STRATEGIC WEALTH INVESTMENT GROUP, LLC Holdings

STRATEGIC WEALTH INVESTMENT GROUP, LLC is an investment fund managing more than 347.81M US dollars. The largest holdings include CITIGROUP INC NOTE QTRLY VAR, SPDR Portfolio Long Term Treasury ETF and PROSHARES TRUST SP 500 DV ARIST ETF. In Q3 2022 the fund bought assets of total value of 11.06M US dollars and sold assets of total value of 19.81M US dollars.

$347.81M

portfolio value

-23.57%

quarter

-155.39%

1 year

STRATEGIC WEALTH INVESTMENT GROUP, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2020	7567000	42899000
Q2 2020	52586000	11825000
Q3 2020	31001000	149000
Q4 2020	41475000	3763000
Q1 2021	46429000	8692000
Q2 2021	74345000	774000
Q3 2021	55167000	2807000
Q4 2021	56655000	6616000
Q1 2022	36913000	3302000
Q2 2022	30195000	124244000
Q3 2022	11063000	19810000

STRATEGIC WEALTH INVESTMENT GROUP, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
CITIGROUP INC NOTE QTRLY VAR Portfolio share: 9.36% Portfolio value: 32.57M Avg. open price: N/A Current price: N/A P/L: N/A Bought +5.16% shares Q3 2022	share	9.36%	32.57M	N/A	N/A	N/A	Bought +5.16% shares Q3 2022
SPDR Portfolio Long Term Treasury ETF Portfolio share: 8.58% Portfolio value: 29.84M Avg. open price: $41.95 Current price: $30.43 P/L: -27.45% Bought +6.28% shares Q3 2022	share	8.58%	29.84M	$41.95	$30.43	-27.45%	Bought +6.28% shares Q3 2022
PROSHARES TRUST SP 500 DV ARIST ETF Portfolio share: 6.37% Portfolio value: 22.16M Avg. open price: N/A Current price: N/A P/L: N/A Bought +11.66% shares Q3 2022	share	6.37%	22.16M	N/A	N/A	N/A	Bought +11.66% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 5.10% Portfolio value: 17.74M Avg. open price: $399.91 Current price: $402.77 P/L: +0.71% Bought +6.52% shares Q3 2022	share	5.10%	17.74M	$399.91	$402.77	+0.71%	Bought +6.52% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 4.40% Portfolio value: 15.31M Avg. open price: $136.03 Current price: $148.49 P/L: +9.16% Bought +8.11% shares Q3 2022	share	4.40%	15.31M	$136.03	$148.49	+9.16%	Bought +8.11% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 3.69% Portfolio value: 12.82M Avg. open price: $178.58 Current price: $201.75 P/L: +12.98% Bought +4.57% shares Q3 2022	share	3.69%	12.82M	$178.58	$201.75	+12.98%	Bought +4.57% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 3.64% Portfolio value: 12.64M Avg. open price: $1,033.16 Current price: $92.66 P/L: -91.03% Bought +8.87% shares Q3 2022	share	3.64%	12.64M	$1,033.16	$92.66	-91.03%	Bought +8.87% shares Q3 2022
Vanguard Short-Term Treasury Index Fund Portfolio share: 3.50% Portfolio value: 12.17M Avg. open price: $61.35 Current price: $57.87 P/L: -5.68% Bought +2.62% shares Q3 2022	share	3.50%	12.17M	$61.35	$57.87	-5.68%	Bought +2.62% shares Q3 2022
iShares Preferred and Income Securities ETF Portfolio share: 3.33% Portfolio value: 11.57M Avg. open price: $36.46 Current price: $32.15 P/L: -11.85% Bought +12.32% shares Q3 2022	share	3.33%	11.57M	$36.46	$32.15	-11.85%	Bought +12.32% shares Q3 2022
iShares 0-5 Year TIPS Bond ETF Portfolio share: 2.95% Portfolio value: 10.25M Avg. open price: $101.43 Current price: $97.9 P/L: -3.49% Bought +10.16% shares Q3 2022	share	2.95%	10.25M	$101.43	$97.9	-3.49%	Bought +10.16% shares Q3 2022
SPDR Gold Shares Portfolio share: 2.53% Portfolio value: 8.81M Avg. open price: $167.56 Current price: $165.17 P/L: -1.43% Bought +5.00% shares Q3 2022	share	2.53%	8.81M	$167.56	$165.17	-1.43%	Bought +5.00% shares Q3 2022
SPDR Dow Jones Industrial Average ETF Trust Portfolio share: 2.41% Portfolio value: 8.39M Avg. open price: $315.8 Current price: $342.26 P/L: +8.38% Bought +5.00% shares Q3 2022	share	2.41%	8.39M	$315.8	$342.26	+8.38%	Bought +5.00% shares Q3 2022
Invesco QQQ Trust Portfolio share: 2.19% Portfolio value: 7.60M Avg. open price: $327.87 Current price: $289.55 P/L: -11.69% Bought +23.74% shares Q3 2022	share	2.19%	7.60M	$327.87	$289.55	-11.69%	Bought +23.74% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 2.04% Portfolio value: 7.10M Avg. open price: $52.64 Current price: $63.69 P/L: +20.98% Bought +6.57% shares Q3 2022	share	2.04%	7.10M	$52.64	$63.69	+20.98%	Bought +6.57% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 1.58% Portfolio value: 5.50M Avg. open price: $125.33 Current price: $109.12 P/L: -12.94% Bought +5.49% shares Q3 2022	share	1.58%	5.50M	$125.33	$109.12	-12.94%	Bought +5.49% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 1.54% Portfolio value: 5.34M Avg. open price: $137.2 Current price: $133.26 P/L: -2.87% Bought +12.56% shares Q3 2022	share	1.54%	5.34M	$137.2	$133.26	-2.87%	Bought +12.56% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.34% Portfolio value: 4.66M Avg. open price: $259.65 Current price: $251.65 P/L: -3.08% Bought +3.01% shares Q3 2022	share	1.34%	4.66M	$259.65	$251.65	-3.08%	Bought +3.01% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 1.27% Portfolio value: 4.43M Avg. open price: $398.26 Current price: $486.58 P/L: +22.18% Bought +2.38% shares Q3 2022	share	1.27%	4.43M	$398.26	$486.58	+22.18%	Bought +2.38% shares Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 1.27% Portfolio value: 4.41M Avg. open price: $224.15 Current price: $140.58 P/L: -37.28% Bought +9.27% shares Q3 2022	share	1.27%	4.41M	$224.15	$140.58	-37.28%	Bought +9.27% shares Q3 2022
Consumer Discretionary Select Sector SPDR Fund Portfolio share: 1.26% Portfolio value: 4.39M Avg. open price: $137.48 Current price: $142.93 P/L: +3.96% Bought +21.08% shares Q3 2022	share	1.26%	4.39M	$137.48	$142.93	+3.96%	Bought +21.08% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 1.23% Portfolio value: 4.28M Avg. open price: $150.98 Current price: $98.06 P/L: -35.05% Bought +12.17% shares Q3 2022	share	1.23%	4.28M	$150.98	$98.06	-35.05%	Bought +12.17% shares Q3 2022
Vanguard Long-Term Bond Fund Portfolio share: 1.23% Portfolio value: 4.26M Avg. open price: $99.55 Current price: $75.67 P/L: -23.99% Bought +13.71% shares Q3 2022	share	1.23%	4.26M	$99.55	$75.67	-23.99%	Bought +13.71% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 1.18% Portfolio value: 4.08M Avg. open price: $136.1 Current price: $149.31 P/L: +9.71% Bought +2.79% shares Q3 2022	share	1.18%	4.08M	$136.1	$149.31	+9.71%	Bought +2.79% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 1.14% Portfolio value: 3.95M Avg. open price: $213.81 Current price: $216.29 P/L: +1.16% Bought +3.06% shares Q3 2022	share	1.14%	3.95M	$213.81	$216.29	+1.16%	Bought +3.06% shares Q3 2022
Packaged Foods The Kraft Heinz Company Portfolio share: 1.12% Portfolio value: 3.89M Avg. open price: $35.59 Current price: $39.55 P/L: +11.11% Bought +4.93% shares Q3 2022	share	1.12%	3.89M	$35.59	$39.55	+11.11%	Bought +4.93% shares Q3 2022
Credit Services American Express Company Portfolio share: 1.09% Portfolio value: 3.78M Avg. open price: $138.19 Current price: $158.58 P/L: +14.75% Bought +3.61% shares Q3 2022	share	1.09%	3.78M	$138.19	$158.58	+14.75%	Bought +3.61% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 1.07% Portfolio value: 3.73M Avg. open price: $186.76 Current price: $123 P/L: -34.14% Bought +13.80% shares Q3 2022	share	1.07%	3.73M	$186.76	$123	-34.14%	Bought +13.80% shares Q3 2022
Farm Products Tyson Foods, Inc. Portfolio share: 1.04% Portfolio value: 3.61M Avg. open price: $73.4 Current price: $65.06 P/L: -11.36% Bought +5.51% shares Q3 2022	share	1.04%	3.61M	$73.4	$65.06	-11.36%	Bought +5.51% shares Q3 2022
Invesco Financial Preferred ETF Portfolio share: 1.02% Portfolio value: 3.54M Avg. open price: $17.85 Current price: $15.33 P/L: -14.16% Bought +11.85% shares Q3 2022	share	1.02%	3.54M	$17.85	$15.33	-14.16%	Bought +11.85% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.99% Portfolio value: 3.45M Avg. open price: $2,168.97 Current price: $100.24 P/L: -95.38% Bought +3.11% shares Q3 2022	share	0.99%	3.45M	$2,168.97	$100.24	-95.38%	Bought +3.11% shares Q3 2022
VanEck Agribusiness ETF Portfolio share: 0.92% Portfolio value: 3.21M Avg. open price: $82.22 Current price: $91.35 P/L: +11.10% Bought +7.04% shares Q3 2022	share	0.92%	3.21M	$82.22	$91.35	+11.10%	Bought +7.04% shares Q3 2022
Vanguard Materials Index Fund Portfolio share: 0.91% Portfolio value: 3.16M Avg. open price: $162.71 Current price: $180.53 P/L: +10.95% Bought +7.12% shares Q3 2022	share	0.91%	3.16M	$162.71	$180.53	+10.95%	Bought +7.12% shares Q3 2022
WisdomTree India Earnings Fund Portfolio share: 0.87% Portfolio value: 3.04M Avg. open price: $30.59 Current price: $33.81 P/L: +10.53% Bought +11.89% shares Q3 2022	share	0.87%	3.04M	$30.59	$33.81	+10.53%	Bought +11.89% shares Q3 2022
Waste Management Waste Management, Inc. Portfolio share: 0.87% Portfolio value: 3.03M Avg. open price: $157.27 Current price: $167.19 P/L: +6.31% Bought +11.52% shares Q3 2022	share	0.87%	3.03M	$157.27	$167.19	+6.31%	Bought +11.52% shares Q3 2022
Aerospace & Defense The Boeing Company Portfolio share: 0.87% Portfolio value: 3.00M Avg. open price: $220.33 Current price: $184.41 P/L: -16.31% Bought +6.06% shares Q3 2022	share	0.87%	3.00M	$220.33	$184.41	-16.31%	Bought +6.06% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.84% Portfolio value: 2.91M Avg. open price: $54.51 Current price: $49.4 P/L: -9.38% Bought +11.93% shares Q3 2022	share	0.84%	2.91M	$54.51	$49.4	-9.38%	Bought +11.93% shares Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 0.83% Portfolio value: 2.87M Avg. open price: $90.07 Current price: $86.61 P/L: -3.84% Bought +12.31% shares Q3 2022	share	0.83%	2.87M	$90.07	$86.61	-3.84%	Bought +12.31% shares Q3 2022
Software—Application Uber Technologies, Inc. Portfolio share: 0.73% Portfolio value: 2.52M Avg. open price: $42.15 Current price: $28.57 P/L: -32.23% Bought +8.82% shares Q3 2022	share	0.73%	2.52M	$42.15	$28.57	-32.23%	Bought +8.82% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.72% Portfolio value: 2.49M Avg. open price: $54.03 Current price: $37.54 P/L: -30.53% Bought +12.99% shares Q3 2022	share	0.72%	2.49M	$54.03	$37.54	-30.53%	Bought +12.99% shares Q3 2022
REIT—Mortgage Starwood Property Trust, Inc. Portfolio share: 0.72% Portfolio value: 2.49M Avg. open price: $20.91 Current price: $20.67 P/L: -1.16% Bought +15.02% shares Q3 2022	share	0.72%	2.49M	$20.91	$20.67	-1.16%	Bought +15.02% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.71% Portfolio value: 2.47M Avg. open price: $160.28 Current price: $179.05 P/L: +11.71% Bought +2.88% shares Q3 2022	share	0.71%	2.47M	$160.28	$179.05	+11.71%	Bought +2.88% shares Q3 2022
REIT—Mortgage Arbor Realty Trust, Inc. Portfolio share: 0.64% Portfolio value: 2.22M Avg. open price: $10.88 Current price: $14.52 P/L: +33.41% Bought +16.13% shares Q3 2022	share	0.64%	2.22M	$10.88	$14.52	+33.41%	Bought +16.13% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.60% Portfolio value: 2.09M Avg. open price: $125.51 Current price: $148.56 P/L: +18.37% Bought +4.66% shares Q3 2022	share	0.60%	2.09M	$125.51	$148.56	+18.37%	Bought +4.66% shares Q3 2022
Capital Markets The Goldman Sachs Group, Inc. Portfolio share: 0.56% Portfolio value: 1.94M Avg. open price: $328.06 Current price: $373.74 P/L: +13.92% Bought +4.86% shares Q3 2022	share	0.56%	1.94M	$328.06	$373.74	+13.92%	Bought +4.86% shares Q3 2022
Specialty Chemicals DuPont de Nemours, Inc. Portfolio share: 0.51% Portfolio value: 1.78M Avg. open price: $69.81 Current price: $70.93 P/L: +1.61% Bought +7.07% shares Q3 2022	share	0.51%	1.78M	$69.81	$70.93	+1.61%	Bought +7.07% shares Q3 2022
abrdn Physical Precious Metals Basket Shares ETF Portfolio share: 0.51% Portfolio value: 1.77M Avg. open price: $91.41 Current price: $88.15 P/L: -3.56% Bought +5.84% shares Q3 2022	share	0.51%	1.77M	$91.41	$88.15	-3.56%	Bought +5.84% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.50% Portfolio value: 1.72M Avg. open price: $27 Current price: $18.91 P/L: -29.97% Bought +7.95% shares Q3 2022	share	0.50%	1.72M	$27	$18.91	-29.97%	Bought +7.95% shares Q3 2022
SPDR S&P Biotech ETF Portfolio share: 0.47% Portfolio value: 1.63M Avg. open price: $107.51 Current price: $84.05 P/L: -21.82% Bought +24.00% shares Q3 2022	share	0.47%	1.63M	$107.51	$84.05	-21.82%	Bought +24.00% shares Q3 2022
Software—Application Lyft, Inc. Portfolio share: 0.45% Portfolio value: 1.56M Avg. open price: $39.61 Current price: $11.27 P/L: -71.56% Bought +19.96% shares Q3 2022	share	0.45%	1.56M	$39.61	$11.27	-71.56%	Bought +19.96% shares Q3 2022
Entertainment Netflix, Inc. Portfolio share: 0.40% Portfolio value: 1.39M Avg. open price: $411.72 Current price: $318.53 P/L: -22.64% Bought +18.02% shares Q3 2022	share	0.40%	1.39M	$411.72	$318.53	-22.64%	Bought +18.02% shares Q3 2022
iShares Exponential Technologies ETF Portfolio share: 0.36% Portfolio value: 1.26M Avg. open price: $58.21 Current price: $50.84 P/L: -12.66% Bought +17.94% shares Q3 2022	share	0.36%	1.26M	$58.21	$50.84	-12.66%	Bought +17.94% shares Q3 2022
ARK Genomic Revolution ETF Portfolio share: 0.34% Portfolio value: 1.19M Avg. open price: $60.92 Current price: $31.96 P/L: -47.54% Bought +13.71% shares Q3 2022	share	0.34%	1.19M	$60.92	$31.96	-47.54%	Bought +13.71% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.33% Portfolio value: 1.16M Avg. open price: $230.3 Current price: $373.7 P/L: +62.27% N/A Q3 2022	share	0.33%	1.16M	$230.3	$373.7	+62.27%	N/A Q3 2022
Invesco Solar ETF Portfolio share: 0.22% Portfolio value: 760K Avg. open price: $84.51 Current price: $81.64 P/L: -3.39% Bought +5.91% shares Q3 2022	share	0.22%	760K	$84.51	$81.64	-3.39%	Bought +5.91% shares Q3 2022
Healthcare Plans Humana Inc. Portfolio share: 0.22% Portfolio value: 757K Avg. open price: $418.08 Current price: $548.11 P/L: +31.10% Bought +5.76% shares Q3 2022	share	0.22%	757K	$418.08	$548.11	+31.10%	Bought +5.76% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.21% Portfolio value: 741K Avg. open price: $246.84 Current price: $167.45 P/L: -32.16% Bought +22.21% shares Q3 2022	share	0.21%	741K	$246.84	$167.45	-32.16%	Bought +22.21% shares Q3 2022
Vanguard Information Technology Index Fund Portfolio share: 0.20% Portfolio value: 711K Avg. open price: $367.11 Current price: $343.55 P/L: -6.42% Bought +14.79% shares Q3 2022	share	0.20%	711K	$367.11	$343.55	-6.42%	Bought +14.79% shares Q3 2022
VanEck Rare Earth/Strategic Metals ETF Portfolio share: 0.20% Portfolio value: 711K Avg. open price: $87.86 Current price: $92.93 P/L: +5.77% Bought +6.73% shares Q3 2022	share	0.20%	711K	$87.86	$92.93	+5.77%	Bought +6.73% shares Q3 2022
Software—Infrastructure Adobe Inc. Portfolio share: 0.20% Portfolio value: 683K Avg. open price: $366.06 Current price: $334.81 P/L: -8.54% Bought +39.91% shares Q3 2022	share	0.20%	683K	$366.06	$334.81	-8.54%	Bought +39.91% shares Q3 2022
Invesco S&P 500 Low Volatility ETF Portfolio share: 0.19% Portfolio value: 653K Avg. open price: $67.09 Current price: $64.73 P/L: -3.52% Sold -10.54% shares Q3 2022	share	0.19%	653K	$67.09	$64.73	-3.52%	Sold -10.54% shares Q3 2022
BERKSHIRE HATHAWAY INC COM CL B Portfolio share: 0.18% Portfolio value: 633K Avg. open price: N/A Current price: N/A P/L: N/A Bought +137.47% shares Q3 2022	share	0.18%	633K	N/A	N/A	N/A	Bought +137.47% shares Q3 2022
Scientific & Technical Instruments Keysight Technologies, Inc. Portfolio share: 0.17% Portfolio value: 578K Avg. open price: N/A Current price: $178.58 P/L: N/A N/A Q1 2022	share	0.17%	578K	N/A	$178.58	N/A	N/A Q1 2022
Packaging & Containers Ball Corporation Portfolio share: 0.16% Portfolio value: 554K Avg. open price: N/A Current price: $54.31 P/L: N/A N/A Q3 2022	share	0.16%	554K	N/A	$54.31	N/A	N/A Q3 2022
Computer Hardware HP Inc. Portfolio share: 0.15% Portfolio value: 531K Avg. open price: N/A Current price: $29.52 P/L: N/A N/A Q3 2022	share	0.15%	531K	N/A	$29.52	N/A	N/A Q3 2022
SPDR Portfolio Aggregate Bond ETF Portfolio share: 0.14% Portfolio value: 500K Avg. open price: $27.79 Current price: $25.53 P/L: -8.15% Sold -38.18% shares Q3 2022	share	0.14%	500K	$27.79	$25.53	-8.15%	Sold -38.18% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.14% Portfolio value: 490K Avg. open price: $891.85 Current price: $185.01 P/L: -79.26% Sold -18.71% shares Q3 2022	share	0.14%	490K	$891.85	$185.01	-79.26%	Sold -18.71% shares Q3 2022
Amplify Transformational Data Sharing ETF Portfolio share: 0.14% Portfolio value: 490K Avg. open price: $30.52 Current price: $16.79 P/L: -44.99% Bought +17.98% shares Q3 2022	share	0.14%	490K	$30.52	$16.79	-44.99%	Bought +17.98% shares Q3 2022
Software—Application Coinbase Global, Inc. Portfolio share: 0.14% Portfolio value: 473K Avg. open price: $47.02 Current price: $46.38 P/L: -1.36% Bought +28.58% shares Q3 2022	share	0.14%	473K	$47.02	$46.38	-1.36%	Bought +28.58% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.13% Portfolio value: 454K Avg. open price: $122.65 Current price: $164.5 P/L: +34.12% Bought +13.93% shares Q3 2022	share	0.13%	454K	$122.65	$164.5	+34.12%	Bought +13.93% shares Q3 2022
Aerospace & Defense Virgin Galactic Holdings, Inc. Portfolio share: 0.12% Portfolio value: 433K Avg. open price: $15.43 Current price: $5.18 P/L: -66.42% Bought +21.17% shares Q3 2022	share	0.12%	433K	$15.43	$5.18	-66.42%	Bought +21.17% shares Q3 2022
Utilities—Regulated Electric Duke Energy Corporation Portfolio share: 0.12% Portfolio value: 432K Avg. open price: $98.29 Current price: $98.78 P/L: +0.50% Bought +16.60% shares Q3 2022	share	0.12%	432K	$98.29	$98.78	+0.50%	Bought +16.60% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.12% Portfolio value: 422K Avg. open price: $274.27 Current price: $321.02 P/L: +17.05% Bought +67.54% shares Q3 2022	share	0.12%	422K	$274.27	$321.02	+17.05%	Bought +67.54% shares Q3 2022
Banks—Regional Wintrust Financial Corporation Portfolio share: 0.12% Portfolio value: 408K Avg. open price: $80.1 Current price: $87.58 P/L: +9.34% N/A Q3 2022	share	0.12%	408K	$80.1	$87.58	+9.34%	N/A Q3 2022
SPDR Bloomberg Convertible Securities ETF Portfolio share: 0.11% Portfolio value: 394K Avg. open price: $64.55 Current price: $66.64 P/L: +3.23% Bought +22.55% shares Q3 2022	share	0.11%	394K	$64.55	$66.64	+3.23%	Bought +22.55% shares Q3 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 0.11% Portfolio value: 372K Avg. open price: $172.45 Current price: $184.71 P/L: +7.11% Sold -52.42% shares Q3 2022	share	0.11%	372K	$172.45	$184.71	+7.11%	Sold -52.42% shares Q3 2022
SPDR Portfolio S&P 500 ETF Portfolio share: 0.11% Portfolio value: 370K Avg. open price: $53.13 Current price: $47.37 P/L: -10.84% Sold -43.13% shares Q3 2022	share	0.11%	370K	$53.13	$47.37	-10.84%	Sold -43.13% shares Q3 2022
Medical Devices Boston Scientific Corporation Portfolio share: 0.10% Portfolio value: 343K Avg. open price: $37.27 Current price: $46 P/L: +23.42% Bought +5.31% shares Q3 2022	share	0.10%	343K	$37.27	$46	+23.42%	Bought +5.31% shares Q3 2022
Banks—Regional United Bankshares, Inc. Portfolio share: 0.09% Portfolio value: 323K Avg. open price: N/A Current price: $41.85 P/L: N/A Sold -37.66% shares Q1 2022	share	0.09%	323K	N/A	$41.85	N/A	Sold -37.66% shares Q1 2022
Discount Stores Walmart Inc. Portfolio share: 0.09% Portfolio value: 320K Avg. open price: $129 Current price: $151.63 P/L: +17.54% Bought +22.28% shares Q3 2022	share	0.09%	320K	$129	$151.63	+17.54%	Bought +22.28% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.09% Portfolio value: 315K Avg. open price: $513.63 Current price: $537.27 P/L: +4.60% Bought +11.43% shares Q3 2022	share	0.09%	315K	$513.63	$537.27	+4.60%	Bought +11.43% shares Q3 2022
Oil & Gas Midstream Enbridge Inc. Portfolio share: 0.09% Portfolio value: 298K Avg. open price: $37.56 Current price: $40.42 P/L: +7.61% Bought +4.88% shares Q3 2022	share	0.09%	298K	$37.56	$40.42	+7.61%	Bought +4.88% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.08% Portfolio value: 294K Avg. open price: $466.04 Current price: $404.54 P/L: -13.20% N/A Q3 2022	share	0.08%	294K	$466.04	$404.54	-13.20%	N/A Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 0.08% Portfolio value: 278K Avg. open price: $124.21 Current price: $106.08 P/L: -14.59% Sold -3.40% shares Q3 2022	share	0.08%	278K	$124.21	$106.08	-14.59%	Sold -3.40% shares Q3 2022
Healthcare Plans Elevance Health Inc. Portfolio share: 0.08% Portfolio value: 277K Avg. open price: $482.58 Current price: $522.48 P/L: +8.27% Bought +18.02% shares Q3 2022	share	0.08%	277K	$482.58	$522.48	+8.27%	Bought +18.02% shares Q3 2022
REIT—Retail Realty Income Corporation Portfolio share: 0.08% Portfolio value: 272K Avg. open price: $58.71 Current price: $62.35 P/L: +6.20% Bought +0.69% shares Q3 2022	share	0.08%	272K	$58.71	$62.35	+6.20%	Bought +0.69% shares Q3 2022
iShares MSCI USA ESG Select ETF Portfolio share: 0.08% Portfolio value: 264K Avg. open price: N/A Current price: $86.57 P/L: N/A N/A Q3 2022	share	0.08%	264K	N/A	$86.57	N/A	N/A Q3 2022
SPDR Portfolio Intermediate Term Corporate Bond ETF Portfolio share: 0.07% Portfolio value: 259K Avg. open price: N/A Current price: $32.1 P/L: N/A N/A Q3 2022	share	0.07%	259K	N/A	$32.1	N/A	N/A Q3 2022
Oil & Gas Integrated BP p.l.c. Portfolio share: 0.07% Portfolio value: 258K Avg. open price: $20.65 Current price: $35.63 P/L: +72.49% Bought +24.46% shares Q3 2022	share	0.07%	258K	$20.65	$35.63	+72.49%	Bought +24.46% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 0.07% Portfolio value: 257K Avg. open price: N/A Current price: $230.41 P/L: N/A N/A Q3 2022	share	0.07%	257K	N/A	$230.41	N/A	N/A Q3 2022
Communication Equipment Hewlett Packard Enterprise Company Portfolio share: 0.07% Portfolio value: 253K Avg. open price: N/A Current price: $16.46 P/L: N/A N/A Q3 2022	share	0.07%	253K	N/A	$16.46	N/A	N/A Q3 2022
Aerospace & Defense L3Harris Technologies, Inc. Portfolio share: 0.07% Portfolio value: 249K Avg. open price: $247.2 Current price: $226.02 P/L: -8.57% Bought +1.61% shares Q3 2022	share	0.07%	249K	$247.2	$226.02	-8.57%	Bought +1.61% shares Q3 2022
SPDR Portfolio Intermediate Term Treasury ETF Portfolio share: 0.07% Portfolio value: 249K Avg. open price: N/A Current price: $28.54 P/L: N/A N/A Q3 2022	share	0.07%	249K	N/A	$28.54	N/A	N/A Q3 2022
Diagnostics & Research Agilent Technologies, Inc. Portfolio share: 0.07% Portfolio value: 233K Avg. open price: N/A Current price: $152.43 P/L: N/A N/A Q1 2022	share	0.07%	233K	N/A	$152.43	N/A	N/A Q1 2022
Banks—Regional Truist Financial Corporation Portfolio share: 0.07% Portfolio value: 231K Avg. open price: $56.43 Current price: $43.64 P/L: -22.66% Sold -7.60% shares Q3 2022	share	0.07%	231K	$56.43	$43.64	-22.66%	Sold -7.60% shares Q3 2022
Vanguard Total Bond Market Index Fund Portfolio share: 0.07% Portfolio value: 229K Avg. open price: $83.45 Current price: $72.9 P/L: -12.65% Sold -17.04% shares Q3 2022	share	0.07%	229K	$83.45	$72.9	-12.65%	Sold -17.04% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.06% Portfolio value: 224K Avg. open price: $233.89 Current price: $210.92 P/L: -9.82% Bought +11.68% shares Q3 2022	share	0.06%	224K	$233.89	$210.92	-9.82%	Bought +11.68% shares Q3 2022
Insurance—Property & Casualty Cincinnati Financial Corporation Portfolio share: 0.06% Portfolio value: 224K Avg. open price: N/A Current price: $109.32 P/L: N/A N/A Q3 2022	share	0.06%	224K	N/A	$109.32	N/A	N/A Q3 2022
REIT—Retail Simon Property Group, Inc. Portfolio share: 0.06% Portfolio value: 224K Avg. open price: $122.08 Current price: $118.93 P/L: -2.58% Bought +0.56% shares Q3 2022	share	0.06%	224K	$122.08	$118.93	-2.58%	Bought +0.56% shares Q3 2022
Asset Management Blackrock Municipal 2030 Target Term Trust Portfolio share: 0.06% Portfolio value: 224K Avg. open price: N/A Current price: $21.4 P/L: N/A N/A Q3 2022	share	0.06%	224K	N/A	$21.4	N/A	N/A Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 0.06% Portfolio value: 223K Avg. open price: N/A Current price: $251.94 P/L: N/A N/A Q3 2022	share	0.06%	223K	N/A	$251.94	N/A	N/A Q3 2022
Credit Services PayPal Holdings, Inc. Portfolio share: 0.06% Portfolio value: 222K Avg. open price: N/A Current price: $73.73 P/L: N/A N/A Q3 2022	share	0.06%	222K	N/A	$73.73	N/A	N/A Q3 2022
ARK Innovation ETF Portfolio share: 0.06% Portfolio value: 222K Avg. open price: N/A Current price: $36.87 P/L: N/A N/A Q3 2022	share	0.06%	222K	N/A	$36.87	N/A	N/A Q3 2022
Vanguard Value Index Fund Portfolio share: 0.06% Portfolio value: 220K Avg. open price: N/A Current price: $144.59 P/L: N/A Sold -86.98% shares Q3 2022	share	0.06%	220K	N/A	$144.59	N/A	Sold -86.98% shares Q3 2022
SPDR EURO STOXX 50 ETF Portfolio share: 0.06% Portfolio value: 214K Avg. open price: $41.15 Current price: $40.04 P/L: -2.70% Sold -3.36% shares Q3 2022	share	0.06%	214K	$41.15	$40.04	-2.70%	Sold -3.36% shares Q3 2022
PROSHARES TRUST RUSS 2000 DIVD ETF Portfolio share: 0.06% Portfolio value: 202K Avg. open price: N/A Current price: N/A P/L: N/A Sold -3.37% shares Q3 2022	share	0.06%	202K	N/A	N/A	N/A	Sold -3.37% shares Q3 2022
Entertainment Warner Bros. Discovery, Inc. Portfolio share: 0.04% Portfolio value: 147K Avg. open price: N/A Current price: $11.52 P/L: N/A Sold -4.63% shares Q3 2022	share	0.04%	147K	N/A	$11.52	N/A	Sold -4.63% shares Q3 2022
Travel Services Carnival Corporation & plc Portfolio share: 0.03% Portfolio value: 112K Avg. open price: $16.42 Current price: $9.98 P/L: -39.22% N/A Q3 2022	share	0.03%	112K	$16.42	$9.98	-39.22%	N/A Q3 2022
Semiconductors ASE Technology Holding Co., Ltd. Portfolio share: 0.02% Portfolio value: 67K Avg. open price: $6.09 Current price: $6.77 P/L: +11.00% Sold -24.43% shares Q3 2022	share	0.02%	67K	$6.09	$6.77	+11.00%	Sold -24.43% shares Q3 2022
Biotechnology AgeX Therapeutics, Inc. Portfolio share: 0.01% Portfolio value: 46K Avg. open price: $1.26 Current price: $0.55 P/L: -56.26% Sold -22.66% shares Q3 2022	share	0.01%	46K	$1.26	$0.55	-56.26%	Sold -22.66% shares Q3 2022
Biotechnology Lineage Cell Therapeutics, Inc. Portfolio share: 0.01% Portfolio value: 42K Avg. open price: $1.63 Current price: $1.46 P/L: -10.70% Sold -25.59% shares Q3 2022	share	0.01%	42K	$1.63	$1.46	-10.70%	Sold -25.59% shares Q3 2022
Medical Instruments & Supplies Ekso Bionics Holdings, Inc. Portfolio share: 0.01% Portfolio value: 35K Avg. open price: $4.98 Current price: $1.21 P/L: -75.72% Sold -26.26% shares Q3 2022	share	0.01%	35K	$4.98	$1.21	-75.72%	Sold -26.26% shares Q3 2022
TALON METALS CORPORATION COM Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.00%	4K	N/A	N/A	N/A	N/A Q3 2022
Specialty Chemicals Blue Biofuels, Inc. Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $0.16 P/L: N/A N/A Q1 2022	share	0.00%	2K	N/A	$0.16	N/A	N/A Q1 2022
Biotechnology Athersys, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $1.35 Current price: $0.63 P/L: -53.32% Sold -100.00% shares Q3 2022	share	0.00%	0	$1.35	$0.63	-53.32%	Sold -100.00% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $166.37 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$166.37	N/A	Sold -100.00% shares Q3 2022
JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Utilities—Regulated Electric Xcel Energy Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $68.61 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$68.61	N/A	Sold -100.00% shares Q3 2022
Avantis Emerging Markets Equity ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $52.62 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$52.62	N/A	Sold -100.00% shares Q3 2022
ISHARES TRUST US TREAS BD ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
GS FINANCE CORP NOTE INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
FORT BEND CNTY TEX MUN UTIL DI ULTD TAX BDS CLBL Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Biotechnology Palisade Bio, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $4.24 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$4.24	N/A	Sold -100.00% shares Q3 2022
Specialty Industrial Machinery Parsons Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $49.05 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$49.05	N/A	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $50.65 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$50.65	N/A	Sold -100.00% shares Q3 2022
Biotechnology CohBar, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $1.19 Current price: $1.73 P/L: +45.93% Sold -100.00% shares Q3 2022	share	0.00%	0	$1.19	$1.73	+45.93%	Sold -100.00% shares Q3 2022
CITIGRP GLOBAL MKTS HLDGS INC NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
SPDR Portfolio Developed World ex-US ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $30.76 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$30.76	N/A	Sold -100.00% shares Q3 2022
BROWN FORMAN CORP COM CL B Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BOFA FIN LLC MED TERM NTS BOOK NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BOFA FIN LLC MED TERM NTS BOOK NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
SPDR Blackstone Senior Loan ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $41.34 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$41.34	N/A	Sold -100.00% shares Q3 2022
Asset Management Blackstone Secured Lending Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $23.8 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$23.8	N/A	Sold -100.00% shares Q3 2022
Schwab U.S. Large-Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $53.93 Current price: $48.08 P/L: -10.86% Sold -100.00% shares Q3 2022	share	0.00%	0	$53.93	$48.08	-10.86%	Sold -100.00% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $68.86 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$68.86	N/A	Sold -100.00% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $42.74 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$42.74	N/A	Sold -100.00% shares Q3 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $24.95 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$24.95	N/A	Sold -100.00% shares Q3 2022
Schwab Fundamental International Small Company Index ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $32.09 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$32.09	N/A	Sold -100.00% shares Q3 2022
Schwab Fundamental U.S. Large Company Index ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $55.7 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$55.7	N/A	Sold -100.00% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $78.01 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$78.01	N/A	Sold -100.00% shares Q3 2022
Schwab International Equity ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $33.59 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$33.59	N/A	Sold -100.00% shares Q3 2022
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
BANK OF MONTREAL NOTE M/W CLBL INDEX LNKD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $370.38 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$370.38	N/A	Sold -100.00% shares Q3 2022

Showing TOP 153 STRATEGIC WEALTH INVESTMENT GROUP's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of STRATEGIC WEALTH INVESTMENT GROUP, LLC?

The biggest position of the STRATEGIC WEALTH INVESTMENT GROUP, LLC is CITIGROUP INC NOTE QTRLY VAR () with 9.36% portfolio share worth of 32.57M US dollars.

Top 5 STRATEGIC WEALTH INVESTMENT GROUP's holdings represent 33.82% of the portfolio:

CITIGROUP INC NOTE QTRLY VAR () – 9.36%
SPDR Portfolio Long Term Treasury ETF (SPTL) – 8.58%
PROSHARES TRUST SP 500 DV ARIST ETF () – 6.37%
SPDR S&P 500 ETF Trust (SPY) – 5.1%
Apple Inc. (AAPL) – 4.4%

Who is the portfolio manager of STRATEGIC WEALTH INVESTMENT GROUP, LLC?

The portfolio manager of the STRATEGIC WEALTH INVESTMENT GROUP, LLC is .

What is the total asset value of the STRATEGIC WEALTH INVESTMENT GROUP, LLC portfolio?

STRATEGIC WEALTH INVESTMENT GROUP, LLC total asset value (portfolio value) is 347.81M US dollars.

Who is ?

is the portfolio manager of the STRATEGIC WEALTH INVESTMENT GROUP, LLC.

What is (STRATEGIC WEALTH INVESTMENT GROUP, LLC) fund performance?

STRATEGIC WEALTH INVESTMENT GROUP's quarterly performance is -23.57%, annualy -155.39%.

What is the STRATEGIC WEALTH INVESTMENT GROUP, LLC CIK?

STRATEGIC WEALTH INVESTMENT GROUP's Central Index Key is 0001802365 .