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Strategic Wealth Investment Group, LLC

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13F filer, CIK 1802365, LOUISVILLE, KY

Strategic Wealth Investment Group, LLC reported holdings worth $57,464,923 (the sum of its rows) across 47 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-14. The total stated on the cover page is $7,464,923. Its ten largest share positions make up 48.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001767151-25-000002

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.

Period
2025-03-31
Value, sum of rows
$57.5M
Stated on the cover page
$7.46M
Holdings
47
Top 10 weight
48.55%
New
3
Sold out
88

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORLYnew+616$882K
HUBBnew+2,242$742K
NVOnew+5,452$379K

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

SecurityShares changeApprox. value
SPTLreduced-2,053,750-$56M
AAPLreduced-169,108-$37.6M
AMZNreduced-191,104-$36.4M
BCUSreduced-1,236,191-$36.3M
SPYreduced-63,479-$35.5M

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, Q1 2025

Share positions as resolved from 13F-HR 0001767151-25-000002, largest first. % of portfolio is the value over $57,464,923, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,407 shares; 2024Q4: 290,334 shares; 2025Q1: 124,855 shares 124,855$11.5M19.93%-165,479Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,847 shares; 2024Q4: 179,030 shares; 2025Q1: 9,922 shares 9,922$2.2M3.84%-169,108Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400,072 shares; 2024Q4: 2,133,978 shares; 2025Q1: 80,228 shares 80,228$2.19M3.81%-2,053,750Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,061 shares; 2024Q4: 201,833 shares; 2025Q1: 10,729 shares 10,729$2.04M3.55%-191,104Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,020 shares; 2024Q4: 70,897 shares; 2025Q1: 5,304 shares 5,304$1.99M3.46%-65,593Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499,896 shares; 2024Q4: 1,230,044 shares; 2025Q1: 65,969 shares 65,969$1.89M3.28%-1,164,075Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,270 shares; 2024Q4: 43,919 shares; 2025Q1: 2,837 shares 2,837$1.64M2.85%-41,082Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,386 shares; 2024Q4: 200,727 shares; 2025Q1: 14,021 shares 14,021$1.52M2.64%-186,706Timeline
BCUSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343,325 shares; 2024Q4: 1,287,541 shares; 2025Q1: 51,350 shares 51,350$1.51M2.62%-1,236,191Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,648 shares; 2024Q4: 103,534 shares; 2025Q1: 6,013 shares 6,013$1.47M2.57%-97,521Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,781 shares; 2024Q4: 103,392 shares; 2025Q1: 8,593 shares 8,593$1.46M2.55%-94,799Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,137 shares; 2024Q4: 66,063 shares; 2025Q1: 2,584 shares 2,584$1.45M2.52%-63,479Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,675 shares; 2024Q4: 20,386 shares; 2025Q1: 2,836 shares 2,836$1.41M2.46%-17,550Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,400 shares; 2024Q4: 399,004 shares; 2025Q1: 17,143 shares 17,143$1.4M2.44%-381,861Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,753 shares; 2024Q4: 59,128 shares; 2025Q1: 5,261 shares 5,261$1.28M2.23%-53,867Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,247 shares; 2024Q4: 56,838 shares; 2025Q1: 3,659 shares 3,659$1.28M2.23%-53,179Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,913 shares; 2024Q4: 41,176 shares; 2025Q1: 5,948 shares 5,948$1.22M2.12%-35,228Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,937 shares; 2024Q4: 28,154 shares; 2025Q1: 2,577 shares 2,577$1.2M2.09%-25,577Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,805 shares; 2024Q4: 165,894 shares; 2025Q1: 16,362 shares 16,362$1.19M2.07%-149,532Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,949 shares; 2024Q4: 108,558 shares; 2025Q1: 7,026 shares 7,026$1.18M2.05%-101,532Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,166 shares; 2024Q4: 102,206 shares; 2025Q1: 7,582 shares 7,582$1.17M2.04%-94,624Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,334 shares; 2024Q4: 60,699 shares; 2025Q1: 5,795 shares 5,795$961K1.67%-54,904Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,826 shares; 2024Q4: 53,579 shares; 2025Q1: 6,358 shares 6,358$953K1.66%-47,221Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,924 shares; 2024Q4: 85,650 shares; 2025Q1: 5,503 shares 5,503$939K1.63%-80,147Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 616 shares 616$882K1.54%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,841 shares; 2025Q1: 930 shares 930$879K1.53%-11,911Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,933 shares; 2024Q4: 41,802 shares; 2025Q1: 3,207 shares 3,207$863K1.5%-38,595Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,752 shares; 2024Q4: 93,566 shares; 2025Q1: 2,993 shares 2,993$862K1.5%-90,573Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,659 shares; 2024Q4: 21,136 shares; 2025Q1: 1,522 shares 1,522$831K1.45%-19,614Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,862 shares; 2024Q4: 48,620 shares; 2025Q1: 3,028 shares 3,028$813K1.41%-45,592Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,242 shares 2,242$742K1.29%newTimeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,668 shares; 2024Q4: 101,652 shares; 2025Q1: 7,176 shares 7,176$650K1.13%-94,476Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 1,253 shares; 2025Q1: 612 shares 612$505K0.88%-641Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,056 shares; 2024Q4: 21,075 shares; 2025Q1: 1,062 shares 1,062$498K0.87%-20,013Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,529 shares; 2024Q4: 349,287 shares; 2025Q1: 16,048 shares 16,048$463K0.81%-333,239Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,917 shares; 2024Q4: 51,927 shares; 2025Q1: 2,194 shares 2,194$460K0.8%-49,733Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,472 shares; 2024Q4: 141,582 shares; 2025Q1: 6,198 shares 6,198$457K0.79%-135,384Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,182 shares; 2024Q4: 190,601 shares; 2025Q1: 10,619 shares 10,619$447K0.78%-179,982Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,248 shares; 2024Q4: 350,151 shares; 2025Q1: 14,394 shares 14,394$442K0.77%-335,757Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,446 shares; 2024Q4: 86,426 shares; 2025Q1: 3,343 shares 3,343$408K0.71%-83,083Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,491 shares; 2024Q4: 62,760 shares; 2025Q1: 4,968 shares 4,968$392K0.68%-57,792Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,651 shares; 2024Q4: 47,833 shares; 2025Q1: 1,575 shares 1,575$392K0.68%-46,258Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,452 shares 5,452$379K0.66%newTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,833 shares; 2025Q1: 1,673 shares 1,673$325K0.56%-2,160Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,687 shares; 2024Q4: 33,040 shares; 2025Q1: 1,213 shares 1,213$281K0.49%-31,827Timeline
BCILEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,691 shares; 2024Q4: 205,248 shares; 2025Q1: 9,962 shares 9,962$265K0.46%-195,286Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,791 shares; 2024Q4: 15,771 shares; 2025Q1: 3,205 shares 3,205$230K0.4%-12,566Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
VTIVANGUARD INDEX FDS53,144$15.4Mshares
LMTLOCKHEED MARTIN CORP18,906$9.19Mshares
UNHUNITEDHEALTH GROUP INC15,523$7.85Mshares
MDLZMONDELEZ INTL INC131,462$7.85Mshares
TXNTEXAS INSTRS INC35,292$6.62Mshares
MRKMERCK & CO INC55,838$5.55Mshares
VICIVICI PPTYS INC189,869$5.55Mshares
AMGNAMGEN INC21,026$5.48Mshares
GDGENERAL DYNAMICS CORP20,521$5.41Mshares
UPSUNITED PARCEL SVCS INC29,722$3.75Mshares
EPIWISDOMTREE TR72,958$3.3Mshares
ARKKARK ETF TR45,428$2.58Mshares
VAWVANGUARD WORLD FD13,247$2.49Mshares
BLOKAMPLIFY ETF TR56,491$2.44Mshares
GLTRABRDN PRECIOUS METALS BASKET22,170$2.43Mshares
ARTYISHARES TR60,800$2.25Mshares
XTISHARES TR35,349$2.11Mshares
MOOVANECK ETF TRUST32,039$2.07Mshares
STIPISHARES TR20,207$2.03Mshares
NFLXNETFLIX INC.2,004$1.79Mshares
TSLATESLA INC4,259$1.72Mshares
VGSHVANGUARD SCOTTSDALE FDS23,683$1.38Mshares
HLIHOULIHAN LOKEY INC7,779$1.35Mshares
VUGVANGUARD INDEX FDS3,097$1.27Mshares
TIPISHARES TR11,723$1.25Mshares
NOBLPROSHARES TR11,554$1.15Mshares
DISDISNEY WALT CO10,309$1.15Mshares
MSCIMSCI INC1,852$1.11Mshares
WSTWEST PHARMACEUTICAL SVSC INC3,307$1.08Mshares
DOXAMDOCS LTD11,483$978Kshares
TDGTRANSDIGM GROUP INC733$929Kshares
STESTERIS PLC4,432$911Kshares
WMTWALMART INC9,665$873Kshares
ALBALBEMARLE CORP9,393$809Kshares
BIDUBAIDU INC9,428$795Kshares
CSCOCISCO SYS INC13,103$776Kshares
BABAALIBABA GROUP HLDG LTD9,077$770Kshares
SPGMSPDR INDEX SHS FDS11,503$728Kshares
HPQHP INC21,320$696Kshares
ABRARBOR REALTY TRUST INC47,874$663Kshares
XOMEXXON MOBIL CORP6,125$659Kshares
GGLLDIREXION SHARES ETF TRUST14,329$655Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL1,427$647Kshares
BALLBALL CORP11,452$631Kshares
YINNDIREXION SHARES ETF TRUST21,882$611Kshares
SNPSSYNOPSYS INC1,216$590Kshares
ADBEADOBE INC1,323$588Kshares
MCDMCDONALDS CORP2,006$582Kshares
VGTVANGUARD WORLD FD875$544Kshares
SCHGSCHWAB STRATEGIC TR18,681$521Kshares
MDTMEDTRONIC PLC6,465$516Kshares
KHCKRAFT HEINZ CO16,635$511Kshares
HDHOME DEPOT INC1,269$494Kshares
DLTRDOLLAR TREE INC5,979$448Kshares
VVOSVIVOS THERAPEUTICS INC100,000$429Kshares
VOVANGUARD INDEX FDS1,596$422Kshares
TQQQPROSHARES TR5,037$399Kshares
VOOVANGUARD INDEX FDS705$380Kshares
IVVISHARES TR592$349Kshares
FDNFIRST TR EXCHANGE-TRADED FD1,422$346Kshares
GOOGALPHABET INC1,812$345Kshares
FASDIREXION SHARES ETF TRUST2,269$343Kshares
VYMVANGUARD WHITEHALL FDS2,683$342Kshares
BUFRFIRST TR EXCHNG TRADED FD VI11,175$341Kshares
UBSIUNITED BANKSHARES INC WEST V9,033$339Kshares
SCHVSCHWAB STRATEGIC TR12,281$320Kshares
XLYSELECT SECTOR SPDR TR1,419$318Kshares
VOTVANGUARD INDEX FDS1,195$303Kshares
KEYSKEYSIGHT TECHNOLOGIES INC1,833$294Kshares
TANINVESCO EXCH TRADED FD TR II8,786$291Kshares
SPGSIMON PPTY GROUP INC NEW1,687$291Kshares
AAGILENT TECHNOLOGIES INC2,012$270Kshares
WFCWELLS FARGO & CO3,815$268Kshares
EDCDIREXION SHARES ETF TRUST9,104$262Kshares
TFCTRUIST FINL CORP5,941$258Kshares
SCHFSCHWAB STRATEGIC TR13,585$251Kshares
AMDADVANCED MICRO DEVICES INC2,073$250Kshares
SPABSPDR SERIES TRUST10,009$250Kshares
DGROISHARES TR3,933$241Kshares
MARMARRIOTT INTL INC NEW850$237Kshares
CVXCHEVRON CORPORATION1,609$233Kshares
SUSAISHARES TR1,883$229Kshares
IJHISHARES TR3,506$218Kshares
FELCFIDELITY COVINGTON TRUST6,448$212Kshares
VZVERIZON COMMUNICATIONS INC5,211$208Kshares
BSXBOSTON SCIENTIFIC CORP2,329$208Kshares
MCKMCKESSON CORP364$207Kshares
ABTABBOTT LABORATORIES1,824$206Kshares

How Q1 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001767151-25-000002 base2025-04-14acceptance time not in the bulk data set