD BD INDEX FDS	3,979	$299K	shares
OREALTY INCOME CORP	3,489	$220K	shares
BNDXVANGUARD CHARLOTTE FDS	4,006	$202K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001744349-25-000002	superseded		2025-01-22	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC
13F-HR/A 0001744349-25-000003	superseded	new holdings	2025-01-22	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC
13F-HR/A 0001802365-25-000001	base	new holdings	2025-01-23	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC